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WILLIAM J. KELLY, JR., ESQ. — WILLIAM J. KELLY, JR. , ESQ. RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230925141100NAL0016057170001
WILLIAM J. KELLY, JR., ESQ.
Form 5500-SF
FILING_RECEIVED
WILLIAM J. KELLY, JR. , ESQ. RETIREMENT PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM J. KELLY, JR., ESQ.
.
Find decision makers
Plan sponsor
Name
WILLIAM J. KELLY, JR., ESQ.
EIN
25-1877400
Address
230 WEST 6TH STREET · SUITE 201 · ERIE, PA · 16507
Phone
(814) 456-1919
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-25
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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