Original filing (PDF)20230210105256NAL0066920226001

David M. Kelly, LLC

Name: David M. Kelly, LLC — David M. Kelly, LLC 401(k), Form 5500 (2022)
Creator: David M. Kelly, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David M. Kelly, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · David M. Kelly, LLC's David M. Kelly, LLC 401(k) Profit Sharing Plan and Trust filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

David M. Kelly, LLC's EIN is 46-1156824.

EIN 46-1156824

Plan number 003

Plan year 2022

ACK ID 20230210105256NAL0066920226001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for David M. Kelly, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

David M. Kelly, LLC'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 DAVID M. KELLY, 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 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