Original filing (PDF)20250307132329NAL0023352754001

CLOE & KENNEDY, P.C.

Name: CLOE & KENNEDY, P.C. — CLOE & KENNEDY, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CLOE & KENNEDY, P.C.

Form 5500-SF

FILING_RECEIVED

CLOE & KENNEDY, P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 CLOE & KENNEDY, P.C..

Plan sponsor

Name

CLOE & KENNEDY, P.C.

EIN

36-4016165

Address

1216 AMERICAN WAY, STE. 101 · LIBERTYVILLE, IL · 600483939

Phone

(847) 680-1030

Industry

Offices of Dentists· 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

2025-03-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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