401k Plan data: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN plan

MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MALONEY & KENNEDY, PLLC has sponsored the creation of one or more 401k plans.

Company Name: MALONEY & KENNEDY, PLLC

Employer identification number (EIN): 261074920

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KEVIN C KENNEDY 2024-03-22 KEVIN KENNEDY 2024-03-22
001 2022-01-01 KEVIN C KENNEDY 2023-03-17 KEVIN KENNEDY 2023-03-17
001 2021-01-01 KEVIN C KENNEDY 2022-02-26 KEVIN KENNEDY 2022-02-26
001 2020-01-01 KEVIN C KENNEDY 2021-07-15 KEVIN C KENNEDY 2021-07-15
001 2019-01-01 KEVIN C KENNEDY 2021-07-26 KEVIN C KENNEDY 2021-07-26
001 2018-01-01 KEVIN KENNEDY 2021-07-15 KEVIN KENNEDY 2021-07-15
001 2017-01-01 KEVIN KENNEDY 2021-07-15 KEVIN KENNEDY 2021-07-15
001 2016-01-01 KEVIN KENNEDY 2021-07-15 KEVIN KENNEDY 2021-07-15
001 2015-01-01 KEVIN KENNEDY 2021-07-15 KEVIN KENNEDY 2021-07-15
001 2014-01-01 RICHARD J MALONEY
001 2013-01-01 RICHARD J MALONEY
001 2012-01-01 RICHARD J MALONEY
001 2011-01-01 RICK J. MALONEY
001 2009-01-01 RICHARD J. MALONEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KEVIN C KENNEDY	2024-03-22	KEVIN KENNEDY	2024-03-22
001	2022-01-01	KEVIN C KENNEDY	2023-03-17	KEVIN KENNEDY	2023-03-17
001	2021-01-01	KEVIN C KENNEDY	2022-02-26	KEVIN KENNEDY	2022-02-26
001	2020-01-01	KEVIN C KENNEDY	2021-07-15	KEVIN C KENNEDY	2021-07-15
001	2019-01-01	KEVIN C KENNEDY	2021-07-26	KEVIN C KENNEDY	2021-07-26
001	2018-01-01	KEVIN KENNEDY	2021-07-15	KEVIN KENNEDY	2021-07-15
001	2017-01-01	KEVIN KENNEDY	2021-07-15	KEVIN KENNEDY	2021-07-15
001	2016-01-01	KEVIN KENNEDY	2021-07-15	KEVIN KENNEDY	2021-07-15
001	2015-01-01	KEVIN KENNEDY	2021-07-15	KEVIN KENNEDY	2021-07-15
001	2014-01-01	RICHARD J MALONEY
001	2013-01-01	RICHARD J MALONEY
001	2012-01-01	RICHARD J MALONEY
001	2011-01-01	RICK J. MALONEY
001	2009-01-01	RICHARD J. MALONEY

Plan Statistics for MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 10
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10

Measure	Date	Value
2014: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	10
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10

Financial Data on MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$251,492
Expenses. Total of all expenses incurred	2014-12-31	$68,905
Benefits paid (including direct rollovers)	2014-12-31	$68,590
Total plan assets at end of year	2014-12-31	$1,726,942
Total plan assets at beginning of year	2014-12-31	$1,544,355
Value of fidelity bond covering the plan	2014-12-31	$175,000
Total contributions received or receivable from participants	2014-12-31	$55,484
Contributions received from other sources (not participants or employers)	2014-12-31	$16,744
Other income received	2014-12-31	$160,233
Net income (gross income less expenses)	2014-12-31	$182,587
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,726,942
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,544,355
Total contributions received or receivable from employer(s)	2014-12-31	$19,031
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$416,518
Expenses. Total of all expenses incurred	2013-12-31	$1,076
Benefits paid (including direct rollovers)	2013-12-31	$971
Total plan assets at end of year	2013-12-31	$1,544,355
Total plan assets at beginning of year	2013-12-31	$1,128,913
Value of fidelity bond covering the plan	2013-12-31	$154,436
Total contributions received or receivable from participants	2013-12-31	$38,268
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$351,924
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$415,442
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,544,355
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,128,913
Total contributions received or receivable from employer(s)	2013-12-31	$26,326
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$209,954
Expenses. Total of all expenses incurred	2012-12-31	$11,319
Benefits paid (including direct rollovers)	2012-12-31	$11,009
Total plan assets at end of year	2012-12-31	$1,128,913
Total plan assets at beginning of year	2012-12-31	$930,278
Value of fidelity bond covering the plan	2012-12-31	$113,000
Total contributions received or receivable from participants	2012-12-31	$33,745
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$24,474
Other income received	2012-12-31	$118,710
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$198,635
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,128,913
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$930,278
Total contributions received or receivable from employer(s)	2012-12-31	$33,025
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$38,133
Expenses. Total of all expenses incurred	2011-12-31	$21,335
Benefits paid (including direct rollovers)	2011-12-31	$21,025
Total plan assets at end of year	2011-12-31	$930,278
Total plan assets at beginning of year	2011-12-31	$913,480
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$21,742
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-14,126
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$16,798
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$930,278
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$913,480
Total contributions received or receivable from employer(s)	2011-12-31	$30,517
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$200,656
Expenses. Total of all expenses incurred	2010-12-31	$924
Benefits paid (including direct rollovers)	2010-12-31	$819
Total plan assets at end of year	2010-12-31	$913,480
Total plan assets at beginning of year	2010-12-31	$713,748
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$36,914
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$120,777
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$199,732
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$913,480
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$713,748
Total contributions received or receivable from employer(s)	2010-12-31	$42,965
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN

2014: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MALONEY & KENNEDY, PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MALONEY & KENNEDY, PLLC
Employer identification number (EIN):	261074920
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants