Civic Intelligence

The O'Connor Group

Plan context: The O'Connor Group 401(K) Profit Sharing Plan

EIN 26-2214722 • King Of Prussia, PA • 13 filings • 3 plans

3700 Horizon Drive - Suite 100King Of Prussia, PA 19406
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$3,094,357

2024 Contributions

$575,251

Historical Graphs

Total Assets Over Time

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

$3,094,357$1,547,179$0201220182024YearValue
$3,094,357Latest year 2024

Participants Over Time

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

65330201220182024YearValue
59Latest year 2024

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
2024159$3,094,357$575,251$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,334 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-59$3,094,357$575,251$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,334 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
2023165$2,842,001$676,478$10,407iApproximate average salary by contribution assumption: employee only about $260,184 at 4% or $173,456 at 6%; with 50% employer match about $173,456 at 4% or $115,637 at 6%; with 100% employer match about $130,092 at 4% or $86,728 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-65$2,842,001$676,478$10,407iApproximate average salary by contribution assumption: employee only about $260,184 at 4% or $173,456 at 6%; with 50% employer match about $173,456 at 4% or $115,637 at 6%; with 100% employer match about $130,092 at 4% or $86,728 at 6%.
2022156$1,875,064$487,653$8,708iApproximate average salary by contribution assumption: employee only about $217,702 at 4% or $145,135 at 6%; with 50% employer match about $145,135 at 4% or $96,757 at 6%; with 100% employer match about $108,851 at 4% or $72,567 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-56$1,875,064$487,653$8,708iApproximate average salary by contribution assumption: employee only about $217,702 at 4% or $145,135 at 6%; with 50% employer match about $145,135 at 4% or $96,757 at 6%; with 100% employer match about $108,851 at 4% or $72,567 at 6%.
2021128$1,713,530$121,023$4,322iApproximate average salary by contribution assumption: employee only about $108,056 at 4% or $72,038 at 6%; with 50% employer match about $72,038 at 4% or $48,025 at 6%; with 100% employer match about $54,028 at 4% or $36,019 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-28$1,713,530$121,023$4,322iApproximate average salary by contribution assumption: employee only about $108,056 at 4% or $72,038 at 6%; with 50% employer match about $72,038 at 4% or $48,025 at 6%; with 100% employer match about $54,028 at 4% or $36,019 at 6%.
2020128$1,562,134$280,802$10,029iApproximate average salary by contribution assumption: employee only about $250,716 at 4% or $167,144 at 6%; with 50% employer match about $167,144 at 4% or $111,429 at 6%; with 100% employer match about $125,358 at 4% or $83,572 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-28$1,562,134$280,802$10,029iApproximate average salary by contribution assumption: employee only about $250,716 at 4% or $167,144 at 6%; with 50% employer match about $167,144 at 4% or $111,429 at 6%; with 100% employer match about $125,358 at 4% or $83,572 at 6%.
2019121$1,112,036$198,238$9,440iApproximate average salary by contribution assumption: employee only about $235,998 at 4% or $157,332 at 6%; with 50% employer match about $157,332 at 4% or $104,888 at 6%; with 100% employer match about $117,999 at 4% or $78,666 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-21$1,112,036$198,238$9,440iApproximate average salary by contribution assumption: employee only about $235,998 at 4% or $157,332 at 6%; with 50% employer match about $157,332 at 4% or $104,888 at 6%; with 100% employer match about $117,999 at 4% or $78,666 at 6%.
2018116$970,232$160,101$10,006iApproximate average salary by contribution assumption: employee only about $250,158 at 4% or $166,772 at 6%; with 50% employer match about $166,772 at 4% or $111,181 at 6%; with 100% employer match about $125,079 at 4% or $83,386 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-16$970,232$160,101$10,006iApproximate average salary by contribution assumption: employee only about $250,158 at 4% or $166,772 at 6%; with 50% employer match about $166,772 at 4% or $111,181 at 6%; with 100% employer match about $125,079 at 4% or $83,386 at 6%.
2017116$934,390$103,680$6,480iApproximate average salary by contribution assumption: employee only about $162,000 at 4% or $108,000 at 6%; with 50% employer match about $108,000 at 4% or $72,000 at 6%; with 100% employer match about $81,000 at 4% or $54,000 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-16$934,390$103,680$6,480iApproximate average salary by contribution assumption: employee only about $162,000 at 4% or $108,000 at 6%; with 50% employer match about $108,000 at 4% or $72,000 at 6%; with 100% employer match about $81,000 at 4% or $54,000 at 6%.
2016115$731,954$123,450$8,230iApproximate average salary by contribution assumption: employee only about $205,750 at 4% or $137,167 at 6%; with 50% employer match about $137,167 at 4% or $91,444 at 6%; with 100% employer match about $102,875 at 4% or $68,583 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-15$731,954$123,450$8,230iApproximate average salary by contribution assumption: employee only about $205,750 at 4% or $137,167 at 6%; with 50% employer match about $137,167 at 4% or $91,444 at 6%; with 100% employer match about $102,875 at 4% or $68,583 at 6%.
2015113$582,614$217,095$16,700iApproximate average salary by contribution assumption: employee only about $417,490 at 4% or $278,327 at 6%; with 50% employer match about $278,327 at 4% or $185,551 at 6%; with 100% employer match about $208,745 at 4% or $139,163 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-13$582,614$217,095$16,700iApproximate average salary by contribution assumption: employee only about $417,490 at 4% or $278,327 at 6%; with 50% employer match about $278,327 at 4% or $185,551 at 6%; with 100% employer match about $208,745 at 4% or $139,163 at 6%.
201418$371,698$102,827$12,853iApproximate average salary by contribution assumption: employee only about $321,334 at 4% or $214,223 at 6%; with 50% employer match about $214,223 at 4% or $142,815 at 6%; with 100% employer match about $160,667 at 4% or $107,111 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-8$371,698$102,827$12,853iApproximate average salary by contribution assumption: employee only about $321,334 at 4% or $214,223 at 6%; with 50% employer match about $214,223 at 4% or $142,815 at 6%; with 100% employer match about $160,667 at 4% or $107,111 at 6%.
201314$258,923$172,961$43,240iApproximate average salary by contribution assumption: employee only about $1,081,006 at 4% or $720,671 at 6%; with 50% employer match about $720,671 at 4% or $480,447 at 6%; with 100% employer match about $540,503 at 4% or $360,335 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-4$258,923$172,961$43,240iApproximate average salary by contribution assumption: employee only about $1,081,006 at 4% or $720,671 at 6%; with 50% employer match about $720,671 at 4% or $480,447 at 6%; with 100% employer match about $540,503 at 4% or $360,335 at 6%.
201212$61,972$61,972$30,986iApproximate average salary by contribution assumption: employee only about $774,650 at 4% or $516,433 at 6%; with 50% employer match about $516,433 at 4% or $344,289 at 6%; with 100% employer match about $387,325 at 4% or $258,217 at 6%.
The O'Connor Group 401(K) Profit Sharing Plan-2$61,972$61,972$30,986iApproximate average salary by contribution assumption: employee only about $774,650 at 4% or $516,433 at 6%; with 50% employer match about $516,433 at 4% or $344,289 at 6%; with 100% employer match about $387,325 at 4% or $258,217 at 6%.
The O'Connor Group | EIN 26-2214722 | 2024 Form 5500 Company Profile