401k Plan data: PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN plan

PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN
Plan identification number	002

PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING 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.
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.
Plan covering Self-Employed individuals.
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

PAT O'BRIEN & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PAT O'BRIEN & ASSOCIATES

Employer identification number (EIN): 202851420

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PAT O'BRIEN 2023-10-10 PAT O'BRIEN 2023-10-10
002 2022-01-01 PAT O'BRIEN 2023-10-11 PAT O'BRIEN 2023-10-11
002 2021-01-01 PAT O'BRIEN 2022-10-06 PAT O'BRIEN 2022-10-06
002 2011-01-01 PATRICK OBRIEN 2012-09-28 PATRICK OBRIEN 2012-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	PAT O'BRIEN	2023-10-10	PAT O'BRIEN	2023-10-10
002	2022-01-01	PAT O'BRIEN	2023-10-11	PAT O'BRIEN	2023-10-11
002	2021-01-01	PAT O'BRIEN	2022-10-06	PAT O'BRIEN	2022-10-06
002	2011-01-01	PATRICK OBRIEN	2012-09-28	PATRICK OBRIEN	2012-09-28

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Company Name:	PAT O'BRIEN & ASSOCIATES
Employer identification number (EIN):	202851420
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers