How big is Keith ELY and Associates Inc.'s plan?

Keith ELY and Associates Inc.'s plan reported $2.3M in assets and 16 participants for 2024.

Original filing (PDF)20250905151203NAL0029219088001

Keith ELY and Associates Inc.

Name: Keith ELY and Associates Inc. — Keith ELY and, Form 5500 (2024)
Creator: Keith ELY and Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keith ELY and Associates Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Keith ELY and Associates Inc.'s Keith ELY and Associates Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Keith ELY signed Keith ELY and Associates Inc.'s 2024 Form 5500 as plan administrator.

Keith ELY — 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

Keith ELY and Associates Inc.'s EIN is 33-1131927.

EIN 33-1131927

Plan number 001

Plan year 2024

ACK ID 20250905151203NAL0029219088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keith ELY and Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keith ELY and Associates 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 KEITH ELY AND ASSOCIATES 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