Original filing (PDF)20251015165914NAL0005477905001

STEPHEN J. KELLY, M.D., P.C.

Name: STEPHEN J. KELLY, M.D., P.C. — STEPHEN J. KELLY, M.D., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEPHEN J. KELLY, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

STEPHEN J. KELLY, M.D., P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN J. KELLY, M.D., P.C..

Plan sponsor

Name

STEPHEN J. KELLY, M.D., P.C.

EIN

46-1498286

Address

1830 14TH AVENUE SOUTH · STE 3 · BIRMINGHAM, AL · 352054984

Phone

(205) 933-2250

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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