How big is John KIP O'KELLEY's plan?

John KIP O'KELLEY's plan reported $2.9M in assets and 1 participants for 2024.

Original filing (PDF)20250725110543NAL0005738705001

John KIP O'KELLEY

Name: John KIP O'KELLEY — Quantum Retirement Plan, Form 5500 (2024)
Creator: John KIP O'KELLEY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quantum Retirement Plan

401(k) retirement plan · John KIP O'KELLEY's Quantum Retirement Plan held $2.9M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

John O'KELLEY signed John KIP O'KELLEY's 2024 Form 5500 as plan administrator.

John O'KELLEY — 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

John KIP O'KELLEY's EIN is 27-1926148.

EIN 27-1926148

Plan number 001

Plan year 2024

ACK ID 20250725110543NAL0005738705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John KIP O'KELLEY from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John KIP O'KELLEY's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN KIP O'KELLEY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JOHN KIP O'KELLEY

EIN

all filings

Address

P.O. BOX 2423 · MOUNT VERNON, WA · 982737423

Phone

(425) 418-9990

Industry

Professional & Technical Services

Plan administrator