O'Connor & O'Connor
Plan context: O'Connor & O'Connor 401(K) Plan
EIN 14-1656724 • Albany, NY • 9 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$966,916
2023 Contributions
$96,596
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| O'Connor & O'Connor 401(K) Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 5 | $966,916 | $96,596 | $19,319iApproximate average salary by contribution assumption: employee only about $482,980 at 4% or $321,987 at 6%; with 50% employer match about $321,987 at 4% or $214,658 at 6%; with 100% employer match about $241,490 at 4% or $160,993 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 5 | $966,916 | $96,596 | $19,319iApproximate average salary by contribution assumption: employee only about $482,980 at 4% or $321,987 at 6%; with 50% employer match about $321,987 at 4% or $214,658 at 6%; with 100% employer match about $241,490 at 4% or $160,993 at 6%. |
| 2021 | 1 | 6 | $1,039,896 | $118,945 | $19,824iApproximate average salary by contribution assumption: employee only about $495,604 at 4% or $330,403 at 6%; with 50% employer match about $330,403 at 4% or $220,269 at 6%; with 100% employer match about $247,802 at 4% or $165,201 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 6 | $1,039,896 | $118,945 | $19,824iApproximate average salary by contribution assumption: employee only about $495,604 at 4% or $330,403 at 6%; with 50% employer match about $330,403 at 4% or $220,269 at 6%; with 100% employer match about $247,802 at 4% or $165,201 at 6%. |
| 2020 | 1 | 7 | $815,810 | $118,962 | $16,995iApproximate average salary by contribution assumption: employee only about $424,864 at 4% or $283,243 at 6%; with 50% employer match about $283,243 at 4% or $188,829 at 6%; with 100% employer match about $212,432 at 4% or $141,621 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 7 | $815,810 | $118,962 | $16,995iApproximate average salary by contribution assumption: employee only about $424,864 at 4% or $283,243 at 6%; with 50% employer match about $283,243 at 4% or $188,829 at 6%; with 100% employer match about $212,432 at 4% or $141,621 at 6%. |
| 2019 | 1 | 6 | $597,660 | $118,017 | $19,670iApproximate average salary by contribution assumption: employee only about $491,738 at 4% or $327,825 at 6%; with 50% employer match about $327,825 at 4% or $218,550 at 6%; with 100% employer match about $245,869 at 4% or $163,913 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 6 | $597,660 | $118,017 | $19,670iApproximate average salary by contribution assumption: employee only about $491,738 at 4% or $327,825 at 6%; with 50% employer match about $327,825 at 4% or $218,550 at 6%; with 100% employer match about $245,869 at 4% or $163,913 at 6%. |
| 2018 | 1 | 7 | $395,597 | $113,141 | $16,163iApproximate average salary by contribution assumption: employee only about $404,075 at 4% or $269,383 at 6%; with 50% employer match about $269,383 at 4% or $179,589 at 6%; with 100% employer match about $202,038 at 4% or $134,692 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 7 | $395,597 | $113,141 | $16,163iApproximate average salary by contribution assumption: employee only about $404,075 at 4% or $269,383 at 6%; with 50% employer match about $269,383 at 4% or $179,589 at 6%; with 100% employer match about $202,038 at 4% or $134,692 at 6%. |
| 2017 | 1 | 6 | $314,909 | $112,660 | $18,777iApproximate average salary by contribution assumption: employee only about $469,417 at 4% or $312,944 at 6%; with 50% employer match about $312,944 at 4% or $208,630 at 6%; with 100% employer match about $234,708 at 4% or $156,472 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 6 | $314,909 | $112,660 | $18,777iApproximate average salary by contribution assumption: employee only about $469,417 at 4% or $312,944 at 6%; with 50% employer match about $312,944 at 4% or $208,630 at 6%; with 100% employer match about $234,708 at 4% or $156,472 at 6%. |
| 2016 | 1 | 5 | $168,688 | $81,059 | $16,212iApproximate average salary by contribution assumption: employee only about $405,295 at 4% or $270,197 at 6%; with 50% employer match about $270,197 at 4% or $180,131 at 6%; with 100% employer match about $202,648 at 4% or $135,098 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 5 | $168,688 | $81,059 | $16,212iApproximate average salary by contribution assumption: employee only about $405,295 at 4% or $270,197 at 6%; with 50% employer match about $270,197 at 4% or $180,131 at 6%; with 100% employer match about $202,648 at 4% or $135,098 at 6%. |
| 2015 | 1 | 5 | $77,867 | $80,195 | $16,039iApproximate average salary by contribution assumption: employee only about $400,975 at 4% or $267,317 at 6%; with 50% employer match about $267,317 at 4% or $178,211 at 6%; with 100% employer match about $200,488 at 4% or $133,658 at 6%. |
| O'Connor & O'Connor 401(K) Plan | - | 5 | $77,867 | $80,195 | $16,039iApproximate average salary by contribution assumption: employee only about $400,975 at 4% or $267,317 at 6%; with 50% employer match about $267,317 at 4% or $178,211 at 6%; with 100% employer match about $200,488 at 4% or $133,658 at 6%. |