How big is M. Terry Kennedy's plan?

M. Terry Kennedy's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250928135342NAL0014124051001

M. Terry Kennedy

Name: M. Terry Kennedy — Kennedy Profit Sharing Plan, Form 5500 (2024)
Creator: M. Terry Kennedy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kennedy Profit Sharing Plan

401(k) retirement plan · M. Terry Kennedy's Kennedy Profit Sharing Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Marshal Kennedy signed M. Terry Kennedy's 2024 Form 5500 as plan administrator.

Marshal Kennedy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

M. Terry Kennedy's EIN is 93-0852509.

EIN 93-0852509

Plan number 001

Plan year 2024

ACK ID 20250928135342NAL0014124051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M. Terry Kennedy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M. Terry Kennedy's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score