Kenney Financial, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kenney Financial, INC.
  • Sponsor EIN: 813588154
  • Sponsor Address: 400 VISTA FLORA, NEWPORT BEACH, CA, 92660
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $0

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$0$0$0
20247$0$0$0
20235$1$0$0
20226$0$0$0

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