Original filing (PDF)20250826124804NAL0008515777001

NORRIS & KELLY, P.A.

Name: NORRIS & KELLY, P.A. — NORRIS & KELLY, P.A. RETIREMENT PLAN, Form 5500 (2024)
Creator: NORRIS & KELLY, P.A.

Form 5500-SF

FILING_RECEIVED

NORRIS & KELLY, P.A. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

NORRIS & KELLY, P.A.

EIN

48-1223528all filings

Address

2301 TENTH AVENUE · LEAVENWORTH, KS · 66048

Phone

(913) 682-2929

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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