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ROBERT J OBRIEN JR MD & ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J OBRIEN JR MD & ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT J OBRIEN JR MD & ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ROBERT J OBRIEN JR MD & ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J OBRIEN JR MD & ASSOCIATES PC
Employer identification number (EIN):571146349
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J OBRIEN JR MD & ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT OBRIEN JR, MD2024-04-09 ROBERT OBRIEN JR, MD2024-04-09
0012022-01-01ROBERT OBRIEN2023-07-27 ROBERT OBRIEN2023-07-27
0012021-01-01ROBERT J. OBRIEN JR2022-06-30 ROBERT J. OBRIEN JR2022-06-30
0012020-01-01ROBERT OBRIEN2021-06-03 ROBERT OBRIEN2021-06-03
0012019-01-01ROBERT OBRIEN2020-05-21 ROBERT OBRIEN2020-05-21
0012018-01-01ROBERT OBRIEN2019-05-28 ROBERT OBRIEN2019-05-28
0012017-01-01ROBERT OBRIEN2018-04-26 ROBERT OBRIEN2018-04-26
0012016-01-01ROBERT OBRIEN MD2017-05-17 ROBERT OBRIEN MD2017-05-17
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PATRICIA MCGOWAN2013-08-09
0012011-01-01PATRICIA MCGOWAN2012-06-27
0012010-01-01PATRICIA MCGOWAN2011-06-24

Financial Data on ROBERT J OBRIEN JR MD & ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT J OBRIEN JR MD & ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-080
Total liabilities as of the end of the plan year2025-09-080
Total liabilities as of the beginning of the plan year2025-09-080
Total expenses incurred by plan in this plan year2025-09-081539552
Net assets as of the end of the plan year2025-09-0810624606
Total assets as of the beginning of the plan year2025-09-0810059139
Value of plan covered by a fidelity bond2025-09-08500000
Participant contributions to plan in this plan year2025-09-08288879
Other expenses paid from plan in this plan year2025-09-080
Other contributions to plan in this plan year2025-09-08162
Other income to plan in this plan year2025-09-081424973
Plan net income in this plan year2025-09-08565467
Net assets as of the end of the plan year2025-09-0810624606
Net assets as of the beginning of the plan year2025-09-0810059139
Employer contributions to plan in this plan year2025-09-08391005
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-082646
2024 : ROBERT J OBRIEN JR MD & ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-090
Total liabilities as of the end of the plan year2024-04-090
Total liabilities as of the beginning of the plan year2024-04-090
Total expenses incurred by plan in this plan year2024-04-09244952
Net assets as of the end of the plan year2024-04-0910059139
Total assets as of the beginning of the plan year2024-04-097893565
Value of plan covered by a fidelity bond2024-04-09500000
Participant contributions to plan in this plan year2024-04-09251643
Other expenses paid from plan in this plan year2024-04-090
Other contributions to plan in this plan year2024-04-090
Other income to plan in this plan year2024-04-091871571
Plan net income in this plan year2024-04-092165574
Net assets as of the end of the plan year2024-04-0910059139
Net assets as of the beginning of the plan year2024-04-097893565
Employer contributions to plan in this plan year2024-04-09287312
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-090

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