O'Connor Consulting Services, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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'Connor Consulting Services, LLC (EIN 30-0584565) is a plan sponsor located in Bethesda, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0584565
Location
Bethesda, MD
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for O'Connor Consulting Services, LLC

  • 1 loaded plans hold $8M in reported assets.
  • The largest, O'Connor Consulting Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 20 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8MSummed across loaded plans$8,025,132
Total reported assets$8M$8,025,132
Total reported participants20
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8M total assets
Net assets$8MLiabilities$0
Contributions & income
Employer contributions$408.7K
Participant contributions$450.6K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$408.3K
Total expenses$424.7K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%O'Connor Consulting Profit Sharing Plan
Participants per plan20Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 20 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for O'Connor Consulting Services, LLC. Open one for its full reported snapshot.

  1. 2023
    O'Connor Consulting Profit Sharing Plan20 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does O'Connor Consulting Services, LLC report on Form 5500?
O'Connor Consulting Services, LLC (EIN 30-0584565) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for O'Connor Consulting Services, LLC?
The Employer Identification Number (EIN) reported for O'Connor Consulting Services, LLC is 30-0584565.
What is the latest Form 5500 filing year for O'Connor Consulting Services, LLC?
The latest loaded Form 5500 filing year for O'Connor Consulting Services, LLC is 2023.

Related Form 5500 pages