· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KELLEY SEMMEL, LLP — KELLEY SEMMEL, LLP CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240826130401NAL0017510784001
KELLEY SEMMEL, LLP
Form 5500-SF
FILING_RECEIVED
KELLEY SEMMEL, LLP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KELLEY SEMMEL, LLP
.
Find decision makers
Plan sponsor
Name
KELLEY SEMMEL, LLP
EIN
27-3859275
Address
113 N. SAN VICENTE BLVD., #300 · BEVERLY HILLS, CA · 90211
Phone
(323) 592-3450
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-26
Pension benefit codes
1B · Flat-dollar DB formula
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
Related plans
Similar-size Law Offices plans
SIMS MACKIN LTD
SIMS MACKIN LTD 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 7 participants
WALSH SCHWARTZ LLP
WALSH SCHWARTZ LLP PROFIT SHARING PLAN AND TRUST
$1.7M · 5 participants
LEARY & DETROY
LEARY & DETROY PROFIT SHARING PLAN & TRUST
$1.7M · 6 participants
CHUDACOFF FRIEDMAN SIMON GRAFF & CHERIN, LLP
CHUDACOFF FRIEDMAN SIMON GRAFF & CHERIN, LLP 401(K) PROFIT SHARING PLAN
$1.7M · 4 participants
GREGORY S. SMITH
GREGORY S. SMITH 401(K) PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.7M · 1 participants
KAVATHAS AND CASTANES
KAVATHAS AND CASTANES 401(K) PLAN
$1.7M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
