Mary O'connor and Company

Form 5500

MARY OCONNOR AND COMPANY

220 W. River Drive, St. Charles, Il 60174 (630) 443-4300 EIN:36-4046221 Plan Admin:Mary O'connor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMARY O'CONNOR AND COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$966,676 / $1,140,464	2023	MARY O'CONNOR AND COMPANY 401(K) PLAN - Plan #001	12 / 14	$966,676 / $1,140,464
2023	Plan NameMARY O'CONNOR AND COMPANY CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$715,532 / $915,178	2023	MARY O'CONNOR AND COMPANY CASH BALANCE PLAN - Plan #002	12 / 13	$715,532 / $915,178
2022	Plan NameMARY O'CONNOR AND COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$921,399 / $966,676	2022	MARY O'CONNOR AND COMPANY 401(K) PLAN - Plan #001	9 / 10	$921,399 / $966,676
2022	Plan NameMARY O'CONNOR AND COMPANY CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$536,770 / $715,532	2022	MARY O'CONNOR AND COMPANY CASH BALANCE PLAN - Plan #002	9 / 9	$536,770 / $715,532
2021	Plan NameMARY O'CONNOR AND COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$851,855 / $921,399	2021	MARY O'CONNOR AND COMPANY 401(K) PLAN - Plan #001	11 / 9	$851,855 / $921,399
2021	Plan NameMARY O'CONNOR AND COMPANY CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 9 Assets BOY/EOY$529,809 / $536,770	2021	MARY O'CONNOR AND COMPANY CASH BALANCE PLAN - Plan #002	12 / 9	$529,809 / $536,770
2020	Plan NameMARY O'CONNOR AND COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$820,641 / $851,855	2020	MARY O'CONNOR AND COMPANY 401(K) PLAN - Plan #001	12 / 11	$820,641 / $851,855
2020	Plan NameMARY O'CONNOR AND COMPANY CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$523,829 / $529,809	2020	MARY O'CONNOR AND COMPANY CASH BALANCE PLAN - Plan #002	12 / 12	$523,829 / $529,809
2019	Plan NameMARY O'CONNOR AND COMPANY 401(K) PLAN Plan #001 Participants BOY/EOY14 / 12 Assets BOY/EOY$669,412 / $820,641	2019	MARY O'CONNOR AND COMPANY 401(K) PLAN - Plan #001	14 / 12	$669,412 / $820,641
2019	Plan NameMARY O'CONNOR AND COMPANY CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 12 Assets BOY/EOY$461,093 / $523,829	2019	MARY O'CONNOR AND COMPANY CASH BALANCE PLAN - Plan #002	13 / 12	$461,093 / $523,829