Original filing (PDF)20250527121338NAL0003959331001

KELLEY,JASONS,MCGOWA N,SPINELLI,HANNA&REBER,

Name: KELLEY,JASONS,MCGOWA N,SPINELLI,HANNA&REBER, — KELLEY, JASONS, MCGOWAN, SPINELLI, HANNA & REBER, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KELLEY,JASONS,MCGOWA N,SPINELLI,HANNA&REBER,

Form 5500-SF

FILING_RECEIVED

KELLEY, JASONS, MCGOWAN, SPINELLI, HANNA & REBER, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

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 KELLEY,JASONS,MCGOWA N,SPINELLI,HANNA&REBER,.

Plan sponsor

Name

KELLEY,JASONS,MCGOWA N,SPINELLI,HANNA&REBER,

EIN

23-2583031

Address

1818 MARKET STREET · SUITE 3205 · PHILADELPHIA, PA · 19103

Phone

(215) 854-0658

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

2025-05-27

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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