Kennedy Associates Profit Sharing DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kennedy Associates Profit Sharing
  • Sponsor EIN: 206586925
  • Sponsor Address: 415 TERRACE PLACE, TERRACE PARK, OH, 45174
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $2.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$2.4M$110,724$0
20243$2.1M$110,967$0
20233$1.9M$105,168$0
20223$1.7M$99,613$0

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