401k Plan data: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN plan

JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

JOHN J. O'CONNOR, C.P.O., INC. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JOHN J. O'CONNOR, C.P.O., INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN J. O'CONNOR, C.P.O., INC.

Employer identification number (EIN): 561275091

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01 PATRICIA O'CONNOR
002 2017-01-01 PATRICIA O'CONNOR
002 2016-01-01 PATRICIA O'CONNOR
002 2015-01-01 PATRICIA O'CONNOR
002 2014-01-01 PATRICIA O'CONNOR
002 2013-01-01 PATRICIA O'CONNOR
002 2012-01-01 PATRICIA OCONNOR PATRICIA OCONNOR 2013-07-29
002 2011-01-01 JOHN J. O'CONNOR 2012-05-06
002 2010-01-01 JOHN J. O'CONNOR 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01	PATRICIA O'CONNOR
002	2017-01-01	PATRICIA O'CONNOR
002	2016-01-01	PATRICIA O'CONNOR
002	2015-01-01	PATRICIA O'CONNOR
002	2014-01-01	PATRICIA O'CONNOR
002	2013-01-01	PATRICIA O'CONNOR
002	2012-01-01	PATRICIA OCONNOR		PATRICIA OCONNOR	2013-07-29
002	2011-01-01	JOHN J. O'CONNOR	2012-05-06
002	2010-01-01	JOHN J. O'CONNOR	2011-07-28

Plan Statistics for JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-05-14	$0
Total plan liabilities at end of year	2019-05-14	$0
Total plan liabilities at beginning of year	2019-05-14	$0
Total income from all sources	2019-05-14	$250,659
Expenses. Total of all expenses incurred	2019-05-14	$2,896,614
Benefits paid (including direct rollovers)	2019-05-14	$2,896,564
Total plan assets at end of year	2019-05-14	$0
Total plan assets at beginning of year	2019-05-14	$2,645,955
Value of fidelity bond covering the plan	2019-05-14	$350,000
Total contributions received or receivable from participants	2019-05-14	$0
Expenses. Other expenses not covered elsewhere	2019-05-14	$0
Contributions received from other sources (not participants or employers)	2019-05-14	$0
Other income received	2019-05-14	$243,909
Noncash contributions received	2019-05-14	$0
Net income (gross income less expenses)	2019-05-14	$-2,645,955
Net plan assets at end of year (total assets less liabilities)	2019-05-14	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-05-14	$2,645,955
Total contributions received or receivable from employer(s)	2019-05-14	$6,750
Value of certain deemed distributions of participant loans	2019-05-14	$0
Value of corrective distributions	2019-05-14	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-05-14	$50
2018 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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	$-108,689
Expenses. Total of all expenses incurred	2018-12-31	$443,477
Benefits paid (including direct rollovers)	2018-12-31	$443,277
Total plan assets at end of year	2018-12-31	$2,645,955
Total plan assets at beginning of year	2018-12-31	$3,198,121
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$0
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	$-128,939
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-552,166
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,645,955
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,198,121
Total contributions received or receivable from employer(s)	2018-12-31	$20,250
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	$200
2017 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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	$425,466
Expenses. Total of all expenses incurred	2017-12-31	$200
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$3,198,121
Total plan assets at beginning of year	2017-12-31	$2,772,855
Value of fidelity bond covering the plan	2017-12-31	$350,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$0
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$398,466
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$425,266
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,198,121
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,772,855
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$27,000
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	$200
2016 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$191,371
Expenses. Total of all expenses incurred	2016-12-31	$200
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,772,855
Total plan assets at beginning of year	2016-12-31	$2,581,684
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$164,371
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$191,171
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,772,855
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,581,684
Total contributions received or receivable from employer(s)	2016-12-31	$27,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$200
2015 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$28,507
Expenses. Total of all expenses incurred	2015-12-31	$200
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,581,684
Total plan assets at beginning of year	2015-12-31	$2,553,377
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$1,507
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$28,307
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,581,684
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,553,377
Total contributions received or receivable from employer(s)	2015-12-31	$27,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$200
2014 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$180,285
Expenses. Total of all expenses incurred	2014-12-31	$200
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,553,377
Total plan assets at beginning of year	2014-12-31	$2,373,292
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$153,285
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$180,085
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,553,377
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,373,292
Total contributions received or receivable from employer(s)	2014-12-31	$27,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$200
2013 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$242,628
Expenses. Total of all expenses incurred	2013-12-31	$200
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,373,292
Total plan assets at beginning of year	2013-12-31	$2,130,864
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$215,628
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$242,428
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,373,292
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,130,864
Total contributions received or receivable from employer(s)	2013-12-31	$27,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$200
2012 : JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$201,868
Expenses. Total of all expenses incurred	2012-12-31	$1,470
Total plan assets at end of year	2012-12-31	$2,130,864
Total plan assets at beginning of year	2012-12-31	$1,930,466
Value of fidelity bond covering the plan	2012-12-31	$350,000
Other income received	2012-12-31	$174,868
Net income (gross income less expenses)	2012-12-31	$200,398
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,130,864
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,930,466
Total contributions received or receivable from employer(s)	2012-12-31	$27,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,470

Form 5500 Responses for JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING PLAN

2019: JOHN J. O'CONNOR, C.P.O., INC. 401(K) 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	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN J. O'CONNOR, C.P.O., INC. 401(K) PROFIT SHARING 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN J. O'CONNOR, C.P.O., INC.
Employer identification number (EIN):	561275091
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners