James R. Obrien Inc.
Plan context: James R. Obrien Inc. 401K Profit Sharing Plan & Trust
EIN 14-1538931 • Ballston Spa, NY • 16 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,588
2024 Contributions
$1,481
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,588 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $2,588 | - | - |
| 2022 | 1 | 3 | $2,174 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $2,174 | - | - |
| 2021 | 1 | 3 | $2,407 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $2,407 | - | - |
| 2020 | 1 | 3 | $2,217 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $2,217 | - | - |
| 2019 | 1 | 3 | $1,207 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $1,207 | - | - |
| 2018 | 1 | 3 | $983 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $983 | - | - |
| 2017 | 1 | 3 | $1,064 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $1,064 | - | - |
| 2016 | 1 | 3 | $918 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $918 | - | - |
| 2015 | 1 | 3 | $851 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $851 | - | - |
| 2014 | 1 | 3 | $862 | $0 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $862 | - | - |
| 2013 | 1 | 3 | $807 | $1,481 | $494iApproximate average salary by contribution assumption: employee only about $12,342 at 4% or $8,228 at 6%; with 50% employer match about $8,228 at 4% or $5,485 at 6%; with 100% employer match about $6,171 at 4% or $4,114 at 6%. |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $807 | $1,481 | $494iApproximate average salary by contribution assumption: employee only about $12,342 at 4% or $8,228 at 6%; with 50% employer match about $8,228 at 4% or $5,485 at 6%; with 100% employer match about $6,171 at 4% or $4,114 at 6%. |
| 2012 | 1 | 0 | $0 | $29,478 | - |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 0 | $0 | $29,478 | - |
| 2011 | 1 | 3 | $387,726 | $34,249 | $11,416iApproximate average salary by contribution assumption: employee only about $285,408 at 4% or $190,272 at 6%; with 50% employer match about $190,272 at 4% or $126,848 at 6%; with 100% employer match about $142,704 at 4% or $95,136 at 6%. |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 3 | $387,726 | $34,249 | $11,416iApproximate average salary by contribution assumption: employee only about $285,408 at 4% or $190,272 at 6%; with 50% employer match about $190,272 at 4% or $126,848 at 6%; with 100% employer match about $142,704 at 4% or $95,136 at 6%. |
| 2009 | 2 | 4 | $500,045 | $75,393 | $18,848iApproximate average salary by contribution assumption: employee only about $471,206 at 4% or $314,138 at 6%; with 50% employer match about $314,138 at 4% or $209,425 at 6%; with 100% employer match about $235,603 at 4% or $157,069 at 6%. |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 2 | $268,749 | $38,498 | $19,249iApproximate average salary by contribution assumption: employee only about $481,225 at 4% or $320,817 at 6%; with 50% employer match about $320,817 at 4% or $213,878 at 6%; with 100% employer match about $240,613 at 4% or $160,408 at 6%. |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 4 | $231,296 | $36,895 | $9,224iApproximate average salary by contribution assumption: employee only about $230,594 at 4% or $153,729 at 6%; with 50% employer match about $153,729 at 4% or $102,486 at 6%; with 100% employer match about $115,297 at 4% or $76,865 at 6%. |
| 2005 | 1 | 6 | $133,665 | $33,304 | $5,551iApproximate average salary by contribution assumption: employee only about $138,767 at 4% or $92,511 at 6%; with 50% employer match about $92,511 at 4% or $61,674 at 6%; with 100% employer match about $69,383 at 4% or $46,256 at 6%. |
| James R. Obrien Inc. 401K Profit Sharing Plan & Trust | - | 6 | $133,665 | $33,304 | $5,551iApproximate average salary by contribution assumption: employee only about $138,767 at 4% or $92,511 at 6%; with 50% employer match about $92,511 at 4% or $61,674 at 6%; with 100% employer match about $69,383 at 4% or $46,256 at 6%. |