· 2022–2024 · DOL EFAST2

TIMOTHY J. O'CONNOR, D/B/A LAW OFFICES OF TIMOTHY J. O'CONNOR — TIMOTHY J. O'CONNOR D/B/A LAW OFFICES OF TIMOTHY J. O'CONNOR EMPLOYEE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250731091210NAL0002464867001

TIMOTHY J. O'CONNOR, D/B/A LAW OFFICES OF TIMOTHY J. O'CONNOR

Form 5500-SF

FILING_RECEIVED

TIMOTHY J. O'CONNOR D/B/A LAW OFFICES OF TIMOTHY J. O'CONNOR EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIMOTHY J. O'CONNOR, D/B/A LAW OFFICES OF TIMOTHY J. O'CONNOR.

Plan sponsor

Name

TIMOTHY J. O'CONNOR, D/B/A LAW OFFICES OF TIMOTHY J. O'CONNOR

EIN

20-2420999

Address

4 ROSS COURT · LOUDONVILLE, NY · 12211

Phone

(518) 436-9694

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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