How big is Kerry Kelly DDS PC's plan?

Kerry Kelly DDS PC's plan reported $536K in assets and 10 participants for 2023.

Original filing (PDF)20240911121700NAL0003631219001

Kerry Kelly DDS PC

Name: Kerry Kelly DDS PC — Kerry Kelly DDS PC Profit, Form 5500 (2023)
Creator: Kerry Kelly DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerry Kelly DDS PC Profit Sharing Plan

401(k) retirement plan · Kerry Kelly DDS PC's Kerry Kelly DDS PC Profit Sharing Plan held $536K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

People on this filing

Kerry Kelly DDS signed Kerry Kelly DDS PC's 2023 Form 5500 as plan administrator.

Kerry Kelly DDS — 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

Kerry Kelly DDS PC's EIN is 83-1248746.

EIN 83-1248746

Plan number 001

Plan year 2023

ACK ID 20240911121700NAL0003631219001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kerry Kelly DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kerry Kelly DDS PC'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 KERRY KELLY DDS PC.

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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