Plain-English plan 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, The Kennedy Collective, Inc. 401(K) Plan is a benefit plan reported by The Kennedy Collective, Inc. under EIN 06-0709295 and plan number 003. The latest loaded filing year is 2023. The filing reports 445 participants and $11,530,341 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,530,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,530,341
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $349,764
- Participant contributions
- $618,899
- Total contributions
- $987,000
- Total income / additions
- $2,541,630
Expenses & distributions
- Benefits paid
- $719,134
- Administrative expenses
- $65,802
- Total expenses
- $788,909
- Net increase / (decrease)
- $1,752,721