Original filing (PDF)20250417093059NAL0001077185001

MICHAEL P KELLY, DVM PC

Name: MICHAEL P KELLY, DVM PC — MICHAEL P. KELLY, DVM PC 401(K) P/S PLAN, Form 5500 (2024)
Creator: MICHAEL P KELLY, DVM PC

Form 5500-SF

FILING_RECEIVED

MICHAEL P. KELLY, DVM PC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL P KELLY, DVM PC.

Plan sponsor

Name

MICHAEL P KELLY, DVM PC

DBA

OLEAN VETERINARY

EIN

16-1609783

Address

1620 W STATE ST · OLEAN, NY · 14760

Phone

(716) 676-3171

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-10-24

Filed

2025-04-17

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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