Original filing (PDF)20250620150530NAL0003995249001

ROBERT P KELLY FINANCIAL, INC.

Name: ROBERT P KELLY FINANCIAL, INC. — ROBERT P KELLY FINANCIAL, INC-401K PLAN, Form 5500 (2024)
Creator: ROBERT P KELLY FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

ROBERT P KELLY FINANCIAL, INC-401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ROBERT P KELLY FINANCIAL, INC.

EIN

20-0376814

Address

2073 NE 9TH AVENUE · WILTON MANORS, FL · 33305

Phone

(954) 914-9115

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DR MEDICAL BILLING AND CONSULTING, LLC

DR MEDICAL BILLING AND CONSULTING, LLC 401K PROFIT SHARING

$31K · 7 participants

NEW ENGLAND INSURANCE SOLUTIONS INC.

NEW ENGLAND INSURANCE SOLUTIONS INC. 401(K) PLAN

$30K · 2 participants

CAROLINA INSURANCE ALLIANCE, LLC

CAROLINA INSURANCE ALLIANCE 401(K) PLAN

$30K · 9 participants

APC SCIENTIFIC CONSULTANTS & ASSOCIATES LLC

APC SCIENTIFIC CONSULTANTS & ASSOCIATES 401(K) PLAN

$29K · 3 participants

MARKAUS MORRIS