Civic Intelligence

Obrien, Rivamonte & Slate PC.

Plan context: Obrien & Company PC. Profit Sharing Plan and Trust

EIN 38-3270278 • 31 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,785,783

2024 Contributions

$271,291

Historical Graphs

Total Assets Over Time

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

$4,785,783$2,392,892$0199920132024YearValue
$4,785,783Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest 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
202426$4,785,783$271,291$45,215iApproximate average salary by contribution assumption: employee only about $1,130,379 at 4% or $753,586 at 6%; with 50% employer match about $753,586 at 4% or $502,391 at 6%; with 100% employer match about $565,190 at 4% or $376,793 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$3,753,667$82,791$13,799iApproximate average salary by contribution assumption: employee only about $344,963 at 4% or $229,975 at 6%; with 50% employer match about $229,975 at 4% or $153,317 at 6%; with 100% employer match about $172,481 at 4% or $114,988 at 6%.
O'Brien Rivamonte Slate & Schulte PC Cash Balance Plan-3$1,032,116$188,500$62,833iApproximate average salary by contribution assumption: employee only about $1,570,833 at 4% or $1,047,222 at 6%; with 50% employer match about $1,047,222 at 4% or $698,148 at 6%; with 100% employer match about $785,417 at 4% or $523,611 at 6%.
202326$4,003,800$274,075$45,679iApproximate average salary by contribution assumption: employee only about $1,141,979 at 4% or $761,319 at 6%; with 50% employer match about $761,319 at 4% or $507,546 at 6%; with 100% employer match about $570,990 at 4% or $380,660 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$3,214,862$89,564$14,927iApproximate average salary by contribution assumption: employee only about $373,183 at 4% or $248,789 at 6%; with 50% employer match about $248,789 at 4% or $165,859 at 6%; with 100% employer match about $186,592 at 4% or $124,394 at 6%.
O'Brien Rivamonte Slate & Schulte PC Cash Balance Plan-3$788,938$184,511$61,504iApproximate average salary by contribution assumption: employee only about $1,537,592 at 4% or $1,025,061 at 6%; with 50% employer match about $1,025,061 at 4% or $683,374 at 6%; with 100% employer match about $768,796 at 4% or $512,531 at 6%.
202226$3,256,231$248,338$41,390iApproximate average salary by contribution assumption: employee only about $1,034,742 at 4% or $689,828 at 6%; with 50% employer match about $689,828 at 4% or $459,885 at 6%; with 100% employer match about $517,371 at 4% or $344,914 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$2,698,385$54,293$9,049iApproximate average salary by contribution assumption: employee only about $226,221 at 4% or $150,814 at 6%; with 50% employer match about $150,814 at 4% or $100,543 at 6%; with 100% employer match about $113,110 at 4% or $75,407 at 6%.
O'Brien Rivamonte Slate & Schulte PC Cash Balance Plan-3$557,846$194,045$64,682iApproximate average salary by contribution assumption: employee only about $1,617,042 at 4% or $1,078,028 at 6%; with 50% employer match about $1,078,028 at 4% or $718,685 at 6%; with 100% employer match about $808,521 at 4% or $539,014 at 6%.
202126$3,592,936$247,560$41,260iApproximate average salary by contribution assumption: employee only about $1,031,500 at 4% or $687,667 at 6%; with 50% employer match about $687,667 at 4% or $458,444 at 6%; with 100% employer match about $515,750 at 4% or $343,833 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$3,202,093$77,570$12,928iApproximate average salary by contribution assumption: employee only about $323,208 at 4% or $215,472 at 6%; with 50% employer match about $215,472 at 4% or $143,648 at 6%; with 100% employer match about $161,604 at 4% or $107,736 at 6%.
O'Brien Rivamonte Slate & Schulte PC Cash Balance Plan-3$390,843$169,990$56,663iApproximate average salary by contribution assumption: employee only about $1,416,583 at 4% or $944,389 at 6%; with 50% employer match about $944,389 at 4% or $629,593 at 6%; with 100% employer match about $708,292 at 4% or $472,194 at 6%.
202026$3,675,228$338,156$56,359iApproximate average salary by contribution assumption: employee only about $1,408,983 at 4% or $939,322 at 6%; with 50% employer match about $939,322 at 4% or $626,215 at 6%; with 100% employer match about $704,492 at 4% or $469,661 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$3,474,375$137,303$22,884iApproximate average salary by contribution assumption: employee only about $572,096 at 4% or $381,397 at 6%; with 50% employer match about $381,397 at 4% or $254,265 at 6%; with 100% employer match about $286,048 at 4% or $190,699 at 6%.
O'Brien Rivamonte Slate & Schulte PC Cash Balance Plan-3$200,853$200,853$66,951iApproximate average salary by contribution assumption: employee only about $1,673,775 at 4% or $1,115,850 at 6%; with 50% employer match about $1,115,850 at 4% or $743,900 at 6%; with 100% employer match about $836,888 at 4% or $557,925 at 6%.
201916$3,057,860$125,343$20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$3,057,860$125,343$20,891iApproximate average salary by contribution assumption: employee only about $522,263 at 4% or $348,175 at 6%; with 50% employer match about $348,175 at 4% or $232,117 at 6%; with 100% employer match about $261,131 at 4% or $174,088 at 6%.
201816$2,718,648$89,377$14,896iApproximate average salary by contribution assumption: employee only about $372,404 at 4% or $248,269 at 6%; with 50% employer match about $248,269 at 4% or $165,513 at 6%; with 100% employer match about $186,202 at 4% or $124,135 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$2,718,648$89,377$14,896iApproximate average salary by contribution assumption: employee only about $372,404 at 4% or $248,269 at 6%; with 50% employer match about $248,269 at 4% or $165,513 at 6%; with 100% employer match about $186,202 at 4% or $124,135 at 6%.
201716$2,751,307$137,388$22,898iApproximate average salary by contribution assumption: employee only about $572,450 at 4% or $381,633 at 6%; with 50% employer match about $381,633 at 4% or $254,422 at 6%; with 100% employer match about $286,225 at 4% or $190,817 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$2,751,307$137,388$22,898iApproximate average salary by contribution assumption: employee only about $572,450 at 4% or $381,633 at 6%; with 50% employer match about $381,633 at 4% or $254,422 at 6%; with 100% employer match about $286,225 at 4% or $190,817 at 6%.
201616$2,404,710$126,975$21,163iApproximate average salary by contribution assumption: employee only about $529,063 at 4% or $352,708 at 6%; with 50% employer match about $352,708 at 4% or $235,139 at 6%; with 100% employer match about $264,531 at 4% or $176,354 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$2,404,710$126,975$21,163iApproximate average salary by contribution assumption: employee only about $529,063 at 4% or $352,708 at 6%; with 50% employer match about $352,708 at 4% or $235,139 at 6%; with 100% employer match about $264,531 at 4% or $176,354 at 6%.
201516$2,144,284$73,633$12,272iApproximate average salary by contribution assumption: employee only about $306,804 at 4% or $204,536 at 6%; with 50% employer match about $204,536 at 4% or $136,357 at 6%; with 100% employer match about $153,402 at 4% or $102,268 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$2,144,284$73,633$12,272iApproximate average salary by contribution assumption: employee only about $306,804 at 4% or $204,536 at 6%; with 50% employer match about $204,536 at 4% or $136,357 at 6%; with 100% employer match about $153,402 at 4% or $102,268 at 6%.
201415$2,101,593$87,296$17,459iApproximate average salary by contribution assumption: employee only about $436,480 at 4% or $290,987 at 6%; with 50% employer match about $290,987 at 4% or $193,991 at 6%; with 100% employer match about $218,240 at 4% or $145,493 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-5$2,101,593$87,296$17,459iApproximate average salary by contribution assumption: employee only about $436,480 at 4% or $290,987 at 6%; with 50% employer match about $290,987 at 4% or $193,991 at 6%; with 100% employer match about $218,240 at 4% or $145,493 at 6%.
201315$1,899,321$98,333$19,667iApproximate average salary by contribution assumption: employee only about $491,665 at 4% or $327,777 at 6%; with 50% employer match about $327,777 at 4% or $218,518 at 6%; with 100% employer match about $245,832 at 4% or $163,888 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-5$1,899,321$98,333$19,667iApproximate average salary by contribution assumption: employee only about $491,665 at 4% or $327,777 at 6%; with 50% employer match about $327,777 at 4% or $218,518 at 6%; with 100% employer match about $245,832 at 4% or $163,888 at 6%.
201215$1,586,393$55,394$11,079iApproximate average salary by contribution assumption: employee only about $276,970 at 4% or $184,647 at 6%; with 50% employer match about $184,647 at 4% or $123,098 at 6%; with 100% employer match about $138,485 at 4% or $92,323 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-5$1,586,393$55,394$11,079iApproximate average salary by contribution assumption: employee only about $276,970 at 4% or $184,647 at 6%; with 50% employer match about $184,647 at 4% or $123,098 at 6%; with 100% employer match about $138,485 at 4% or $92,323 at 6%.
201115$1,406,726$77,407$15,481iApproximate average salary by contribution assumption: employee only about $387,035 at 4% or $258,023 at 6%; with 50% employer match about $258,023 at 4% or $172,016 at 6%; with 100% employer match about $193,518 at 4% or $129,012 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-5$1,406,726$77,407$15,481iApproximate average salary by contribution assumption: employee only about $387,035 at 4% or $258,023 at 6%; with 50% employer match about $258,023 at 4% or $172,016 at 6%; with 100% employer match about $193,518 at 4% or $129,012 at 6%.
201014$1,325,386$130,410$32,603iApproximate average salary by contribution assumption: employee only about $815,063 at 4% or $543,375 at 6%; with 50% employer match about $543,375 at 4% or $362,250 at 6%; with 100% employer match about $407,531 at 4% or $271,688 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-4$1,325,386$130,410$32,603iApproximate average salary by contribution assumption: employee only about $815,063 at 4% or $543,375 at 6%; with 50% employer match about $543,375 at 4% or $362,250 at 6%; with 100% employer match about $407,531 at 4% or $271,688 at 6%.
200914$1,101,907$133,929$33,482iApproximate average salary by contribution assumption: employee only about $837,056 at 4% or $558,038 at 6%; with 50% employer match about $558,038 at 4% or $372,025 at 6%; with 100% employer match about $418,528 at 4% or $279,019 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-4$1,101,907$133,929$33,482iApproximate average salary by contribution assumption: employee only about $837,056 at 4% or $558,038 at 6%; with 50% employer match about $558,038 at 4% or $372,025 at 6%; with 100% employer match about $418,528 at 4% or $279,019 at 6%.
200814$0$0-
Obrien & Company PC. Profit Sharing Plan and Trust-4---
200715$0$0-
Obrien & Company PC. Profit Sharing Plan and Trust-5---
200614$743,659$92,120$23,030iApproximate average salary by contribution assumption: employee only about $575,750 at 4% or $383,833 at 6%; with 50% employer match about $383,833 at 4% or $255,889 at 6%; with 100% employer match about $287,875 at 4% or $191,917 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-4$743,659$92,120$23,030iApproximate average salary by contribution assumption: employee only about $575,750 at 4% or $383,833 at 6%; with 50% employer match about $383,833 at 4% or $255,889 at 6%; with 100% employer match about $287,875 at 4% or $191,917 at 6%.
200514$602,667$85,110$21,278iApproximate average salary by contribution assumption: employee only about $531,938 at 4% or $354,625 at 6%; with 50% employer match about $354,625 at 4% or $236,417 at 6%; with 100% employer match about $265,969 at 4% or $177,313 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-4$602,667$85,110$21,278iApproximate average salary by contribution assumption: employee only about $531,938 at 4% or $354,625 at 6%; with 50% employer match about $354,625 at 4% or $236,417 at 6%; with 100% employer match about $265,969 at 4% or $177,313 at 6%.
200414$481,428$64,724$16,181iApproximate average salary by contribution assumption: employee only about $404,525 at 4% or $269,683 at 6%; with 50% employer match about $269,683 at 4% or $179,789 at 6%; with 100% employer match about $202,263 at 4% or $134,842 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-4$481,428$64,724$16,181iApproximate average salary by contribution assumption: employee only about $404,525 at 4% or $269,683 at 6%; with 50% employer match about $269,683 at 4% or $179,789 at 6%; with 100% employer match about $202,263 at 4% or $134,842 at 6%.
200316$392,045$68,120$11,353iApproximate average salary by contribution assumption: employee only about $283,833 at 4% or $189,222 at 6%; with 50% employer match about $189,222 at 4% or $126,148 at 6%; with 100% employer match about $141,917 at 4% or $94,611 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$392,045$68,120$11,353iApproximate average salary by contribution assumption: employee only about $283,833 at 4% or $189,222 at 6%; with 50% employer match about $189,222 at 4% or $126,148 at 6%; with 100% employer match about $141,917 at 4% or $94,611 at 6%.
200215$290,955$38,401$7,680iApproximate average salary by contribution assumption: employee only about $192,005 at 4% or $128,003 at 6%; with 50% employer match about $128,003 at 4% or $85,336 at 6%; with 100% employer match about $96,003 at 4% or $64,002 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-5$290,955$38,401$7,680iApproximate average salary by contribution assumption: employee only about $192,005 at 4% or $128,003 at 6%; with 50% employer match about $128,003 at 4% or $85,336 at 6%; with 100% employer match about $96,003 at 4% or $64,002 at 6%.
200115$0$0-
Obrien & Company PC. Profit Sharing Plan and Trust-5---
200016$350,502$50,812$8,469iApproximate average salary by contribution assumption: employee only about $211,717 at 4% or $141,144 at 6%; with 50% employer match about $141,144 at 4% or $94,096 at 6%; with 100% employer match about $105,858 at 4% or $70,572 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-6$350,502$50,812$8,469iApproximate average salary by contribution assumption: employee only about $211,717 at 4% or $141,144 at 6%; with 50% employer match about $141,144 at 4% or $94,096 at 6%; with 100% employer match about $105,858 at 4% or $70,572 at 6%.
199917$310,642$58,306$8,329iApproximate average salary by contribution assumption: employee only about $208,236 at 4% or $138,824 at 6%; with 50% employer match about $138,824 at 4% or $92,549 at 6%; with 100% employer match about $104,118 at 4% or $69,412 at 6%.
Obrien & Company PC. Profit Sharing Plan and Trust-7$310,642$58,306$8,329iApproximate average salary by contribution assumption: employee only about $208,236 at 4% or $138,824 at 6%; with 50% employer match about $138,824 at 4% or $92,549 at 6%; with 100% employer match about $104,118 at 4% or $69,412 at 6%.