How big is Atkinson and Kelsey PA's plan?

Atkinson and Kelsey PA's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20250630185924NAL0029226866001

Atkinson and Kelsey PA

Name: Atkinson and Kelsey PA — Atkinson and Kelsey PA, Form 5500 (2024)
Creator: Atkinson and Kelsey PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atkinson and Kelsey PA Profit Sharing Plan

401(k) retirement plan · Atkinson and Kelsey PA's Atkinson and Kelsey PA Profit Sharing Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Denise Ready signed Atkinson and Kelsey PA's 2024 Form 5500 as plan administrator.

Denise Ready — 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

Atkinson and Kelsey PA's EIN is 85-0277468.

EIN 85-0277468

Plan number 002

Plan year 2024

ACK ID 20250630185924NAL0029226866001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Atkinson and Kelsey PA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATKINSON AND KELSEY PA.

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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