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MICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

MICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

MICHAEL JOSEPH OKUN, INC. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL JOSEPH OKUN, INC.
Employer identification number (EIN):474562977
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Financial Data on MICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : MICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-300
Net assets as of the end of the plan year2025-09-302937921
Total assets as of the beginning of the plan year2025-09-302820652
Value of plan covered by a fidelity bond2025-09-30500000
Participant contributions to plan in this plan year2025-09-300
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-30117269
Plan net income in this plan year2025-09-30117269
Net assets as of the end of the plan year2025-09-302937921
Net assets as of the beginning of the plan year2025-09-302820652
Employer contributions to plan in this plan year2025-09-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-300
2024 : MICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-080
Total liabilities as of the end of the plan year2024-04-080
Total liabilities as of the beginning of the plan year2024-04-080
Total expenses incurred by plan in this plan year2024-04-088010
Net assets as of the end of the plan year2024-04-082820652
Total assets as of the beginning of the plan year2024-04-082536358
Value of plan covered by a fidelity bond2024-04-08269750
Participant contributions to plan in this plan year2024-04-080
Other expenses paid from plan in this plan year2024-04-0865
Other contributions to plan in this plan year2024-04-080
Other income to plan in this plan year2024-04-08292304
Plan net income in this plan year2024-04-08284294
Net assets as of the end of the plan year2024-04-082820652
Net assets as of the beginning of the plan year2024-04-082536358
Employer contributions to plan in this plan year2024-04-080
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-080
2022 : MICHAEL JOSEPH OKUN, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-300
Total liabilities as of the end of the plan year2022-03-300
Total liabilities as of the beginning of the plan year2022-03-300
Total expenses incurred by plan in this plan year2022-03-300
Net assets as of the end of the plan year2022-03-303067923
Total assets as of the beginning of the plan year2022-03-302409174
Value of plan covered by a fidelity bond2022-03-30269570
Participant contributions to plan in this plan year2022-03-300
Other expenses paid from plan in this plan year2022-03-300
Other contributions to plan in this plan year2022-03-300
Other income to plan in this plan year2022-03-30558749
Plan net income in this plan year2022-03-30658749
Net assets as of the end of the plan year2022-03-303067923
Net assets as of the beginning of the plan year2022-03-302409174
Employer contributions to plan in this plan year2022-03-30100000
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-300

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