Original filing (PDF)20230620110230NAL0087569202001

KEVIN O'BRIEN INSURANCE AGENCY LLC

Name: KEVIN O'BRIEN INSURANCE AGENCY LLC — KEVIN O'BRIEN INSURANCE AGENCY LLC 401(K) PLAN, Form 5500 (2022)
Creator: KEVIN O'BRIEN INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

KEVIN O'BRIEN INSURANCE AGENCY LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 KEVIN O'BRIEN INSURANCE AGENCY LLC.

Plan sponsor

Name

KEVIN O'BRIEN INSURANCE AGENCY LLC

EIN

94-3282592

Address

720 KELLY AVENUE · HALF MOON BAY, CA · 94019

Phone

(650) 726-6328

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-20

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

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