Kennedy Mechanical Plumbing & Heating, Inc.401(K) Savings Plan — Form 5500 plan (Kennedy Mechanical Plumbing & Heating, Inc.)
Plain-English plan 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, Kennedy Mechanical Plumbing & Heating, Inc.401(K) Savings Plan is a benefit plan reported by Kennedy Mechanical Plumbing & Heating, Inc. under EIN 16-1385946 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $12,781,558 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.8MPlan net assets, end of year$12,781,558
Participants394Covered participants reported
Assets / participant$32.4KComputed: assets ÷ participants$32,441 (computed)
Provider compensation$101.2K2 Schedule C provider row(s)$101,206
- Plan sponsor
- Kennedy Mechanical Plumbing & Heating, Inc.
- EIN
- 16-1385946
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241014105728NAL0025985057001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,781,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,781,558
- Net assets (BOY)
- $10,533,988
Income & contributions
- Employer contributions
- $375,225
- Participant contributions
- $763,443
- Total contributions
- $1,311,848
- Total income / additions
- $2,885,622
Expenses & distributions
- Benefits paid
- $536,446
- Administrative expenses
- $101,606
- Total expenses
- $638,052
- Net increase / (decrease)
- $2,247,570
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Karpus Investment Management | INVESTMENT ADVISOR | $85,563 | not reported in the loaded dataset | 2023 |
| Benefits Management, Inc. | THIRD PARTY ADMINISTRATO | $15,643 | not reported in the loaded dataset | 2023 |