Original filing (PDF)20250623144509NAL0006048865001

KELLY, PARKER & COHEN, LLP

Name: KELLY, PARKER & COHEN, LLP — KELLY, PARKER & COHEN, LLP RETIREMENT PLAN, Form 5500 (2024)
Creator: KELLY, PARKER & COHEN, LLP

Form 5500-SF

FILING_RECEIVED

KELLY, PARKER & COHEN, LLP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLY, PARKER & COHEN, LLP.

Plan sponsor

Name

KELLY, PARKER & COHEN, LLP

EIN

20-8803210

Address

1250 NORTH MOUNTAIN ROAD · SUITE 9 · HARRISBURG, PA · 17112

Phone

(717) 920-2220

Industry

Law Offices· 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

2024-12-31

Filed

2025-06-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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