Civic Intelligence

The Obrien Financial Group Inc.

Plan context: The Obrien Financial Group Inc. Profit Sharing Plan & Trust

EIN 39-1182673 • Milwaukee, WI • 18 filings • 4 plans

735 N. Water StreetSuite 1110Milwaukee, WI 53202
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$1,970,995

2014 Contributions

$414,000

Historical Graphs

Total Assets Over Time

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

$4,732,665$2,366,333$0199920062014YearValue
$1,970,995Latest year 2014

Participants Over Time

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

1370199920072014YearValue
1Latest year 2014

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
201421$1,970,995$414,000$414,000iApproximate average salary by contribution assumption: employee only about $10,350,000 at 4% or $6,900,000 at 6%; with 50% employer match about $6,900,000 at 4% or $4,600,000 at 6%; with 100% employer match about $5,175,000 at 4% or $3,450,000 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-1$1,365,084$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
THE O'BRIEN FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN-1$605,911$355,000$355,000iApproximate average salary by contribution assumption: employee only about $8,875,000 at 4% or $5,916,667 at 6%; with 50% employer match about $5,916,667 at 4% or $3,944,444 at 6%; with 100% employer match about $4,437,500 at 4% or $2,958,333 at 6%.
2013212$4,732,665$452,376$37,698iApproximate average salary by contribution assumption: employee only about $942,450 at 4% or $628,300 at 6%; with 50% employer match about $628,300 at 4% or $418,867 at 6%; with 100% employer match about $471,225 at 4% or $314,150 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-12$4,476,392$196,103$16,342iApproximate average salary by contribution assumption: employee only about $408,548 at 4% or $272,365 at 6%; with 50% employer match about $272,365 at 4% or $181,577 at 6%; with 100% employer match about $204,274 at 4% or $136,183 at 6%.
THE O'BRIEN FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN-7$256,273$256,273$36,610iApproximate average salary by contribution assumption: employee only about $915,261 at 4% or $610,174 at 6%; with 50% employer match about $610,174 at 4% or $406,783 at 6%; with 100% employer match about $457,630 at 4% or $305,087 at 6%.
2012112$3,536,189$168,844$14,070iApproximate average salary by contribution assumption: employee only about $351,758 at 4% or $234,506 at 6%; with 50% employer match about $234,506 at 4% or $156,337 at 6%; with 100% employer match about $175,879 at 4% or $117,253 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-12$3,536,189$168,844$14,070iApproximate average salary by contribution assumption: employee only about $351,758 at 4% or $234,506 at 6%; with 50% employer match about $234,506 at 4% or $156,337 at 6%; with 100% employer match about $175,879 at 4% or $117,253 at 6%.
2011113$3,148,369$235,115$18,086iApproximate average salary by contribution assumption: employee only about $452,144 at 4% or $301,429 at 6%; with 50% employer match about $301,429 at 4% or $200,953 at 6%; with 100% employer match about $226,072 at 4% or $150,715 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-13$3,148,369$235,115$18,086iApproximate average salary by contribution assumption: employee only about $452,144 at 4% or $301,429 at 6%; with 50% employer match about $301,429 at 4% or $200,953 at 6%; with 100% employer match about $226,072 at 4% or $150,715 at 6%.
2010112$3,270,586$257,265$21,439iApproximate average salary by contribution assumption: employee only about $535,969 at 4% or $357,313 at 6%; with 50% employer match about $357,313 at 4% or $238,208 at 6%; with 100% employer match about $267,984 at 4% or $178,656 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-12$3,270,586$257,265$21,439iApproximate average salary by contribution assumption: employee only about $535,969 at 4% or $357,313 at 6%; with 50% employer match about $357,313 at 4% or $238,208 at 6%; with 100% employer match about $267,984 at 4% or $178,656 at 6%.
2009113$2,467,199$222,882$17,145iApproximate average salary by contribution assumption: employee only about $428,619 at 4% or $285,746 at 6%; with 50% employer match about $285,746 at 4% or $190,497 at 6%; with 100% employer match about $214,310 at 4% or $142,873 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-13$2,467,199$222,882$17,145iApproximate average salary by contribution assumption: employee only about $428,619 at 4% or $285,746 at 6%; with 50% employer match about $285,746 at 4% or $190,497 at 6%; with 100% employer match about $214,310 at 4% or $142,873 at 6%.
2008113$0$0-
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-13---
2007112$0$0-
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-12---
2006111$2,688,562$234,072$21,279iApproximate average salary by contribution assumption: employee only about $531,982 at 4% or $354,655 at 6%; with 50% employer match about $354,655 at 4% or $236,436 at 6%; with 100% employer match about $265,991 at 4% or $177,327 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-11$2,688,562$234,072$21,279iApproximate average salary by contribution assumption: employee only about $531,982 at 4% or $354,655 at 6%; with 50% employer match about $354,655 at 4% or $236,436 at 6%; with 100% employer match about $265,991 at 4% or $177,327 at 6%.
2005110$2,035,942$221,927$22,193iApproximate average salary by contribution assumption: employee only about $554,818 at 4% or $369,878 at 6%; with 50% employer match about $369,878 at 4% or $246,586 at 6%; with 100% employer match about $277,409 at 4% or $184,939 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-10$2,035,942$221,927$22,193iApproximate average salary by contribution assumption: employee only about $554,818 at 4% or $369,878 at 6%; with 50% employer match about $369,878 at 4% or $246,586 at 6%; with 100% employer match about $277,409 at 4% or $184,939 at 6%.
2004110$1,596,376$190,983$19,098iApproximate average salary by contribution assumption: employee only about $477,458 at 4% or $318,305 at 6%; with 50% employer match about $318,305 at 4% or $212,203 at 6%; with 100% employer match about $238,729 at 4% or $159,153 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-10$1,596,376$190,983$19,098iApproximate average salary by contribution assumption: employee only about $477,458 at 4% or $318,305 at 6%; with 50% employer match about $318,305 at 4% or $212,203 at 6%; with 100% employer match about $238,729 at 4% or $159,153 at 6%.
2003110$0$0-
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-10---
2002110$894,160$119,203$11,920iApproximate average salary by contribution assumption: employee only about $298,008 at 4% or $198,672 at 6%; with 50% employer match about $198,672 at 4% or $132,448 at 6%; with 100% employer match about $149,004 at 4% or $99,336 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-10$894,160$119,203$11,920iApproximate average salary by contribution assumption: employee only about $298,008 at 4% or $198,672 at 6%; with 50% employer match about $198,672 at 4% or $132,448 at 6%; with 100% employer match about $149,004 at 4% or $99,336 at 6%.
200116$758,324$78,861$13,144iApproximate average salary by contribution assumption: employee only about $328,588 at 4% or $219,058 at 6%; with 50% employer match about $219,058 at 4% or $146,039 at 6%; with 100% employer match about $164,294 at 4% or $109,529 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-6$758,324$78,861$13,144iApproximate average salary by contribution assumption: employee only about $328,588 at 4% or $219,058 at 6%; with 50% employer match about $219,058 at 4% or $146,039 at 6%; with 100% employer match about $164,294 at 4% or $109,529 at 6%.
200017$746,670$67,852$9,693iApproximate average salary by contribution assumption: employee only about $242,329 at 4% or $161,552 at 6%; with 50% employer match about $161,552 at 4% or $107,702 at 6%; with 100% employer match about $121,164 at 4% or $80,776 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-7$746,670$67,852$9,693iApproximate average salary by contribution assumption: employee only about $242,329 at 4% or $161,552 at 6%; with 50% employer match about $161,552 at 4% or $107,702 at 6%; with 100% employer match about $121,164 at 4% or $80,776 at 6%.
199916$718,436$58,997$9,833iApproximate average salary by contribution assumption: employee only about $245,821 at 4% or $163,881 at 6%; with 50% employer match about $163,881 at 4% or $109,254 at 6%; with 100% employer match about $122,910 at 4% or $81,940 at 6%.
The Obrien Financial Group Inc. Profit Sharing Plan & Trust-6$718,436$58,997$9,833iApproximate average salary by contribution assumption: employee only about $245,821 at 4% or $163,881 at 6%; with 50% employer match about $163,881 at 4% or $109,254 at 6%; with 100% employer match about $122,910 at 4% or $81,940 at 6%.