Civic Intelligence

O'Brien Associates Inc.

Plan context: O'Brien Associates Inc. 401(K) P/S Plan

EIN 06-1174209 • Middletown, CT • 19 filings • 2 plans

83 Mountain Laurel DrMiddletown, CT 06457
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$416,439

2024 Contributions

$29,320

Historical Graphs

Total Assets Over Time

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

$1,665,736$832,868$0200620152023YearValue
$416,439Latest year 2023

Participants Over Time

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

420200620152023YearValue
2Latest year 2023

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
202410$0$0-
O'Brien Associates Inc. 401(K) P/S Plan-0$0$0-
202312$416,439$29,320$14,660iApproximate average salary by contribution assumption: employee only about $366,500 at 4% or $244,333 at 6%; with 50% employer match about $244,333 at 4% or $162,889 at 6%; with 100% employer match about $183,250 at 4% or $122,167 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-2$416,439$29,320$14,660iApproximate average salary by contribution assumption: employee only about $366,500 at 4% or $244,333 at 6%; with 50% employer match about $244,333 at 4% or $162,889 at 6%; with 100% employer match about $183,250 at 4% or $122,167 at 6%.
202213$521,284$72,524$24,175iApproximate average salary by contribution assumption: employee only about $604,367 at 4% or $402,911 at 6%; with 50% employer match about $402,911 at 4% or $268,607 at 6%; with 100% employer match about $302,183 at 4% or $201,456 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$521,284$72,524$24,175iApproximate average salary by contribution assumption: employee only about $604,367 at 4% or $402,911 at 6%; with 50% employer match about $402,911 at 4% or $268,607 at 6%; with 100% employer match about $302,183 at 4% or $201,456 at 6%.
202113$546,227$79,348$26,449iApproximate average salary by contribution assumption: employee only about $661,233 at 4% or $440,822 at 6%; with 50% employer match about $440,822 at 4% or $293,881 at 6%; with 100% employer match about $330,617 at 4% or $220,411 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$546,227$79,348$26,449iApproximate average salary by contribution assumption: employee only about $661,233 at 4% or $440,822 at 6%; with 50% employer match about $440,822 at 4% or $293,881 at 6%; with 100% employer match about $330,617 at 4% or $220,411 at 6%.
202013$425,111$77,440$25,813iApproximate average salary by contribution assumption: employee only about $645,333 at 4% or $430,222 at 6%; with 50% employer match about $430,222 at 4% or $286,815 at 6%; with 100% employer match about $322,667 at 4% or $215,111 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$425,111$77,440$25,813iApproximate average salary by contribution assumption: employee only about $645,333 at 4% or $430,222 at 6%; with 50% employer match about $430,222 at 4% or $286,815 at 6%; with 100% employer match about $322,667 at 4% or $215,111 at 6%.
201913$307,955$79,910$26,637iApproximate average salary by contribution assumption: employee only about $665,917 at 4% or $443,944 at 6%; with 50% employer match about $443,944 at 4% or $295,963 at 6%; with 100% employer match about $332,958 at 4% or $221,972 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$307,955$79,910$26,637iApproximate average salary by contribution assumption: employee only about $665,917 at 4% or $443,944 at 6%; with 50% employer match about $443,944 at 4% or $295,963 at 6%; with 100% employer match about $332,958 at 4% or $221,972 at 6%.
201813$1,623,146$68,920$22,973iApproximate average salary by contribution assumption: employee only about $574,333 at 4% or $382,889 at 6%; with 50% employer match about $382,889 at 4% or $255,259 at 6%; with 100% employer match about $287,167 at 4% or $191,444 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$1,623,146$68,920$22,973iApproximate average salary by contribution assumption: employee only about $574,333 at 4% or $382,889 at 6%; with 50% employer match about $382,889 at 4% or $255,259 at 6%; with 100% employer match about $287,167 at 4% or $191,444 at 6%.
201713$1,665,736$97,444$32,481iApproximate average salary by contribution assumption: employee only about $812,033 at 4% or $541,356 at 6%; with 50% employer match about $541,356 at 4% or $360,904 at 6%; with 100% employer match about $406,017 at 4% or $270,678 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$1,665,736$97,444$32,481iApproximate average salary by contribution assumption: employee only about $812,033 at 4% or $541,356 at 6%; with 50% employer match about $541,356 at 4% or $360,904 at 6%; with 100% employer match about $406,017 at 4% or $270,678 at 6%.
201613$1,402,867$108,362$36,121iApproximate average salary by contribution assumption: employee only about $903,017 at 4% or $602,011 at 6%; with 50% employer match about $602,011 at 4% or $401,341 at 6%; with 100% employer match about $451,508 at 4% or $301,006 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$1,402,867$108,362$36,121iApproximate average salary by contribution assumption: employee only about $903,017 at 4% or $602,011 at 6%; with 50% employer match about $602,011 at 4% or $401,341 at 6%; with 100% employer match about $451,508 at 4% or $301,006 at 6%.
201513$1,231,571$106,668$35,556iApproximate average salary by contribution assumption: employee only about $888,900 at 4% or $592,600 at 6%; with 50% employer match about $592,600 at 4% or $395,067 at 6%; with 100% employer match about $444,450 at 4% or $296,300 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$1,231,571$106,668$35,556iApproximate average salary by contribution assumption: employee only about $888,900 at 4% or $592,600 at 6%; with 50% employer match about $592,600 at 4% or $395,067 at 6%; with 100% employer match about $444,450 at 4% or $296,300 at 6%.
201413$1,132,864$103,616$34,539iApproximate average salary by contribution assumption: employee only about $863,467 at 4% or $575,644 at 6%; with 50% employer match about $575,644 at 4% or $383,763 at 6%; with 100% employer match about $431,733 at 4% or $287,822 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$1,132,864$103,616$34,539iApproximate average salary by contribution assumption: employee only about $863,467 at 4% or $575,644 at 6%; with 50% employer match about $575,644 at 4% or $383,763 at 6%; with 100% employer match about $431,733 at 4% or $287,822 at 6%.
201313$970,546$90,090$30,030iApproximate average salary by contribution assumption: employee only about $750,750 at 4% or $500,500 at 6%; with 50% employer match about $500,500 at 4% or $333,667 at 6%; with 100% employer match about $375,375 at 4% or $250,250 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$970,546$90,090$30,030iApproximate average salary by contribution assumption: employee only about $750,750 at 4% or $500,500 at 6%; with 50% employer match about $500,500 at 4% or $333,667 at 6%; with 100% employer match about $375,375 at 4% or $250,250 at 6%.
201213$778,841$99,712$33,237iApproximate average salary by contribution assumption: employee only about $830,933 at 4% or $553,956 at 6%; with 50% employer match about $553,956 at 4% or $369,304 at 6%; with 100% employer match about $415,467 at 4% or $276,978 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$778,841$99,712$33,237iApproximate average salary by contribution assumption: employee only about $830,933 at 4% or $553,956 at 6%; with 50% employer match about $553,956 at 4% or $369,304 at 6%; with 100% employer match about $415,467 at 4% or $276,978 at 6%.
201113$599,476$87,991$29,330iApproximate average salary by contribution assumption: employee only about $733,258 at 4% or $488,839 at 6%; with 50% employer match about $488,839 at 4% or $325,893 at 6%; with 100% employer match about $366,629 at 4% or $244,419 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$599,476$87,991$29,330iApproximate average salary by contribution assumption: employee only about $733,258 at 4% or $488,839 at 6%; with 50% employer match about $488,839 at 4% or $325,893 at 6%; with 100% employer match about $366,629 at 4% or $244,419 at 6%.
201012$527,588$63,929$31,965iApproximate average salary by contribution assumption: employee only about $799,113 at 4% or $532,742 at 6%; with 50% employer match about $532,742 at 4% or $355,161 at 6%; with 100% employer match about $399,556 at 4% or $266,371 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-2$527,588$63,929$31,965iApproximate average salary by contribution assumption: employee only about $799,113 at 4% or $532,742 at 6%; with 50% employer match about $532,742 at 4% or $355,161 at 6%; with 100% employer match about $399,556 at 4% or $266,371 at 6%.
200913$490,856$177,652$59,217iApproximate average salary by contribution assumption: employee only about $1,480,433 at 4% or $986,956 at 6%; with 50% employer match about $986,956 at 4% or $657,970 at 6%; with 100% employer match about $740,217 at 4% or $493,478 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$490,856$177,652$59,217iApproximate average salary by contribution assumption: employee only about $1,480,433 at 4% or $986,956 at 6%; with 50% employer match about $986,956 at 4% or $657,970 at 6%; with 100% employer match about $740,217 at 4% or $493,478 at 6%.
200813$207,859$95,752$31,917iApproximate average salary by contribution assumption: employee only about $797,933 at 4% or $531,956 at 6%; with 50% employer match about $531,956 at 4% or $354,637 at 6%; with 100% employer match about $398,967 at 4% or $265,978 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-3$207,859$95,752$31,917iApproximate average salary by contribution assumption: employee only about $797,933 at 4% or $531,956 at 6%; with 50% employer match about $531,956 at 4% or $354,637 at 6%; with 100% employer match about $398,967 at 4% or $265,978 at 6%.
200713$0$0-
O'Brien Associates Inc. 401(K) P/S Plan-3---
200614$99,317$95,725$23,931iApproximate average salary by contribution assumption: employee only about $598,281 at 4% or $398,854 at 6%; with 50% employer match about $398,854 at 4% or $265,903 at 6%; with 100% employer match about $299,141 at 4% or $199,427 at 6%.
O'Brien Associates Inc. 401(K) P/S Plan-4$99,317$95,725$23,931iApproximate average salary by contribution assumption: employee only about $598,281 at 4% or $398,854 at 6%; with 50% employer match about $398,854 at 4% or $265,903 at 6%; with 100% employer match about $299,141 at 4% or $199,427 at 6%.