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O'MARA FINANCIAL 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameO'MARA FINANCIAL 401K PROFIT SHARING PLAN
Plan identification number 001

O'MARA FINANCIAL 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

O'MARA FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:O'MARA FINANCIAL, INC.
Employer identification number (EIN):161427457
NAIC Classification:531310

Additional information about O'MARA FINANCIAL, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1992-10-07
Company Identification Number: 1671477
Legal Registered Office Address: 119 SARGENT DRIVE
SUITE 600
AMHERST
United States of America (USA)
14226

More information about O'MARA FINANCIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'MARA FINANCIAL 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL O'MARA2024-07-25
0012022-01-01MICHAEL O'MARA2023-08-02
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL O'MARA
0012016-01-01MICHAEL O'MARA
0012015-01-01MICHAEL O'MARA
0012014-01-01MICHAEL O'MARA
0012013-01-01MICHAEL O'MARA
0012012-01-01MICHAEL O'MARA
0012011-01-01MICHAEL O'MARA
0012009-01-01MICHAEL O'MARA

Plan Statistics for O'MARA FINANCIAL 401K PROFIT SHARING PLAN

401k plan membership statisitcs for O'MARA FINANCIAL 401K PROFIT SHARING PLAN

Measure Date Value
2023: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-013
Total of all active and inactive participants2023-01-013
Total participants2023-01-013
Number of participants with account balances2023-01-013
2022: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-013
2021: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on O'MARA FINANCIAL 401K PROFIT SHARING PLAN

Measure Date Value
2023 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$429,735
Expenses. Total of all expenses incurred2023-12-31$46,000
Benefits paid (including direct rollovers)2023-12-31$46,000
Total plan assets at end of year2023-12-31$1,546,314
Total plan assets at beginning of year2023-12-31$1,162,579
Value of fidelity bond covering the plan2023-12-31$150,000
Total contributions received or receivable from participants2023-12-31$0
Other income received2023-12-31$417,840
Net income (gross income less expenses)2023-12-31$383,735
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,546,314
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,162,579
Total contributions received or receivable from employer(s)2023-12-31$11,895
2022 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-221,711
Total plan assets at end of year2022-12-31$1,162,579
Total plan assets at beginning of year2022-12-31$1,384,290
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$27,000
Other income received2022-12-31$-255,097
Net income (gross income less expenses)2022-12-31$-221,711
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,162,579
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,384,290
Total contributions received or receivable from employer(s)2022-12-31$6,386
2021 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$-524,340
Total plan assets at end of year2021-12-31$1,384,290
Total plan assets at beginning of year2021-12-31$1,908,630
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$-556,605
Net income (gross income less expenses)2021-12-31$-524,340
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,384,290
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,908,630
Total contributions received or receivable from employer(s)2021-12-31$6,265
2020 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$438,610
Total plan assets at end of year2020-12-31$1,908,630
Total plan assets at beginning of year2020-12-31$1,470,020
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$52,000
Other income received2020-12-31$377,520
Net income (gross income less expenses)2020-12-31$438,610
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,908,630
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,470,020
Total contributions received or receivable from employer(s)2020-12-31$9,090
2019 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$306,074
Total plan assets at end of year2019-12-31$1,470,020
Total plan assets at beginning of year2019-12-31$1,163,946
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$300,877
Net income (gross income less expenses)2019-12-31$306,074
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,470,020
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,163,946
Total contributions received or receivable from employer(s)2019-12-31$5,197
2018 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$46,408
Total plan assets at end of year2018-12-31$1,163,946
Total plan assets at beginning of year2018-12-31$1,117,538
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$15,915
Net income (gross income less expenses)2018-12-31$46,408
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,163,946
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,117,538
Total contributions received or receivable from employer(s)2018-12-31$5,993
2017 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$228,997
Total plan assets at end of year2017-12-31$1,117,538
Total plan assets at beginning of year2017-12-31$888,541
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$174,335
Net income (gross income less expenses)2017-12-31$228,997
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,117,538
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$888,541
Total contributions received or receivable from employer(s)2017-12-31$6,662
2016 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$171,273
Total plan assets at end of year2016-12-31$888,541
Total plan assets at beginning of year2016-12-31$717,268
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$48,000
Other income received2016-12-31$116,825
Net income (gross income less expenses)2016-12-31$171,273
Net plan assets at end of year (total assets less liabilities)2016-12-31$888,541
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$717,268
Total contributions received or receivable from employer(s)2016-12-31$6,448
2015 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-43,517
Expenses. Total of all expenses incurred2015-12-31$10,201
Benefits paid (including direct rollovers)2015-12-31$10,201
Total plan assets at end of year2015-12-31$717,268
Total plan assets at beginning of year2015-12-31$770,986
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$48,000
Other income received2015-12-31$-97,389
Net income (gross income less expenses)2015-12-31$-53,718
Net plan assets at end of year (total assets less liabilities)2015-12-31$717,268
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$770,986
Total contributions received or receivable from employer(s)2015-12-31$5,872
2014 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$104,310
Total plan assets at end of year2014-12-31$770,986
Total plan assets at beginning of year2014-12-31$666,676
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$33,000
Other income received2014-12-31$65,533
Net income (gross income less expenses)2014-12-31$104,310
Net plan assets at end of year (total assets less liabilities)2014-12-31$770,986
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$666,676
Total contributions received or receivable from employer(s)2014-12-31$5,777
2013 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$166,189
Total plan assets at end of year2013-12-31$666,676
Total plan assets at beginning of year2013-12-31$500,487
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$46,000
Other income received2013-12-31$114,075
Net income (gross income less expenses)2013-12-31$166,189
Net plan assets at end of year (total assets less liabilities)2013-12-31$666,676
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$500,487
Total contributions received or receivable from employer(s)2013-12-31$6,114
2012 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$102,810
Total plan assets at end of year2012-12-31$500,487
Total plan assets at beginning of year2012-12-31$397,677
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$45,000
Other income received2012-12-31$51,919
Net income (gross income less expenses)2012-12-31$102,810
Net plan assets at end of year (total assets less liabilities)2012-12-31$500,487
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$397,677
Total contributions received or receivable from employer(s)2012-12-31$5,891
2011 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$14,669
Total plan assets at end of year2011-12-31$397,677
Total plan assets at beginning of year2011-12-31$383,008
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$40,000
Other income received2011-12-31$-30,961
Net income (gross income less expenses)2011-12-31$14,669
Net plan assets at end of year (total assets less liabilities)2011-12-31$397,677
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$383,008
Total contributions received or receivable from employer(s)2011-12-31$5,630
2010 : O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$67,084
Total plan assets at end of year2010-12-31$383,008
Total plan assets at beginning of year2010-12-31$315,924
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$20,000
Other income received2010-12-31$42,080
Net income (gross income less expenses)2010-12-31$67,084
Net plan assets at end of year (total assets less liabilities)2010-12-31$383,008
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$315,924
Total contributions received or receivable from employer(s)2010-12-31$5,004

Form 5500 Responses for O'MARA FINANCIAL 401K PROFIT SHARING PLAN

2023: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: O'MARA FINANCIAL 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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