Original filing (PDF)20250926141150NAL0009479985001

KELLY GOODMAN NP AND ASSOCIATES, PC

Name: KELLY GOODMAN NP AND ASSOCIATES, PC — KELLY GOODMAN NP AND ASSOCIATES, PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: KELLY GOODMAN NP AND ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

KELLY GOODMAN NP AND ASSOCIATES, PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$735K

Net assets (EOY)

$735K

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 KELLY GOODMAN NP AND ASSOCIATES, PC.

Plan sponsor

Name

KELLY GOODMAN NP AND ASSOCIATES, PC

EIN

26-4566160

Address

4701 SANGAMORE ROAD · SUITE 207 · BETHESDA, MD · 20816

Phone

(202) 684-7167

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

9AMHEALTH INC.

9AMHEALTH 401(K) PLAN

$735K · 29 participants

TNJ PRODUCTS INC

TNJ PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST

$736K · 6 participants

N-LOREM FOUNDATION

N-LOREM FOUNDATION 403(B) PLAN

$734K · 29 participants

VASCULAR MANAGEMENT ASSOCIATES, LLC

VMA 401(K) PLAN

$736K · 27 participants

LOKAHI ACUPUNCTURE INC

LOKAHI ACUPUNCTURE INC. 401(K)

$734K · 14 participants