KENNEDY & ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNEDY & ASSOCIATES, PLLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: KENNEDY & ASSOCIATES, PLLC 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: KENNEDY & ASSOCIATES, PLLC 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : KENNEDY & ASSOCIATES, PLLC 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-64,411 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $66,218 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $31,275 |
| Total plan assets at end of year | 2022-12-31 | $704,277 |
| Total plan assets at beginning of year | 2022-12-31 | $834,906 |
| Total contributions received or receivable from participants | 2022-12-31 | $7,568 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $27,000 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-78,033 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-130,629 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $704,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $834,906 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $56,726 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $6,054 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,943 |
| 2021 : KENNEDY & ASSOCIATES, PLLC 401(K) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $108,943 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $78,735 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $31,613 |
| Total plan assets at end of year | 2021-12-31 | $834,906 |
| Total plan assets at beginning of year | 2021-12-31 | $804,698 |
| Total contributions received or receivable from participants | 2021-12-31 | $6,512 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $47,122 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,212 |
| Other income received | 2021-12-31 | $96,009 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $30,208 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $834,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $804,698 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $56,726 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $5,210 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2022: KENNEDY & ASSOCIATES, PLLC 401(K) PLAN 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: KENNEDY & ASSOCIATES, PLLC 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
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