How big is David Kennon Incorporated's plan?

David Kennon Incorporated's plan reported $986K in assets and 3 participants for 2024.

Original filing (PDF)20250602101248NAL0026420434001

David Kennon Incorporated

Name: David Kennon Incorporated — Kennon Financial 401(k), Form 5500 (2024)
Creator: David Kennon Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kennon Financial 401(k) Profit Sharing Plan

401(k) retirement plan · David Kennon Incorporated's Kennon Financial 401(k) Profit Sharing Plan held $986K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan identifiers

David Kennon Incorporated's EIN is 45-2612410.

EIN 45-2612410

Plan number 001

Plan year 2024

ACK ID 20250602101248NAL0026420434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Kennon Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Kennon Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID KENNON INCORPORATED.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score