How big is Jessica Kelly's plan?

Jessica Kelly's plan reported $1.4M in assets and 13 participants for 2024.

Original filing (PDF)20250516130732NAL0031632464001

Jessica Kelly

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

Form 5500-SF

FILING_RECEIVED

Jessica Kelly 401(k) Plan

401(k) retirement plan · Jessica Kelly's Jessica Kelly 401(k) Plan held $1.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Elizabeth Aguas signed Jessica Kelly's 2024 Form 5500 as plan administrator.

Elizabeth Aguas — 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

Jessica Kelly's EIN is 80-0018425.

EIN 80-0018425

Plan number 001

Plan year 2024

ACK ID 20250516130732NAL0031632464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jessica Kelly's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

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

Plan sponsor

Name

JESSICA KELLY

EIN

all filings

Address

5337 YORKTOWN BLVD., #2B · CORPUS CHRISTI, TX · 784130480

Phone

(361) 854-3225

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-16

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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