OBRIEN BROTHERS AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 03-0222232 | Plan No. 001 ]

Form 5500 filing classifies OBRIEN BROTHERS AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST as a 401(k) plan, sponsored by OBRIEN BROTHERS AGENCY INC. The plan is a Small Plan with 26 participants and total assets of $2,021,598 reported for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: OBRIEN BROTHERS AGENCY INC

Location: 1855 WILLISTON RD, SOUTH BURLINGTON, VT 05403

EIN: 030222232

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 26

Total Assets: $2,021,598

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