How big is Kelsey Trading Corp.'s plan?

Kelsey Trading Corp.'s plan reported $991K in assets and 4 participants for 2024.

Original filing (PDF)20251104184105NAL0006888867001

Kelsey Trading Corp.

Name: Kelsey Trading Corp. — Kelsey Trading 401(k) Plan, Form 5500 (2024)
Creator: Kelsey Trading Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelsey Trading 401(k) Plan

401(k) retirement plan · Kelsey Trading Corp.'s Kelsey Trading 401(k) Plan held $991K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

People on this filing

Mark Gatto signed Kelsey Trading Corp.'s 2024 Form 5500 as plan administrator.

Mark Gatto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelsey Trading Corp.'s EIN is 48-2829449.

EIN 48-2829449

Plan number 001

Plan year 2024

ACK ID 20251104184105NAL0006888867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelsey Trading Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelsey Trading Corp.'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 KELSEY TRADING CORP..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score