Plan5500

Retirement Plan For Employees Of The O'Connell Companies, Inc. — Form 5500 plan (The Oconnell Companies, Inc.)

Plain-English plan 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, Retirement Plan For Employees Of The O'Connell Companies, Inc. is a benefit plan reported by The Oconnell Companies, Inc. under EIN 04-2669288 and plan number 017. The latest loaded filing year is 2023. The filing reports 411 participants and $61,153,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Oconnell Companies, Inc.
EIN
04-2669288
Plan number
017
Plan type
2
Location
Holyoke, MA
Latest filing year
2023
Participants
411
End-of-year plan assets
$61,153,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023411H, C20241011080319NAL0010718259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,153,117
Total liabilities (EOY)
$8,441
Net assets (EOY)
$61,144,676
Net assets (BOY)
$57,591,876

Income & contributions

Participant contributions
$406,113
Total contributions
$406,113
Total income / additions
$6,988,366

Expenses & distributions

Benefits paid
$3,177,875
Administrative expenses
$257,691
Total expenses
$3,435,566
Net increase / (decrease)
$3,552,800

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
SegalNONE$55,500not reported in the loaded dataset2023
Fiducient Advisors LLCNONE$41,469not reported in the loaded dataset2023
Meyers Brothers KalickaNONE$12,500not reported in the loaded dataset2023

Related Form 5500 pages