401k Plan data: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST plan

THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST
Plan identification number	001

THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

THOMAS P. KENNEDY, CPA PC has sponsored the creation of one or more 401k plans.

Company Name: THOMAS P. KENNEDY, CPA PC

Employer identification number (EIN): 842468096

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-111,475
Expenses. Total of all expenses incurred	2022-12-31	$5,391
Total plan assets at end of year	2022-12-31	$729,738
Total plan assets at beginning of year	2022-12-31	$846,604
Total contributions received or receivable from participants	2022-12-31	$3,750
Expenses. Other expenses not covered elsewhere	2022-12-31	$5,391
Other income received	2022-12-31	$-115,225
Net income (gross income less expenses)	2022-12-31	$-116,866
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$729,738
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$846,604
2021 : THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$110,594
Expenses. Total of all expenses incurred	2021-12-31	$5,539
Total plan assets at end of year	2021-12-31	$846,604
Total plan assets at beginning of year	2021-12-31	$741,549
Total contributions received or receivable from participants	2021-12-31	$11,000
Other income received	2021-12-31	$99,594
Net income (gross income less expenses)	2021-12-31	$105,055
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$846,604
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$741,549
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,539
2020 : THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$75,498
Expenses. Total of all expenses incurred	2020-12-31	$4,665
Total plan assets at end of year	2020-12-31	$741,549
Total plan assets at beginning of year	2020-12-31	$670,716
Total contributions received or receivable from participants	2020-12-31	$7,000
Other income received	2020-12-31	$68,498
Net income (gross income less expenses)	2020-12-31	$70,833
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$741,549
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$670,716
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,665
2019 : THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$640,565
Total income from all sources	2019-12-31	$30,652
Expenses. Total of all expenses incurred	2019-12-31	$501
Total plan assets at end of year	2019-12-31	$670,716
Total plan assets at beginning of year	2019-12-31	$0
Other income received	2019-12-31	$30,652
Net income (gross income less expenses)	2019-12-31	$30,151
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$670,716
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$501

Form 5500 Responses for THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST

2022: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THOMAS P. KENNEDY, CPA, PC 401(K)PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS P. KENNEDY, CPA PC
Employer identification number (EIN):	842468096
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants