401k Plan data: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN plan

O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 401k Plan overview

Plan Name	O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN
Plan identification number	001

O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

O'CONNOR & ASSOCIATES ART ADVISORS has sponsored the creation of one or more 401k plans.

Company Name: O'CONNOR & ASSOCIATES ART ADVISORS

Employer identification number (EIN): 263576789

NAIC Classification: 541400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TOM O'CONNOR 2023-07-31 TOM O'CONNOR 2023-07-31
001 2021-01-01 TOM O'CONNOR 2022-07-25
001 2020-01-01 TOM O'CONNOR 2021-09-30 TOM O'CONNOR 2021-09-30
001 2019-01-01 TOM O'CONNOR 2020-07-30 TOM O'CONNOR 2020-07-30
001 2018-01-01 TOM O'CONNOR 2019-07-31 TOM O'CONNOR 2019-07-31
001 2018-01-01 TOM O'CONNOR 2019-07-31 TOM O'CONNOR 2019-07-31
001 2017-01-01
001 2016-01-01
001 2016-01-01 TOM O'CONNOR 2017-07-31
001 2015-01-01 THOMAS OCONNOR
001 2013-08-13 THOMAS OCONNOR THOMAS OCONNOR 2014-10-12
001 2013-01-01 THOMAS OCONNOR THOMAS OCONNOR 2014-10-12
001 2012-01-01 THOMAS J O'CONNOR
001 2011-01-01 THOMAS J O'CONNOR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TOM O'CONNOR	2023-07-31	TOM O'CONNOR	2023-07-31
001	2021-01-01	TOM O'CONNOR	2022-07-25
001	2020-01-01	TOM O'CONNOR	2021-09-30	TOM O'CONNOR	2021-09-30
001	2019-01-01	TOM O'CONNOR	2020-07-30	TOM O'CONNOR	2020-07-30
001	2018-01-01	TOM O'CONNOR	2019-07-31	TOM O'CONNOR	2019-07-31
001	2018-01-01	TOM O'CONNOR	2019-07-31	TOM O'CONNOR	2019-07-31
001	2017-01-01
001	2016-01-01
001	2016-01-01	TOM O'CONNOR	2017-07-31
001	2015-01-01	THOMAS OCONNOR
001	2013-08-13	THOMAS OCONNOR		THOMAS OCONNOR	2014-10-12
001	2013-01-01	THOMAS OCONNOR		THOMAS OCONNOR	2014-10-12
001	2012-01-01	THOMAS J O'CONNOR
001	2011-01-01	THOMAS J O'CONNOR

Plan Statistics for O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN

401k plan membership statisitcs for O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN

Measure Date Value
2022: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
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 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2013: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-13 1
Total number of active participants reported on line 7a of the Form 5500 2013-08-13 2
Number of retired or separated participants receiving benefits 2013-08-13 0
Number of other retired or separated participants entitled to future benefits 2013-08-13 0
Total of all active and inactive participants 2013-08-13 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-13 0
Total participants 2013-08-13 2
Number of participants with account balances 2013-08-13 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-13 0
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
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	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2013: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-13	1
Total number of active participants reported on line 7a of the Form 5500	2013-08-13	2
Number of retired or separated participants receiving benefits	2013-08-13	0
Number of other retired or separated participants entitled to future benefits	2013-08-13	0
Total of all active and inactive participants	2013-08-13	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-13	0
Total participants	2013-08-13	2
Number of participants with account balances	2013-08-13	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-13	0
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN

Measure	Date	Value
2022 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$25,000
Expenses. Total of all expenses incurred	2022-12-31	$439,097
Total plan assets at end of year	2022-12-31	$416,184
Total plan assets at beginning of year	2022-12-31	$830,281
Value of fidelity bond covering the plan	2022-12-31	$10,000
Total contributions received or receivable from participants	2022-12-31	$15,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$439,097
Net income (gross income less expenses)	2022-12-31	$-414,097
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$416,184
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$830,281
Assets. Value of employer securities	2022-12-31	$416,184
Total contributions received or receivable from employer(s)	2022-12-31	$10,000
2021 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$457,709
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$830,281
Total plan assets at beginning of year	2021-12-31	$372,572
Value of fidelity bond covering the plan	2021-12-31	$10,000
Total contributions received or receivable from participants	2021-12-31	$29,400
Other income received	2021-12-31	$421,247
Net income (gross income less expenses)	2021-12-31	$457,709
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$830,281
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$372,572
Assets. Value of employer securities	2021-12-31	$830,281
Total contributions received or receivable from employer(s)	2021-12-31	$7,062
2020 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$100,979
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$372,572
Total plan assets at beginning of year	2020-12-31	$271,593
Value of fidelity bond covering the plan	2020-12-31	$10,000
Total contributions received or receivable from participants	2020-12-31	$8,300
Other income received	2020-12-31	$89,879
Net income (gross income less expenses)	2020-12-31	$100,979
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$372,572
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$271,593
Assets. Value of employer securities	2020-12-31	$372,572
Total contributions received or receivable from employer(s)	2020-12-31	$2,800
2019 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$193,736
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$271,593
Total plan assets at beginning of year	2019-12-31	$77,857
Total contributions received or receivable from participants	2019-12-31	$24,838
Other income received	2019-12-31	$159,818
Net income (gross income less expenses)	2019-12-31	$193,736
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$271,593
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$77,857
Assets. Value of employer securities	2019-12-31	$271,593
Total contributions received or receivable from employer(s)	2019-12-31	$9,080
2018 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$0
Expenses. Total of all expenses incurred	2018-12-31	$5,888
Total plan assets at end of year	2018-12-31	$77,857
Total plan assets at beginning of year	2018-12-31	$83,745
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,888
Net income (gross income less expenses)	2018-12-31	$-5,888
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$77,857
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$83,745
Assets. Value of employer securities	2018-12-31	$77,857
2017 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$0
Expenses. Total of all expenses incurred	2017-12-31	$55,213
Total plan assets at end of year	2017-12-31	$83,745
Total plan assets at beginning of year	2017-12-31	$138,958
Expenses. Other expenses not covered elsewhere	2017-12-31	$55,213
Net income (gross income less expenses)	2017-12-31	$-55,213
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$83,745
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$138,958
Assets. Value of employer securities	2017-12-31	$83,745
2016 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$81,906
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$0
Expenses. Total of all expenses incurred	2016-12-31	$115,049
Total plan assets at end of year	2016-12-31	$220,864
Total plan assets at beginning of year	2016-12-31	$254,007
Expenses. Other expenses not covered elsewhere	2016-12-31	$115,049
Net income (gross income less expenses)	2016-12-31	$-115,049
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$138,958
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$254,007
Assets. Value of employer securities	2016-12-31	$138,958
2015 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$254,007
Total plan assets at beginning of year	2015-12-31	$254,007
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$254,007
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$254,007
Assets. Value of employer securities	2015-12-31	$254,007
2013 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$3,010
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,010
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$0
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,010
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$1,000
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Transfers to/from the plan	2013-08-13	$-3,010
Total income from all sources	2013-08-13	$29
Expenses. Total of all expenses incurred	2013-08-13	$11
Total plan assets at end of year	2013-08-13	$0
Total plan assets at beginning of year	2013-08-13	$2,992
Value of fidelity bond covering the plan	2013-08-13	$100,000
Expenses. Other expenses not covered elsewhere	2013-08-13	$11
Other income received	2013-08-13	$29
Net income (gross income less expenses)	2013-08-13	$18
Net plan assets at end of year (total assets less liabilities)	2013-08-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-08-13	$2,992
Assets. Value of employer securities	2013-08-13	$0
2012 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$34
Expenses. Total of all expenses incurred	2012-12-31	$13
Total plan assets at end of year	2012-12-31	$2,992
Total plan assets at beginning of year	2012-12-31	$2,971
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$34
Net income (gross income less expenses)	2012-12-31	$21
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,992
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,971
Assets. Value of employer securities	2012-12-31	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13
2011 : O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$28
Expenses. Total of all expenses incurred	2011-12-31	$7
Total plan assets at end of year	2011-12-31	$2,971
Total plan assets at beginning of year	2011-12-31	$2,950
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$28
Net income (gross income less expenses)	2011-12-31	$21
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,971
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,950
Assets. Value of employer securities	2011-12-31	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7

Form 5500 Responses for O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN

2022: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: O'CONNOR & ASSOCIATES ART ADVISORS 401K 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: O'CONNOR & ASSOCIATES ART ADVISORS 401K 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: O'CONNOR & ASSOCIATES ART ADVISORS 401K 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: O'CONNOR & ASSOCIATES ART ADVISORS 401K 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: O'CONNOR & ASSOCIATES ART ADVISORS 401K 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: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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: O'CONNOR & ASSOCIATES ART ADVISORS 401K 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
2013: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2013 form 5500 responses
2013-08-13	Type of plan entity	Single employer plan
2013-08-13	First time form 5500 has been submitted	Yes
2013-08-13	Submission has been amended	No
2013-08-13	This submission is the final filing	No
2013-08-13	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-08-13	Plan is a collectively bargained plan	No
2013-08-13	Plan funding arrangement – Trust	Yes
2013-08-13	Plan benefit arrangement - Trust	Yes
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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: O'CONNOR & ASSOCIATES ART ADVISORS 401K 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: O'CONNOR & ASSOCIATES ART ADVISORS 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	O'CONNOR & ASSOCIATES ART ADVISORS
Employer identification number (EIN):	263576789
NAIC Classification:	541400