How big is Kelley Orthodontics, P.C.'s plan?

Kelley Orthodontics, P.C.'s plan reported $548K in assets and 16 participants for 2024.

Original filing (PDF)20250717140145NAL0000207155001

Kelley Orthodontics, P.C.

Name: Kelley Orthodontics, P.C. — Kelley Orthodontics, PC, Form 5500 (2024)
Creator: Kelley Orthodontics, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelley Orthodontics, PC Cash Balance Plan

Defined-benefit pension plan · Kelley Orthodontics, P.C.'s Kelley Orthodontics, PC Cash Balance Plan held $548K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

People on this filing

JED Kelley signed Kelley Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

JED 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

Kelley Orthodontics, P.C.'s EIN is 30-0219282.

EIN 30-0219282

Plan number 002

Plan year 2024

ACK ID 20250717140145NAL0000207155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kelley Orthodontics, P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEY ORTHODONTICS, P.C..

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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