Civic Intelligence

Oleary & Anick LLC

Plan context: O'Leary and Anick 401(K) Retirement and Savings Plan

EIN 39-1977004 • Wauwatosa, WI • 18 filings • 3 plans

11933 W Burleigh StreetSuite 100Wauwatosa, WI 53222
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$1,206,063

2024 Contributions

$270,269

Historical Graphs

Total Assets Over Time

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

$1,206,063$603,032$0200820162024YearValue
$1,206,063Latest year 2024

Participants Over Time

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

34170200720162024YearValue
34Latest 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
2024134$1,206,063$270,269$7,949iApproximate average salary by contribution assumption: employee only about $198,727 at 4% or $132,485 at 6%; with 50% employer match about $132,485 at 4% or $88,323 at 6%; with 100% employer match about $99,364 at 4% or $66,242 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-34$1,206,063$270,269$7,949iApproximate average salary by contribution assumption: employee only about $198,727 at 4% or $132,485 at 6%; with 50% employer match about $132,485 at 4% or $88,323 at 6%; with 100% employer match about $99,364 at 4% or $66,242 at 6%.
2023129$955,074$304,354$10,495iApproximate average salary by contribution assumption: employee only about $262,374 at 4% or $174,916 at 6%; with 50% employer match about $174,916 at 4% or $116,611 at 6%; with 100% employer match about $131,187 at 4% or $87,458 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-29$955,074$304,354$10,495iApproximate average salary by contribution assumption: employee only about $262,374 at 4% or $174,916 at 6%; with 50% employer match about $174,916 at 4% or $116,611 at 6%; with 100% employer match about $131,187 at 4% or $87,458 at 6%.
2022123$880,403$151,774$6,599iApproximate average salary by contribution assumption: employee only about $164,972 at 4% or $109,981 at 6%; with 50% employer match about $109,981 at 4% or $73,321 at 6%; with 100% employer match about $82,486 at 4% or $54,991 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-23$880,403$151,774$6,599iApproximate average salary by contribution assumption: employee only about $164,972 at 4% or $109,981 at 6%; with 50% employer match about $109,981 at 4% or $73,321 at 6%; with 100% employer match about $82,486 at 4% or $54,991 at 6%.
2021120$874,952$156,174$7,809iApproximate average salary by contribution assumption: employee only about $195,218 at 4% or $130,145 at 6%; with 50% employer match about $130,145 at 4% or $86,763 at 6%; with 100% employer match about $97,609 at 4% or $65,073 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-20$874,952$156,174$7,809iApproximate average salary by contribution assumption: employee only about $195,218 at 4% or $130,145 at 6%; with 50% employer match about $130,145 at 4% or $86,763 at 6%; with 100% employer match about $97,609 at 4% or $65,073 at 6%.
2020122$744,779$131,449$5,975iApproximate average salary by contribution assumption: employee only about $149,374 at 4% or $99,583 at 6%; with 50% employer match about $99,583 at 4% or $66,388 at 6%; with 100% employer match about $74,687 at 4% or $49,791 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-22$744,779$131,449$5,975iApproximate average salary by contribution assumption: employee only about $149,374 at 4% or $99,583 at 6%; with 50% employer match about $99,583 at 4% or $66,388 at 6%; with 100% employer match about $74,687 at 4% or $49,791 at 6%.
2019118$526,569$100,168$5,565iApproximate average salary by contribution assumption: employee only about $139,122 at 4% or $92,748 at 6%; with 50% employer match about $92,748 at 4% or $61,832 at 6%; with 100% employer match about $69,561 at 4% or $46,374 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-18$526,569$100,168$5,565iApproximate average salary by contribution assumption: employee only about $139,122 at 4% or $92,748 at 6%; with 50% employer match about $92,748 at 4% or $61,832 at 6%; with 100% employer match about $69,561 at 4% or $46,374 at 6%.
2018118$370,521$94,088$5,227iApproximate average salary by contribution assumption: employee only about $130,678 at 4% or $87,119 at 6%; with 50% employer match about $87,119 at 4% or $58,079 at 6%; with 100% employer match about $65,339 at 4% or $43,559 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-18$370,521$94,088$5,227iApproximate average salary by contribution assumption: employee only about $130,678 at 4% or $87,119 at 6%; with 50% employer match about $87,119 at 4% or $58,079 at 6%; with 100% employer match about $65,339 at 4% or $43,559 at 6%.
2017120$949,076$42,248$2,112iApproximate average salary by contribution assumption: employee only about $52,810 at 4% or $35,207 at 6%; with 50% employer match about $35,207 at 4% or $23,471 at 6%; with 100% employer match about $26,405 at 4% or $17,603 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-20$949,076$42,248$2,112iApproximate average salary by contribution assumption: employee only about $52,810 at 4% or $35,207 at 6%; with 50% employer match about $35,207 at 4% or $23,471 at 6%; with 100% employer match about $26,405 at 4% or $17,603 at 6%.
2016119$795,376$50,002$2,632iApproximate average salary by contribution assumption: employee only about $65,792 at 4% or $43,861 at 6%; with 50% employer match about $43,861 at 4% or $29,241 at 6%; with 100% employer match about $32,896 at 4% or $21,931 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-19$795,376$50,002$2,632iApproximate average salary by contribution assumption: employee only about $65,792 at 4% or $43,861 at 6%; with 50% employer match about $43,861 at 4% or $29,241 at 6%; with 100% employer match about $32,896 at 4% or $21,931 at 6%.
2015121$705,875$53,895$2,566iApproximate average salary by contribution assumption: employee only about $64,161 at 4% or $42,774 at 6%; with 50% employer match about $42,774 at 4% or $28,516 at 6%; with 100% employer match about $32,080 at 4% or $21,387 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-21$705,875$53,895$2,566iApproximate average salary by contribution assumption: employee only about $64,161 at 4% or $42,774 at 6%; with 50% employer match about $42,774 at 4% or $28,516 at 6%; with 100% employer match about $32,080 at 4% or $21,387 at 6%.
2014125$729,269$63,388$2,536iApproximate average salary by contribution assumption: employee only about $63,388 at 4% or $42,259 at 6%; with 50% employer match about $42,259 at 4% or $28,172 at 6%; with 100% employer match about $31,694 at 4% or $21,129 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-25$729,269$63,388$2,536iApproximate average salary by contribution assumption: employee only about $63,388 at 4% or $42,259 at 6%; with 50% employer match about $42,259 at 4% or $28,172 at 6%; with 100% employer match about $31,694 at 4% or $21,129 at 6%.
2013126$648,462$53,166$2,045iApproximate average salary by contribution assumption: employee only about $51,121 at 4% or $34,081 at 6%; with 50% employer match about $34,081 at 4% or $22,721 at 6%; with 100% employer match about $25,561 at 4% or $17,040 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-26$648,462$53,166$2,045iApproximate average salary by contribution assumption: employee only about $51,121 at 4% or $34,081 at 6%; with 50% employer match about $34,081 at 4% or $22,721 at 6%; with 100% employer match about $25,561 at 4% or $17,040 at 6%.
2012127$594,773$54,385$2,014iApproximate average salary by contribution assumption: employee only about $50,356 at 4% or $33,571 at 6%; with 50% employer match about $33,571 at 4% or $22,381 at 6%; with 100% employer match about $25,178 at 4% or $16,785 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-27$594,773$54,385$2,014iApproximate average salary by contribution assumption: employee only about $50,356 at 4% or $33,571 at 6%; with 50% employer match about $33,571 at 4% or $22,381 at 6%; with 100% employer match about $25,178 at 4% or $16,785 at 6%.
2011129$488,889$72,651$2,505iApproximate average salary by contribution assumption: employee only about $62,630 at 4% or $41,753 at 6%; with 50% employer match about $41,753 at 4% or $27,836 at 6%; with 100% employer match about $31,315 at 4% or $20,877 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-29$488,889$72,651$2,505iApproximate average salary by contribution assumption: employee only about $62,630 at 4% or $41,753 at 6%; with 50% employer match about $41,753 at 4% or $27,836 at 6%; with 100% employer match about $31,315 at 4% or $20,877 at 6%.
2010125$446,403$77,982$3,119iApproximate average salary by contribution assumption: employee only about $77,982 at 4% or $51,988 at 6%; with 50% employer match about $51,988 at 4% or $34,659 at 6%; with 100% employer match about $38,991 at 4% or $25,994 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-25$446,403$77,982$3,119iApproximate average salary by contribution assumption: employee only about $77,982 at 4% or $51,988 at 6%; with 50% employer match about $51,988 at 4% or $34,659 at 6%; with 100% employer match about $38,991 at 4% or $25,994 at 6%.
2009116$333,547$51,531$3,221iApproximate average salary by contribution assumption: employee only about $80,517 at 4% or $53,678 at 6%; with 50% employer match about $53,678 at 4% or $35,785 at 6%; with 100% employer match about $40,259 at 4% or $26,839 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-16$333,547$51,531$3,221iApproximate average salary by contribution assumption: employee only about $80,517 at 4% or $53,678 at 6%; with 50% employer match about $53,678 at 4% or $35,785 at 6%; with 100% employer match about $40,259 at 4% or $26,839 at 6%.
2008116$230,084$260,686$16,293iApproximate average salary by contribution assumption: employee only about $407,322 at 4% or $271,548 at 6%; with 50% employer match about $271,548 at 4% or $181,032 at 6%; with 100% employer match about $203,661 at 4% or $135,774 at 6%.
O'Leary and Anick 401(K) Retirement and Savings Plan-16$230,084$260,686$16,293iApproximate average salary by contribution assumption: employee only about $407,322 at 4% or $271,548 at 6%; with 50% employer match about $271,548 at 4% or $181,032 at 6%; with 100% employer match about $203,661 at 4% or $135,774 at 6%.
2007116$0$0-
O'Leary and Anick 401(K) Retirement and Savings Plan-16---