J.W. Oconnor & Co. Inc.
Plan context: J.W. Oconnor & Co.Inc. 401K Plan
EIN 13-3492582 • 7 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
39
2005 Assets
$5,913,913
2005 Contributions
$479,068
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 39 | $5,913,913 | $479,068 | $12,284iApproximate average salary by contribution assumption: employee only about $307,095 at 4% or $204,730 at 6%; with 50% employer match about $204,730 at 4% or $136,487 at 6%; with 100% employer match about $153,547 at 4% or $102,365 at 6%. |
| J.W. Oconnor & Co.Inc. 401K Plan | - | 39 | $5,913,913 | $479,068 | $12,284iApproximate average salary by contribution assumption: employee only about $307,095 at 4% or $204,730 at 6%; with 50% employer match about $204,730 at 4% or $136,487 at 6%; with 100% employer match about $153,547 at 4% or $102,365 at 6%. |
| 2004 | 1 | 39 | $5,151,500 | $819,985 | $21,025iApproximate average salary by contribution assumption: employee only about $525,631 at 4% or $350,421 at 6%; with 50% employer match about $350,421 at 4% or $233,614 at 6%; with 100% employer match about $262,816 at 4% or $175,210 at 6%. |
| J.W. Oconnor & Co.Inc. 401K Plan | - | 39 | $5,151,500 | $819,985 | $21,025iApproximate average salary by contribution assumption: employee only about $525,631 at 4% or $350,421 at 6%; with 50% employer match about $350,421 at 4% or $233,614 at 6%; with 100% employer match about $262,816 at 4% or $175,210 at 6%. |
| 2003 | 1 | 43 | $4,538,751 | $425,223 | $9,889iApproximate average salary by contribution assumption: employee only about $247,223 at 4% or $164,815 at 6%; with 50% employer match about $164,815 at 4% or $109,877 at 6%; with 100% employer match about $123,611 at 4% or $82,408 at 6%. |
| J.W. Oconnor & Co.Inc. 401K Plan | - | 43 | $4,538,751 | $425,223 | $9,889iApproximate average salary by contribution assumption: employee only about $247,223 at 4% or $164,815 at 6%; with 50% employer match about $164,815 at 4% or $109,877 at 6%; with 100% employer match about $123,611 at 4% or $82,408 at 6%. |
| 2002 | 1 | 39 | $0 | $0 | - |
| J.W. Oconnor & Co.Inc. 401K Plan | - | 39 | - | - | - |
| 2001 | 1 | 47 | $0 | $0 | - |
| J.W. Oconnor & Co.Inc. 401K Plan | - | 47 | - | - | - |
| 2000 | 1 | 48 | $5,182,664 | $409,515 | $8,532iApproximate average salary by contribution assumption: employee only about $213,289 at 4% or $142,193 at 6%; with 50% employer match about $142,193 at 4% or $94,795 at 6%; with 100% employer match about $106,645 at 4% or $71,096 at 6%. |
| J.W. Oconnor & Co.Inc. 401K Plan | - | 48 | $5,182,664 | $409,515 | $8,532iApproximate average salary by contribution assumption: employee only about $213,289 at 4% or $142,193 at 6%; with 50% employer match about $142,193 at 4% or $94,795 at 6%; with 100% employer match about $106,645 at 4% or $71,096 at 6%. |
| 1999 | 1 | 47 | $6,091,481 | $634,846 | $13,507iApproximate average salary by contribution assumption: employee only about $337,684 at 4% or $225,123 at 6%; with 50% employer match about $225,123 at 4% or $150,082 at 6%; with 100% employer match about $168,842 at 4% or $112,561 at 6%. |
| J.W. Oconnor & Co.Inc. 401K Plan | - | 47 | $6,091,481 | $634,846 | $13,507iApproximate average salary by contribution assumption: employee only about $337,684 at 4% or $225,123 at 6%; with 50% employer match about $225,123 at 4% or $150,082 at 6%; with 100% employer match about $168,842 at 4% or $112,561 at 6%. |