Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JON P. KELLY MD, A MEDICAL CORPORATION
EIN 33-0770250medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
16
2777 JEFFERSON STREET, SUITE 100 - CARLSBAD, CA 92008619-296-0150LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JON P. KELLY MD, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JON P. KELLY M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$319K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JON P. KELLY MD, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 10 | 2024 | |
| 003 | JON P. KELLY M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $319K | 6 | 2024 |
Retirement plans