O'Brien And Associates 401(K) Plan — Form 5500 plan (O'Brien Services 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, O'Brien And Associates 401(K) Plan is a benefit plan reported by O'Brien Services Inc. under EIN 39-1818583 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $716,577 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$716.6KPlan net assets, end of year$716,577
Participants380Covered participants reported
Assets / participant$1.9KComputed: assets ÷ participants$1,886 (computed)
Provider compensation$3.2K1 Schedule C provider row(s)$3,175
- Plan sponsor
- O'Brien Services Inc.
- EIN
- 39-1818583
- Plan number
- 001
- Plan type
- 2
- Location
- Holmen, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20240820144715NAL0001794515001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$716.6K total assets
Net assets$716.6KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $716,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $716,577
- Net assets (BOY)
- $513,887
Income & contributions
- Employer contributions
- $91,540
- Participant contributions
- $96,291
- Total contributions
- $213,407
- Total income / additions
- $311,339
Expenses & distributions
- Benefits paid
- $105,474
- Administrative expenses
- $3,175
- Total expenses
- $108,649
- Net increase / (decrease)
- $202,690
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
49%51%
Employer 49%Participant 51%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Of Omaha | INVESTMENT COMPANY | $3,175 | $0 | 2023 |