Civic Intelligence

O'Connell & O'Connell PC.

Plan context: O'Connell & O'Connell PC. 401(K) Profit Sharing Plan

EIN 04-2942139 • Auburn, MA • 69 filings • 10 plans

425 Pakachoag StreetAuburn, MA 01501-2426
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,483,283

2025 Contributions

$18,716

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,344,422$1,672,211$0199920132024YearValue
$1,483,283Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950199920122024YearValue
6Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-0$0$0-
202416$1,483,283$18,716$3,119iApproximate average salary by contribution assumption: employee only about $77,983 at 4% or $51,989 at 6%; with 50% employer match about $51,989 at 4% or $34,659 at 6%; with 100% employer match about $38,992 at 4% or $25,994 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6$1,483,283$18,716$3,119iApproximate average salary by contribution assumption: employee only about $77,983 at 4% or $51,989 at 6%; with 50% employer match about $51,989 at 4% or $34,659 at 6%; with 100% employer match about $38,992 at 4% or $25,994 at 6%.
202316$1,379,227$20,837$3,473iApproximate average salary by contribution assumption: employee only about $86,821 at 4% or $57,881 at 6%; with 50% employer match about $57,881 at 4% or $38,587 at 6%; with 100% employer match about $43,410 at 4% or $28,940 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6$1,379,227$20,837$3,473iApproximate average salary by contribution assumption: employee only about $86,821 at 4% or $57,881 at 6%; with 50% employer match about $57,881 at 4% or $38,587 at 6%; with 100% employer match about $43,410 at 4% or $28,940 at 6%.
202218$1,266,565$63,683$7,960iApproximate average salary by contribution assumption: employee only about $199,009 at 4% or $132,673 at 6%; with 50% employer match about $132,673 at 4% or $88,449 at 6%; with 100% employer match about $99,505 at 4% or $66,336 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$1,266,565$63,683$7,960iApproximate average salary by contribution assumption: employee only about $199,009 at 4% or $132,673 at 6%; with 50% employer match about $132,673 at 4% or $88,449 at 6%; with 100% employer match about $99,505 at 4% or $66,336 at 6%.
202128$1,535,704$69,334$8,667iApproximate average salary by contribution assumption: employee only about $216,669 at 4% or $144,446 at 6%; with 50% employer match about $144,446 at 4% or $96,297 at 6%; with 100% employer match about $108,334 at 4% or $72,223 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$1,535,704$69,334$8,667iApproximate average salary by contribution assumption: employee only about $216,669 at 4% or $144,446 at 6%; with 50% employer match about $144,446 at 4% or $96,297 at 6%; with 100% employer match about $108,334 at 4% or $72,223 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-0$0$0-
202027$2,017,979$68,379$9,768iApproximate average salary by contribution assumption: employee only about $244,211 at 4% or $162,807 at 6%; with 50% employer match about $162,807 at 4% or $108,538 at 6%; with 100% employer match about $122,105 at 4% or $81,404 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$1,372,913$68,379$9,768iApproximate average salary by contribution assumption: employee only about $244,211 at 4% or $162,807 at 6%; with 50% employer match about $162,807 at 4% or $108,538 at 6%; with 100% employer match about $122,105 at 4% or $81,404 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-5$645,066$0-
201938$1,708,077$59,550$7,444iApproximate average salary by contribution assumption: employee only about $186,094 at 4% or $124,063 at 6%; with 50% employer match about $124,063 at 4% or $82,708 at 6%; with 100% employer match about $93,047 at 4% or $62,031 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$1,140,252$59,550$7,444iApproximate average salary by contribution assumption: employee only about $186,094 at 4% or $124,063 at 6%; with 50% employer match about $124,063 at 4% or $82,708 at 6%; with 100% employer match about $93,047 at 4% or $62,031 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6$567,825$0-
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-0$0$0-
201838$3,039,512$78,662$9,833iApproximate average salary by contribution assumption: employee only about $245,819 at 4% or $163,879 at 6%; with 50% employer match about $163,879 at 4% or $109,253 at 6%; with 100% employer match about $122,909 at 4% or $81,940 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,594,799$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$944,354$78,662$9,833iApproximate average salary by contribution assumption: employee only about $245,819 at 4% or $163,879 at 6%; with 50% employer match about $163,879 at 4% or $109,253 at 6%; with 100% employer match about $122,909 at 4% or $81,940 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6$500,359$0-
201738$3,344,422$74,335$9,292iApproximate average salary by contribution assumption: employee only about $232,297 at 4% or $154,865 at 6%; with 50% employer match about $154,865 at 4% or $103,243 at 6%; with 100% employer match about $116,148 at 4% or $77,432 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,760,808$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$1,022,993$74,335$9,292iApproximate average salary by contribution assumption: employee only about $232,297 at 4% or $154,865 at 6%; with 50% employer match about $154,865 at 4% or $103,243 at 6%; with 100% employer match about $116,148 at 4% or $77,432 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6$560,621$0-
201638$2,925,534$61,364$7,671iApproximate average salary by contribution assumption: employee only about $191,763 at 4% or $127,842 at 6%; with 50% employer match about $127,842 at 4% or $85,228 at 6%; with 100% employer match about $95,881 at 4% or $63,921 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,565,835$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$855,084$61,364$7,671iApproximate average salary by contribution assumption: employee only about $191,763 at 4% or $127,842 at 6%; with 50% employer match about $127,842 at 4% or $85,228 at 6%; with 100% employer match about $95,881 at 4% or $63,921 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$504,615$0-
201537$2,728,279$0-
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,479,007$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$765,380$0-
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$483,892$0-
201437$2,791,516$0-
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,512,640$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$786,088$0-
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$492,788$0-
201337$2,670,563$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,446,947$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$757,258$0-
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$466,358$0-
201237$2,198,040$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,177,137$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$634,545$0-
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$386,358$0-
201138$2,257,888$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-8$1,245,029$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$647,931--
Philip D. Oconnell, Jr. PC. Money Purchase Plan-8$364,928$0-
201038$2,301,376$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-8$1,254,649--
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$677,065$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-8$369,662$0-
200938$2,021,807$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-8$1,119,818$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-8$568,453$50,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-8$333,536$0-
200836$0$0-
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6---
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-6---
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6---
200746$0$0-
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6---
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-6---
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6---
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6---
200637$2,322,992$150,165$21,452iApproximate average salary by contribution assumption: employee only about $536,304 at 4% or $357,536 at 6%; with 50% employer match about $357,536 at 4% or $238,357 at 6%; with 100% employer match about $268,152 at 4% or $178,768 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-7$1,420,479$150,165$21,452iApproximate average salary by contribution assumption: employee only about $536,304 at 4% or $357,536 at 6%; with 50% employer match about $357,536 at 4% or $238,357 at 6%; with 100% employer match about $268,152 at 4% or $178,768 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6$518,073--
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6$384,440--
200538$2,016,902$214,694$26,837iApproximate average salary by contribution assumption: employee only about $670,919 at 4% or $447,279 at 6%; with 50% employer match about $447,279 at 4% or $298,186 at 6%; with 100% employer match about $335,459 at 4% or $223,640 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-8$1,136,469$214,694$26,837iApproximate average salary by contribution assumption: employee only about $670,919 at 4% or $447,279 at 6%; with 50% employer match about $447,279 at 4% or $298,186 at 6%; with 100% employer match about $335,459 at 4% or $223,640 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$484,275--
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$396,158--
200438$1,750,577$264,706$33,088iApproximate average salary by contribution assumption: employee only about $827,206 at 4% or $551,471 at 6%; with 50% employer match about $551,471 at 4% or $367,647 at 6%; with 100% employer match about $413,603 at 4% or $275,735 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-8$883,210$264,706$33,088iApproximate average salary by contribution assumption: employee only about $827,206 at 4% or $551,471 at 6%; with 50% employer match about $551,471 at 4% or $367,647 at 6%; with 100% employer match about $413,603 at 4% or $275,735 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$461,321--
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$406,046--
200339$1,385,913$273,509$30,390iApproximate average salary by contribution assumption: employee only about $759,747 at 4% or $506,498 at 6%; with 50% employer match about $506,498 at 4% or $337,665 at 6%; with 100% employer match about $379,874 at 4% or $253,249 at 6%.
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-9$572,819$273,509$30,390iApproximate average salary by contribution assumption: employee only about $759,747 at 4% or $506,498 at 6%; with 50% employer match about $506,498 at 4% or $337,665 at 6%; with 100% employer match about $379,874 at 4% or $253,249 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-7$429,949--
Philip D. Oconnell, Jr. PC. Money Purchase Plan-7$383,145--
200238$589,430$271,290$33,911iApproximate average salary by contribution assumption: employee only about $847,781 at 4% or $565,188 at 6%; with 50% employer match about $565,188 at 4% or $376,792 at 6%; with 100% employer match about $423,891 at 4% or $282,594 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6$318,140--
Philip D. Oconnell, Jr. PC. Defined Benefit Plan-8$271,290$271,290$33,911iApproximate average salary by contribution assumption: employee only about $847,781 at 4% or $565,188 at 6%; with 50% employer match about $565,188 at 4% or $376,792 at 6%; with 100% employer match about $423,891 at 4% or $282,594 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6---
200126$0$0-
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6---
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6---
200026$915,080$57,723$9,621iApproximate average salary by contribution assumption: employee only about $240,513 at 4% or $160,342 at 6%; with 50% employer match about $160,342 at 4% or $106,894 at 6%; with 100% employer match about $120,256 at 4% or $80,171 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6$479,596$31,286$5,214iApproximate average salary by contribution assumption: employee only about $130,358 at 4% or $86,906 at 6%; with 50% employer match about $86,906 at 4% or $57,937 at 6%; with 100% employer match about $65,179 at 4% or $43,453 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6$435,484$26,437$4,406iApproximate average salary by contribution assumption: employee only about $110,154 at 4% or $73,436 at 6%; with 50% employer match about $73,436 at 4% or $48,957 at 6%; with 100% employer match about $55,077 at 4% or $36,718 at 6%.
199926$906,800$59,712$9,952iApproximate average salary by contribution assumption: employee only about $248,800 at 4% or $165,867 at 6%; with 50% employer match about $165,867 at 4% or $110,578 at 6%; with 100% employer match about $124,400 at 4% or $82,933 at 6%.
O'Connell & O'Connell PC. 401(K) Profit Sharing Plan-6$473,075$33,860$5,643iApproximate average salary by contribution assumption: employee only about $141,083 at 4% or $94,056 at 6%; with 50% employer match about $94,056 at 4% or $62,704 at 6%; with 100% employer match about $70,542 at 4% or $47,028 at 6%.
Philip D. Oconnell, Jr. PC. Money Purchase Plan-6$433,725$25,852$4,309iApproximate average salary by contribution assumption: employee only about $107,717 at 4% or $71,811 at 6%; with 50% employer match about $71,811 at 4% or $47,874 at 6%; with 100% employer match about $53,858 at 4% or $35,906 at 6%.