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JEFFREY N. KENNEY, D.D.S., PLLC — JEFFREY N. KENNEY, D.D.S., PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241014124023NAL0014935475001
JEFFREY N. KENNEY, D.D.S., PLLC
Form 5500-SF
FILING_RECEIVED
JEFFREY N. KENNEY, D.D.S., PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
22
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JEFFREY N. KENNEY, D.D.S., PLLC
.
Find decision makers
Plan sponsor
Name
JEFFREY N. KENNEY, D.D.S., PLLC
EIN
45-2644933
Address
12420 WARWICK BLVD, STE 2A · NEWPORT NEWS, VA · 236063001
Phone
(757) 874-8741
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
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
2R · Participant-directed brokerage (SDBA)
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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Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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