The O'Connor Group, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The O'Connor Group, 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, The O'Connor Group, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The O'Connor Group, Inc. under EIN 04-3483678 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $4,174,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The O'Connor Group, Inc.
- EIN
- 04-3483678
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, MA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $4,174,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240706134104NAL0011643057001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,174,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,174,788
- Net assets (BOY)
- $2,798,206
Income & contributions
- Employer contributions
- $16,610
- Participant contributions
- $18,000
- Total income / additions
- $1,382,263
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $5,681
- Total expenses
- $5,681
- Net increase / (decrease)
- $1,376,582
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.