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OVERLAND & SHANAHAN WEALTH ADVISORS, INC. 401(K) PLAN 401k Plan overview

Plan NameOVERLAND & SHANAHAN WEALTH ADVISORS, INC. 401(K) PLAN
Plan identification number 001

OVERLAND & SHANAHAN WEALTH ADVISORS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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

OVERLAND & SHANAHAN WEALTH ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:OVERLAND & SHANAHAN WEALTH ADVISORS, INC.
Employer identification number (EIN):463312555
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OVERLAND & SHANAHAN WEALTH ADVISORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL SHANAHAN2024-07-03
0012022-01-01MICHAEL SHANAHAN2023-07-25
0012021-01-01MICHAEL SHANAHAN2022-07-12
0012020-01-01MICHAEL SHANAHAN2021-07-05
0012019-01-01MICHAEL SHANAHAN2020-07-21
0012018-01-01MICHAEL SHANAHAN2019-06-09
0012017-01-01MICHAEL SHANAHAN2018-08-20
0012016-01-01MICHAEL SHANAHAN2017-07-19
0012015-01-01MICHAEL SHANAHAN2016-07-22

Financial Data on OVERLAND & SHANAHAN WEALTH ADVISORS, INC. 401(K) PLAN

Measure Date Value
2025 : OVERLAND & SHANAHAN WEALTH ADVISORS, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-21279
Net assets as of the end of the plan year2025-07-212072518
Total assets as of the beginning of the plan year2025-07-211630592
Value of plan covered by a fidelity bond2025-07-21250000
Participant contributions to plan in this plan year2025-07-2178493
Value of participant loans at end of plan year2025-07-215245
Other income to plan in this plan year2025-07-21240456
Plan net income in this plan year2025-07-21441926
Net assets as of the end of the plan year2025-07-212072518
Net assets as of the beginning of the plan year2025-07-211630592
Employer contributions to plan in this plan year2025-07-21123256
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21279
2024 : OVERLAND & SHANAHAN WEALTH ADVISORS, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-03165
Net assets as of the end of the plan year2024-07-031630592
Total assets as of the beginning of the plan year2024-07-031216046
Value of plan covered by a fidelity bond2024-07-03250000
Participant contributions to plan in this plan year2024-07-0377987
Value of participant loans at end of plan year2024-07-036695
Other income to plan in this plan year2024-07-03258251
Plan net income in this plan year2024-07-03414546
Net assets as of the end of the plan year2024-07-031630592
Net assets as of the beginning of the plan year2024-07-031216046
Employer contributions to plan in this plan year2024-07-0378473
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-03165

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