· 2022–2024 · DOL EFAST2

Kelly a DAMM — Kelly a DAMM 401(k) Profit Sharing, Form 5500 (2025)

Original filing (PDF)20260506150901NAL0002682992001

Kelly a DAMM

Form 5500-SF

FILING_RECEIVED

Kelly a DAMM 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kelly a DAMM's Kelly a DAMM 401(k) Profit Sharing Plan & Trust held $40K in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

1

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

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

52

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

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 KELLY A DAMM.

Plan sponsor

Name

KELLY A DAMM

EIN

20-8344623all filings

Address

54 MILL ST · DRYDEN, NY · 130539818

Phone

(607) 277-8601

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Kelly Wade Jewelers LLC

Kelly Wade Jewelers 401(k)

$40K · 16 participants

Bend Physical Therapy Inc.

Bend Physical Therapy Inc.

$40K · 21 participants

The Patch Boys of Dupage Inc.

The Patch Boys of Dupage Inc. 401(k) Profit Sharing Plan & Trust

$40K · 5 participants

Central Pharmacy Group Inc.

Central Pharmacy Group Inc.

$40K · 10 participants

Hastings Memory Care LLC

Hastings Memory Care LLC 401(k) Profit Sharing Plan & Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.