Plan Name | THE O'BRIEN FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE O'BRIEN FINANCIAL GROUP, INC. |
Employer identification number (EIN): | 391182673 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-07-01 | ||||
001 | 2013-07-01 | ||||
001 | 2012-07-01 | BOBBIE JERDEE | 2013-12-04 | ||
001 | 2011-07-01 | BOBBIE JERDEE | 2013-01-09 | ||
001 | 2010-07-01 | BOBBIE JERDEE | 2011-10-27 | ||
001 | 2008-07-01 | PENSION CONSULTANTS CO., INC. |
Measure | Date | Value |
---|---|---|
2008: THE O'BRIEN FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 401k membership | ||
Total participants, beginning-of-year | 2008-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2008-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 1 |
Total of all active and inactive participants | 2008-07-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
Total participants | 2008-07-01 | 15 |
Number of participants with account balances | 2008-07-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 1 |
Measure | Date | Value |
---|---|---|
2009 : THE O'BRIEN FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
Total plan liabilities at end of year | 2009-06-30 | $0 |
Total plan liabilities at beginning of year | 2009-06-30 | $0 |
Total income from all sources | 2009-06-30 | $-528,061 |
Expenses. Total of all expenses incurred | 2009-06-30 | $5,174 |
Benefits paid (including direct rollovers) | 2009-06-30 | $5,174 |
Total plan assets at end of year | 2009-06-30 | $2,100,548 |
Total plan assets at beginning of year | 2009-06-30 | $2,633,783 |
Value of fidelity bond covering the plan | 2009-06-30 | $500,000 |
Total contributions received or receivable from participants | 2009-06-30 | $120,576 |
Other income received | 2009-06-30 | $-773,637 |
Net income (gross income less expenses) | 2009-06-30 | $-533,235 |
Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $2,100,548 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $2,633,783 |
Total contributions received or receivable from employer(s) | 2009-06-30 | $125,000 |
2008: THE O'BRIEN FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses | ||
---|---|---|
2008-07-01 | Type of plan entity | Single employer plan |
2008-07-01 | Submission has been amended | Yes |
2008-07-01 | Plan funding arrangement – Trust | Yes |
2008-07-01 | Plan benefit arrangement - Trust | Yes |