Civic Intelligence

James Obrien & Co. Inc.

Plan context: James Obrien & Co. Inc. Profit Sharing Plan & Trust

EIN 36-3813259 • Skokie, IL • 26 filings • 3 plans

5700 Howard StreetSkokie, IL 60077
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$3,947,247

2024 Contributions

$220,430

Historical Graphs

Total Assets Over Time

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

$3,947,247$1,973,624$0199920122024YearValue
$3,947,247Latest year 2024

Participants Over Time

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

55280199920122024YearValue
55Latest 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
2024155$3,947,247$220,430$4,008iApproximate average salary by contribution assumption: employee only about $100,195 at 4% or $66,797 at 6%; with 50% employer match about $66,797 at 4% or $44,531 at 6%; with 100% employer match about $50,098 at 4% or $33,398 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-55$3,947,247$220,430$4,008iApproximate average salary by contribution assumption: employee only about $100,195 at 4% or $66,797 at 6%; with 50% employer match about $66,797 at 4% or $44,531 at 6%; with 100% employer match about $50,098 at 4% or $33,398 at 6%.
2023154$3,400,519$202,296$3,746iApproximate average salary by contribution assumption: employee only about $93,656 at 4% or $62,437 at 6%; with 50% employer match about $62,437 at 4% or $41,625 at 6%; with 100% employer match about $46,828 at 4% or $31,219 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-54$3,400,519$202,296$3,746iApproximate average salary by contribution assumption: employee only about $93,656 at 4% or $62,437 at 6%; with 50% employer match about $62,437 at 4% or $41,625 at 6%; with 100% employer match about $46,828 at 4% or $31,219 at 6%.
2022151$2,739,889$209,054$4,099iApproximate average salary by contribution assumption: employee only about $102,477 at 4% or $68,318 at 6%; with 50% employer match about $68,318 at 4% or $45,546 at 6%; with 100% employer match about $51,239 at 4% or $34,159 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-51$2,739,889$209,054$4,099iApproximate average salary by contribution assumption: employee only about $102,477 at 4% or $68,318 at 6%; with 50% employer match about $68,318 at 4% or $45,546 at 6%; with 100% employer match about $51,239 at 4% or $34,159 at 6%.
2021152$3,031,104$167,419$3,220iApproximate average salary by contribution assumption: employee only about $80,490 at 4% or $53,660 at 6%; with 50% employer match about $53,660 at 4% or $35,773 at 6%; with 100% employer match about $40,245 at 4% or $26,830 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-52$3,031,104$167,419$3,220iApproximate average salary by contribution assumption: employee only about $80,490 at 4% or $53,660 at 6%; with 50% employer match about $53,660 at 4% or $35,773 at 6%; with 100% employer match about $40,245 at 4% or $26,830 at 6%.
2020149$2,623,053$160,489$3,275iApproximate average salary by contribution assumption: employee only about $81,882 at 4% or $54,588 at 6%; with 50% employer match about $54,588 at 4% or $36,392 at 6%; with 100% employer match about $40,941 at 4% or $27,294 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-49$2,623,053$160,489$3,275iApproximate average salary by contribution assumption: employee only about $81,882 at 4% or $54,588 at 6%; with 50% employer match about $54,588 at 4% or $36,392 at 6%; with 100% employer match about $40,941 at 4% or $27,294 at 6%.
2019147$2,430,329$153,422$3,264iApproximate average salary by contribution assumption: employee only about $81,607 at 4% or $54,405 at 6%; with 50% employer match about $54,405 at 4% or $36,270 at 6%; with 100% employer match about $40,804 at 4% or $27,202 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-47$2,430,329$153,422$3,264iApproximate average salary by contribution assumption: employee only about $81,607 at 4% or $54,405 at 6%; with 50% employer match about $54,405 at 4% or $36,270 at 6%; with 100% employer match about $40,804 at 4% or $27,202 at 6%.
2018144$1,979,895$138,784$3,154iApproximate average salary by contribution assumption: employee only about $78,855 at 4% or $52,570 at 6%; with 50% employer match about $52,570 at 4% or $35,046 at 6%; with 100% employer match about $39,427 at 4% or $26,285 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-44$1,979,895$138,784$3,154iApproximate average salary by contribution assumption: employee only about $78,855 at 4% or $52,570 at 6%; with 50% employer match about $52,570 at 4% or $35,046 at 6%; with 100% employer match about $39,427 at 4% or $26,285 at 6%.
2017140$1,958,633$135,901$3,398iApproximate average salary by contribution assumption: employee only about $84,938 at 4% or $56,625 at 6%; with 50% employer match about $56,625 at 4% or $37,750 at 6%; with 100% employer match about $42,469 at 4% or $28,313 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-40$1,958,633$135,901$3,398iApproximate average salary by contribution assumption: employee only about $84,938 at 4% or $56,625 at 6%; with 50% employer match about $56,625 at 4% or $37,750 at 6%; with 100% employer match about $42,469 at 4% or $28,313 at 6%.
2016136$1,600,617$111,015$3,084iApproximate average salary by contribution assumption: employee only about $77,094 at 4% or $51,396 at 6%; with 50% employer match about $51,396 at 4% or $34,264 at 6%; with 100% employer match about $38,547 at 4% or $25,698 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-36$1,600,617$111,015$3,084iApproximate average salary by contribution assumption: employee only about $77,094 at 4% or $51,396 at 6%; with 50% employer match about $51,396 at 4% or $34,264 at 6%; with 100% employer match about $38,547 at 4% or $25,698 at 6%.
2015126$1,366,538$79,499$3,058iApproximate average salary by contribution assumption: employee only about $76,441 at 4% or $50,961 at 6%; with 50% employer match about $50,961 at 4% or $33,974 at 6%; with 100% employer match about $38,221 at 4% or $25,480 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-26$1,366,538$79,499$3,058iApproximate average salary by contribution assumption: employee only about $76,441 at 4% or $50,961 at 6%; with 50% employer match about $50,961 at 4% or $33,974 at 6%; with 100% employer match about $38,221 at 4% or $25,480 at 6%.
2014123$1,464,809$75,147$3,267iApproximate average salary by contribution assumption: employee only about $81,682 at 4% or $54,454 at 6%; with 50% employer match about $54,454 at 4% or $36,303 at 6%; with 100% employer match about $40,841 at 4% or $27,227 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-23$1,464,809$75,147$3,267iApproximate average salary by contribution assumption: employee only about $81,682 at 4% or $54,454 at 6%; with 50% employer match about $54,454 at 4% or $36,303 at 6%; with 100% employer match about $40,841 at 4% or $27,227 at 6%.
2013119$1,375,285$24,741$1,302iApproximate average salary by contribution assumption: employee only about $32,554 at 4% or $21,703 at 6%; with 50% employer match about $21,703 at 4% or $14,468 at 6%; with 100% employer match about $16,277 at 4% or $10,851 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-19$1,375,285$24,741$1,302iApproximate average salary by contribution assumption: employee only about $32,554 at 4% or $21,703 at 6%; with 50% employer match about $21,703 at 4% or $14,468 at 6%; with 100% employer match about $16,277 at 4% or $10,851 at 6%.
2012117$1,127,970$101,195$5,953iApproximate average salary by contribution assumption: employee only about $148,816 at 4% or $99,211 at 6%; with 50% employer match about $99,211 at 4% or $66,141 at 6%; with 100% employer match about $74,408 at 4% or $49,605 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-17$1,127,970$101,195$5,953iApproximate average salary by contribution assumption: employee only about $148,816 at 4% or $99,211 at 6%; with 50% employer match about $99,211 at 4% or $66,141 at 6%; with 100% employer match about $74,408 at 4% or $49,605 at 6%.
2011117$934,278$103,290$6,076iApproximate average salary by contribution assumption: employee only about $151,897 at 4% or $101,265 at 6%; with 50% employer match about $101,265 at 4% or $67,510 at 6%; with 100% employer match about $75,949 at 4% or $50,632 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-17$934,278$103,290$6,076iApproximate average salary by contribution assumption: employee only about $151,897 at 4% or $101,265 at 6%; with 50% employer match about $101,265 at 4% or $67,510 at 6%; with 100% employer match about $75,949 at 4% or $50,632 at 6%.
2010115$852,374$103,771$6,918iApproximate average salary by contribution assumption: employee only about $172,952 at 4% or $115,301 at 6%; with 50% employer match about $115,301 at 4% or $76,867 at 6%; with 100% employer match about $86,476 at 4% or $57,651 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-15$852,374$103,771$6,918iApproximate average salary by contribution assumption: employee only about $172,952 at 4% or $115,301 at 6%; with 50% employer match about $115,301 at 4% or $76,867 at 6%; with 100% employer match about $86,476 at 4% or $57,651 at 6%.
2009113$701,574$102,613$7,893iApproximate average salary by contribution assumption: employee only about $197,333 at 4% or $131,555 at 6%; with 50% employer match about $131,555 at 4% or $87,703 at 6%; with 100% employer match about $98,666 at 4% or $65,778 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-13$701,574$102,613$7,893iApproximate average salary by contribution assumption: employee only about $197,333 at 4% or $131,555 at 6%; with 50% employer match about $131,555 at 4% or $87,703 at 6%; with 100% employer match about $98,666 at 4% or $65,778 at 6%.
2008116$556,943$99,294$6,206iApproximate average salary by contribution assumption: employee only about $155,147 at 4% or $103,431 at 6%; with 50% employer match about $103,431 at 4% or $68,954 at 6%; with 100% employer match about $77,573 at 4% or $51,716 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-16$556,943$99,294$6,206iApproximate average salary by contribution assumption: employee only about $155,147 at 4% or $103,431 at 6%; with 50% employer match about $103,431 at 4% or $68,954 at 6%; with 100% employer match about $77,573 at 4% or $51,716 at 6%.
2007117$760,386$70,720$4,160iApproximate average salary by contribution assumption: employee only about $104,000 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $52,000 at 4% or $34,667 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-17$760,386$70,720$4,160iApproximate average salary by contribution assumption: employee only about $104,000 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $52,000 at 4% or $34,667 at 6%.
2006113$602,337$85,351$6,565iApproximate average salary by contribution assumption: employee only about $164,137 at 4% or $109,424 at 6%; with 50% employer match about $109,424 at 4% or $72,950 at 6%; with 100% employer match about $82,068 at 4% or $54,712 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-13$602,337$85,351$6,565iApproximate average salary by contribution assumption: employee only about $164,137 at 4% or $109,424 at 6%; with 50% employer match about $109,424 at 4% or $72,950 at 6%; with 100% employer match about $82,068 at 4% or $54,712 at 6%.
2005113$602,337$85,351$6,565iApproximate average salary by contribution assumption: employee only about $164,137 at 4% or $109,424 at 6%; with 50% employer match about $109,424 at 4% or $72,950 at 6%; with 100% employer match about $82,068 at 4% or $54,712 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-13$602,337$85,351$6,565iApproximate average salary by contribution assumption: employee only about $164,137 at 4% or $109,424 at 6%; with 50% employer match about $109,424 at 4% or $72,950 at 6%; with 100% employer match about $82,068 at 4% or $54,712 at 6%.
2004115$491,349$75,078$5,005iApproximate average salary by contribution assumption: employee only about $125,130 at 4% or $83,420 at 6%; with 50% employer match about $83,420 at 4% or $55,613 at 6%; with 100% employer match about $62,565 at 4% or $41,710 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-15$491,349$75,078$5,005iApproximate average salary by contribution assumption: employee only about $125,130 at 4% or $83,420 at 6%; with 50% employer match about $83,420 at 4% or $55,613 at 6%; with 100% employer match about $62,565 at 4% or $41,710 at 6%.
2003113$362,250$66,893$5,146iApproximate average salary by contribution assumption: employee only about $128,640 at 4% or $85,760 at 6%; with 50% employer match about $85,760 at 4% or $57,174 at 6%; with 100% employer match about $64,320 at 4% or $42,880 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-13$362,250$66,893$5,146iApproximate average salary by contribution assumption: employee only about $128,640 at 4% or $85,760 at 6%; with 50% employer match about $85,760 at 4% or $57,174 at 6%; with 100% employer match about $64,320 at 4% or $42,880 at 6%.
2002114$267,882$0-
James Obrien & Co. Inc. Profit Sharing Plan & Trust-14$267,882--
2001112$297,257$59,343$4,945iApproximate average salary by contribution assumption: employee only about $123,631 at 4% or $82,421 at 6%; with 50% employer match about $82,421 at 4% or $54,947 at 6%; with 100% employer match about $61,816 at 4% or $41,210 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-12$297,257$59,343$4,945iApproximate average salary by contribution assumption: employee only about $123,631 at 4% or $82,421 at 6%; with 50% employer match about $82,421 at 4% or $54,947 at 6%; with 100% employer match about $61,816 at 4% or $41,210 at 6%.
200019$250,502$43,229$4,803iApproximate average salary by contribution assumption: employee only about $120,081 at 4% or $80,054 at 6%; with 50% employer match about $80,054 at 4% or $53,369 at 6%; with 100% employer match about $60,040 at 4% or $40,027 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-9$250,502$43,229$4,803iApproximate average salary by contribution assumption: employee only about $120,081 at 4% or $80,054 at 6%; with 50% employer match about $80,054 at 4% or $53,369 at 6%; with 100% employer match about $60,040 at 4% or $40,027 at 6%.
1999110$194,270$39,146$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,243 at 6%; with 50% employer match about $65,243 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
James Obrien & Co. Inc. Profit Sharing Plan & Trust-10$194,270$39,146$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,243 at 6%; with 50% employer match about $65,243 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.