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MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN
Plan identification number 002

MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

ABDO & O'BRIEN, PC has sponsored the creation of one or more 401k plans.

Company Name:ABDO & O'BRIEN, PC
Employer identification number (EIN):462056957
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALEX ABDO2024-04-23 ALEX ABDO2024-04-23
0022022-01-01ALEX J. ABDO2023-02-13 ALEX J. ABDO2023-02-13
0022021-01-01ALEX ABDO2022-06-17 ALEX ABDO2022-06-17
0022020-01-01ALEX ABDO2021-04-27 ALEX ABDO2021-04-27
0022018-01-01MICHAEL OBRIEN2019-07-11 MICHAEL OBRIEN2019-07-11

Plan Statistics for MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-042
Total number of particpants at end of year2025-03-042
Number of Participants With Account Balances2025-03-042
2024: MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-233
Total number of particpants at end of year2024-04-232
Number of Participants With Account Balances2024-04-232
2022: MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-173
Total number of particpants at end of year2022-06-173
Number of Participants With Account Balances2022-06-173

Financial Data on MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-040
Total liabilities as of the end of the plan year2025-03-040
Total liabilities as of the beginning of the plan year2025-03-040
Total expenses incurred by plan in this plan year2025-03-040
Net assets as of the end of the plan year2025-03-04393839
Total assets as of the beginning of the plan year2025-03-04272684
Value of plan covered by a fidelity bond2025-03-04350000
Participant contributions to plan in this plan year2025-03-0428200
Other expenses paid from plan in this plan year2025-03-040
Other contributions to plan in this plan year2025-03-040
Other income to plan in this plan year2025-03-0445667
Plan net income in this plan year2025-03-04121155
Net assets as of the end of the plan year2025-03-04393839
Net assets as of the beginning of the plan year2025-03-04272684
Employer contributions to plan in this plan year2025-03-0447288
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-040
2024 : MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-230
Total liabilities as of the end of the plan year2024-04-230
Total liabilities as of the beginning of the plan year2024-04-230
Total expenses incurred by plan in this plan year2024-04-232070092
Net assets as of the end of the plan year2024-04-23272684
Total assets as of the beginning of the plan year2024-04-232157610
Value of plan covered by a fidelity bond2024-04-23350000
Participant contributions to plan in this plan year2024-04-2327700
Other expenses paid from plan in this plan year2024-04-230
Other contributions to plan in this plan year2024-04-230
Other income to plan in this plan year2024-04-23111294
Plan net income in this plan year2024-04-23-1884926
Net assets as of the end of the plan year2024-04-23272684
Net assets as of the beginning of the plan year2024-04-232157610
Employer contributions to plan in this plan year2024-04-2346172
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-230
2022 : MICHAEL J. OBRIEN 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-170
Total liabilities as of the end of the plan year2022-06-170
Total liabilities as of the beginning of the plan year2022-06-170
Total expenses incurred by plan in this plan year2022-06-170
Net assets as of the end of the plan year2022-06-172270477
Total assets as of the beginning of the plan year2022-06-171803047
Participant contributions to plan in this plan year2022-06-1730401
Other expenses paid from plan in this plan year2022-06-170
Other contributions to plan in this plan year2022-06-170
Other income to plan in this plan year2022-06-17426683
Plan net income in this plan year2022-06-17467430
Net assets as of the end of the plan year2022-06-172270477
Net assets as of the beginning of the plan year2022-06-171803047
Employer contributions to plan in this plan year2022-06-1710346
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-170

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