Original filing (PDF)20250730145556NAL0004921969001

ZACHARY D. KELSON ATTY AT LAW

Name: ZACHARY D. KELSON ATTY AT LAW — KELSON, ZACHARY D. ATTORNEY AT LAW, Form 5500 (2024)
Creator: ZACHARY D. KELSON ATTY AT LAW

Form 5500-SF

FILING_RECEIVED

KELSON, ZACHARY D. ATTORNEY AT LAW

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 ZACHARY D. KELSON ATTY AT LAW.

Plan sponsor

Name

ZACHARY D. KELSON ATTY AT LAW

EIN

20-8873158

Address

10 ST. JOHN STREET · P.O. BOX 1210 · MONTICELLO, NY · 12701

Phone

(845) 794-1000

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

2025-07-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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