401k Plan data: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST plan

JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
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

JOHN A. KENNEDY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: JOHN A. KENNEDY & ASSOCIATES

Employer identification number (EIN): 362327182

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-11-01 SUSAN KENNEDY 2017-12-26 SUSAN KENNEDY 2017-12-26
001 2015-11-01 CHRISTINE KENNEDY MEIER 2017-02-01 CHRISTINE KENNEDY MEIER 2017-02-01
001 2014-11-01 PATRICK KENNEDY 2016-02-24 PATRICK KENNEDY 2016-02-24
001 2013-11-01 PATRICK KENNEDY PATRICK KENNEDY 2015-05-27
001 2012-11-01 PATRICK KENNEDY PATRICK KENNEDY 2014-01-14
001 2011-11-01 PATRICK KENNEDY PATRICK KENNEDY 2013-07-09
001 2009-11-01 PATRICK KENNEDY PATRICK KENNEDY 2011-07-21
001 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-11-01	SUSAN KENNEDY	2017-12-26	SUSAN KENNEDY	2017-12-26
001	2015-11-01	CHRISTINE KENNEDY MEIER	2017-02-01	CHRISTINE KENNEDY MEIER	2017-02-01
001	2014-11-01	PATRICK KENNEDY	2016-02-24	PATRICK KENNEDY	2016-02-24
001	2013-11-01	PATRICK KENNEDY		PATRICK KENNEDY	2015-05-27
001	2012-11-01	PATRICK KENNEDY		PATRICK KENNEDY	2014-01-14
001	2011-11-01	PATRICK KENNEDY		PATRICK KENNEDY	2013-07-09
001	2009-11-01	PATRICK KENNEDY		PATRICK KENNEDY	2011-07-21
001	2008-11-01

Plan Statistics for JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 6
Number of retired or separated participants receiving benefits 2013-11-01 1
Total of all active and inactive participants 2013-11-01 7
Total participants 2013-11-01 7
Number of participants with account balances 2013-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 6
Number of retired or separated participants receiving benefits 2012-11-01 1
Total of all active and inactive participants 2012-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 7
Number of participants with account balances 2012-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 6
Number of retired or separated participants receiving benefits 2011-11-01 2
Total of all active and inactive participants 2011-11-01 8
Total participants 2011-11-01 8
Number of participants with account balances 2011-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 6
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 1
Total of all active and inactive participants 2009-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 7
Number of participants with account balances 2009-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2013: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	6
Number of retired or separated participants receiving benefits	2013-11-01	1
Total of all active and inactive participants	2013-11-01	7
Total participants	2013-11-01	7
Number of participants with account balances	2013-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	6
Number of retired or separated participants receiving benefits	2012-11-01	1
Total of all active and inactive participants	2012-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	7
Number of participants with account balances	2012-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	6
Number of retired or separated participants receiving benefits	2011-11-01	2
Total of all active and inactive participants	2011-11-01	8
Total participants	2011-11-01	8
Number of participants with account balances	2011-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	6
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	1
Total of all active and inactive participants	2009-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	7
Number of participants with account balances	2009-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-10-31	$155,910
Expenses. Total of all expenses incurred	2014-10-31	$0
Total plan assets at end of year	2014-10-31	$1,136,316
Total plan assets at beginning of year	2014-10-31	$980,406
Total contributions received or receivable from participants	2014-10-31	$59,512
Other income received	2014-10-31	$82,278
Net income (gross income less expenses)	2014-10-31	$155,910
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$1,136,316
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$980,406
Total contributions received or receivable from employer(s)	2014-10-31	$14,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-10-31	$199,385
Expenses. Total of all expenses incurred	2013-10-31	$20,344
Benefits paid (including direct rollovers)	2013-10-31	$20,319
Total plan assets at end of year	2013-10-31	$980,406
Total plan assets at beginning of year	2013-10-31	$801,365
Total contributions received or receivable from participants	2013-10-31	$55,625
Other income received	2013-10-31	$128,436
Net income (gross income less expenses)	2013-10-31	$179,041
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$980,406
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$801,365
Total contributions received or receivable from employer(s)	2013-10-31	$15,324
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-10-31	$139,068
Expenses. Total of all expenses incurred	2012-10-31	$0
Total plan assets at end of year	2012-10-31	$801,365
Total plan assets at beginning of year	2012-10-31	$662,297
Total contributions received or receivable from participants	2012-10-31	$54,377
Other income received	2012-10-31	$69,942
Net income (gross income less expenses)	2012-10-31	$139,068
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$801,365
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$662,297
Assets. Value of participant loans	2012-10-31	$2,408
Total contributions received or receivable from employer(s)	2012-10-31	$14,749
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-10-31	$72,973
Expenses. Total of all expenses incurred	2011-10-31	$0
Benefits paid (including direct rollovers)	2011-10-31	$0
Total plan assets at end of year	2011-10-31	$662,297
Total plan assets at beginning of year	2011-10-31	$589,324
Total contributions received or receivable from participants	2011-10-31	$57,830
Other income received	2011-10-31	$-83
Net income (gross income less expenses)	2011-10-31	$72,973
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$662,297
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$589,324
Total contributions received or receivable from employer(s)	2011-10-31	$15,226
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0

Form 5500 Responses for JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST

2013: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: JOHN A. KENNEDY & ASSOCIATES 401 (K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JOHN A. KENNEDY & ASSOCIATES
Employer identification number (EIN):	362327182
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services