Original filing (PDF)20250521124340NAL0006738146001

KEVIN F. MCKENNA

Name: KEVIN F. MCKENNA — KEVIN F. MCKENNA, CPA, Form 5500 (2024)
Creator: KEVIN F. MCKENNA

Form 5500-SF

FILING_RECEIVED

KEVIN F. MCKENNA, CPA

401(k) retirement plan

Signals · 1

High average account balance

Active participants

—

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

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

100

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN F. MCKENNA.

Plan sponsor

Name

KEVIN F. MCKENNA

EIN

76-0273370all filings

Address

18706 CANDLEVIEW DRIVE · SPRING, TX · 77388

Phone

(281) 744-5968

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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