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, The O'Connell Companies, Inc. 401(K) Plan is a benefit plan reported by The O'Connell Companies, Inc. under EIN 04-2669288 and plan number 027. The latest loaded filing year is 2023. The filing reports 317 participants and $37,745,159 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,745,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,745,159
- Net assets (BOY)
- $37,219,138
Income & contributions
- Employer contributions
- $748,864
- Participant contributions
- $1,315,598
- Total contributions
- $2,244,890
- Total income / additions
- $7,592,737
Expenses & distributions
- Benefits paid
- $7,032,818
- Administrative expenses
- $29,792
- Total expenses
- $7,066,716
- Net increase / (decrease)
- $526,021