JON P. KELLY M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$319K
Net assets (EOY)
$319K
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
86
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).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON P. KELLY M.D., A MEDICAL CORPORATION.
Plan sponsor
Name
JON P. KELLY M.D., A MEDICAL CORPORATION
EIN
33-0770250
Address
2777 JEFFERSON ST., SUITE 100 · CARLSBAD, CA · 92008
Phone
(760) 434-0033
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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.
