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PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN 401k Plan overview

Plan NamePAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN
Plan identification number 001

PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PAT O'BRIEN & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:PAT O'BRIEN & ASSOCIATES
Employer identification number (EIN):202851420
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICK OBRIEN2024-10-03
0012022-01-01PATRICK OBRIEN2023-10-11 PATRICK OBRIEN2023-10-11
0012021-01-01PAT O'BRIEN2022-10-06 PAT O'BRIEN2022-10-06
0012020-01-01PAT O'BRIEN2021-07-01 PAT O'BRIEN2021-07-01
0012019-01-01PAT O'BRIEN2020-07-31 PAT O'BRIEN2020-07-31
0012018-01-01PATRICK K. O'BRIEN2019-10-02 PATRICK K. O'BRIEN2019-10-02
0012017-01-01PATRICK K. O'BRIEN2018-09-26 PATRICK K. O'BRIEN2018-09-26
0012016-01-01PATRICK K. O'BRIEN2017-09-26 PATRICK K. O'BRIEN2017-09-26
0012015-01-01PATRICK K. O'BRIEN2016-10-07 PATRICK K. O'BRIEN2016-10-07
0012014-01-01PATRICK K. O'BRIEN2015-09-28
0012013-01-01PATRICK K. O'BRIEN2014-10-06 PATRICK K. O'BRIEN2014-10-06
0012012-01-01PATRICK K. O'BRIEN2013-09-03
0012010-01-01PATRICK K. O'BRIEN2011-09-26 PATRICK K. O'BRIEN2011-09-26

Financial Data on PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN

Measure Date Value
2025 : PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-136507
Net assets as of the end of the plan year2025-10-131343104
Total assets as of the beginning of the plan year2025-10-131168653
Participant contributions to plan in this plan year2025-10-1361000
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-131817
Other income to plan in this plan year2025-10-13105486
Plan net income in this plan year2025-10-13174451
Net assets as of the end of the plan year2025-10-131343104
Net assets as of the beginning of the plan year2025-10-131168653
Employer contributions to plan in this plan year2025-10-1312655
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-136507
2024 : PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-030
Total liabilities as of the end of the plan year2024-10-030
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-0318347
Net assets as of the end of the plan year2024-10-031168652
Total assets as of the beginning of the plan year2024-10-03992289
Participant contributions to plan in this plan year2024-10-0360150
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-036189
Other income to plan in this plan year2024-10-03119907
Plan net income in this plan year2024-10-03176363
Net assets as of the end of the plan year2024-10-031168652
Net assets as of the beginning of the plan year2024-10-03992289
Employer contributions to plan in this plan year2024-10-038464
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-035621
2022 : PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-060
Total liabilities as of the end of the plan year2022-10-060
Total liabilities as of the beginning of the plan year2022-10-060
Total expenses incurred by plan in this plan year2022-10-060
Net assets as of the end of the plan year2022-10-061026953
Total assets as of the beginning of the plan year2022-10-06930906
Participant contributions to plan in this plan year2022-10-0654980
Other expenses paid from plan in this plan year2022-10-060
Other contributions to plan in this plan year2022-10-060
Other income to plan in this plan year2022-10-0627850
Plan net income in this plan year2022-10-0696047
Net assets as of the end of the plan year2022-10-061026953
Net assets as of the beginning of the plan year2022-10-06930906
Employer contributions to plan in this plan year2022-10-0613217
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-060

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