Original filing (PDF)20251014204134NAL0004908880001

GERALD J. MCKENNA, M.D., INC.

Name: GERALD J. MCKENNA, M.D., INC. — EMPLOYEE BENEFIT PLAN OF GERALD J. MCKENNA, M.D., INC. A PROFESSIONAL CORPORATION, Form 5500 (2024)
Creator: GERALD J. MCKENNA, M.D., INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF GERALD J. MCKENNA, M.D., INC. A PROFESSIONAL CORPORATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

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 GERALD J. MCKENNA, M.D., INC..

Plan sponsor

Name

GERALD J. MCKENNA, M.D., INC.

EIN

99-0288920

Address

2850 KAPENA ST. · LIHUE, HI · 96766

Phone

(808) 246-0663

Industry

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

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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CENTER FOR HEALTH AND INNOVATIVE LEARNING LLC