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PAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION PLAN 401k Plan overview

Plan NamePAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION PLAN
Plan identification number 003

PAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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 CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01PATRICK OBRIEN2024-10-03
0032022-01-01PATRICK OBRIEN2023-10-11 PATRICK OBRIEN2023-10-11
0032021-01-01PAT O'BRIEN2022-10-06 PAT O'BRIEN2022-10-06

Financial Data on PAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION PLAN

Measure Date Value
2025 : PAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION 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 year2025-10-132097
Net assets as of the end of the plan year2025-10-13989593
Total assets as of the beginning of the plan year2025-10-13718230
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1348460
Plan net income in this plan year2025-10-13271363
Net assets as of the end of the plan year2025-10-13989593
Net assets as of the beginning of the plan year2025-10-13718230
Employer contributions to plan in this plan year2025-10-13225000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-132097
2024 : PAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION 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 year2024-10-031095
Net assets as of the end of the plan year2024-10-03718230
Total assets as of the beginning of the plan year2024-10-03451017
Participant contributions to plan in this plan year2024-10-030
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-0343308
Plan net income in this plan year2024-10-03267213
Net assets as of the end of the plan year2024-10-03718230
Net assets as of the beginning of the plan year2024-10-03451017
Employer contributions to plan in this plan year2024-10-03225000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-031095
2022 : PAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION 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 year2022-10-06226492
Total assets as of the beginning of the plan year2022-10-060
Participant contributions to plan in this plan year2022-10-060
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 year2022-10-060
Plan net income in this plan year2022-10-06226492
Net assets as of the end of the plan year2022-10-06226492
Net assets as of the beginning of the plan year2022-10-060
Employer contributions to plan in this plan year2022-10-06226492
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-060

Potentially related plans

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