Civic Intelligence

Obrien Insurance Agency

Plan context: O'Brien Insurance Agency 401(K) Plan

EIN 37-1378263 • Quincy, IL • 17 filings • 2 plans

P.O. Box 1008Quincy, IL 62306
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,696,227

2024 Contributions

$159,063

Historical Graphs

Total Assets Over Time

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

$1,696,227$848,114$0200820162024YearValue
$1,696,227Latest year 2024

Participants Over Time

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

740200820162024YearValue
7Latest 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
202417$1,696,227$159,063$22,723iApproximate average salary by contribution assumption: employee only about $568,082 at 4% or $378,721 at 6%; with 50% employer match about $378,721 at 4% or $252,481 at 6%; with 100% employer match about $284,041 at 4% or $189,361 at 6%.
O'Brien Insurance Agency 401(K) Plan-7$1,696,227$159,063$22,723iApproximate average salary by contribution assumption: employee only about $568,082 at 4% or $378,721 at 6%; with 50% employer match about $378,721 at 4% or $252,481 at 6%; with 100% employer match about $284,041 at 4% or $189,361 at 6%.
202315$1,325,755$92,221$18,444iApproximate average salary by contribution assumption: employee only about $461,105 at 4% or $307,403 at 6%; with 50% employer match about $307,403 at 4% or $204,936 at 6%; with 100% employer match about $230,553 at 4% or $153,702 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$1,325,755$92,221$18,444iApproximate average salary by contribution assumption: employee only about $461,105 at 4% or $307,403 at 6%; with 50% employer match about $307,403 at 4% or $204,936 at 6%; with 100% employer match about $230,553 at 4% or $153,702 at 6%.
202214$981,831$77,887$19,472iApproximate average salary by contribution assumption: employee only about $486,794 at 4% or $324,529 at 6%; with 50% employer match about $324,529 at 4% or $216,353 at 6%; with 100% employer match about $243,397 at 4% or $162,265 at 6%.
O'Brien Insurance Agency 401(K) Plan-4$981,831$77,887$19,472iApproximate average salary by contribution assumption: employee only about $486,794 at 4% or $324,529 at 6%; with 50% employer match about $324,529 at 4% or $216,353 at 6%; with 100% employer match about $243,397 at 4% or $162,265 at 6%.
202115$1,225,615$43,990$8,798iApproximate average salary by contribution assumption: employee only about $219,950 at 4% or $146,633 at 6%; with 50% employer match about $146,633 at 4% or $97,756 at 6%; with 100% employer match about $109,975 at 4% or $73,317 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$1,225,615$43,990$8,798iApproximate average salary by contribution assumption: employee only about $219,950 at 4% or $146,633 at 6%; with 50% employer match about $146,633 at 4% or $97,756 at 6%; with 100% employer match about $109,975 at 4% or $73,317 at 6%.
202015$1,033,676$78,108$15,622iApproximate average salary by contribution assumption: employee only about $390,540 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,573 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$1,033,676$78,108$15,622iApproximate average salary by contribution assumption: employee only about $390,540 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,573 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%.
201915$836,584$76,292$15,258iApproximate average salary by contribution assumption: employee only about $381,460 at 4% or $254,307 at 6%; with 50% employer match about $254,307 at 4% or $169,538 at 6%; with 100% employer match about $190,730 at 4% or $127,153 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$836,584$76,292$15,258iApproximate average salary by contribution assumption: employee only about $381,460 at 4% or $254,307 at 6%; with 50% employer match about $254,307 at 4% or $169,538 at 6%; with 100% employer match about $190,730 at 4% or $127,153 at 6%.
201815$617,080$74,349$14,870iApproximate average salary by contribution assumption: employee only about $371,745 at 4% or $247,830 at 6%; with 50% employer match about $247,830 at 4% or $165,220 at 6%; with 100% employer match about $185,873 at 4% or $123,915 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$617,080$74,349$14,870iApproximate average salary by contribution assumption: employee only about $371,745 at 4% or $247,830 at 6%; with 50% employer match about $247,830 at 4% or $165,220 at 6%; with 100% employer match about $185,873 at 4% or $123,915 at 6%.
201715$581,061$72,800$14,560iApproximate average salary by contribution assumption: employee only about $364,000 at 4% or $242,667 at 6%; with 50% employer match about $242,667 at 4% or $161,778 at 6%; with 100% employer match about $182,000 at 4% or $121,333 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$581,061$72,800$14,560iApproximate average salary by contribution assumption: employee only about $364,000 at 4% or $242,667 at 6%; with 50% employer match about $242,667 at 4% or $161,778 at 6%; with 100% employer match about $182,000 at 4% or $121,333 at 6%.
201615$419,277$67,131$13,426iApproximate average salary by contribution assumption: employee only about $335,655 at 4% or $223,770 at 6%; with 50% employer match about $223,770 at 4% or $149,180 at 6%; with 100% employer match about $167,828 at 4% or $111,885 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$419,277$67,131$13,426iApproximate average salary by contribution assumption: employee only about $335,655 at 4% or $223,770 at 6%; with 50% employer match about $223,770 at 4% or $149,180 at 6%; with 100% employer match about $167,828 at 4% or $111,885 at 6%.
201513$323,789$60,767$20,256iApproximate average salary by contribution assumption: employee only about $506,392 at 4% or $337,594 at 6%; with 50% employer match about $337,594 at 4% or $225,063 at 6%; with 100% employer match about $253,196 at 4% or $168,797 at 6%.
O'Brien Insurance Agency 401(K) Plan-3$323,789$60,767$20,256iApproximate average salary by contribution assumption: employee only about $506,392 at 4% or $337,594 at 6%; with 50% employer match about $337,594 at 4% or $225,063 at 6%; with 100% employer match about $253,196 at 4% or $168,797 at 6%.
201414$265,402$64,684$16,171iApproximate average salary by contribution assumption: employee only about $404,275 at 4% or $269,517 at 6%; with 50% employer match about $269,517 at 4% or $179,678 at 6%; with 100% employer match about $202,138 at 4% or $134,758 at 6%.
O'Brien Insurance Agency 401(K) Plan-4$265,402$64,684$16,171iApproximate average salary by contribution assumption: employee only about $404,275 at 4% or $269,517 at 6%; with 50% employer match about $269,517 at 4% or $179,678 at 6%; with 100% employer match about $202,138 at 4% or $134,758 at 6%.
201315$216,728$37,895$7,579iApproximate average salary by contribution assumption: employee only about $189,475 at 4% or $126,317 at 6%; with 50% employer match about $126,317 at 4% or $84,211 at 6%; with 100% employer match about $94,738 at 4% or $63,158 at 6%.
O'Brien Insurance Agency 401(K) Plan-5$216,728$37,895$7,579iApproximate average salary by contribution assumption: employee only about $189,475 at 4% or $126,317 at 6%; with 50% employer match about $126,317 at 4% or $84,211 at 6%; with 100% employer match about $94,738 at 4% or $63,158 at 6%.
201214$154,267$35,704$8,926iApproximate average salary by contribution assumption: employee only about $223,150 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,575 at 4% or $74,383 at 6%.
O'Brien Insurance Agency 401(K) Plan-4$154,267$35,704$8,926iApproximate average salary by contribution assumption: employee only about $223,150 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,575 at 4% or $74,383 at 6%.
201114$100,878$34,176$8,544iApproximate average salary by contribution assumption: employee only about $213,600 at 4% or $142,400 at 6%; with 50% employer match about $142,400 at 4% or $94,933 at 6%; with 100% employer match about $106,800 at 4% or $71,200 at 6%.
O'Brien Insurance Agency 401(K) Plan-4$100,878$34,176$8,544iApproximate average salary by contribution assumption: employee only about $213,600 at 4% or $142,400 at 6%; with 50% employer match about $142,400 at 4% or $94,933 at 6%; with 100% employer match about $106,800 at 4% or $71,200 at 6%.
201014$71,733$31,461$7,865iApproximate average salary by contribution assumption: employee only about $196,631 at 4% or $131,088 at 6%; with 50% employer match about $131,088 at 4% or $87,392 at 6%; with 100% employer match about $98,316 at 4% or $65,544 at 6%.
O'Brien Insurance Agency 401(K) Plan-4$71,733$31,461$7,865iApproximate average salary by contribution assumption: employee only about $196,631 at 4% or $131,088 at 6%; with 50% employer match about $131,088 at 4% or $87,392 at 6%; with 100% employer match about $98,316 at 4% or $65,544 at 6%.
200914$34,134$27,896$6,974iApproximate average salary by contribution assumption: employee only about $174,350 at 4% or $116,233 at 6%; with 50% employer match about $116,233 at 4% or $77,489 at 6%; with 100% employer match about $87,175 at 4% or $58,117 at 6%.
O'Brien Insurance Agency 401(K) Plan-4$34,134$27,896$6,974iApproximate average salary by contribution assumption: employee only about $174,350 at 4% or $116,233 at 6%; with 50% employer match about $116,233 at 4% or $77,489 at 6%; with 100% employer match about $87,175 at 4% or $58,117 at 6%.
200814$1,385$1,344$336iApproximate average salary by contribution assumption: employee only about $8,400 at 4% or $5,600 at 6%; with 50% employer match about $5,600 at 4% or $3,733 at 6%; with 100% employer match about $4,200 at 4% or $2,800 at 6%.
O'Brien Insurance Agency 401(K) Plan-4$1,385$1,344$336iApproximate average salary by contribution assumption: employee only about $8,400 at 4% or $5,600 at 6%; with 50% employer match about $5,600 at 4% or $3,733 at 6%; with 100% employer match about $4,200 at 4% or $2,800 at 6%.