Original filing (PDF)20250915145547NAL0003227314003

KINKEAD & STILZ, PLLC

Name: KINKEAD & STILZ, PLLC — KINKEAD & STILZ, PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KINKEAD & STILZ, PLLC

Form 5500-SF

FILING_RECEIVED

KINKEAD & STILZ, PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

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 KINKEAD & STILZ, PLLC.

Plan sponsor

Name

KINKEAD & STILZ, PLLC

EIN

31-1501080

Address

301 EAST MAIN STREET · SUITE 800 · LEXINGTON, KY · 40507

Phone

(859) 296-2300

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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