Civic Intelligence

Oreilly, Marsh & Corteselli PC.

Plan context: O'Reilly, Marsh & Corteselli PC. Cash Balance Plan

EIN 11-2798853 • Mineola, NY • 26 filings • 4 plans

222 Old Country Road - 2nd FloorMineola, NY 11501
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$46

2023 Contributions

$444,178

Historical Graphs

Total Assets Over Time

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

$1,906,843$953,422$0199920172023YearValue
$46Latest year 2023

Participants Over Time

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

1260199920132023YearValue
1Latest 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
202321$46$0-
O'Reilly, Marsh & Corteselli PC. Cash Balance Plan-1$46$0-
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-0$0$0-
2022210$1,906,843$444,178$44,418iApproximate average salary by contribution assumption: employee only about $1,110,445 at 4% or $740,297 at 6%; with 50% employer match about $740,297 at 4% or $493,531 at 6%; with 100% employer match about $555,223 at 4% or $370,148 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-10$1,046,068$136,342$13,634iApproximate average salary by contribution assumption: employee only about $340,855 at 4% or $227,237 at 6%; with 50% employer match about $227,237 at 4% or $151,491 at 6%; with 100% employer match about $170,428 at 4% or $113,618 at 6%.
O'Reilly, Marsh & Corteselli PC. Cash Balance Plan-7$860,775$307,836$43,977iApproximate average salary by contribution assumption: employee only about $1,099,414 at 4% or $732,943 at 6%; with 50% employer match about $732,943 at 4% or $488,629 at 6%; with 100% employer match about $549,707 at 4% or $366,471 at 6%.
2021211$1,776,937$437,217$39,747iApproximate average salary by contribution assumption: employee only about $993,675 at 4% or $662,450 at 6%; with 50% employer match about $662,450 at 4% or $441,633 at 6%; with 100% employer match about $496,838 at 4% or $331,225 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-11$1,128,898$122,217$11,111iApproximate average salary by contribution assumption: employee only about $277,766 at 4% or $185,177 at 6%; with 50% employer match about $185,177 at 4% or $123,452 at 6%; with 100% employer match about $138,883 at 4% or $92,589 at 6%.
O'Reilly, Marsh & Corteselli PC. Cash Balance Plan-7$648,039$315,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
2020210$1,245,197$423,945$42,395iApproximate average salary by contribution assumption: employee only about $1,059,863 at 4% or $706,575 at 6%; with 50% employer match about $706,575 at 4% or $471,050 at 6%; with 100% employer match about $529,931 at 4% or $353,288 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-10$938,975$117,723$11,772iApproximate average salary by contribution assumption: employee only about $294,308 at 4% or $196,205 at 6%; with 50% employer match about $196,205 at 4% or $130,803 at 6%; with 100% employer match about $147,154 at 4% or $98,103 at 6%.
O'Reilly, Marsh & Corteselli PC. Cash Balance Plan-7$306,222$306,222$43,746iApproximate average salary by contribution assumption: employee only about $1,093,650 at 4% or $729,100 at 6%; with 50% employer match about $729,100 at 4% or $486,067 at 6%; with 100% employer match about $546,825 at 4% or $364,550 at 6%.
201916$735,684$111,756$18,626iApproximate average salary by contribution assumption: employee only about $465,650 at 4% or $310,433 at 6%; with 50% employer match about $310,433 at 4% or $206,956 at 6%; with 100% employer match about $232,825 at 4% or $155,217 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-6$735,684$111,756$18,626iApproximate average salary by contribution assumption: employee only about $465,650 at 4% or $310,433 at 6%; with 50% employer match about $310,433 at 4% or $206,956 at 6%; with 100% employer match about $232,825 at 4% or $155,217 at 6%.
201816$529,417$120,547$20,091iApproximate average salary by contribution assumption: employee only about $502,279 at 4% or $334,853 at 6%; with 50% employer match about $334,853 at 4% or $223,235 at 6%; with 100% employer match about $251,140 at 4% or $167,426 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-6$529,417$120,547$20,091iApproximate average salary by contribution assumption: employee only about $502,279 at 4% or $334,853 at 6%; with 50% employer match about $334,853 at 4% or $223,235 at 6%; with 100% employer match about $251,140 at 4% or $167,426 at 6%.
201716$448,447$44,655$7,443iApproximate average salary by contribution assumption: employee only about $186,063 at 4% or $124,042 at 6%; with 50% employer match about $124,042 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-6$448,447$44,655$7,443iApproximate average salary by contribution assumption: employee only about $186,063 at 4% or $124,042 at 6%; with 50% employer match about $124,042 at 4% or $82,694 at 6%; with 100% employer match about $93,031 at 4% or $62,021 at 6%.
201619$384,215$109,381$12,153iApproximate average salary by contribution assumption: employee only about $303,836 at 4% or $202,557 at 6%; with 50% employer match about $202,557 at 4% or $135,038 at 6%; with 100% employer match about $151,918 at 4% or $101,279 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-9$384,215$109,381$12,153iApproximate average salary by contribution assumption: employee only about $303,836 at 4% or $202,557 at 6%; with 50% employer match about $202,557 at 4% or $135,038 at 6%; with 100% employer match about $151,918 at 4% or $101,279 at 6%.
201518$279,686$35,853$4,482iApproximate average salary by contribution assumption: employee only about $112,041 at 4% or $74,694 at 6%; with 50% employer match about $74,694 at 4% or $49,796 at 6%; with 100% employer match about $56,020 at 4% or $37,347 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-8$279,686$35,853$4,482iApproximate average salary by contribution assumption: employee only about $112,041 at 4% or $74,694 at 6%; with 50% employer match about $74,694 at 4% or $49,796 at 6%; with 100% employer match about $56,020 at 4% or $37,347 at 6%.
2014110$257,592$34,520$3,452iApproximate average salary by contribution assumption: employee only about $86,300 at 4% or $57,533 at 6%; with 50% employer match about $57,533 at 4% or $38,356 at 6%; with 100% employer match about $43,150 at 4% or $28,767 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-10$257,592$34,520$3,452iApproximate average salary by contribution assumption: employee only about $86,300 at 4% or $57,533 at 6%; with 50% employer match about $57,533 at 4% or $38,356 at 6%; with 100% employer match about $43,150 at 4% or $28,767 at 6%.
2013112$216,413$191,181$15,932iApproximate average salary by contribution assumption: employee only about $398,294 at 4% or $265,529 at 6%; with 50% employer match about $265,529 at 4% or $177,019 at 6%; with 100% employer match about $199,147 at 4% or $132,765 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-12$216,413$191,181$15,932iApproximate average salary by contribution assumption: employee only about $398,294 at 4% or $265,529 at 6%; with 50% employer match about $265,529 at 4% or $177,019 at 6%; with 100% employer match about $199,147 at 4% or $132,765 at 6%.
201213$13,500$13,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
O'REILLY, MARSH & CORTESELLI P.C. 401(K) PLAN-3$13,500$13,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
200910$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-----
200712$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
200612$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
200512$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
200412$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
200312$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
200212$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
200112$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
200012$0$0-
Oreilly, Marsh & Corteselli PC. Pension Plan-2---
1999110$1,063,184$154,563$15,456iApproximate average salary by contribution assumption: employee only about $386,408 at 4% or $257,605 at 6%; with 50% employer match about $257,605 at 4% or $171,737 at 6%; with 100% employer match about $193,204 at 4% or $128,803 at 6%.
Oreilly, Marsh & Corteselli PC. Pension Plan-10$1,063,184$154,563$15,456iApproximate average salary by contribution assumption: employee only about $386,408 at 4% or $257,605 at 6%; with 50% employer match about $257,605 at 4% or $171,737 at 6%; with 100% employer match about $193,204 at 4% or $128,803 at 6%.