?>
Plan Name | JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JOSEPH P. O'BRIEN AGENCY, INC. |
Employer identification number (EIN): | 112562034 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about JOSEPH P. O'BRIEN AGENCY, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1980-11-21 |
Company Identification Number: | 664791 |
Legal Registered Office Address: |
39 Highland Road Suffolk Glen Cove United States of America (USA) 11542 |
More information about JOSEPH P. O'BRIEN AGENCY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | JOHN O'BRIEN | 2023-02-21 | ||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | JOHN O'BRIEN | |||
002 | 2017-01-01 | JOHN O'BRIEN | |||
002 | 2016-01-01 | JOHN O'BRIEN | |||
002 | 2015-01-01 | JOHN O'BRIEN | |||
002 | 2014-01-01 | JOHN O'BRIEN | |||
002 | 2013-01-01 | JOHN O'BRIEN | |||
002 | 2012-01-01 | JOHN O'BRIEN | |||
002 | 2011-01-01 | JOHN O'BRIEN | |||
002 | 2009-01-01 | JOHN O'BRIEN |
Measure | Date | Value |
---|---|---|
2021: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $309,943 |
Expenses. Total of all expenses incurred | 2021-12-31 | $10,417 |
Total plan assets at end of year | 2021-12-31 | $1,834,908 |
Total plan assets at beginning of year | 2021-12-31 | $1,535,382 |
Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
Total contributions received or receivable from participants | 2021-12-31 | $30,575 |
Other income received | 2021-12-31 | $230,368 |
Net income (gross income less expenses) | 2021-12-31 | $299,526 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,834,908 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,535,382 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $49,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,417 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $325,865 |
Expenses. Total of all expenses incurred | 2020-12-31 | $608,510 |
Benefits paid (including direct rollovers) | 2020-12-31 | $596,704 |
Total plan assets at end of year | 2020-12-31 | $1,535,382 |
Total plan assets at beginning of year | 2020-12-31 | $1,818,027 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Total contributions received or receivable from participants | 2020-12-31 | $36,506 |
Other income received | 2020-12-31 | $249,359 |
Net income (gross income less expenses) | 2020-12-31 | $-282,645 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,535,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,818,027 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $40,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $11,806 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $399,321 |
Expenses. Total of all expenses incurred | 2019-12-31 | $492,436 |
Benefits paid (including direct rollovers) | 2019-12-31 | $478,512 |
Total plan assets at end of year | 2019-12-31 | $1,818,027 |
Total plan assets at beginning of year | 2019-12-31 | $1,911,142 |
Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
Total contributions received or receivable from participants | 2019-12-31 | $43,880 |
Other income received | 2019-12-31 | $304,358 |
Net income (gross income less expenses) | 2019-12-31 | $-93,115 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,818,027 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,911,142 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $51,083 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,924 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $47,830 |
Expenses. Total of all expenses incurred | 2018-12-31 | $71,971 |
Benefits paid (including direct rollovers) | 2018-12-31 | $60,237 |
Total plan assets at end of year | 2018-12-31 | $1,911,142 |
Total plan assets at beginning of year | 2018-12-31 | $1,935,283 |
Value of fidelity bond covering the plan | 2018-12-31 | $70,000 |
Total contributions received or receivable from participants | 2018-12-31 | $52,750 |
Other income received | 2018-12-31 | $-60,196 |
Net income (gross income less expenses) | 2018-12-31 | $-24,141 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,911,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,935,283 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $55,276 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,734 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $390,479 |
Expenses. Total of all expenses incurred | 2017-12-31 | $119,867 |
Benefits paid (including direct rollovers) | 2017-12-31 | $109,027 |
Total plan assets at end of year | 2017-12-31 | $1,935,283 |
Total plan assets at beginning of year | 2017-12-31 | $1,664,671 |
Value of fidelity bond covering the plan | 2017-12-31 | $70,000 |
Total contributions received or receivable from participants | 2017-12-31 | $50,600 |
Other income received | 2017-12-31 | $284,879 |
Net income (gross income less expenses) | 2017-12-31 | $270,612 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,935,283 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,664,671 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $55,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,840 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $199,100 |
Expenses. Total of all expenses incurred | 2016-12-31 | $9,172 |
Total plan assets at end of year | 2016-12-31 | $1,664,671 |
Total plan assets at beginning of year | 2016-12-31 | $1,474,743 |
Value of fidelity bond covering the plan | 2016-12-31 | $70,000 |
Total contributions received or receivable from participants | 2016-12-31 | $60,200 |
Other income received | 2016-12-31 | $88,900 |
Net income (gross income less expenses) | 2016-12-31 | $189,928 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,664,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,474,743 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,172 |
2015 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $47,908 |
Expenses. Total of all expenses incurred | 2015-12-31 | $7,923 |
Total plan assets at end of year | 2015-12-31 | $1,474,743 |
Total plan assets at beginning of year | 2015-12-31 | $1,434,758 |
Value of fidelity bond covering the plan | 2015-12-31 | $70,000 |
Total contributions received or receivable from participants | 2015-12-31 | $57,485 |
Other income received | 2015-12-31 | $-29,577 |
Net income (gross income less expenses) | 2015-12-31 | $39,985 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,474,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,434,758 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $7,923 |
2014 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $189,893 |
Expenses. Total of all expenses incurred | 2014-12-31 | $7,715 |
Total plan assets at end of year | 2014-12-31 | $1,434,758 |
Total plan assets at beginning of year | 2014-12-31 | $1,252,580 |
Value of fidelity bond covering the plan | 2014-12-31 | $70,000 |
Total contributions received or receivable from participants | 2014-12-31 | $55,164 |
Other income received | 2014-12-31 | $89,729 |
Net income (gross income less expenses) | 2014-12-31 | $182,178 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,434,758 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,252,580 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $45,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,715 |
2013 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $279,994 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,495 |
Total plan assets at end of year | 2013-12-31 | $1,252,580 |
Total plan assets at beginning of year | 2013-12-31 | $979,081 |
Value of fidelity bond covering the plan | 2013-12-31 | $70,000 |
Total contributions received or receivable from participants | 2013-12-31 | $59,691 |
Other income received | 2013-12-31 | $210,303 |
Net income (gross income less expenses) | 2013-12-31 | $273,499 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,252,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $979,081 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $10,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,495 |
2012 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $199,668 |
Expenses. Total of all expenses incurred | 2012-12-31 | $6,521 |
Total plan assets at end of year | 2012-12-31 | $979,081 |
Total plan assets at beginning of year | 2012-12-31 | $785,934 |
Value of fidelity bond covering the plan | 2012-12-31 | $70,000 |
Total contributions received or receivable from participants | 2012-12-31 | $60,544 |
Other income received | 2012-12-31 | $104,124 |
Net income (gross income less expenses) | 2012-12-31 | $193,147 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $979,081 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $785,934 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $35,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,521 |
2011 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $58,374 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,237 |
Total plan assets at end of year | 2011-12-31 | $785,934 |
Total plan assets at beginning of year | 2011-12-31 | $733,797 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Total contributions received or receivable from participants | 2011-12-31 | $59,512 |
Other income received | 2011-12-31 | $-5,625 |
Net income (gross income less expenses) | 2011-12-31 | $52,137 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $785,934 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $733,797 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $4,487 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,237 |
2010 : JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $137,093 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,490 |
Total plan assets at end of year | 2010-12-31 | $733,797 |
Total plan assets at beginning of year | 2010-12-31 | $602,194 |
Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
Total contributions received or receivable from participants | 2010-12-31 | $55,039 |
Other income received | 2010-12-31 | $77,483 |
Net income (gross income less expenses) | 2010-12-31 | $131,603 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $733,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $602,194 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $4,571 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,490 |
2021: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JOSEPH P. OBRIEN AGENCY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |