Original filing (PDF)20241223095348NAL0018528130001

KEVIN KELLY & ASSOCIATES, P.C.

Name: KEVIN KELLY & ASSOCIATES, P.C. — KEVIN KELLY & ASSOCIATES, P.C. 401(K) PLAN, Form 5500 (2023)
Creator: KEVIN KELLY & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

KEVIN KELLY & ASSOCIATES, P.C. 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$753K

Net assets (EOY)

$753K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN KELLY & ASSOCIATES, P.C..

Plan sponsor

Name

KEVIN KELLY & ASSOCIATES, P.C.

EIN

46-3162996all filings

Address

2505 MAIN STREET · BUILDING 1, SUITE 221 · STRATFORD, CT · 06615

Phone

(203) 386-1282

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CY WEINER & ASSOCIATES, PLLC

CY WEINER & ASSOCIATES, PLLC 401(K) PLAN AND TRUST

$753K · 9 participants

RICHARDS CARRINGTON, LLC

RICHARDS CARRINGTON 401(K)

$753K · 10 participants

OBRYAN LAW OFFICES

O BRYAN LAW OFFICES PSC 401K PROFIT SHARING PLAN & TRUST

$753K · 10 participants

LAW OFFICES OF YORK & POKORNY

LAW OFFICES OF YORK & POKORNY 401(K) PLAN

$753K · 3 participants

DEKOTER, THOLE, DAWSON, & ROCKMAN, PLC

DEKOTER, THOLE, DAWSON, & ROCKMAN, PLC CASH BALANCE PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.