2023 Form 5500 filing — Kennedy Group Capital, Inc. 401k Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930151614NAL0005714977001) for Kennedy Group Capital, Inc. 401k Profit Sharing Plan, reported by Kennedy Group Capital, Inc. under EIN 99-1967303 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930151614NAL0005714977001
Plan sponsor
Kennedy Group Capital, Inc.
EIN
99-1967303
Plan number
001
Location
Fairview, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$300.5K
Total expenses$300.5K
Benefits paid / distributions$300.5K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$0
Total income / additions
$300,531
Benefits paid
$300,531
Total expenses
$300,531
Net increase / (decrease)
$0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930151614NAL0005714977001 cover?
It is the 2023 Form 5500 filing for Kennedy Group Capital, Inc. 401k Profit Sharing Plan, reported by Kennedy Group Capital, Inc. (EIN 99-1967303).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages