2023 Form 5500 filing — Campbell, Conroy & O'Neil Professional Corporation 401(K) 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 20241015153428NAL0028954705001) for Campbell, Conroy & O'Neil Professional Corporation 401(K) Plan, reported by Campbell Conroy & O'Neil Professional Corporation under EIN 04-2781045 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153428NAL0028954705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Campbell Conroy & O'Neil Professional Corporation
- EIN
- 04-2781045
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,287,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,287,389
- Employer contributions
- $1,077,481
- Participant contributions
- $1,050,303
- Total income / additions
- $9,593,363
- Benefits paid
- $1,434,179
- Administrative expenses
- $10,939
- Total expenses
- $1,444,846
- Net increase / (decrease)
- $8,148,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | ADVISOR | $68,615 | not reported in the loaded dataset |
| Wolf & Company, P.C. | ACCOUNTANT | $22,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$83,513 | $0 |