Plan5500

O'Brien And Associates 401(K) Plan — Form 5500 plan (O'Brien Services 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, O'Brien And Associates 401(K) Plan is a benefit plan reported by O'Brien Services Inc. under EIN 39-1818583 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $716,577 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O'Brien Services Inc.
EIN
39-1818583
Plan number
001
Plan type
2
Location
Holmen, WI
Latest filing year
2023
Participants
380
End-of-year plan assets
$716,577

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20240820144715NAL0001794515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$716,577
Total liabilities (EOY)
$0
Net assets (EOY)
$716,577
Net assets (BOY)
$513,887

Income & contributions

Employer contributions
$91,540
Participant contributions
$96,291
Total contributions
$213,407
Total income / additions
$311,339

Expenses & distributions

Benefits paid
$105,474
Administrative expenses
$3,175
Total expenses
$108,649
Net increase / (decrease)
$202,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Of OmahaINVESTMENT COMPANY$3,175$02023

Related Form 5500 pages