401k Plan data: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN plan

J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	J.B. O'CONNOR COMPANY PROFIT SHARING PLAN
Plan identification number	001

J.B. O'CONNOR COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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.

401k Sponsoring company profile

J.B. OCONNOR COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: J.B. OCONNOR COMPANY, INC.

Employer identification number (EIN): 251358851

NAIC Classification: 423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.B. O'CONNOR COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 CASEY DEVLIN 2021-04-20
001 2019-01-01
001 2018-01-01 CHRISTINE OCONNOR 2019-05-10 CHRISTINE OCONNOR 2019-05-10
001 2017-01-01 CHRISTINE OCONNOR 2018-07-03 CHRISTINE OCONNOR 2018-07-03
001 2016-01-01 CHRISTINE OCONNOR 2017-05-24 CHRISTINE OCONNOR 2017-05-24
001 2015-01-01 CHRISTINE OCONNOR 2016-06-10 CHRISTINE OCONNOR 2016-06-10
001 2014-01-01 CHRISTINE OCONNOR 2015-03-25 CHRISTINE OCONNOR 2015-03-25
001 2013-01-01 CHRISTINE OCONNOR 2014-07-15 CHRISTINE OCONNOR 2014-07-15
001 2012-01-01 CHRISTINE OCONNOR 2013-04-08
001 2011-01-01 J. BRYAN O'CONNOR
001 2010-01-01 J. BRYAN O'CONNOR
001 2009-01-01 J. BRYAN O'CONNOR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	CASEY DEVLIN	2021-04-20
001	2019-01-01
001	2018-01-01	CHRISTINE OCONNOR	2019-05-10	CHRISTINE OCONNOR	2019-05-10
001	2017-01-01	CHRISTINE OCONNOR	2018-07-03	CHRISTINE OCONNOR	2018-07-03
001	2016-01-01	CHRISTINE OCONNOR	2017-05-24	CHRISTINE OCONNOR	2017-05-24
001	2015-01-01	CHRISTINE OCONNOR	2016-06-10	CHRISTINE OCONNOR	2016-06-10
001	2014-01-01	CHRISTINE OCONNOR	2015-03-25	CHRISTINE OCONNOR	2015-03-25
001	2013-01-01	CHRISTINE OCONNOR	2014-07-15	CHRISTINE OCONNOR	2014-07-15
001	2012-01-01	CHRISTINE OCONNOR	2013-04-08
001	2011-01-01	J. BRYAN O'CONNOR
001	2010-01-01	J. BRYAN O'CONNOR
001	2009-01-01	J. BRYAN O'CONNOR

Plan Statistics for J.B. O'CONNOR COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for J.B. O'CONNOR COMPANY PROFIT SHARING PLAN

Measure Date Value
2020: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2011: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2011: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J.B. O'CONNOR COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2020 : J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$121,787
Expenses. Total of all expenses incurred	2020-12-31	$355,151
Benefits paid (including direct rollovers)	2020-12-31	$355,151
Total plan assets at end of year	2020-12-31	$271,761
Total plan assets at beginning of year	2020-12-31	$505,125
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$31,367
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$70,577
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-233,364
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$271,761
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$505,125
Total contributions received or receivable from employer(s)	2020-12-31	$19,843
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$123,132
Expenses. Total of all expenses incurred	2019-12-31	$57,257
Benefits paid (including direct rollovers)	2019-12-31	$57,257
Total plan assets at end of year	2019-12-31	$505,125
Total plan assets at beginning of year	2019-12-31	$439,250
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$28,257
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$73,534
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$65,875
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$505,125
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$439,250
Total contributions received or receivable from employer(s)	2019-12-31	$21,341
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2011 : J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$10,036
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,121,115
Total plan assets at beginning of year	2011-12-31	$1,111,079
Value of fidelity bond covering the plan	2011-12-31	$115,000
Total contributions received or receivable from participants	2011-12-31	$14,583
Other income received	2011-12-31	$-17,176
Net income (gross income less expenses)	2011-12-31	$10,036
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,121,115
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,111,079
Assets. Value of participant loans	2011-12-31	$32,950
Total contributions received or receivable from employer(s)	2011-12-31	$12,629
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$70,411
Expenses. Total of all expenses incurred	2010-12-31	$56,159
Benefits paid (including direct rollovers)	2010-12-31	$56,074
Total plan assets at end of year	2010-12-31	$1,111,079
Total plan assets at beginning of year	2010-12-31	$1,096,827
Value of fidelity bond covering the plan	2010-12-31	$115,000
Total contributions received or receivable from participants	2010-12-31	$14,633
Other income received	2010-12-31	$43,201
Net income (gross income less expenses)	2010-12-31	$14,252
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,111,079
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,096,827
Assets. Value of participant loans	2010-12-31	$41,356
Total contributions received or receivable from employer(s)	2010-12-31	$12,577
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J.B. O'CONNOR COMPANY PROFIT SHARING PLAN

2020: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2011: J.B. O'CONNOR COMPANY PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: J.B. O'CONNOR COMPANY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: J.B. O'CONNOR COMPANY 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

451-80642

Policy instance

Insurance contract or identification number	451-80642
Number of Individuals Covered	11
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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?	Yes
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 $1
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

451-80642

Policy instance

Insurance contract or identification number	451-80642
Number of Individuals Covered	11
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $54
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	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?	Yes
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 $54
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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Company Name:	J.B. OCONNOR COMPANY, INC.
Employer identification number (EIN):	251358851
NAIC Classification:	423700