HARTLEY & O'BRIEN PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARTLEY & O'BRIEN PLLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : HARTLEY & O'BRIEN PLLC PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-26 | 37 |
| Net assets as of the end of the plan year | 2025-09-26 | 531197 |
| Total assets as of the beginning of the plan year | 2025-09-26 | 479898 |
| Value of plan covered by a fidelity bond | 2025-09-26 | 200000 |
| Other income to plan in this plan year | 2025-09-26 | 51336 |
| Plan net income in this plan year | 2025-09-26 | 51299 |
| Net assets as of the end of the plan year | 2025-09-26 | 531197 |
| Net assets as of the beginning of the plan year | 2025-09-26 | 479898 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-26 | 37 |
| 2024 : HARTLEY & O'BRIEN PLLC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-10 | 0 |
| Net assets as of the end of the plan year | 2024-09-10 | 479898 |
| Total assets as of the beginning of the plan year | 2024-09-10 | 463630 |
| Value of plan covered by a fidelity bond | 2024-09-10 | 100000 |
| Other income to plan in this plan year | 2024-09-10 | 16268 |
| Plan net income in this plan year | 2024-09-10 | 16268 |
| Net assets as of the end of the plan year | 2024-09-10 | 479898 |
| Net assets as of the beginning of the plan year | 2024-09-10 | 463630 |
| 2012 : HARTLEY & O'BRIEN PLLC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $49,441 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $52,699 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $52,699 |
| Total plan assets at end of year | 2012-12-31 | $576,344 |
| Total plan assets at beginning of year | 2012-12-31 | $579,602 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $49,441 |
| Net income (gross income less expenses) | 2012-12-31 | $-3,258 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $576,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $579,602 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2010 : HARTLEY & O'BRIEN PLLC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $53,357 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $684,759 |
| Total plan assets at beginning of year | 2010-12-31 | $631,402 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $53,357 |
| Net income (gross income less expenses) | 2010-12-31 | $53,357 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $684,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $631,402 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2012: HARTLEY & O'BRIEN PLLC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HARTLEY & O'BRIEN PLLC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
