How big is Patrick J Kelly's plan?

Patrick J Kelly's plan reported $60K in assets and 4 participants for 2025.

Original filing (PDF)20260423104937NAL0010176434001

Patrick J Kelly

Name: Patrick J Kelly — Patrick J Kelly 401(k) Profit, Form 5500 (2025)
Creator: Patrick J Kelly
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick J Kelly 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Patrick J Kelly's Patrick J Kelly 401(k) Profit Sharing Plan & Trust held $60K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Edward Rojas signed Patrick J Kelly's 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patrick J Kelly's EIN is 14-1704831.

EIN 14-1704831

Plan number 001

Plan year 2025

ACK ID 20260423104937NAL0010176434001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick J Kelly from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick J Kelly's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK J KELLY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off