How big is John M. Kelley, Jr., D.D.S., M.S., P.A.'s plan?

John M. Kelley, Jr., D.D.S., M.S., P.A.'s plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250806033754NAL0002695747001

John M. Kelley, Jr., D.D.S., M.S., P.A.

Name: John M. Kelley, Jr., D.D.S., M.S., P.A. — Form 5500 Plan 001 (2024)
Creator: John M. Kelley, Jr., D.D.S., M.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John M. Kelley, Jr., D.D.S., M.S., P.A. Retirement Plan & Trust

401(k) retirement plan · John M. Kelley, Jr., D.D.S., M.S., P.A.'s John M. Kelley, Jr., D.D.S., M.S., P.A. Retirement Plan & Trust held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

John M. Kelley, Jr., D.D.S., M.S., P.A.'s EIN is 91-2166687.

EIN 91-2166687

Plan number 001

Plan year 2024

ACK ID 20250806033754NAL0002695747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John M. Kelley, Jr., D.D.S., M.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John M. Kelley, Jr., D.D.S., M.S., P.A.'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 JOHN M. KELLEY, JR., D.D.S., M.S., P.A..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JOHN M. KELLEY, JR., D.D.S., M.S., P.A.

EIN

all filings

Address

4901 BRYANT IRVIN ROAD NORTH, SUITE · FORT WORTH, TX · 76107

Phone

(817) 338-0771

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator