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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 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-06-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN | 2012-01-01 | 2008-01-01 |
| 002 | PAT O'BRIEN & ASSOCIATES 401K PROFIT SHARING PLAN | 2011-01-01 | 2021-01-01 |
| 003 | PAT O'BRIEN & ASSOCIATES CASH BALANCE PENSION PLAN | 2021-01-01 | 2021-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-11 | Employer Contributions | $ 225,000 |
| 2023-09-11 | Employee Contributions | $ 225,000 |
| 2022-09-13 | Employer Contributions | $ 226,492 |
| 2022-09-13 | Employee Contributions | $ 226,492 |
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