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JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN 401k Plan overview

Plan NameJAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN
Plan identification number 002

JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION
Employer identification number (EIN):330503385
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES OBRIEN2024-09-17 JAMES OBRIEN2024-09-17

Plan Statistics for JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN

401k plan membership statisitcs for JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN

Measure Date Value
2025: JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-085
Total number of particpants at end of year2025-08-085
2024: JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-174
Total number of particpants at end of year2024-09-174

Financial Data on JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN

Measure Date Value
2025 : JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-080
Total liabilities as of the beginning of the plan year2025-08-080
Net assets as of the end of the plan year2025-08-08408662
Total assets as of the beginning of the plan year2025-08-08200602
Other income to plan in this plan year2025-08-086931
Plan net income in this plan year2025-08-08208060
Net assets as of the end of the plan year2025-08-08408662
Net assets as of the beginning of the plan year2025-08-08200602
Employer contributions to plan in this plan year2025-08-08201129
2024 : JAMES E. O'BRIEN, M.D., A MEDICAL CORPORATION CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-170
Net assets as of the end of the plan year2024-09-17200602
Total assets as of the beginning of the plan year2024-09-170
Participant contributions to plan in this plan year2024-09-170
Other expenses paid from plan in this plan year2024-09-170
Other income to plan in this plan year2024-09-170
Plan net income in this plan year2024-09-17200602
Net assets as of the end of the plan year2024-09-17200602
Net assets as of the beginning of the plan year2024-09-170
Employer contributions to plan in this plan year2024-09-17200602
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-170

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