MICHAEL KENNEDY INSURANCE, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0821863 | Plan No. 001 ]

MICHAEL KENNEDY INSURANCE, INC. 401(K) PROFIT SHARING PLAN, sponsored by MICHAEL KENNEDY INSURANCE AGENCY, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 23 participants and total assets of $3,788,129 during the 2024 reporting period.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: MICHAEL KENNEDY INSURANCE AGENCY, INC.

Location: 2295 FLETCHER PKWY. #100, EL CAJON, CA 92020

EIN: 330821863

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 23

Total Assets: $3,788,129

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