Obrien Capital Management Inc
Plan context: Obrien Capital Management Employee Stock Ownership Plan
EIN 01-0616477 • Denver, CO • 20 filings • 7 plans
Current Snapshot
Latest Year
2021
2021 Participants
5
2021 Assets
$1,134,460
2021 Contributions
$13,550
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2020 | 1 | 5 | $1,134,460 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 5 | $1,134,460 | - | - |
| 2019 | 1 | 5 | $797,750 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 5 | $797,750 | - | - |
| 2018 | 1 | 5 | $498,738 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 5 | $498,738 | - | - |
| 2017 | 1 | 6 | $977,341 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 6 | $977,341 | - | - |
| 2016 | 1 | 6 | $1,211,250 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 6 | $1,211,250 | - | - |
| 2015 | 1 | 7 | $1,155,637 | $13,550 | $1,936iApproximate average salary by contribution assumption: employee only about $48,393 at 4% or $32,262 at 6%; with 50% employer match about $32,262 at 4% or $21,508 at 6%; with 100% employer match about $24,196 at 4% or $16,131 at 6%. |
| Obrien Capital Management Employee Stock Ownership Plan | - | 7 | $1,155,637 | $13,550 | $1,936iApproximate average salary by contribution assumption: employee only about $48,393 at 4% or $32,262 at 6%; with 50% employer match about $32,262 at 4% or $21,508 at 6%; with 100% employer match about $24,196 at 4% or $16,131 at 6%. |
| 2014 | 1 | 7 | $1,159,921 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 7 | $1,159,921 | - | - |
| 2013 | 1 | 8 | $1,204,800 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 8 | $1,204,800 | - | - |
| 2012 | 1 | 8 | $1,481,100 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 8 | $1,481,100 | - | - |
| 2011 | 1 | 8 | $1,429,295 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 8 | $1,429,295 | - | - |
| 2010 | 1 | 8 | $1,515,727 | $200,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Obrien Capital Management Employee Stock Ownership Plan | - | 8 | $1,515,727 | $200,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2009 | 1 | 6 | $1,272,558 | $74,508 | $12,418iApproximate average salary by contribution assumption: employee only about $310,450 at 4% or $206,967 at 6%; with 50% employer match about $206,967 at 4% or $137,978 at 6%; with 100% employer match about $155,225 at 4% or $103,483 at 6%. |
| Obrien Capital Management Employee Stock Ownership Plan | - | 6 | $1,272,558 | $74,508 | $12,418iApproximate average salary by contribution assumption: employee only about $310,450 at 4% or $206,967 at 6%; with 50% employer match about $206,967 at 4% or $137,978 at 6%; with 100% employer match about $155,225 at 4% or $103,483 at 6%. |
| 2008 | 1 | 65 | $0 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 65 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $1,299,111 | $33,900 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| Obrien Capital Management Employee Stock Ownership Plan | - | 5 | $1,299,111 | $33,900 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| 2005 | 1 | 5 | $1,265,211 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 5 | $1,265,211 | - | - |
| 2004 | 1 | 3 | $388,132 | $8,801 | $2,934iApproximate average salary by contribution assumption: employee only about $73,342 at 4% or $48,894 at 6%; with 50% employer match about $48,894 at 4% or $32,596 at 6%; with 100% employer match about $36,671 at 4% or $24,447 at 6%. |
| Obrien Capital Management Employee Stock Ownership Plan | - | 3 | $388,132 | $8,801 | $2,934iApproximate average salary by contribution assumption: employee only about $73,342 at 4% or $48,894 at 6%; with 50% employer match about $48,894 at 4% or $32,596 at 6%; with 100% employer match about $36,671 at 4% or $24,447 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 3 | - | - | - |
| 2002 | 1 | 2 | $271,950 | $0 | - |
| Obrien Capital Management Employee Stock Ownership Plan | - | 2 | $271,950 | - | - |