· 2022–2024 · DOL EFAST2

J.B. KENNEDY & ASSOCIATES, LLC — J.B. KENNEDY & ASSOCIATES, LLC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250701155146NAL0006847747001

J.B. KENNEDY & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

J.B. KENNEDY & ASSOCIATES, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.B. KENNEDY & ASSOCIATES, LLC.

Plan sponsor

Name

J.B. KENNEDY & ASSOCIATES, LLC

EIN

81-3850833

Address

P.O. BOX 2813 · STATESBORO, GA · 30459

Phone

(912) 489-1222

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

2025-07-01

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

PETER CHENG CPA, PC

PETER CHENG CPA, PC CASH BALANCE PLAN

$580K · 5 participants

VATALARO & ASSOCIATES, PLLC

VATALARO & ASSOCIATES, PLLC 401(K) PLAN

$580K · 1 participants

TOBIN RUPAREL KONCZAK & MUNDELL

TOBIN RUPAREL KONCZAK & MUNDELL PC

$580K · 12 participants

SKALSKI CPAS, LLC

SKALSKI CPAS, LLC 401(K) PROFIT SHARING PLAN

$581K · 2 participants

SCHULTZ CPA, LLC

SCHULTZ CPA, LLC 401(K) PLAN

$581K · 2 participants