Original filing (PDF)20230413125521NAL0005212912001

MARSHALL A KELLY

Name: MARSHALL A KELLY — MARSHALL A KELLY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: MARSHALL A KELLY

Form 5500-SF

FILING_RECEIVED

MARSHALL A KELLY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MARSHALL A KELLY

EIN

47-3917110all filings

Address

155 MAIN ST · ATTICA, NY · 14011

Phone

(585) 314-7163

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-13

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

APEX RECOVERY LLC

APEX RECOVERY LLC 401(K) PLAN

$9K · 16 participants

MYAN LLC

$9K · 3 participants

PURE COURSE MANAGEMENT COMPANY I

PURE COURSE MANAGEMENT COMPANY

$9K · 28 participants

PINCH ME PLANNING

PINCH ME PLANNING 401(K) PLAN

$9K · 2 participants

EAZY LIENS INC

EAZY LIENS INC 401(K) PROFIT SHARING PLAN & TRUST

$9K · 4 participants

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