· 2022–2024 · DOL EFAST2

TOM ODONOGHUE & ASSOCIATES, INC. — TOM O'DONOGHUE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250402110549NAL0008590529001

TOM ODONOGHUE & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

TOM O'DONOGHUE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

9

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOM ODONOGHUE & ASSOCIATES, INC..

Plan sponsor

Name

TOM ODONOGHUE & ASSOCIATES, INC.

EIN

27-1252757

Address

254 HARBOR WATCH COURT · SAG HARBOR, NY · 11983

Phone

(631) 725-1877

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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