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CATHERINE KENNEDY, O.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameCATHERINE KENNEDY, O.D. PROFIT SHARING PLAN
Plan identification number 002

CATHERINE KENNEDY, O.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

CATHERINE KENNEDY, O.D. has sponsored the creation of one or more 401k plans.

Company Name:CATHERINE KENNEDY, O.D.
Employer identification number (EIN):264599014
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHERINE KENNEDY, O.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CATHERINE KENNEDY2024-07-24
0022022-01-01CATHERINE KENNEDY2023-03-30
0022021-01-01CATHERINE KENNEDY2022-09-07
0022020-01-01CATHERINE KENNEDY2021-09-09
0022019-01-01CATHERINE KENNEDY2020-04-23
0022018-01-01CATHERINE KENNEDY2019-07-19
0022017-01-01CATHERINE KENNEDY2018-07-19
0022016-01-01CATHERINE KENNEDY2017-07-18
0022015-01-01CATHERINE KENNEDY2016-07-27
0022014-01-01CATHERINE KENNEDY2015-07-01 CATHERINE KENNEDY2015-07-01
0022013-01-01CATHERINE KENNEDY2014-07-30 CATHERINE KENNEDY2014-07-30
0022012-01-01CATHERINE KENNEDY2013-06-25 CATHERINE KENNEDY2013-06-25
0022011-01-01CATHERINE KENNEDY2012-07-26 CATHERINE KENNEDY2012-07-26

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