Original filing (PDF)20260112152034NAL0013334289001

KENNEDY & MINSHEW PC

Name: KENNEDY & MINSHEW PC — KENNEDY & MINSHEW PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KENNEDY & MINSHEW PC

Form 5500-SF

FILING_RECEIVED

KENNEDY & MINSHEW PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 KENNEDY & MINSHEW PC.

Plan sponsor

Name

KENNEDY & MINSHEW PC

EIN

75-1339029

Address

320 N TRAVIS ST STE 207 · SHERMAN, TX · 750905998

Phone

(903) 868-0545

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-12

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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