Campbell, Conroy & O'Neil Professional Corporation 401(K) Plan — Form 5500 plan (Campbell Conroy & O'Neil Professional Corporation)
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, Campbell, Conroy & O'Neil Professional Corporation 401(K) Plan is a benefit plan reported by Campbell Conroy & O'Neil Professional Corporation under EIN 04-2781045 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $46,287,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campbell Conroy & O'Neil Professional Corporation
- EIN
- 04-2781045
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $46,287,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20241015153428NAL0028954705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,287,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,287,389
- Net assets (BOY)
- $38,138,872
Income & contributions
- Employer contributions
- $1,077,481
- Participant contributions
- $1,050,303
- Total contributions
- $2,157,065
- Total income / additions
- $9,593,363
Expenses & distributions
- Benefits paid
- $1,434,179
- Administrative expenses
- $10,939
- Total expenses
- $1,444,846
- Net increase / (decrease)
- $8,148,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | ADVISOR | $68,615 | not reported in the loaded dataset | 2023 |
| Wolf & Company, P.C. | ACCOUNTANT | $22,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$83,513 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campbell Conroy & O'Neil Professional Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Morgan Stanley — Schedule C compensation
- Wolf & Company, P.C. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation