How big is Conwell Kirkpatrick PA's plan?

Conwell Kirkpatrick PA's plan reported $792K in assets and 4 participants for 2024.

Original filing (PDF)20250707073157NAL0003008913001

Conwell Kirkpatrick PA

Name: Conwell Kirkpatrick PA — Conwell Kirkpatrick PA, Form 5500 (2024)
Creator: Conwell Kirkpatrick PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conwell Kirkpatrick PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Conwell Kirkpatrick PA's Conwell Kirkpatrick PA 401(k) Profit Sharing Plan & Trust held $792K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$792K

Net assets (EOY)

$792K

People on this filing

Gayle W. Kirkpatrick signed Conwell Kirkpatrick PA's 2024 Form 5500 as plan administrator.

Gayle W. Kirkpatrick — 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

Conwell Kirkpatrick PA's EIN is 20-4184659.

EIN 20-4184659

Plan number 001

Plan year 2024

ACK ID 20250707073157NAL0003008913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conwell Kirkpatrick PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conwell Kirkpatrick PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONWELL KIRKPATRICK PA.

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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

Knocking points off