401k Plan data: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN plan

O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 401k Plan overview

Plan Name	O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN
Plan identification number	001

O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OCONNELL ATTMORE & MORRIS LLC has sponsored the creation of one or more 401k plans.

Company Name: OCONNELL ATTMORE & MORRIS LLC

Employer identification number (EIN): 061202079

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DINO TARTARELLI 2023-07-31
001 2021-01-01
001 2020-01-01 DENNIS LAVETTE 2021-07-14
001 2018-01-01 JULIA B. MORRIS
001 2017-01-01 JULIA B. MORRIS
001 2016-01-01 GARY G. ATTMORE
001 2015-01-01 GARY G. ATTMORE
001 2014-01-01 GARY G. ATTMORE
001 2013-01-01 GARY G. ATTMORE
001 2012-01-01 GARY G. ATTMORE
001 2011-01-01 GARY G. ATTMORE
001 2009-01-01 GARY G. ATTMORE
001 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DINO TARTARELLI	2023-07-31
001	2021-01-01
001	2020-01-01	DENNIS LAVETTE	2021-07-14
001	2018-01-01	JULIA B. MORRIS
001	2017-01-01	JULIA B. MORRIS
001	2016-01-01	GARY G. ATTMORE
001	2015-01-01	GARY G. ATTMORE
001	2014-01-01	GARY G. ATTMORE
001	2013-01-01	GARY G. ATTMORE
001	2012-01-01	GARY G. ATTMORE
001	2011-01-01	GARY G. ATTMORE
001	2009-01-01	GARY G. ATTMORE
001	2009-01-01

Plan Statistics for O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN

401k plan membership statisitcs for O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN

Measure Date Value
2018: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 36
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 75
Number of participants with account balances 2018-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 45
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 75
Number of participants with account balances 2017-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 42
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 30
Total of all active and inactive participants 2016-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 72
Number of participants with account balances 2016-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 41
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 68
Number of participants with account balances 2015-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 73
Number of participants with account balances 2014-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 58
Number of retired or separated participants receiving benefits 2013-01-01 21
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 79
Number of participants with account balances 2013-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 72
Number of participants with account balances 2012-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 75
Number of participants with account balances 2011-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 64
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 16
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	36
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	75
Number of participants with account balances	2018-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	45
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	75
Number of participants with account balances	2017-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	42
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	30
Total of all active and inactive participants	2016-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	72
Number of participants with account balances	2016-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	41
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	68
Number of participants with account balances	2015-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	73
Number of participants with account balances	2014-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	58
Number of retired or separated participants receiving benefits	2013-01-01	21
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	79
Number of participants with account balances	2013-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	72
Number of participants with account balances	2012-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	75
Number of participants with account balances	2011-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	64
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	16
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN

Measure	Date	Value
2018 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$117,677
Expenses. Total of all expenses incurred	2018-12-31	$2,307,350
Benefits paid (including direct rollovers)	2018-12-31	$2,306,900
Total plan assets at end of year	2018-12-31	$7,033,671
Total plan assets at beginning of year	2018-12-31	$9,223,344
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$251,275
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-247,218
Net income (gross income less expenses)	2018-12-31	$-2,189,673
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,033,671
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,223,344
Total contributions received or receivable from employer(s)	2018-12-31	$113,620
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,859,492
Expenses. Total of all expenses incurred	2017-12-31	$409,284
Benefits paid (including direct rollovers)	2017-12-31	$405,470
Total plan assets at end of year	2017-12-31	$9,223,344
Total plan assets at beginning of year	2017-12-31	$7,773,136
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$322,751
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,310
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,475,527
Net income (gross income less expenses)	2017-12-31	$1,450,208
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,223,344
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,773,136
Total contributions received or receivable from employer(s)	2017-12-31	$61,214
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$504
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$815,236
Expenses. Total of all expenses incurred	2016-12-31	$656,300
Benefits paid (including direct rollovers)	2016-12-31	$649,519
Total plan assets at end of year	2016-12-31	$7,773,136
Total plan assets at beginning of year	2016-12-31	$7,614,200
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$285,475
Expenses. Other expenses not covered elsewhere	2016-12-31	$6,781
Contributions received from other sources (not participants or employers)	2016-12-31	$6,236
Other income received	2016-12-31	$421,778
Net income (gross income less expenses)	2016-12-31	$158,936
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,773,136
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,614,200
Total contributions received or receivable from employer(s)	2016-12-31	$101,747
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$549,299
Expenses. Total of all expenses incurred	2015-12-31	$237,282
Benefits paid (including direct rollovers)	2015-12-31	$234,544
Total plan assets at end of year	2015-12-31	$7,614,200
Total plan assets at beginning of year	2015-12-31	$7,302,183
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$304,156
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,738
Other income received	2015-12-31	$79,670
Net income (gross income less expenses)	2015-12-31	$312,017
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,614,200
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,302,183
Total contributions received or receivable from employer(s)	2015-12-31	$165,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$864,644
Expenses. Total of all expenses incurred	2014-12-31	$513,892
Benefits paid (including direct rollovers)	2014-12-31	$512,472
Total plan assets at end of year	2014-12-31	$7,302,183
Total plan assets at beginning of year	2014-12-31	$6,951,431
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$250,776
Contributions received from other sources (not participants or employers)	2014-12-31	$37,210
Other income received	2014-12-31	$450,390
Net income (gross income less expenses)	2014-12-31	$350,752
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,302,183
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,951,431
Total contributions received or receivable from employer(s)	2014-12-31	$126,268
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,557,139
Expenses. Total of all expenses incurred	2013-12-31	$1,095,664
Benefits paid (including direct rollovers)	2013-12-31	$1,095,561
Total plan assets at end of year	2013-12-31	$6,951,431
Total plan assets at beginning of year	2013-12-31	$6,489,956
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$277,343
Expenses. Other expenses not covered elsewhere	2013-12-31	$103
Other income received	2013-12-31	$1,158,944
Net income (gross income less expenses)	2013-12-31	$461,475
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,951,431
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,489,956
Total contributions received or receivable from employer(s)	2013-12-31	$120,852
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,128,959
Expenses. Total of all expenses incurred	2012-12-31	$503,180
Benefits paid (including direct rollovers)	2012-12-31	$503,180
Total plan assets at end of year	2012-12-31	$6,489,956
Total plan assets at beginning of year	2012-12-31	$5,864,177
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$257,403
Other income received	2012-12-31	$769,537
Net income (gross income less expenses)	2012-12-31	$625,779
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,489,956
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,864,177
Total contributions received or receivable from employer(s)	2012-12-31	$102,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$259,847
Expenses. Total of all expenses incurred	2011-12-31	$142,325
Benefits paid (including direct rollovers)	2011-12-31	$142,325
Total plan assets at end of year	2011-12-31	$5,864,177
Total plan assets at beginning of year	2011-12-31	$5,746,655
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$202,315
Contributions received from other sources (not participants or employers)	2011-12-31	$6,843
Other income received	2011-12-31	$-109,608
Net income (gross income less expenses)	2011-12-31	$117,522
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,864,177
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$5,746,655
Total contributions received or receivable from employer(s)	2011-12-31	$160,297
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,137,808
Expenses. Total of all expenses incurred	2010-12-31	$553,992
Benefits paid (including direct rollovers)	2010-12-31	$553,992
Total plan assets at end of year	2010-12-31	$5,746,655
Total plan assets at beginning of year	2010-12-31	$5,162,839
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$261,712
Other income received	2010-12-31	$672,183
Net income (gross income less expenses)	2010-12-31	$583,816
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$5,746,655
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,162,839
Total contributions received or receivable from employer(s)	2010-12-31	$203,913
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN

2018: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) 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
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: O'CONNELL, ATTMORE & MORRIS, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

27906

Policy instance

Insurance contract or identification number	27906
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

27906

Policy instance

Insurance contract or identification number	27906
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	1
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Total amount of commissions paid to insurance broker	USD $93,374
Total amount of fees paid to insurance company	USD $2,352
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Welfare Benefit Premiums Paid to Carrier	USD $2,369,649
Additional information about fees paid to insurance broker	FEES
Insurance broker name	SHAWN P CULLEN

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	OCONNELL ATTMORE & MORRIS LLC
Employer identification number (EIN):	061202079
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers