Company Name: | THE O'BRIEN FINANCIAL GROUP, INC. |
Employer identification number (EIN): | 391182673 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-06-30 | |||||
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-06-30 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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002 | THE O'BRIEN FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | 2013-07-01 | 2013-07-01 |
001 | THE O'BRIEN FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 2011-07-01 | 1988-01-01 |
Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
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2015-08-25 | Employer Contributions | $ 80,000 | |||
2015-08-25 | Employee Contributions | $ 80,000 | |||
2015-07-17 | Employer Contributions | $ 200,000 | |||
2015-07-17 | Employee Contributions | $ 200,000 | |||
2014-10-31 | Employer Contributions | $ 75,000 | |||
2014-10-31 | Employee Contributions | $ 75,000 | |||
2014-08-01 | Employer Contributions | $ 256,273 | |||
2014-08-01 | Employee Contributions | $ 256,273 |