Original filing (PDF)20250318141554NAL0002488979001

DR. TIMOTHY P. KENKEL & ASSOCIATES, INC.

Name: DR. TIMOTHY P. KENKEL & ASSOCIATES, INC. — DR. TIMOTHY P. KENKEL & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: DR. TIMOTHY P. KENKEL & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DR. TIMOTHY P. KENKEL & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. TIMOTHY P. KENKEL & ASSOCIATES, INC..

Plan sponsor

Name

DR. TIMOTHY P. KENKEL & ASSOCIATES, INC.

EIN

31-1437986

Address

11700 PRINCETON PIKE · CINCINNATI, OH · 45246

Phone

(513) 671-5020

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

WYOMING RETINA ASSOCIATES, PC

WYOMING RETINA ASSOCIATES, PC 401(K) PLAN

$2.0M · 9 participants

CATHERINE LOWE MD PA

CATHERINE LOWE MD PA 401(K) PROFIT SHARING PLAN AND TRUST

$2.0M · 6 participants

ROBERT D LEVY PC

DR.'S EYECARE CENTER 401(K) PLAN

$2.0M · 21 participants

PREMIUM LASER OPHTHALMOLOGY, LLC

PREMIUM LASER OPHTHALMOLOGY, LLC 401K PLAN

$2.0M · 8 participants

SEAWAY VALLEY EYE CARE, DR. GARY TORBEY, DO, PLLC

SEAWAY VALLEY EYE CARE, DR. GARY TORBEY, DO, PLLC PROFIT SHARING PLAN