Civic Intelligence

O'Brien Smiles PLLC

Plan context: O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust

EIN 27-1135326 • Lakewood, FL • 11 filings • 1 plans

8936 77th Terrace EastSuite 103Lakewood, FL 34202
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$580,196

2024 Contributions

$27,645

Historical Graphs

Total Assets Over Time

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

$580,196$290,098$0201420192024YearValue
$580,196Latest year 2024

Participants Over Time

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

320201420192024YearValue
1Latest 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
202411$580,196$27,645$27,645iApproximate average salary by contribution assumption: employee only about $691,125 at 4% or $460,750 at 6%; with 50% employer match about $460,750 at 4% or $307,167 at 6%; with 100% employer match about $345,563 at 4% or $230,375 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-1$580,196$27,645$27,645iApproximate average salary by contribution assumption: employee only about $691,125 at 4% or $460,750 at 6%; with 50% employer match about $460,750 at 4% or $307,167 at 6%; with 100% employer match about $345,563 at 4% or $230,375 at 6%.
202311$459,217$22,537$22,537iApproximate average salary by contribution assumption: employee only about $563,425 at 4% or $375,617 at 6%; with 50% employer match about $375,617 at 4% or $250,411 at 6%; with 100% employer match about $281,713 at 4% or $187,808 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-1$459,217$22,537$22,537iApproximate average salary by contribution assumption: employee only about $563,425 at 4% or $375,617 at 6%; with 50% employer match about $375,617 at 4% or $250,411 at 6%; with 100% employer match about $281,713 at 4% or $187,808 at 6%.
202211$389,967$20,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-1$389,967$20,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
202113$381,014$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-3$381,014$19,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
202011$307,333$25,112$25,112iApproximate average salary by contribution assumption: employee only about $627,800 at 4% or $418,533 at 6%; with 50% employer match about $418,533 at 4% or $279,022 at 6%; with 100% employer match about $313,900 at 4% or $209,267 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-1$307,333$25,112$25,112iApproximate average salary by contribution assumption: employee only about $627,800 at 4% or $418,533 at 6%; with 50% employer match about $418,533 at 4% or $279,022 at 6%; with 100% employer match about $313,900 at 4% or $209,267 at 6%.
201911$329,033$39,102$39,102iApproximate average salary by contribution assumption: employee only about $977,550 at 4% or $651,700 at 6%; with 50% employer match about $651,700 at 4% or $434,467 at 6%; with 100% employer match about $488,775 at 4% or $325,850 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-1$329,033$39,102$39,102iApproximate average salary by contribution assumption: employee only about $977,550 at 4% or $651,700 at 6%; with 50% employer match about $651,700 at 4% or $434,467 at 6%; with 100% employer match about $488,775 at 4% or $325,850 at 6%.
201812$243,405$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-2$243,405$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201712$239,231$54,068$27,034iApproximate average salary by contribution assumption: employee only about $675,850 at 4% or $450,567 at 6%; with 50% employer match about $450,567 at 4% or $300,378 at 6%; with 100% employer match about $337,925 at 4% or $225,283 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-2$239,231$54,068$27,034iApproximate average salary by contribution assumption: employee only about $675,850 at 4% or $450,567 at 6%; with 50% employer match about $450,567 at 4% or $300,378 at 6%; with 100% employer match about $337,925 at 4% or $225,283 at 6%.
201613$230,488$95,279$31,760iApproximate average salary by contribution assumption: employee only about $793,992 at 4% or $529,328 at 6%; with 50% employer match about $529,328 at 4% or $352,885 at 6%; with 100% employer match about $396,996 at 4% or $264,664 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-3$230,488$95,279$31,760iApproximate average salary by contribution assumption: employee only about $793,992 at 4% or $529,328 at 6%; with 50% employer match about $529,328 at 4% or $352,885 at 6%; with 100% employer match about $396,996 at 4% or $264,664 at 6%.
201513$120,276$79,653$26,551iApproximate average salary by contribution assumption: employee only about $663,775 at 4% or $442,517 at 6%; with 50% employer match about $442,517 at 4% or $295,011 at 6%; with 100% employer match about $331,888 at 4% or $221,258 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-3$120,276$79,653$26,551iApproximate average salary by contribution assumption: employee only about $663,775 at 4% or $442,517 at 6%; with 50% employer match about $442,517 at 4% or $295,011 at 6%; with 100% employer match about $331,888 at 4% or $221,258 at 6%.
201413$41,078$41,081$13,694iApproximate average salary by contribution assumption: employee only about $342,342 at 4% or $228,228 at 6%; with 50% employer match about $228,228 at 4% or $152,152 at 6%; with 100% employer match about $171,171 at 4% or $114,114 at 6%.
O'Brien Smiles PLLC 401(K) Profit Sharing Plan and Trust-3$41,078$41,081$13,694iApproximate average salary by contribution assumption: employee only about $342,342 at 4% or $228,228 at 6%; with 50% employer match about $228,228 at 4% or $152,152 at 6%; with 100% employer match about $171,171 at 4% or $114,114 at 6%.