2023 Form 5500 filing — The O'Connell Companies, Inc. 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 20240930123546NAL0005536369001) for The O'Connell Companies, Inc. 401(K) Plan, reported by The O'Connell Companies, Inc. under EIN 04-2669288 and plan number 027. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930123546NAL0005536369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The O'Connell Companies, Inc.
- EIN
- 04-2669288
- Plan number
- 027
- Location
- Holyoke, MA
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,745,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,745,159
- Employer contributions
- $748,864
- Participant contributions
- $1,315,598
- Total income / additions
- $7,592,737
- Benefits paid
- $7,032,818
- Administrative expenses
- $29,792
- Total expenses
- $7,066,716
- Net increase / (decrease)
- $526,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $28,862 | $0 |