The Retirement Plan For Employees Of The Estate Of Thomas O'Connor — Form 5500 plan (The Estate Of Thomas O'Connor)
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 Retirement Plan For Employees Of The Estate Of Thomas O'Connor is a benefit plan reported by The Estate Of Thomas O'Connor under EIN 74-6039142 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $59,442,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Estate Of Thomas O'Connor
- EIN
- 74-6039142
- Plan number
- 001
- Plan type
- 2
- Location
- Victoria, TX
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $59,442,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240928083539NAL0006404178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,442,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,442,057
- Net assets (BOY)
- $51,563,465
Income & contributions
- Employer contributions
- $689,453
- Total contributions
- $689,453
- Total income / additions
- $9,611,180
Expenses & distributions
- Benefits paid
- $1,443,142
- Administrative expenses
- $289,446
- Total expenses
- $1,732,588
- Net increase / (decrease)
- $7,878,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fayez Sarofim | NONE | $185,424 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $31,371 | $2,053 | 2023 |
| Milliman, Inc. | NONE | $21,324 | not reported in the loaded dataset | 2023 |
| Roloff, Hnatek An Co. Llp | NONE | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Estate Of Thomas O'Connor
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Victoria, TX
- Fayez Sarofim — Schedule C compensation
- Principal — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Roloff, Hnatek An Co. Llp — Schedule C compensation