Original filing (PDF)20260109135246NAL0010202337001

WARRETT KENNARD, M.D., P.A.

Name: WARRETT KENNARD, M.D., P.A. — WARRETT KENNARD, M. D. , P. A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WARRETT KENNARD, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

WARRETT KENNARD, M. D. , P. A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 1.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARRETT KENNARD, M.D., P.A..

Plan sponsor

Name

WARRETT KENNARD, M.D., P.A.

EIN

75-2493553

Address

5300 W. PLANO PARKWAY · SUITE 300 · PLANO, TX · 75093

Phone

(972) 248-2426

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-09

Pension benefit codes

2E · Profit-sharing

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

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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