Plan Snapshot
- Plan Sponsor: J. Kennedy And Associates, INC.
- Sponsor EIN: 592048136
- Sponsor Address: 570 COLONIAL PARK DRIVE, SUITE 305, ROSWELL, GA, 30075
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $9.6M | $132,065 | $129,540 |
| 2023 | 8 | $8.5M | $162,767 | $141,017 |
| 2022 | 7 | $7.5M | $149,249 | $134,916 |