Original filing (PDF)20230921185740NAL0005179952001

OWEN KELLY, MD, PA

Name: OWEN KELLY, MD, PA — OWEN L KELLY, MD, PA PENSION PLAN, Form 5500 (2022)
Creator: OWEN KELLY, MD, PA

Form 5500-SF

FILING_RECEIVED

OWEN L KELLY, MD, PA PENSION PLAN

Defined-benefit pension plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$433K

Net assets (EOY)

$433K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OWEN KELLY, MD, PA

EIN

27-2409638all filings

Address

401 NORTH PHOENIX · RUSSELLVILLE, AR · 72811

Phone

(479) 890-5355

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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

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