How big is Maureen Kelly, M.D., P.C.'s plan?

Maureen Kelly, M.D., P.C.'s plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20251014143028NAL0006433410001

Maureen Kelly, M.D., P.C.

Name: Maureen Kelly, M.D., P.C. — Maureen Kelly, M.D., Form 5500 (2024)
Creator: Maureen Kelly, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maureen Kelly, M.D., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Maureen Kelly, M.D., P.C.'s Maureen Kelly, M.D., P.C. 401(k) Profit Sharing Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Dr. Maureen Kelly signed Maureen Kelly, M.D., P.C.'s 2024 Form 5500 as plan administrator.

Dr. Maureen Kelly — 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

Maureen Kelly, M.D., P.C.'s EIN is 27-2985977.

EIN 27-2985977

Plan number 001

Plan year 2024

ACK ID 20251014143028NAL0006433410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maureen Kelly, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maureen Kelly, M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MAUREEN KELLY, M.D., P.C.

EIN

all filings

Address

822 PINE STREET · SUITE 4B · PHILADELPHIA, PA · 19107

Phone

(215) 829-8110

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator