Kenney Ortho Group, Inc. 401(K) Plan — Form 5500 plan (Kenney Ortho Group, Inc.)

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, Kenney Ortho Group, Inc. 401(K) Plan is a benefit plan reported by Kenney Ortho Group, Inc. under EIN 47-5522301 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $4,649,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kenney Ortho Group, Inc.
EIN
47-5522301
Plan number
001
Plan type
2
Location
Nicholasville, KY
Latest filing year
2023
Participants
146
End-of-year plan assets
$4,649,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241015064759NAL0015919843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,649,485
Total liabilities (EOY)
$0
Net assets (EOY)
$4,649,485
Net assets (BOY)
$3,227,398

Income & contributions

Employer contributions
$265,411
Participant contributions
$540,608
Total contributions
$956,924
Total income / additions
$1,638,027

Expenses & distributions

Benefits paid
$212,571
Administrative expenses
$3,369
Total expenses
$215,940
Net increase / (decrease)
$1,422,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$3,069$02023
Mcf Advisors LLCINVESTMENT ADVISOR$300not reported in the loaded dataset2023

Related Form 5500 pages