Plan Snapshot
- Plan Sponsor: James R. Kennedy, Jr., Esq.
- Sponsor EIN: 592387570
- Sponsor Address: 204 37TH AVENUE N, #157, ST. PETERSBURG, FL, 33704
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.3M | $1,497 | $1,872 |
| 2023 | 2 | $1.3M | $1,502 | $1,878 |
| 2022 | 2 | $1.2M | $2,556 | $3,120 |