How many benefit plans does James R. Kelly report on Form 5500?

James R. Kelly (EIN 94-3084527) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for James R. Kelly?

The Employer Identification Number (EIN) reported for James R. Kelly is 94-3084527.

What is the latest Form 5500 filing year for James R. Kelly?

The latest loaded Form 5500 filing year for James R. Kelly is 2023.

James R. Kelly — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, James R. Kelly (EIN 94-3084527) is a plan sponsor located in Berkeley, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-3084527
Location: Berkeley, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for James R. Kelly

1 loaded plans hold $0 in reported assets.
Plans cover 4 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10KSummed across loaded plans$10,011

Total reported assets$0

Total reported participants4

Total reported liabilitiesNot reported

Reported net position

Contributions & income

Total income / additions$0

Expenses & distributions

Benefits paid / distributions$90K

Total expenses$90K

Net increase / (decrease)-$90K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan4Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
James R. Kelly Profit Sharing Plan$0
Plan #002 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for James R. Kelly. Open one for its full reported snapshot.

2023
James R. Kelly Profit Sharing Plan4 participants · 2Sch I
View filing →
2023
James R. Kelly Profit Sharing Plan3 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does James R. Kelly report on Form 5500?: James R. Kelly (EIN 94-3084527) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for James R. Kelly?: The Employer Identification Number (EIN) reported for James R. Kelly is 94-3084527.
What is the latest Form 5500 filing year for James R. Kelly?: The latest loaded Form 5500 filing year for James R. Kelly is 2023.