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THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN
Plan identification number 001

THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • 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

THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION
Employer identification number (EIN):472635102
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN P. O'CONNELL2024-06-06
0012022-01-01JOHN P O'CONNELL2023-06-29
0012021-01-01JOHN P O'CONNELL2022-05-27

Financial Data on THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN

Measure Date Value
2025 : THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-16754
Net assets as of the end of the plan year2025-06-16190254
Total assets as of the beginning of the plan year2025-06-16133179
Value of plan covered by a fidelity bond2025-06-1610000
Participant contributions to plan in this plan year2025-06-1633501
Other contributions to plan in this plan year2025-06-160
Other income to plan in this plan year2025-06-1611928
Plan net income in this plan year2025-06-1657075
Net assets as of the end of the plan year2025-06-16190254
Net assets as of the beginning of the plan year2025-06-16133179
Employer contributions to plan in this plan year2025-06-1612400
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-160
2024 : THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-062776
Net assets as of the end of the plan year2024-06-06133179
Total assets as of the beginning of the plan year2024-06-0662693
Value of plan covered by a fidelity bond2024-06-0620000
Participant contributions to plan in this plan year2024-06-0635631
Other contributions to plan in this plan year2024-06-060
Other income to plan in this plan year2024-06-0614938
Plan net income in this plan year2024-06-0670486
Net assets as of the end of the plan year2024-06-06133179
Net assets as of the beginning of the plan year2024-06-0662693
Employer contributions to plan in this plan year2024-06-0622693
Fees paid to broker by Benefit Provider2024-06-06175
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-062311
2022 : THE LAW OFFICES OF JOHN P. O'CONNELL, A PROFESSIONAL LAW CORPORATION 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-27497
Net assets as of the end of the plan year2022-05-2732558
Value of plan covered by a fidelity bond2022-05-2710000
Participant contributions to plan in this plan year2022-05-2729123
Other contributions to plan in this plan year2022-05-270
Other income to plan in this plan year2022-05-271392
Plan net income in this plan year2022-05-2732558
Net assets as of the end of the plan year2022-05-2732558
Employer contributions to plan in this plan year2022-05-272540
Fees paid to broker by Benefit Provider2022-05-27435
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-27497

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