How big is Kelli D Kelso PLLC's plan?

Kelli D Kelso PLLC's plan reported $535K in assets and 6 participants for 2024.

Original filing (PDF)20251006170559NAL0007004176001

Kelli D Kelso PLLC

Name: Kelli D Kelso PLLC — Kelso Law Cash Balance Plan, Form 5500 (2024)
Creator: Kelli D Kelso PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelso Law Cash Balance Plan

Defined-benefit pension plan · Kelli D Kelso PLLC's Kelso Law Cash Balance Plan held $535K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

Plan identifiers

Kelli D Kelso PLLC's EIN is 90-0856067.

EIN 90-0856067

Plan number 002

Plan year 2024

ACK ID 20251006170559NAL0007004176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelli D Kelso PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelli D Kelso PLLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLI D KELSO PLLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score