Original filing (PDF)20251229132607NAL0018809393001

KENEALY & JACOBI PLLC

Name: KENEALY & JACOBI PLLC — KENEALY & JACOBI PLLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: KENEALY & JACOBI PLLC

Form 5500-SF

FILING_RECEIVED

KENEALY & JACOBI PLLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENEALY & JACOBI PLLC.

Plan sponsor

Name

KENEALY & JACOBI PLLC

EIN

01-0892332

Address

222 EAST WITHERSPOON · SUITE 401 · LOUISVILLE, KY · 40202

Phone

(502) 749-5400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

RAMONA C. LITTLE ATTORNEY AT LAW PLLC

RAMONA C. LITTLE ATTORNEY AT LAW PLLC CBS BENEFIT PLAN

$6K · 2 participants

LOPEZ LAW OFFICE PC

LOPEZ LAW OFFICE PC 401(K) PLAN

$6K · 3 participants

LAW OFFICE OF ADRIANA MITCHELL

LAW OFFICE OF ADRIANA MITCHELL PLLC 401(K) PLAN AND TRUST

$6K · 3 participants

UTAH BANKRUPTCY CLINIC, LC

UTAH BANKRUPTCY CLINIC, LC 401(K) PLAN

$6K · 3 participants

CHAVARRIA LAW FIRM PLLC

CHAVARRIA LAW FIRM PLLC 401(K) PLAN