O'CONNOR & HIGHLAND, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan O'CONNOR & HIGHLAND, LLC 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : O'CONNOR & HIGHLAND, LLC 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-01 | 95000 |
| Net assets as of the end of the plan year | 2025-10-01 | 952130 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 853572 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 5000 |
| Value of participant loans at end of plan year | 2025-10-01 | 16089 |
| Other income to plan in this plan year | 2025-10-01 | 193244 |
| Plan net income in this plan year | 2025-10-01 | 98558 |
| Net assets as of the end of the plan year | 2025-10-01 | 952130 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 853572 |
| Employer contributions to plan in this plan year | 2025-10-01 | 314 |
| 2024 : O'CONNOR & HIGHLAND, LLC 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-23 | 125000 |
| Net assets as of the end of the plan year | 2024-07-23 | 853572 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 854283 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 5000 |
| Participant contributions to plan in this plan year | 2024-07-23 | 0 |
| Value of participant loans at end of plan year | 2024-07-23 | 16089 |
| Other income to plan in this plan year | 2024-07-23 | 124289 |
| Plan net income in this plan year | 2024-07-23 | -711 |
| Net assets as of the end of the plan year | 2024-07-23 | 853572 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 854283 |
| Employer contributions to plan in this plan year | 2024-07-23 | 0 |
| 2022 : O'CONNOR & HIGHLAND, LLC 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Net assets as of the end of the plan year | 2022-07-12 | 760157 |
| Total assets as of the beginning of the plan year | 2022-07-12 | 603603 |
| Value of plan covered by a fidelity bond | 2022-07-12 | 5000 |
| Participant contributions to plan in this plan year | 2022-07-12 | 25750 |
| Value of participant loans at end of plan year | 2022-07-12 | 37721 |
| Other income to plan in this plan year | 2022-07-12 | 75804 |
| Plan net income in this plan year | 2022-07-12 | 156554 |
| Net assets as of the end of the plan year | 2022-07-12 | 760157 |
| Net assets as of the beginning of the plan year | 2022-07-12 | 603603 |
| Employer contributions to plan in this plan year | 2022-07-12 | 55000 |
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