How big is Burton Kelley, LLP's plan?

Burton Kelley, LLP's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250915174137NAL0001231329001

Burton Kelley, LLP

Name: Burton Kelley, LLP — Burton Kelley, LLP 401(k), Form 5500 (2024)
Creator: Burton Kelley, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burton Kelley, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Burton Kelley, LLP's Burton Kelley, LLP 401(k) Profit Sharing Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Burton Kelley, LLP's EIN is 20-1324212.

EIN 20-1324212

Plan number 001

Plan year 2024

ACK ID 20250915174137NAL0001231329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Burton Kelley, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Burton Kelley, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURTON KELLEY, LLP.

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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