How big is Kelsey Company, LLC's plan?

Kelsey Company, LLC's plan reported $825K in assets for 2023.

Original filing (PDF)20240919144239NAL0002415027001

Kelsey Company, LLC

Name: Kelsey Company, LLC — Kelsey Company, LLC 401(k) PSP, Form 5500 (2023)
Creator: Kelsey Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelsey Company, LLC 401(k) PSP

401(k) retirement plan · Kelsey Company, LLC's Kelsey Company, LLC 401(k) PSP reported $825K in plan assets in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

Plan identifiers

Kelsey Company, LLC's EIN is 41-1986113.

EIN 41-1986113

Plan number 001

Plan year 2023

ACK ID 20240919144239NAL0002415027001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kelsey Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kelsey Company, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELSEY COMPANY, LLC.

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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

100

Vendor & structure

100

Helping the score