2023 Form 5500 filing — The Retirement Plan For Employees Of The Estate Of Thomas O'Connor
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 20240928083539NAL0006404178001) for The Retirement Plan For Employees Of The Estate Of Thomas O'Connor, reported by The Estate Of Thomas O'Connor under EIN 74-6039142 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240928083539NAL0006404178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Estate Of Thomas O'Connor
- EIN
- 74-6039142
- Plan number
- 001
- Location
- Victoria, TX
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,442,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,442,057
- Employer contributions
- $689,453
- Total income / additions
- $9,611,180
- Benefits paid
- $1,443,142
- Administrative expenses
- $289,446
- Total expenses
- $1,732,588
- Net increase / (decrease)
- $7,878,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fayez Sarofim | NONE | $185,424 | not reported in the loaded dataset |
| Principal | NONE | $31,371 | $2,053 |
| Milliman, Inc. | NONE | $21,324 | not reported in the loaded dataset |
| Roloff, Hnatek An Co. Llp | NONE | $8,750 | not reported in the loaded dataset |