Original filing (PDF)20241014204748NAL0027146017001

KENNEDY LAW FIRM, LLC

Name: KENNEDY LAW FIRM, LLC — KENNEDY LAW FIRM, LLC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KENNEDY LAW FIRM, LLC

Form 5500-SF

FILING_RECEIVED

KENNEDY LAW FIRM, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNEDY LAW FIRM, LLC.

Plan sponsor

Name

KENNEDY LAW FIRM, LLC

EIN

71-0926845

Address

503 UNION AVENUE · BRIELLE, NJ · 08730

Phone

(732) 528-1880

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

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

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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