P 401(k) Plan Report

Stable plan record

JAMES O'BRIEN & CO., INC. 401(K) PROFIT SHARING PLAN

Sponsored by JAMES O'BRIEN & CO., INC. · EIN/PN 363813259-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,388
Administrative cost per participant
2025
$383
Active participants
2025
25
Total plan assets
2025
$4,772,917
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260427163010NAL001915981000125$2,388
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.