Original filing (PDF)20251006165026NAL0004038465001

O'CONNELL & GOLDBERG, INC.

Name: O'CONNELL & GOLDBERG, INC. — O'CONNELL & GOLDBERG, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: O'CONNELL & GOLDBERG, INC.

Form 5500-SF

FILING_RECEIVED

O'CONNELL & GOLDBERG, INC. 401(K) 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 O'CONNELL & GOLDBERG, INC..

Plan sponsor

Name

O'CONNELL & GOLDBERG, INC.

EIN

65-0411377

Address

501 E. LAS OLAS BLVD · SUITE 300 · FORT LAUDERDALE, FL · 33301

Phone

(954) 964-9098

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ENVIRONMENTAL SAMPLING TECHNOLOGY, INC.

EST, INC 401(K) PLAN

$3.4M · 37 participants

REMARKETING SOLUTIONS INTERNAT

REMARKETING SOLUTIONS INTERNAT 401(K) PROFIT SHARING PLAN & TRUST

$3.4M · 40 participants

E-FINITY DISTRIBUTED GENERATION, LLC

E-FINITY DISTRIBUTED GENERATION, LLC 401(K) PLAN

$3.4M · 30 participants

PROFESSIONAL TESTING CORPORATION

PROFESSIONAL TESTING CORPORATION 401(K) PLAN

$3.4M · 18 participants

ARIZONA INDUSTRIES FOR THE BLI