ANGELO & O'BRIEN PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN
401k plan membership statisitcs for ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| 2022: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| 2021: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| 2019: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| 2018: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| 2017: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2009: ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $253,878 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $23,515 |
| Total plan assets at end of year | 2023-12-31 | $1,618,067 |
| Total plan assets at beginning of year | 2023-12-31 | $1,387,704 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,620,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $23,515 |
| Other income received | 2023-12-31 | $228,878 |
| Net income (gross income less expenses) | 2023-12-31 | $230,363 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,618,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,387,704 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $1,618,067 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $25,000 |
| 2022 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-244,394 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $25,605 |
| Total plan assets at end of year | 2022-12-31 | $1,387,704 |
| Total plan assets at beginning of year | 2022-12-31 | $1,657,703 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,700,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $25,605 |
| Other income received | 2022-12-31 | $-269,394 |
| Net income (gross income less expenses) | 2022-12-31 | $-269,999 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,387,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,657,703 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $1,362,704 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $25,000 |
| 2021 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $320,302 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,136,401 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,111,308 |
| Total plan assets at end of year | 2021-12-31 | $1,657,703 |
| Total plan assets at beginning of year | 2021-12-31 | $2,473,802 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $25,093 |
| Other income received | 2021-12-31 | $295,302 |
| Net income (gross income less expenses) | 2021-12-31 | $-816,099 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,657,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,473,802 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,632,699 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $25,000 |
| 2019 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $517,880 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $32,460 |
| Total plan assets at end of year | 2019-12-31 | $2,155,850 |
| Total plan assets at beginning of year | 2019-12-31 | $1,670,430 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,900,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $32,460 |
| Other income received | 2019-12-31 | $492,880 |
| Net income (gross income less expenses) | 2019-12-31 | $485,420 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,155,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,670,430 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $2,130,850 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $25,000 |
| 2018 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-142,968 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $35,440 |
| Total plan assets at end of year | 2018-12-31 | $1,670,430 |
| Total plan assets at beginning of year | 2018-12-31 | $1,848,838 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,900,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $35,440 |
| Other income received | 2018-12-31 | $-167,968 |
| Net income (gross income less expenses) | 2018-12-31 | $-178,408 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,670,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,848,838 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,645,430 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $25,000 |
| 2017 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $317,506 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $27,119 |
| Total plan assets at end of year | 2017-12-31 | $1,848,838 |
| Total plan assets at beginning of year | 2017-12-31 | $1,558,451 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,600,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $27,119 |
| Other income received | 2017-12-31 | $292,506 |
| Net income (gross income less expenses) | 2017-12-31 | $290,387 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,848,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,558,451 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $1,823,838 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $25,000 |
| 2016 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $204,360 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $24,094 |
| Total plan assets at end of year | 2016-12-31 | $1,558,451 |
| Total plan assets at beginning of year | 2016-12-31 | $1,378,185 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $24,094 |
| Other income received | 2016-12-31 | $169,360 |
| Net income (gross income less expenses) | 2016-12-31 | $180,266 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,558,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,378,185 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,523,451 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $35,000 |
| 2015 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-23,870 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $23,337 |
| Total plan assets at end of year | 2015-12-31 | $1,378,185 |
| Total plan assets at beginning of year | 2015-12-31 | $1,425,392 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $23,337 |
| Other income received | 2015-12-31 | $-48,870 |
| Net income (gross income less expenses) | 2015-12-31 | $-47,207 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,378,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,425,392 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,353,185 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $25,000 |
| 2014 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $122,723 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,316 |
| Total plan assets at end of year | 2014-12-31 | $1,425,392 |
| Total plan assets at beginning of year | 2014-12-31 | $1,325,985 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $23,316 |
| Other income received | 2014-12-31 | $97,723 |
| Net income (gross income less expenses) | 2014-12-31 | $99,407 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,425,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,325,985 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,400,392 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,000 |
| 2013 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $313,918 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $18,938 |
| Total plan assets at end of year | 2013-12-31 | $1,325,985 |
| Total plan assets at beginning of year | 2013-12-31 | $1,031,005 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $18,938 |
| Other income received | 2013-12-31 | $288,918 |
| Net income (gross income less expenses) | 2013-12-31 | $294,980 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,325,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,031,005 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,300,985 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $25,000 |
| 2012 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $171,242 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,439 |
| Total plan assets at end of year | 2012-12-31 | $1,031,005 |
| Total plan assets at beginning of year | 2012-12-31 | $876,202 |
| Value of fidelity bond covering the plan | 2012-12-31 | $900,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $16,439 |
| Other income received | 2012-12-31 | $146,242 |
| Net income (gross income less expenses) | 2012-12-31 | $154,803 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,031,005 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $876,202 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,006,005 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,000 |
| 2010 : ANGELO & O'BRIEN EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $239,473 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,162 |
| Total plan assets at end of year | 2010-12-31 | $897,852 |
| Total plan assets at beginning of year | 2010-12-31 | $673,541 |
| Value of fidelity bond covering the plan | 2010-12-31 | $800,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $15,162 |
| Other income received | 2010-12-31 | $213,473 |
| Net income (gross income less expenses) | 2010-12-31 | $224,311 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $897,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $673,541 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $871,852 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $26,000 |
