Original filing (PDF)20251001143055NAL0017932611001

SHAWN R. O'CONNOR

Name: SHAWN R. O'CONNOR — SHAWN R. O'CONNOR EMPLOYEES' DEFERRED SAVINGS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHAWN R. O'CONNOR

Form 5500-SF

FILING_RECEIVED

SHAWN R. O'CONNOR EMPLOYEES' DEFERRED SAVINGS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAWN R. O'CONNOR.

Plan sponsor

Name

SHAWN R. O'CONNOR

EIN

14-1751852

Address

P.O. BOX 249 · SLATE HILL, NY · 10923

Phone

(845) 374-4000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Law Offices plans

SPIVEY LAW FIRM, PERSONAL INJURY ATTORNEYS, P.A.

SPIVEY LAW FIRM 401(K) PROFIT SHARING PLAN & TRUST

$3.4M · 9 participants

HOGEN ADAMS PLLC

HOGEN ADAMS PLLC 401(K) PROFIT SHARING PLAN

$3.4M · 10 participants

NIXON JACH HUBBARD, PLLC

NIXON JACH HUBBARDPLLC 401(K) PROFIT SHARING PLAN AND TRUST

$3.4M · 4 participants

STELZNER, WINTER, WARBURTON ETAL

STELZNER, WINTER, WARBURTON, FLORES & DAWES, P.A.

$3.4M · 14 participants

LORD, KOBRIN, ALAVEREZ AND FATTELL, LLC