2023 Form 5500 filing — O'Brien And Associates 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 20240820144715NAL0001794515001) for O'Brien And Associates 401(K) Plan, reported by O'Brien Services Inc. under EIN 39-1818583 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$716.6KReported net assets$716,577
Participants380
Provider compensation$3.2K1 Schedule C row(s)$3,175
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240820144715NAL0001794515001
- Plan sponsor
- O'Brien Services Inc.
- EIN
- 39-1818583
- Plan number
- 001
- Location
- Holmen, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$716.6K total assets
Net assets$716.6KLiabilities$0
Full reported line items
- Total assets (EOY)
- $716,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $716,577
- Employer contributions
- $91,540
- Participant contributions
- $96,291
- Total income / additions
- $311,339
- Benefits paid
- $105,474
- Administrative expenses
- $3,175
- Total expenses
- $108,649
- Net increase / (decrease)
- $202,690
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Of Omaha | INVESTMENT COMPANY | $3,175 | $0 |