Anderson O'Brien LLP
Plan context: Anderson O'Brien LLP 401(K) Plan
EIN 39-0856488 • Stevens Point, WI • 30 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
44
2024 Assets
$14,935,320
2024 Contributions
$807,356
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 | 1 | 44 | $14,935,320 | $807,356 | $18,349iApproximate average salary by contribution assumption: employee only about $458,725 at 4% or $305,817 at 6%; with 50% employer match about $305,817 at 4% or $203,878 at 6%; with 100% employer match about $229,363 at 4% or $152,908 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 44 | $14,935,320 | $807,356 | $18,349iApproximate average salary by contribution assumption: employee only about $458,725 at 4% or $305,817 at 6%; with 50% employer match about $305,817 at 4% or $203,878 at 6%; with 100% employer match about $229,363 at 4% or $152,908 at 6%. |
| 2023 | 1 | 45 | $12,822,937 | $771,966 | $17,155iApproximate average salary by contribution assumption: employee only about $428,870 at 4% or $285,913 at 6%; with 50% employer match about $285,913 at 4% or $190,609 at 6%; with 100% employer match about $214,435 at 4% or $142,957 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 45 | $12,822,937 | $771,966 | $17,155iApproximate average salary by contribution assumption: employee only about $428,870 at 4% or $285,913 at 6%; with 50% employer match about $285,913 at 4% or $190,609 at 6%; with 100% employer match about $214,435 at 4% or $142,957 at 6%. |
| 2022 | 1 | 44 | $12,207,709 | $627,641 | $14,265iApproximate average salary by contribution assumption: employee only about $356,614 at 4% or $237,743 at 6%; with 50% employer match about $237,743 at 4% or $158,495 at 6%; with 100% employer match about $178,307 at 4% or $118,871 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 44 | $12,207,709 | $627,641 | $14,265iApproximate average salary by contribution assumption: employee only about $356,614 at 4% or $237,743 at 6%; with 50% employer match about $237,743 at 4% or $158,495 at 6%; with 100% employer match about $178,307 at 4% or $118,871 at 6%. |
| 2021 | 2 | 41 | $28,515,950 | $1,610,894 | $39,290iApproximate average salary by contribution assumption: employee only about $982,252 at 4% or $654,835 at 6%; with 50% employer match about $654,835 at 4% or $436,557 at 6%; with 100% employer match about $491,126 at 4% or $327,417 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 41 | $14,257,975 | $805,447 | $19,645iApproximate average salary by contribution assumption: employee only about $491,126 at 4% or $327,417 at 6%; with 50% employer match about $327,417 at 4% or $218,278 at 6%; with 100% employer match about $245,563 at 4% or $163,709 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 41 | $14,257,975 | $805,447 | $19,645iApproximate average salary by contribution assumption: employee only about $491,126 at 4% or $327,417 at 6%; with 50% employer match about $327,417 at 4% or $218,278 at 6%; with 100% employer match about $245,563 at 4% or $163,709 at 6%. |
| 2020 | 1 | 39 | $13,693,537 | $651,309 | $16,700iApproximate average salary by contribution assumption: employee only about $417,506 at 4% or $278,337 at 6%; with 50% employer match about $278,337 at 4% or $185,558 at 6%; with 100% employer match about $208,753 at 4% or $139,169 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 39 | $13,693,537 | $651,309 | $16,700iApproximate average salary by contribution assumption: employee only about $417,506 at 4% or $278,337 at 6%; with 50% employer match about $278,337 at 4% or $185,558 at 6%; with 100% employer match about $208,753 at 4% or $139,169 at 6%. |
| 2019 | 1 | 42 | $13,924,115 | $583,238 | $13,887iApproximate average salary by contribution assumption: employee only about $347,165 at 4% or $231,444 at 6%; with 50% employer match about $231,444 at 4% or $154,296 at 6%; with 100% employer match about $173,583 at 4% or $115,722 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 42 | $13,924,115 | $583,238 | $13,887iApproximate average salary by contribution assumption: employee only about $347,165 at 4% or $231,444 at 6%; with 50% employer match about $231,444 at 4% or $154,296 at 6%; with 100% employer match about $173,583 at 4% or $115,722 at 6%. |
| 2018 | 1 | 42 | $10,899,315 | $653,112 | $15,550iApproximate average salary by contribution assumption: employee only about $388,757 at 4% or $259,171 at 6%; with 50% employer match about $259,171 at 4% or $172,781 at 6%; with 100% employer match about $194,379 at 4% or $129,586 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 42 | $10,899,315 | $653,112 | $15,550iApproximate average salary by contribution assumption: employee only about $388,757 at 4% or $259,171 at 6%; with 50% employer match about $259,171 at 4% or $172,781 at 6%; with 100% employer match about $194,379 at 4% or $129,586 at 6%. |
| 2017 | 1 | 38 | $12,177,610 | $622,668 | $16,386iApproximate average salary by contribution assumption: employee only about $409,650 at 4% or $273,100 at 6%; with 50% employer match about $273,100 at 4% or $182,067 at 6%; with 100% employer match about $204,825 at 4% or $136,550 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 38 | $12,177,610 | $622,668 | $16,386iApproximate average salary by contribution assumption: employee only about $409,650 at 4% or $273,100 at 6%; with 50% employer match about $273,100 at 4% or $182,067 at 6%; with 100% employer match about $204,825 at 4% or $136,550 at 6%. |
| 2016 | 1 | 41 | $10,212,988 | $672,642 | $16,406iApproximate average salary by contribution assumption: employee only about $410,148 at 4% or $273,432 at 6%; with 50% employer match about $273,432 at 4% or $182,288 at 6%; with 100% employer match about $205,074 at 4% or $136,716 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 41 | $10,212,988 | $672,642 | $16,406iApproximate average salary by contribution assumption: employee only about $410,148 at 4% or $273,432 at 6%; with 50% employer match about $273,432 at 4% or $182,288 at 6%; with 100% employer match about $205,074 at 4% or $136,716 at 6%. |
| 2015 | 1 | 41 | $11,150,946 | $387,374 | $9,448iApproximate average salary by contribution assumption: employee only about $236,204 at 4% or $157,469 at 6%; with 50% employer match about $157,469 at 4% or $104,979 at 6%; with 100% employer match about $118,102 at 4% or $78,735 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 41 | $11,150,946 | $387,374 | $9,448iApproximate average salary by contribution assumption: employee only about $236,204 at 4% or $157,469 at 6%; with 50% employer match about $157,469 at 4% or $104,979 at 6%; with 100% employer match about $118,102 at 4% or $78,735 at 6%. |
| 2014 | 1 | 40 | $11,526,740 | $505,021 | $12,626iApproximate average salary by contribution assumption: employee only about $315,638 at 4% or $210,425 at 6%; with 50% employer match about $210,425 at 4% or $140,284 at 6%; with 100% employer match about $157,819 at 4% or $105,213 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 40 | $11,526,740 | $505,021 | $12,626iApproximate average salary by contribution assumption: employee only about $315,638 at 4% or $210,425 at 6%; with 50% employer match about $210,425 at 4% or $140,284 at 6%; with 100% employer match about $157,819 at 4% or $105,213 at 6%. |
| 2013 | 1 | 37 | $10,575,883 | $402,890 | $10,889iApproximate average salary by contribution assumption: employee only about $272,223 at 4% or $181,482 at 6%; with 50% employer match about $181,482 at 4% or $120,988 at 6%; with 100% employer match about $136,111 at 4% or $90,741 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 37 | $10,575,883 | $402,890 | $10,889iApproximate average salary by contribution assumption: employee only about $272,223 at 4% or $181,482 at 6%; with 50% employer match about $181,482 at 4% or $120,988 at 6%; with 100% employer match about $136,111 at 4% or $90,741 at 6%. |
| 2012 | 1 | 38 | $8,701,139 | $371,094 | $9,766iApproximate average salary by contribution assumption: employee only about $244,141 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,070 at 4% or $81,380 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 38 | $8,701,139 | $371,094 | $9,766iApproximate average salary by contribution assumption: employee only about $244,141 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,070 at 4% or $81,380 at 6%. |
| 2011 | 1 | 41 | $8,251,728 | $363,962 | $8,877iApproximate average salary by contribution assumption: employee only about $221,928 at 4% or $147,952 at 6%; with 50% employer match about $147,952 at 4% or $98,635 at 6%; with 100% employer match about $110,964 at 4% or $73,976 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 41 | $8,251,728 | $363,962 | $8,877iApproximate average salary by contribution assumption: employee only about $221,928 at 4% or $147,952 at 6%; with 50% employer match about $147,952 at 4% or $98,635 at 6%; with 100% employer match about $110,964 at 4% or $73,976 at 6%. |
| 2010 | 1 | 41 | $8,192,194 | $401,856 | $9,801iApproximate average salary by contribution assumption: employee only about $245,034 at 4% or $163,356 at 6%; with 50% employer match about $163,356 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 41 | $8,192,194 | $401,856 | $9,801iApproximate average salary by contribution assumption: employee only about $245,034 at 4% or $163,356 at 6%; with 50% employer match about $163,356 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%. |
| 2009 | 1 | 40 | $6,940,241 | $361,081 | $9,027iApproximate average salary by contribution assumption: employee only about $225,676 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 40 | $6,940,241 | $361,081 | $9,027iApproximate average salary by contribution assumption: employee only about $225,676 at 4% or $150,450 at 6%; with 50% employer match about $150,450 at 4% or $100,300 at 6%; with 100% employer match about $112,838 at 4% or $75,225 at 6%. |
| 2008 | 1 | 33 | $5,320,556 | $627,407 | $19,012iApproximate average salary by contribution assumption: employee only about $475,308 at 4% or $316,872 at 6%; with 50% employer match about $316,872 at 4% or $211,248 at 6%; with 100% employer match about $237,654 at 4% or $158,436 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 33 | $5,320,556 | $627,407 | $19,012iApproximate average salary by contribution assumption: employee only about $475,308 at 4% or $316,872 at 6%; with 50% employer match about $316,872 at 4% or $211,248 at 6%; with 100% employer match about $237,654 at 4% or $158,436 at 6%. |
| 2007 | 1 | 33 | $0 | $0 | - |
| Anderson O'Brien LLP 401(K) Plan | - | 33 | - | - | - |
| 2006 | 1 | 33 | $6,216,618 | $290,166 | $8,793iApproximate average salary by contribution assumption: employee only about $219,823 at 4% or $146,548 at 6%; with 50% employer match about $146,548 at 4% or $97,699 at 6%; with 100% employer match about $109,911 at 4% or $73,274 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 33 | $6,216,618 | $290,166 | $8,793iApproximate average salary by contribution assumption: employee only about $219,823 at 4% or $146,548 at 6%; with 50% employer match about $146,548 at 4% or $97,699 at 6%; with 100% employer match about $109,911 at 4% or $73,274 at 6%. |
| 2005 | 1 | 32 | $5,322,380 | $360,732 | $11,273iApproximate average salary by contribution assumption: employee only about $281,822 at 4% or $187,881 at 6%; with 50% employer match about $187,881 at 4% or $125,254 at 6%; with 100% employer match about $140,911 at 4% or $93,941 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 32 | $5,322,380 | $360,732 | $11,273iApproximate average salary by contribution assumption: employee only about $281,822 at 4% or $187,881 at 6%; with 50% employer match about $187,881 at 4% or $125,254 at 6%; with 100% employer match about $140,911 at 4% or $93,941 at 6%. |
| 2004 | 1 | 30 | $5,141,227 | $224,779 | $7,493iApproximate average salary by contribution assumption: employee only about $187,316 at 4% or $124,877 at 6%; with 50% employer match about $124,877 at 4% or $83,251 at 6%; with 100% employer match about $93,658 at 4% or $62,439 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 30 | $5,141,227 | $224,779 | $7,493iApproximate average salary by contribution assumption: employee only about $187,316 at 4% or $124,877 at 6%; with 50% employer match about $124,877 at 4% or $83,251 at 6%; with 100% employer match about $93,658 at 4% or $62,439 at 6%. |
| 2003 | 1 | 28 | $4,561,544 | $287,895 | $10,282iApproximate average salary by contribution assumption: employee only about $257,049 at 4% or $171,366 at 6%; with 50% employer match about $171,366 at 4% or $114,244 at 6%; with 100% employer match about $128,525 at 4% or $85,683 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 28 | $4,561,544 | $287,895 | $10,282iApproximate average salary by contribution assumption: employee only about $257,049 at 4% or $171,366 at 6%; with 50% employer match about $171,366 at 4% or $114,244 at 6%; with 100% employer match about $128,525 at 4% or $85,683 at 6%. |
| 2002 | 2 | 32 | $3,550,897 | $348,117 | $10,879iApproximate average salary by contribution assumption: employee only about $271,966 at 4% or $181,311 at 6%; with 50% employer match about $181,311 at 4% or $120,874 at 6%; with 100% employer match about $135,983 at 4% or $90,655 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 32 | $3,550,897 | $329,509 | $10,297iApproximate average salary by contribution assumption: employee only about $257,429 at 4% or $171,619 at 6%; with 50% employer match about $171,619 at 4% or $114,413 at 6%; with 100% employer match about $128,714 at 4% or $85,810 at 6%. |
| Anderson, Shannon, Obrien, Rice & Bertz Retirement Plan | - | 0 | - | $18,608 | - |
| 2001 | 2 | 27 | $3,811,472 | $220,987 | $8,185iApproximate average salary by contribution assumption: employee only about $204,618 at 4% or $136,412 at 6%; with 50% employer match about $136,412 at 4% or $90,941 at 6%; with 100% employer match about $102,309 at 4% or $68,206 at 6%. |
| Anderson, Shannon, Obrien, Rice & Bertz Retirement Plan | - | 27 | $2,482,976 | $123,707 | $4,582iApproximate average salary by contribution assumption: employee only about $114,544 at 4% or $76,362 at 6%; with 50% employer match about $76,362 at 4% or $50,908 at 6%; with 100% employer match about $57,272 at 4% or $38,181 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 0 | $1,328,496 | $97,280 | - |
| 2000 | 1 | 25 | $3,080,260 | $111,827 | $4,473iApproximate average salary by contribution assumption: employee only about $111,827 at 4% or $74,551 at 6%; with 50% employer match about $74,551 at 4% or $49,701 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%. |
| Anderson, Shannon, Obrien, Rice & Bertz Retirement Plan | - | 25 | $3,080,260 | $111,827 | $4,473iApproximate average salary by contribution assumption: employee only about $111,827 at 4% or $74,551 at 6%; with 50% employer match about $74,551 at 4% or $49,701 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%. |
| 1999 | 2 | 26 | $4,463,849 | $234,372 | $9,014iApproximate average salary by contribution assumption: employee only about $225,358 at 4% or $150,238 at 6%; with 50% employer match about $150,238 at 4% or $100,159 at 6%; with 100% employer match about $112,679 at 4% or $75,119 at 6%. |
| Anderson, Shannon, Obrien, Rice & Bertz Retirement Plan | - | 24 | $2,996,876 | $134,106 | $5,588iApproximate average salary by contribution assumption: employee only about $139,694 at 4% or $93,129 at 6%; with 50% employer match about $93,129 at 4% or $62,086 at 6%; with 100% employer match about $69,847 at 4% or $46,565 at 6%. |
| Anderson O'Brien LLP 401(K) Plan | - | 26 | $1,466,973 | $100,266 | $3,856iApproximate average salary by contribution assumption: employee only about $96,410 at 4% or $64,273 at 6%; with 50% employer match about $64,273 at 4% or $42,849 at 6%; with 100% employer match about $48,205 at 4% or $32,137 at 6%. |