How big is Kelly & Herron, P.C.'s plan?

Kelly & Herron, P.C.'s plan reported $9.4M in assets and 6 participants for 2025.

Original filing (PDF)20260521154217NAL0002722851001

Kelly & Herron, P.C.

Name: Kelly & Herron, P.C. — Kelly & Herron, P.C. Profit, Form 5500 (2025)
Creator: Kelly & Herron, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly & Herron, P.C. Profit Sharing Plan

Defined-contribution retirement plan · Kelly & Herron, P.C.'s Kelly & Herron, P.C. Profit Sharing Plan held $9.4M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

Kevin Kelly signed Kelly & Herron, P.C.'s 2025 Form 5500 as plan administrator.

Kevin Kelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelly & Herron, P.C.'s EIN is 23-2851093.

EIN 23-2851093

Plan number 001

Plan year 2025

ACK ID 20260521154217NAL0002722851001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelly & Herron, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelly & Herron, P.C.'s plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY & HERRON, P.C..

Finding similar companies…

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

Vendor & structure

100

Helping the score