Original filing (PDF)20250925125002NAL0009760832001

O'BRIEN BUSINESS SYSTEMS, INC.

Name: O'BRIEN BUSINESS SYSTEMS, INC. — O'BRIEN BUSINESS SYSTEMS, INC. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: O'BRIEN BUSINESS SYSTEMS, INC.

Form 5500-SF

FILING_RECEIVED

O'BRIEN BUSINESS SYSTEMS, INC. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

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 O'BRIEN BUSINESS SYSTEMS, INC..

Plan sponsor

Name

O'BRIEN BUSINESS SYSTEMS, INC.

EIN

23-2735440

Address

739 E. ELM STREET · CONSHOHOCKEN, PA · 19428

Phone

(610) 825-3405

Industry

All Other Professional Services· 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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 All Other Professional Services plans

CYPRESS HCM INC.

CYPRESS HCM INC 401(K) PROFIT SHARING PLAN AND TRUST

$8.6M · 286 participants

HAWK CONSULTANTS, LLC

HAWK CONSULTANTS, LLC 401(K) SAVINGS PLAN

$8.6M · 143 participants

INTERCHEM TRADING CORPORATION

INTERCHEM TRADING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$8.5M · 109 participants

EDGE SERVICES, INC

EDGE SERVICES INC 401(K) RETIREMENT PLAN

$8.5M · 19 participants

GARAGE ISLA VERDE LLC

GARAGE ISLA VERDE INC RETIREMENT PLAN