Robison, Curphey & O'Connell LLC
Plan context: Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust
EIN 34-4437851 • Toledo, OH • 47 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
64
2024 Assets
$24,503,196
2024 Contributions
$940,671
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 | 2 | 64 | $24,503,196 | $940,671 | $14,698iApproximate average salary by contribution assumption: employee only about $367,450 at 4% or $244,966 at 6%; with 50% employer match about $244,966 at 4% or $163,311 at 6%; with 100% employer match about $183,725 at 4% or $122,483 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 64 | $24,453,796 | $929,576 | $14,525iApproximate average salary by contribution assumption: employee only about $363,116 at 4% or $242,077 at 6%; with 50% employer match about $242,077 at 4% or $161,385 at 6%; with 100% employer match about $181,558 at 4% or $121,039 at 6%. |
| Robison, Curphey & O'Connell Associates' 401(K) Plan | - | 5 | $49,400 | $11,095 | $2,219iApproximate average salary by contribution assumption: employee only about $55,475 at 4% or $36,983 at 6%; with 50% employer match about $36,983 at 4% or $24,656 at 6%; with 100% employer match about $27,738 at 4% or $18,492 at 6%. |
| 2023 | 2 | 58 | $20,461,495 | $691,045 | $11,915iApproximate average salary by contribution assumption: employee only about $297,864 at 4% or $198,576 at 6%; with 50% employer match about $198,576 at 4% or $132,384 at 6%; with 100% employer match about $148,932 at 4% or $99,288 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 58 | $20,207,021 | $642,819 | $11,083iApproximate average salary by contribution assumption: employee only about $277,077 at 4% or $184,718 at 6%; with 50% employer match about $184,718 at 4% or $123,145 at 6%; with 100% employer match about $138,539 at 4% or $92,359 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 11 | $254,474 | $48,226 | $4,384iApproximate average salary by contribution assumption: employee only about $109,605 at 4% or $73,070 at 6%; with 50% employer match about $73,070 at 4% or $48,713 at 6%; with 100% employer match about $54,802 at 4% or $36,535 at 6%. |
| 2022 | 2 | 53 | $17,008,668 | $670,943 | $12,659iApproximate average salary by contribution assumption: employee only about $316,483 at 4% or $210,988 at 6%; with 50% employer match about $210,988 at 4% or $140,659 at 6%; with 100% employer match about $158,241 at 4% or $105,494 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 53 | $16,837,246 | $648,587 | $12,237iApproximate average salary by contribution assumption: employee only about $305,937 at 4% or $203,958 at 6%; with 50% employer match about $203,958 at 4% or $135,972 at 6%; with 100% employer match about $152,969 at 4% or $101,979 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 7 | $171,422 | $22,356 | $3,194iApproximate average salary by contribution assumption: employee only about $79,843 at 4% or $53,229 at 6%; with 50% employer match about $53,229 at 4% or $35,486 at 6%; with 100% employer match about $39,921 at 4% or $26,614 at 6%. |
| 2021 | 2 | 54 | $22,333,601 | $704,148 | $13,040iApproximate average salary by contribution assumption: employee only about $325,994 at 4% or $217,330 at 6%; with 50% employer match about $217,330 at 4% or $144,886 at 6%; with 100% employer match about $162,997 at 4% or $108,665 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 54 | $22,140,624 | $678,451 | $12,564iApproximate average salary by contribution assumption: employee only about $314,098 at 4% or $209,398 at 6%; with 50% employer match about $209,398 at 4% or $139,599 at 6%; with 100% employer match about $157,049 at 4% or $104,699 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 8 | $192,977 | $25,697 | $3,212iApproximate average salary by contribution assumption: employee only about $80,303 at 4% or $53,535 at 6%; with 50% employer match about $53,535 at 4% or $35,690 at 6%; with 100% employer match about $40,152 at 4% or $26,768 at 6%. |
| 2020 | 2 | 56 | $21,878,522 | $760,846 | $13,587iApproximate average salary by contribution assumption: employee only about $339,663 at 4% or $226,442 at 6%; with 50% employer match about $226,442 at 4% or $150,962 at 6%; with 100% employer match about $169,832 at 4% or $113,221 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 56 | $21,731,255 | $736,443 | $13,151iApproximate average salary by contribution assumption: employee only about $328,769 at 4% or $219,179 at 6%; with 50% employer match about $219,179 at 4% or $146,120 at 6%; with 100% employer match about $164,385 at 4% or $109,590 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 8 | $147,267 | $24,403 | $3,050iApproximate average salary by contribution assumption: employee only about $76,259 at 4% or $50,840 at 6%; with 50% employer match about $50,840 at 4% or $33,893 at 6%; with 100% employer match about $38,130 at 4% or $25,420 at 6%. |
| 2019 | 2 | 63 | $19,958,990 | $872,227 | $13,845iApproximate average salary by contribution assumption: employee only about $346,122 at 4% or $230,748 at 6%; with 50% employer match about $230,748 at 4% or $153,832 at 6%; with 100% employer match about $173,061 at 4% or $115,374 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 63 | $19,857,042 | $861,549 | $13,675iApproximate average salary by contribution assumption: employee only about $341,885 at 4% or $227,923 at 6%; with 50% employer match about $227,923 at 4% or $151,949 at 6%; with 100% employer match about $170,942 at 4% or $113,962 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 6 | $101,948 | $10,678 | $1,780iApproximate average salary by contribution assumption: employee only about $44,492 at 4% or $29,661 at 6%; with 50% employer match about $29,661 at 4% or $19,774 at 6%; with 100% employer match about $22,246 at 4% or $14,831 at 6%. |
| 2018 | 2 | 60 | $18,236,270 | $853,761 | $14,229iApproximate average salary by contribution assumption: employee only about $355,734 at 4% or $237,156 at 6%; with 50% employer match about $237,156 at 4% or $158,104 at 6%; with 100% employer match about $177,867 at 4% or $118,578 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 60 | $18,086,602 | $840,742 | $14,012iApproximate average salary by contribution assumption: employee only about $350,309 at 4% or $233,539 at 6%; with 50% employer match about $233,539 at 4% or $155,693 at 6%; with 100% employer match about $175,155 at 4% or $116,770 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 7 | $149,668 | $13,019 | $1,860iApproximate average salary by contribution assumption: employee only about $46,496 at 4% or $30,998 at 6%; with 50% employer match about $30,998 at 4% or $20,665 at 6%; with 100% employer match about $23,248 at 4% or $15,499 at 6%. |
| 2017 | 2 | 0 | $19,969,761 | $746,385 | - |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 0 | $19,827,747 | $735,332 | - |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 0 | $142,014 | $11,053 | - |
| 2016 | 2 | 0 | $17,092,715 | $782,193 | - |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 0 | $16,978,270 | $771,389 | - |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 0 | $114,445 | $10,804 | - |
| 2015 | 2 | 5 | $15,666,081 | $700,989 | $140,198iApproximate average salary by contribution assumption: employee only about $3,504,945 at 4% or $2,336,630 at 6%; with 50% employer match about $2,336,630 at 4% or $1,557,753 at 6%; with 100% employer match about $1,752,472 at 4% or $1,168,315 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 0 | $15,551,115 | $685,561 | - |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 5 | $114,966 | $15,428 | $3,086iApproximate average salary by contribution assumption: employee only about $77,140 at 4% or $51,427 at 6%; with 50% employer match about $51,427 at 4% or $34,284 at 6%; with 100% employer match about $38,570 at 4% or $25,713 at 6%. |
| 2014 | 2 | 62 | $15,888,636 | $740,844 | $11,949iApproximate average salary by contribution assumption: employee only about $298,727 at 4% or $199,152 at 6%; with 50% employer match about $199,152 at 4% or $132,768 at 6%; with 100% employer match about $149,364 at 4% or $99,576 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 62 | $15,790,137 | $727,891 | $11,740iApproximate average salary by contribution assumption: employee only about $293,504 at 4% or $195,670 at 6%; with 50% employer match about $195,670 at 4% or $130,446 at 6%; with 100% employer match about $146,752 at 4% or $97,835 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 4 | $98,499 | $12,953 | $3,238iApproximate average salary by contribution assumption: employee only about $80,956 at 4% or $53,971 at 6%; with 50% employer match about $53,971 at 4% or $35,981 at 6%; with 100% employer match about $40,478 at 4% or $26,985 at 6%. |
| 2013 | 2 | 64 | $16,753,206 | $829,547 | $12,962iApproximate average salary by contribution assumption: employee only about $324,042 at 4% or $216,028 at 6%; with 50% employer match about $216,028 at 4% or $144,019 at 6%; with 100% employer match about $162,021 at 4% or $108,014 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 64 | $16,672,999 | $810,974 | $12,671iApproximate average salary by contribution assumption: employee only about $316,787 at 4% or $211,191 at 6%; with 50% employer match about $211,191 at 4% or $140,794 at 6%; with 100% employer match about $158,393 at 4% or $105,596 at 6%. |
| Robison, Curphey & O'Connell Associates' 401(K) Plan | - | 4 | $80,207 | $18,573 | $4,643iApproximate average salary by contribution assumption: employee only about $116,081 at 4% or $77,388 at 6%; with 50% employer match about $77,388 at 4% or $51,592 at 6%; with 100% employer match about $58,041 at 4% or $38,694 at 6%. |
| 2012 | 2 | 64 | $16,012,968 | $888,381 | $13,881iApproximate average salary by contribution assumption: employee only about $347,024 at 4% or $231,349 at 6%; with 50% employer match about $231,349 at 4% or $154,233 at 6%; with 100% employer match about $173,512 at 4% or $115,675 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 64 | $15,908,286 | $847,501 | $13,242iApproximate average salary by contribution assumption: employee only about $331,055 at 4% or $220,703 at 6%; with 50% employer match about $220,703 at 4% or $147,136 at 6%; with 100% employer match about $165,528 at 4% or $110,352 at 6%. |
| Robison, Curphey & O'Connell Associates' 401(K) Plan | - | 5 | $104,682 | $40,880 | $8,176iApproximate average salary by contribution assumption: employee only about $204,400 at 4% or $136,267 at 6%; with 50% employer match about $136,267 at 4% or $90,844 at 6%; with 100% employer match about $102,200 at 4% or $68,133 at 6%. |
| 2011 | 4 | 64 | $31,673,354 | $1,514,267 | $23,660iApproximate average salary by contribution assumption: employee only about $591,511 at 4% or $394,340 at 6%; with 50% employer match about $394,340 at 4% or $262,894 at 6%; with 100% employer match about $295,755 at 4% or $197,170 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 45 | $16,961,783 | $771,972 | $17,155iApproximate average salary by contribution assumption: employee only about $428,873 at 4% or $285,916 at 6%; with 50% employer match about $285,916 at 4% or $190,610 at 6%; with 100% employer match about $214,437 at 4% or $142,958 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 64 | $14,409,902 | $676,447 | $10,569iApproximate average salary by contribution assumption: employee only about $264,237 at 4% or $176,158 at 6%; with 50% employer match about $176,158 at 4% or $117,439 at 6%; with 100% employer match about $132,119 at 4% or $88,079 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 8 | $203,815 | $35,954 | $4,494iApproximate average salary by contribution assumption: employee only about $112,356 at 4% or $74,904 at 6%; with 50% employer match about $74,904 at 4% or $49,936 at 6%; with 100% employer match about $56,178 at 4% or $37,452 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 8 | $97,854 | $29,894 | $3,737iApproximate average salary by contribution assumption: employee only about $93,419 at 4% or $62,279 at 6%; with 50% employer match about $62,279 at 4% or $41,519 at 6%; with 100% employer match about $46,709 at 4% or $31,140 at 6%. |
| 2010 | 2 | 64 | $15,635,656 | $706,830 | $11,044iApproximate average salary by contribution assumption: employee only about $276,105 at 4% or $184,070 at 6%; with 50% employer match about $184,070 at 4% or $122,714 at 6%; with 100% employer match about $138,053 at 4% or $92,035 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 64 | $15,566,957 | $677,016 | $10,578iApproximate average salary by contribution assumption: employee only about $264,459 at 4% or $176,306 at 6%; with 50% employer match about $176,306 at 4% or $117,538 at 6%; with 100% employer match about $132,230 at 4% or $88,153 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 8 | $68,699 | $29,814 | $3,727iApproximate average salary by contribution assumption: employee only about $93,169 at 4% or $62,113 at 6%; with 50% employer match about $62,113 at 4% or $41,408 at 6%; with 100% employer match about $46,584 at 4% or $31,056 at 6%. |
| 2009 | 2 | 53 | $14,877,714 | $956,278 | $18,043iApproximate average salary by contribution assumption: employee only about $451,075 at 4% or $300,716 at 6%; with 50% employer match about $300,716 at 4% or $200,478 at 6%; with 100% employer match about $225,537 at 4% or $150,358 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 53 | $14,819,022 | $944,996 | $17,830iApproximate average salary by contribution assumption: employee only about $445,753 at 4% or $297,169 at 6%; with 50% employer match about $297,169 at 4% or $198,112 at 6%; with 100% employer match about $222,876 at 4% or $148,584 at 6%. |
| Robison, Curphey & O'Connell Associates 401(K) Profit Sharing Plan | - | 4 | $58,692 | $11,282 | $2,821iApproximate average salary by contribution assumption: employee only about $70,513 at 4% or $47,008 at 6%; with 50% employer match about $47,008 at 4% or $31,339 at 6%; with 100% employer match about $35,256 at 4% or $23,504 at 6%. |
| 2008 | 1 | 55 | $0 | $0 | - |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 55 | - | - | - |
| 2007 | 1 | 54 | $0 | $0 | - |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 54 | - | - | - |
| 2006 | 1 | 45 | $17,121,883 | $818,223 | $18,183iApproximate average salary by contribution assumption: employee only about $454,568 at 4% or $303,046 at 6%; with 50% employer match about $303,046 at 4% or $202,030 at 6%; with 100% employer match about $227,284 at 4% or $151,523 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 45 | $17,121,883 | $818,223 | $18,183iApproximate average salary by contribution assumption: employee only about $454,568 at 4% or $303,046 at 6%; with 50% employer match about $303,046 at 4% or $202,030 at 6%; with 100% employer match about $227,284 at 4% or $151,523 at 6%. |
| 2005 | 1 | 51 | $16,217,879 | $783,867 | $15,370iApproximate average salary by contribution assumption: employee only about $384,249 at 4% or $256,166 at 6%; with 50% employer match about $256,166 at 4% or $170,777 at 6%; with 100% employer match about $192,124 at 4% or $128,083 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 51 | $16,217,879 | $783,867 | $15,370iApproximate average salary by contribution assumption: employee only about $384,249 at 4% or $256,166 at 6%; with 50% employer match about $256,166 at 4% or $170,777 at 6%; with 100% employer match about $192,124 at 4% or $128,083 at 6%. |
| 2004 | 1 | 53 | $15,115,205 | $729,572 | $13,766iApproximate average salary by contribution assumption: employee only about $344,138 at 4% or $229,425 at 6%; with 50% employer match about $229,425 at 4% or $152,950 at 6%; with 100% employer match about $172,069 at 4% or $114,713 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 53 | $15,115,205 | $729,572 | $13,766iApproximate average salary by contribution assumption: employee only about $344,138 at 4% or $229,425 at 6%; with 50% employer match about $229,425 at 4% or $152,950 at 6%; with 100% employer match about $172,069 at 4% or $114,713 at 6%. |
| 2003 | 1 | 54 | $13,870,297 | $693,712 | $12,847iApproximate average salary by contribution assumption: employee only about $321,163 at 4% or $214,109 at 6%; with 50% employer match about $214,109 at 4% or $142,739 at 6%; with 100% employer match about $160,581 at 4% or $107,054 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 54 | $13,870,297 | $693,712 | $12,847iApproximate average salary by contribution assumption: employee only about $321,163 at 4% or $214,109 at 6%; with 50% employer match about $214,109 at 4% or $142,739 at 6%; with 100% employer match about $160,581 at 4% or $107,054 at 6%. |
| 2002 | 2 | 49 | $0 | $0 | - |
| Robison, Curphey & O'Connell Associates' 401(K) Plan | - | 0 | - | - | - |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 49 | - | - | - |
| 2001 | 2 | 47 | $0 | $0 | - |
| Robison, Curphey & O'Connell Associates' 401(K) Plan | - | 47 | - | - | - |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 45 | - | - | - |
| 2000 | 2 | 49 | $12,167,565 | $571,443 | $11,662iApproximate average salary by contribution assumption: employee only about $291,553 at 4% or $194,368 at 6%; with 50% employer match about $194,368 at 4% or $129,579 at 6%; with 100% employer match about $145,776 at 4% or $97,184 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 45 | $11,362,516 | $437,013 | $9,711iApproximate average salary by contribution assumption: employee only about $242,785 at 4% or $161,857 at 6%; with 50% employer match about $161,857 at 4% or $107,904 at 6%; with 100% employer match about $121,393 at 4% or $80,928 at 6%. |
| Robison, Curphey & O'Connell Associates' 401(K) Plan | - | 49 | $805,049 | $134,430 | $2,743iApproximate average salary by contribution assumption: employee only about $68,587 at 4% or $45,724 at 6%; with 50% employer match about $45,724 at 4% or $30,483 at 6%; with 100% employer match about $34,293 at 4% or $22,862 at 6%. |
| 1999 | 1 | 60 | $13,187,320 | $498,426 | $8,307iApproximate average salary by contribution assumption: employee only about $207,678 at 4% or $138,452 at 6%; with 50% employer match about $138,452 at 4% or $92,301 at 6%; with 100% employer match about $103,839 at 4% or $69,226 at 6%. |
| Robison, Curphey & Oconnell 401K Profit Sharing Plan and Trust | - | 60 | $13,187,320 | $498,426 | $8,307iApproximate average salary by contribution assumption: employee only about $207,678 at 4% or $138,452 at 6%; with 50% employer match about $138,452 at 4% or $92,301 at 6%; with 100% employer match about $103,839 at 4% or $69,226 at 6%. |