O'Connor, Hoso & Loree, LLC 401(K) Retirement Plan — Form 5500 plan (O'Connor, Hoso & Loree, LLC)
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'Connor, Hoso & Loree, LLC 401(K) Retirement Plan is a benefit plan reported by O'Connor, Hoso & Loree, LLC under EIN 56-2470951 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $5,581,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Connor, Hoso & Loree, LLC
- EIN
- 56-2470951
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, OH
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $5,581,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240613105309NAL0030411505001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,581,042
- Net assets (EOY)
- $5,581,042
- Net assets (BOY)
- $4,716,521
Income & contributions
- Employer contributions
- $42,833
- Participant contributions
- $77,255
- Total income / additions
- $864,521
Expenses & distributions
- Net increase / (decrease)
- $864,521
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.