How big is George McKelvey Co., LLC.'s plan?

George McKelvey Co., LLC.'s plan reported $12.1M in assets and 17 participants for 2024.

Original filing (PDF)20251006143430NAL0006301360001

George McKelvey Co., LLC.

Name: George McKelvey Co., LLC. — George McKelvey Co., LLC, Form 5500 (2024)
Creator: George McKelvey Co., LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George McKelvey Co., LLC Profit Sharing Plan

401(k) retirement plan · George McKelvey Co., LLC.'s George McKelvey Co., LLC Profit Sharing Plan held $12.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

People on this filing

Richard Looney signed George McKelvey Co., LLC.'s 2024 Form 5500 as plan administrator.

Richard Looney — 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

George McKelvey Co., LLC.'s EIN is 87-3525767.

EIN 87-3525767

Plan number 001

Plan year 2024

ACK ID 20251006143430NAL0006301360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for George McKelvey Co., LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

George McKelvey Co., LLC.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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