2023 Form 5500 filing — Retirement Plan For Employees Of The O'Connell Companies, Inc.
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 20241011080319NAL0010718259001) for Retirement Plan For Employees Of The O'Connell Companies, Inc., reported by The Oconnell Companies, Inc. under EIN 04-2669288 and plan number 017. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011080319NAL0010718259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Oconnell Companies, Inc.
- EIN
- 04-2669288
- Plan number
- 017
- Location
- Holyoke, MA
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,153,117
- Total liabilities (EOY)
- $8,441
- Net assets (EOY)
- $61,144,676
- Participant contributions
- $406,113
- Total income / additions
- $6,988,366
- Benefits paid
- $3,177,875
- Administrative expenses
- $257,691
- Total expenses
- $3,435,566
- Net increase / (decrease)
- $3,552,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal | NONE | $55,500 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $41,469 | not reported in the loaded dataset |
| Meyers Brothers Kalicka | NONE | $12,500 | not reported in the loaded dataset |