Original filing (PDF)20240611151336NAL0013244707001

J.F. KELLY, INC.

Name: J.F. KELLY, INC. — J.F. KELLY, INC EMPLOYEE PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: J.F. KELLY, INC.

Form 5500-SF

FILING_RECEIVED

J.F. KELLY, INC EMPLOYEE PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

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 J.F. KELLY, INC..

Plan sponsor

Name

J.F. KELLY, INC.

EIN

22-2108455

Address

150 RIVER ROAD BUILDING A · UNIT #1 · MONTVILLE, NJ · 07045

Phone

(973) 299-9100

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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