How big is Perry Kelly Plumbing Inc.'s plan?

Perry Kelly Plumbing Inc.'s plan reported $2.0M in assets and 11 participants for 2023.

Original filing (PDF)20240710092732NAL0009437219001

Perry Kelly Plumbing Inc.

Name: Perry Kelly Plumbing Inc. — Perry Kelly Plumbing, Form 5500 (2023)
Creator: Perry Kelly Plumbing Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry Kelly Plumbing 401(k) Plan

401(k) retirement plan · Perry Kelly Plumbing Inc.'s Perry Kelly Plumbing 401(k) Plan held $2.0M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

TINA Kelly-Greenwood signed Perry Kelly Plumbing Inc.'s 2023 Form 5500 as plan administrator.

TINA Kelly-Greenwood — 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

Perry Kelly Plumbing Inc.'s EIN is 31-1149831.

EIN 31-1149831

Plan number 001

Plan year 2023

ACK ID 20240710092732NAL0009437219001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Perry Kelly Plumbing Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Perry Kelly Plumbing Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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