Kennedy Ins. Agency Profit Sharing Plan — Form 5500 plan (Kennedy Insurance Agency)
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, Kennedy Ins. Agency Profit Sharing Plan is a benefit plan reported by Kennedy Insurance Agency under EIN 34-1632175 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,606,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennedy Insurance Agency
- EIN
- 34-1632175
- Plan number
- 001
- Plan type
- 2
- Location
- New Philadelphia, OH
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,606,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240520124450NAL0002651552001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,606,029
- Net assets (EOY)
- $3,606,029
- Net assets (BOY)
- $3,127,572
Income & contributions
- Employer contributions
- $55,109
- Participant contributions
- $57,920
- Total income / additions
- $578,457
Expenses & distributions
- Benefits paid
- $100,000
- Total expenses
- $100,000
- Net increase / (decrease)
- $478,457
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.