Original filing (PDF)20250930163453NAL0005594419001

KELLY MEDICAL PC

Name: KELLY MEDICAL PC — KELLY MEDICAL PC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KELLY MEDICAL PC

Form 5500-SF

FILING_RECEIVED

KELLY MEDICAL PC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 KELLY MEDICAL PC.

Plan sponsor

Name

KELLY MEDICAL PC

EIN

71-0990698

Address

13921 N MERIDIAN AVE. STE 100 · OKLAHOMA CITY, OK · 73134

Phone

(405) 752-9600

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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