· 2022–2024 · DOL EFAST2

THE LAW OFFICE OF MARY BETH KELLY — THE LAW OFFICE OF MARY BETH KELLY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251015082355NAL0005519456001

THE LAW OFFICE OF MARY BETH KELLY

Form 5500-SF

FILING_RECEIVED

THE LAW OFFICE OF MARY BETH KELLY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$722K

Net assets (EOY)

$722K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICE OF MARY BETH KELLY.

Plan sponsor

Name

THE LAW OFFICE OF MARY BETH KELLY

EIN

81-5191740all filings

Address

1515 INTERNATIONAL PARKWAY SUITE 10 · LAKE MARY, FL · 32746

Phone

(407) 792-9378

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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