Civic Intelligence

J. M. Obrien & Company PC.

Plan context: J.M. O'Brien & Company PC. 401(K) Retirement Plan

EIN 04-3393793 • Springfield, MA • 24 filings • 5 plans

One Financial Plaza1350 Main Street, 15th FloorSpringfield, MA 01103
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$6,545,696

2023 Contributions

$698

Historical Graphs

Total Assets Over Time

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

$7,606,340$3,803,170$0200020122022YearValue
$6,545,696Latest year 2022

Participants Over Time

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

1890200020112022YearValue
16Latest year 2022

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
202310$0$698-
J.M. O'Brien & Company PC. 401(K) Retirement Plan-0$0$698-
2022116$6,545,696$197,765$12,360iApproximate average salary by contribution assumption: employee only about $309,008 at 4% or $206,005 at 6%; with 50% employer match about $206,005 at 4% or $137,337 at 6%; with 100% employer match about $154,504 at 4% or $103,003 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$6,545,696$197,765$12,360iApproximate average salary by contribution assumption: employee only about $309,008 at 4% or $206,005 at 6%; with 50% employer match about $206,005 at 4% or $137,337 at 6%; with 100% employer match about $154,504 at 4% or $103,003 at 6%.
2021116$7,606,340$214,454$13,403iApproximate average salary by contribution assumption: employee only about $335,084 at 4% or $223,390 at 6%; with 50% employer match about $223,390 at 4% or $148,926 at 6%; with 100% employer match about $167,542 at 4% or $111,695 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$7,606,340$214,454$13,403iApproximate average salary by contribution assumption: employee only about $335,084 at 4% or $223,390 at 6%; with 50% employer match about $223,390 at 4% or $148,926 at 6%; with 100% employer match about $167,542 at 4% or $111,695 at 6%.
2020116$6,265,674$194,115$12,132iApproximate average salary by contribution assumption: employee only about $303,305 at 4% or $202,203 at 6%; with 50% employer match about $202,203 at 4% or $134,802 at 6%; with 100% employer match about $151,652 at 4% or $101,102 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$6,265,674$194,115$12,132iApproximate average salary by contribution assumption: employee only about $303,305 at 4% or $202,203 at 6%; with 50% employer match about $202,203 at 4% or $134,802 at 6%; with 100% employer match about $151,652 at 4% or $101,102 at 6%.
2019118$5,384,711$205,785$11,433iApproximate average salary by contribution assumption: employee only about $285,813 at 4% or $190,542 at 6%; with 50% employer match about $190,542 at 4% or $127,028 at 6%; with 100% employer match about $142,906 at 4% or $95,271 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-18$5,384,711$205,785$11,433iApproximate average salary by contribution assumption: employee only about $285,813 at 4% or $190,542 at 6%; with 50% employer match about $190,542 at 4% or $127,028 at 6%; with 100% employer match about $142,906 at 4% or $95,271 at 6%.
2018116$4,364,091$200,906$12,557iApproximate average salary by contribution assumption: employee only about $313,916 at 4% or $209,277 at 6%; with 50% employer match about $209,277 at 4% or $139,518 at 6%; with 100% employer match about $156,958 at 4% or $104,639 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$4,364,091$200,906$12,557iApproximate average salary by contribution assumption: employee only about $313,916 at 4% or $209,277 at 6%; with 50% employer match about $209,277 at 4% or $139,518 at 6%; with 100% employer match about $156,958 at 4% or $104,639 at 6%.
2017117$4,477,307$208,068$12,239iApproximate average salary by contribution assumption: employee only about $305,982 at 4% or $203,988 at 6%; with 50% employer match about $203,988 at 4% or $135,992 at 6%; with 100% employer match about $152,991 at 4% or $101,994 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-17$4,477,307$208,068$12,239iApproximate average salary by contribution assumption: employee only about $305,982 at 4% or $203,988 at 6%; with 50% employer match about $203,988 at 4% or $135,992 at 6%; with 100% employer match about $152,991 at 4% or $101,994 at 6%.
2016116$3,738,498$200,379$12,524iApproximate average salary by contribution assumption: employee only about $313,092 at 4% or $208,728 at 6%; with 50% employer match about $208,728 at 4% or $139,152 at 6%; with 100% employer match about $156,546 at 4% or $104,364 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$3,738,498$200,379$12,524iApproximate average salary by contribution assumption: employee only about $313,092 at 4% or $208,728 at 6%; with 50% employer match about $208,728 at 4% or $139,152 at 6%; with 100% employer match about $156,546 at 4% or $104,364 at 6%.
2015118$3,314,186$195,374$10,854iApproximate average salary by contribution assumption: employee only about $271,353 at 4% or $180,902 at 6%; with 50% employer match about $180,902 at 4% or $120,601 at 6%; with 100% employer match about $135,676 at 4% or $90,451 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-18$3,314,186$195,374$10,854iApproximate average salary by contribution assumption: employee only about $271,353 at 4% or $180,902 at 6%; with 50% employer match about $180,902 at 4% or $120,601 at 6%; with 100% employer match about $135,676 at 4% or $90,451 at 6%.
2014115$3,309,171$194,169$12,945iApproximate average salary by contribution assumption: employee only about $323,615 at 4% or $215,743 at 6%; with 50% employer match about $215,743 at 4% or $143,829 at 6%; with 100% employer match about $161,808 at 4% or $107,872 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-15$3,309,171$194,169$12,945iApproximate average salary by contribution assumption: employee only about $323,615 at 4% or $215,743 at 6%; with 50% employer match about $215,743 at 4% or $143,829 at 6%; with 100% employer match about $161,808 at 4% or $107,872 at 6%.
2013116$3,016,092$172,688$10,793iApproximate average salary by contribution assumption: employee only about $269,825 at 4% or $179,883 at 6%; with 50% employer match about $179,883 at 4% or $119,922 at 6%; with 100% employer match about $134,913 at 4% or $89,942 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$3,016,092$172,688$10,793iApproximate average salary by contribution assumption: employee only about $269,825 at 4% or $179,883 at 6%; with 50% employer match about $179,883 at 4% or $119,922 at 6%; with 100% employer match about $134,913 at 4% or $89,942 at 6%.
2012117$2,292,258$160,610$9,448iApproximate average salary by contribution assumption: employee only about $236,191 at 4% or $157,461 at 6%; with 50% employer match about $157,461 at 4% or $104,974 at 6%; with 100% employer match about $118,096 at 4% or $78,730 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-17$2,292,258$160,610$9,448iApproximate average salary by contribution assumption: employee only about $236,191 at 4% or $157,461 at 6%; with 50% employer match about $157,461 at 4% or $104,974 at 6%; with 100% employer match about $118,096 at 4% or $78,730 at 6%.
2011117$2,218,883$135,883$7,993iApproximate average salary by contribution assumption: employee only about $199,828 at 4% or $133,219 at 6%; with 50% employer match about $133,219 at 4% or $88,812 at 6%; with 100% employer match about $99,914 at 4% or $66,609 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-17$2,218,883$135,883$7,993iApproximate average salary by contribution assumption: employee only about $199,828 at 4% or $133,219 at 6%; with 50% employer match about $133,219 at 4% or $88,812 at 6%; with 100% employer match about $99,914 at 4% or $66,609 at 6%.
2010116$2,232,088$173,096$10,819iApproximate average salary by contribution assumption: employee only about $270,463 at 4% or $180,308 at 6%; with 50% employer match about $180,308 at 4% or $120,206 at 6%; with 100% employer match about $135,231 at 4% or $90,154 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$2,232,088$173,096$10,819iApproximate average salary by contribution assumption: employee only about $270,463 at 4% or $180,308 at 6%; with 50% employer match about $180,308 at 4% or $120,206 at 6%; with 100% employer match about $135,231 at 4% or $90,154 at 6%.
2009117$1,848,957$135,158$7,950iApproximate average salary by contribution assumption: employee only about $198,762 at 4% or $132,508 at 6%; with 50% employer match about $132,508 at 4% or $88,339 at 6%; with 100% employer match about $99,381 at 4% or $66,254 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-17$1,848,957$135,158$7,950iApproximate average salary by contribution assumption: employee only about $198,762 at 4% or $132,508 at 6%; with 50% employer match about $132,508 at 4% or $88,339 at 6%; with 100% employer match about $99,381 at 4% or $66,254 at 6%.
2008116$1,324,760$149,816$9,364iApproximate average salary by contribution assumption: employee only about $234,088 at 4% or $156,058 at 6%; with 50% employer match about $156,058 at 4% or $104,039 at 6%; with 100% employer match about $117,044 at 4% or $78,029 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$1,324,760$149,816$9,364iApproximate average salary by contribution assumption: employee only about $234,088 at 4% or $156,058 at 6%; with 50% employer match about $156,058 at 4% or $104,039 at 6%; with 100% employer match about $117,044 at 4% or $78,029 at 6%.
2007115$0$0-
J.M. O'Brien & Company PC. 401(K) Retirement Plan-15---
2006116$1,599,364$164,436$10,277iApproximate average salary by contribution assumption: employee only about $256,931 at 4% or $171,288 at 6%; with 50% employer match about $171,288 at 4% or $114,192 at 6%; with 100% employer match about $128,466 at 4% or $85,644 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$1,599,364$164,436$10,277iApproximate average salary by contribution assumption: employee only about $256,931 at 4% or $171,288 at 6%; with 50% employer match about $171,288 at 4% or $114,192 at 6%; with 100% employer match about $128,466 at 4% or $85,644 at 6%.
2005113$1,228,360$148,021$11,386iApproximate average salary by contribution assumption: employee only about $284,656 at 4% or $189,771 at 6%; with 50% employer match about $189,771 at 4% or $126,514 at 6%; with 100% employer match about $142,328 at 4% or $94,885 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-13$1,228,360$148,021$11,386iApproximate average salary by contribution assumption: employee only about $284,656 at 4% or $189,771 at 6%; with 50% employer match about $189,771 at 4% or $126,514 at 6%; with 100% employer match about $142,328 at 4% or $94,885 at 6%.
2004113$1,030,664$168,018$12,924iApproximate average salary by contribution assumption: employee only about $323,112 at 4% or $215,408 at 6%; with 50% employer match about $215,408 at 4% or $143,605 at 6%; with 100% employer match about $161,556 at 4% or $107,704 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-13$1,030,664$168,018$12,924iApproximate average salary by contribution assumption: employee only about $323,112 at 4% or $215,408 at 6%; with 50% employer match about $215,408 at 4% or $143,605 at 6%; with 100% employer match about $161,556 at 4% or $107,704 at 6%.
2003116$751,805$166,831$10,427iApproximate average salary by contribution assumption: employee only about $260,673 at 4% or $173,782 at 6%; with 50% employer match about $173,782 at 4% or $115,855 at 6%; with 100% employer match about $130,337 at 4% or $86,891 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-16$751,805$166,831$10,427iApproximate average salary by contribution assumption: employee only about $260,673 at 4% or $173,782 at 6%; with 50% employer match about $173,782 at 4% or $115,855 at 6%; with 100% employer match about $130,337 at 4% or $86,891 at 6%.
2002114$443,548$142,941$10,210iApproximate average salary by contribution assumption: employee only about $255,252 at 4% or $170,168 at 6%; with 50% employer match about $170,168 at 4% or $113,445 at 6%; with 100% employer match about $127,626 at 4% or $85,084 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-14$443,548$142,941$10,210iApproximate average salary by contribution assumption: employee only about $255,252 at 4% or $170,168 at 6%; with 50% employer match about $170,168 at 4% or $113,445 at 6%; with 100% employer match about $127,626 at 4% or $85,084 at 6%.
2001112$398,472$125,907$10,492iApproximate average salary by contribution assumption: employee only about $262,306 at 4% or $174,871 at 6%; with 50% employer match about $174,871 at 4% or $116,581 at 6%; with 100% employer match about $131,153 at 4% or $87,435 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-12$398,472$125,907$10,492iApproximate average salary by contribution assumption: employee only about $262,306 at 4% or $174,871 at 6%; with 50% employer match about $174,871 at 4% or $116,581 at 6%; with 100% employer match about $131,153 at 4% or $87,435 at 6%.
2000112$334,872$131,487$10,957iApproximate average salary by contribution assumption: employee only about $273,931 at 4% or $182,621 at 6%; with 50% employer match about $182,621 at 4% or $121,747 at 6%; with 100% employer match about $136,966 at 4% or $91,310 at 6%.
J.M. O'Brien & Company PC. 401(K) Retirement Plan-12$334,872$131,487$10,957iApproximate average salary by contribution assumption: employee only about $273,931 at 4% or $182,621 at 6%; with 50% employer match about $182,621 at 4% or $121,747 at 6%; with 100% employer match about $136,966 at 4% or $91,310 at 6%.