JOHN F. O'GRADY PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $322,104 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $112,921 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $90,849 |
| Total plan assets at end of year | 2021-12-31 | $2,520,462 |
| Total plan assets at beginning of year | 2021-12-31 | $2,311,279 |
| Other income received | 2021-12-31 | $322,104 |
| Net income (gross income less expenses) | 2021-12-31 | $209,183 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,520,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,311,279 |
| Assets. Value of participant loans | 2021-12-31 | $13,258 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $22,072 |
| 2020 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $242,180 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $917,775 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $898,592 |
| Total plan assets at end of year | 2020-12-31 | $2,311,279 |
| Total plan assets at beginning of year | 2020-12-31 | $2,986,874 |
| Other income received | 2020-12-31 | $242,180 |
| Net income (gross income less expenses) | 2020-12-31 | $-675,595 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,311,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,986,874 |
| Assets. Value of participant loans | 2020-12-31 | $13,258 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $19,183 |
| 2019 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $563,816 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $697,078 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $670,060 |
| Total plan assets at end of year | 2019-12-31 | $2,986,874 |
| Total plan assets at beginning of year | 2019-12-31 | $3,120,136 |
| Other income received | 2019-12-31 | $563,816 |
| Net income (gross income less expenses) | 2019-12-31 | $-133,262 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,986,874 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,120,136 |
| Assets. Value of participant loans | 2019-12-31 | $14,858 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $27,018 |
| 2018 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $-1,396 |
| Total income from all sources | 2018-12-31 | $-232,013 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $47,575 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,000 |
| Total plan assets at end of year | 2018-12-31 | $3,120,136 |
| Total plan assets at beginning of year | 2018-12-31 | $3,401,120 |
| Other income received | 2018-12-31 | $-232,013 |
| Net income (gross income less expenses) | 2018-12-31 | $-279,588 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,120,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,401,120 |
| Assets. Value of participant loans | 2018-12-31 | $28,669 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $32,575 |
| 2017 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $556,221 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $31,173 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,528 |
| Total plan assets at end of year | 2017-12-31 | $3,401,120 |
| Total plan assets at beginning of year | 2017-12-31 | $2,876,072 |
| Other income received | 2017-12-31 | $526,220 |
| Net income (gross income less expenses) | 2017-12-31 | $525,048 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,401,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,876,072 |
| Assets. Value of participant loans | 2017-12-31 | $3,527 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $30,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $27,645 |
| 2016 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $190,148 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $40,818 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $17,000 |
| Total plan assets at end of year | 2016-12-31 | $2,876,072 |
| Total plan assets at beginning of year | 2016-12-31 | $2,726,742 |
| Other income received | 2016-12-31 | $160,148 |
| Net income (gross income less expenses) | 2016-12-31 | $149,330 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,876,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,726,742 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $23,818 |
| 2015 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-2,133 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $54,742 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $30,000 |
| Total plan assets at end of year | 2015-12-31 | $2,726,742 |
| Total plan assets at beginning of year | 2015-12-31 | $2,783,617 |
| Other income received | 2015-12-31 | $-32,133 |
| Net income (gross income less expenses) | 2015-12-31 | $-56,875 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,726,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,783,617 |
| Assets. Value of participant loans | 2015-12-31 | $1,840 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $24,742 |
| 2014 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $134,182 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $86,988 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $62,344 |
| Total plan assets at end of year | 2014-12-31 | $2,783,617 |
| Total plan assets at beginning of year | 2014-12-31 | $2,736,423 |
| Other income received | 2014-12-31 | $104,182 |
| Net income (gross income less expenses) | 2014-12-31 | $47,194 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,783,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,736,423 |
| Assets. Value of participant loans | 2014-12-31 | $4,440 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $24,644 |
| 2013 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $555,810 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $26,207 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,000 |
| Total plan assets at end of year | 2013-12-31 | $2,736,423 |
| Total plan assets at beginning of year | 2013-12-31 | $2,206,820 |
| Total contributions received or receivable from participants | 2013-12-31 | $1,963 |
| Other income received | 2013-12-31 | $502,647 |
| Net income (gross income less expenses) | 2013-12-31 | $529,603 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,736,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,206,820 |
| Assets. Value of participant loans | 2013-12-31 | $6,813 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $46,628 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $51,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $21,207 |
| 2012 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $399,224 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $146,228 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $129,376 |
| Total plan assets at end of year | 2012-12-31 | $2,206,820 |
| Total plan assets at beginning of year | 2012-12-31 | $1,953,824 |
| Other income received | 2012-12-31 | $289,224 |
| Net income (gross income less expenses) | 2012-12-31 | $252,996 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,206,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,953,824 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $45,686 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $110,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,852 |
| 2011 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-37,229 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $26,580 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,000 |
| Total plan assets at end of year | 2011-12-31 | $1,953,824 |
| Total plan assets at beginning of year | 2011-12-31 | $2,017,633 |
| Other income received | 2011-12-31 | $-77,228 |
| Net income (gross income less expenses) | 2011-12-31 | $-63,809 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,953,824 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,017,633 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $49,285 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,999 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $21,580 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $39,999 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $39,999 |
| 2009 : JOHN F. O'GRADY P.C. EMPLOYEES PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2009-12-31 | $59,644 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $59,644 |