WILLIAM T. KENNEDY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM T. KENNEDY, P.C. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : WILLIAM T. KENNEDY, P.C. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-05 | 959481 |
| Net assets as of the end of the plan year | 2025-04-05 | 4797287 |
| Total assets as of the beginning of the plan year | 2025-04-05 | 5078652 |
| Value of plan covered by a fidelity bond | 2025-04-05 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-05 | 7020 |
| Other income to plan in this plan year | 2025-04-05 | 576047 |
| Plan net income in this plan year | 2025-04-05 | -281365 |
| Net assets as of the end of the plan year | 2025-04-05 | 4797287 |
| Net assets as of the beginning of the plan year | 2025-04-05 | 5078652 |
| Employer contributions to plan in this plan year | 2025-04-05 | 95049 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-05 | 62930 |
| 2024 : WILLIAM T. KENNEDY, P.C. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-02-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-02-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-29 | 219567 |
| Net assets as of the end of the plan year | 2024-02-29 | 5078652 |
| Total assets as of the beginning of the plan year | 2024-02-29 | 4492765 |
| Value of plan covered by a fidelity bond | 2024-02-29 | 200000 |
| Participant contributions to plan in this plan year | 2024-02-29 | 37019 |
| Other income to plan in this plan year | 2024-02-29 | 724574 |
| Plan net income in this plan year | 2024-02-29 | 585887 |
| Net assets as of the end of the plan year | 2024-02-29 | 5078652 |
| Net assets as of the beginning of the plan year | 2024-02-29 | 4492765 |
| Employer contributions to plan in this plan year | 2024-02-29 | 43861 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-29 | 56813 |
| 2022 : WILLIAM T. KENNEDY, P.C. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-22 | 304192 |
| Net assets as of the end of the plan year | 2022-08-22 | 5269712 |
| Total assets as of the beginning of the plan year | 2022-08-22 | 4857825 |
| Value of plan covered by a fidelity bond | 2022-08-22 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-22 | 59560 |
| Other expenses paid from plan in this plan year | 2022-08-22 | 0 |
| Other contributions to plan in this plan year | 2022-08-22 | 0 |
| Other income to plan in this plan year | 2022-08-22 | 588330 |
| Plan net income in this plan year | 2022-08-22 | 411887 |
| Net assets as of the end of the plan year | 2022-08-22 | 5269712 |
| Net assets as of the beginning of the plan year | 2022-08-22 | 4857825 |
| Employer contributions to plan in this plan year | 2022-08-22 | 68189 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-22 | 59394 |
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