How big is Mary Lynn O'SHEA's plan?

Mary Lynn O'SHEA's plan reported $1.7M in assets and 2 participants for 2023.

Original filing (PDF)20240814101722NAL0006736755001

Mary Lynn O'SHEA

Name: Mary Lynn O'SHEA — Mary Lynn O'SHEA Keogh, Form 5500 (2023)
Creator: Mary Lynn O'SHEA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mary Lynn O'SHEA Keogh

Defined-contribution retirement plan · Mary Lynn O'SHEA's Mary Lynn O'SHEA Keogh held $1.7M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Mary O'SHEA signed Mary Lynn O'SHEA's 2023 Form 5500 as plan administrator.

Mary O'SHEA — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mary Lynn O'SHEA's EIN is 03-0276094.

EIN 03-0276094

Plan number 001

Plan year 2023

ACK ID 20240814101722NAL0006736755001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mary Lynn O'SHEA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mary Lynn O'SHEA's plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY LYNN O'SHEA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

MARY LYNN O'SHEA

DBA

MARY LYNN O'SHEA WEAVING

EIN

all filings

Address

2672 WEYBRIDGE RD · WEYBRIDGE, VT · 057539513

Phone

—

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-14

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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