Original filing (PDF)20230131092814NAL0012983747001

John KIP O'KELLEY

Name: John KIP O'KELLEY — Quantum Cash Balance Plan, Form 5500 (2022)
Creator: John KIP O'KELLEY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Quantum Cash Balance Plan

Defined-benefit pension plan · John KIP O'KELLEY's Quantum Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 27-1926148

Plan number 002

Plan year 2022

ACK ID 20230131092814NAL0012983747001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for John KIP O'KELLEY from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

John KIP O'KELLEY's plan includes a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score