O'Brien & Associates LLC
Plan context: O'Brien & Associates LLC 401(K) Plan
EIN 45-5414913 • Washington, DC • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,442,148
2024 Contributions
$214,504
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 | 5 | $1,442,148 | $214,504 | $42,901iApproximate average salary by contribution assumption: employee only about $1,072,520 at 4% or $715,013 at 6%; with 50% employer match about $715,013 at 4% or $476,676 at 6%; with 100% employer match about $536,260 at 4% or $357,507 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 5 | $1,442,148 | $214,504 | $42,901iApproximate average salary by contribution assumption: employee only about $1,072,520 at 4% or $715,013 at 6%; with 50% employer match about $715,013 at 4% or $476,676 at 6%; with 100% employer match about $536,260 at 4% or $357,507 at 6%. |
| 2023 | 1 | 7 | $4,929,195 | $119,236 | $17,034iApproximate average salary by contribution assumption: employee only about $425,843 at 4% or $283,895 at 6%; with 50% employer match about $283,895 at 4% or $189,263 at 6%; with 100% employer match about $212,921 at 4% or $141,948 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 7 | $4,929,195 | $119,236 | $17,034iApproximate average salary by contribution assumption: employee only about $425,843 at 4% or $283,895 at 6%; with 50% employer match about $283,895 at 4% or $189,263 at 6%; with 100% employer match about $212,921 at 4% or $141,948 at 6%. |
| 2022 | 1 | 9 | $4,255,484 | $213,333 | $23,704iApproximate average salary by contribution assumption: employee only about $592,592 at 4% or $395,061 at 6%; with 50% employer match about $395,061 at 4% or $263,374 at 6%; with 100% employer match about $296,296 at 4% or $197,531 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 9 | $4,255,484 | $213,333 | $23,704iApproximate average salary by contribution assumption: employee only about $592,592 at 4% or $395,061 at 6%; with 50% employer match about $395,061 at 4% or $263,374 at 6%; with 100% employer match about $296,296 at 4% or $197,531 at 6%. |
| 2021 | 1 | 9 | $5,471,031 | $219,915 | $24,435iApproximate average salary by contribution assumption: employee only about $610,875 at 4% or $407,250 at 6%; with 50% employer match about $407,250 at 4% or $271,500 at 6%; with 100% employer match about $305,438 at 4% or $203,625 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 9 | $5,471,031 | $219,915 | $24,435iApproximate average salary by contribution assumption: employee only about $610,875 at 4% or $407,250 at 6%; with 50% employer match about $407,250 at 4% or $271,500 at 6%; with 100% employer match about $305,438 at 4% or $203,625 at 6%. |
| 2020 | 1 | 9 | $5,137,887 | $209,554 | $23,284iApproximate average salary by contribution assumption: employee only about $582,094 at 4% or $388,063 at 6%; with 50% employer match about $388,063 at 4% or $258,709 at 6%; with 100% employer match about $291,047 at 4% or $194,031 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 9 | $5,137,887 | $209,554 | $23,284iApproximate average salary by contribution assumption: employee only about $582,094 at 4% or $388,063 at 6%; with 50% employer match about $388,063 at 4% or $258,709 at 6%; with 100% employer match about $291,047 at 4% or $194,031 at 6%. |
| 2019 | 1 | 8 | $5,176,657 | $201,394 | $25,174iApproximate average salary by contribution assumption: employee only about $629,356 at 4% or $419,571 at 6%; with 50% employer match about $419,571 at 4% or $279,714 at 6%; with 100% employer match about $314,678 at 4% or $209,785 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 8 | $5,176,657 | $201,394 | $25,174iApproximate average salary by contribution assumption: employee only about $629,356 at 4% or $419,571 at 6%; with 50% employer match about $419,571 at 4% or $279,714 at 6%; with 100% employer match about $314,678 at 4% or $209,785 at 6%. |
| 2018 | 1 | 8 | $4,439,949 | $207,543 | $25,943iApproximate average salary by contribution assumption: employee only about $648,572 at 4% or $432,381 at 6%; with 50% employer match about $432,381 at 4% or $288,254 at 6%; with 100% employer match about $324,286 at 4% or $216,191 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 8 | $4,439,949 | $207,543 | $25,943iApproximate average salary by contribution assumption: employee only about $648,572 at 4% or $432,381 at 6%; with 50% employer match about $432,381 at 4% or $288,254 at 6%; with 100% employer match about $324,286 at 4% or $216,191 at 6%. |
| 2017 | 1 | 7 | $4,489,999 | $174,375 | $24,911iApproximate average salary by contribution assumption: employee only about $622,768 at 4% or $415,179 at 6%; with 50% employer match about $415,179 at 4% or $276,786 at 6%; with 100% employer match about $311,384 at 4% or $207,589 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 7 | $4,489,999 | $174,375 | $24,911iApproximate average salary by contribution assumption: employee only about $622,768 at 4% or $415,179 at 6%; with 50% employer match about $415,179 at 4% or $276,786 at 6%; with 100% employer match about $311,384 at 4% or $207,589 at 6%. |
| 2016 | 1 | 7 | $3,809,804 | $172,483 | $24,640iApproximate average salary by contribution assumption: employee only about $616,011 at 4% or $410,674 at 6%; with 50% employer match about $410,674 at 4% or $273,783 at 6%; with 100% employer match about $308,005 at 4% or $205,337 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 7 | $3,809,804 | $172,483 | $24,640iApproximate average salary by contribution assumption: employee only about $616,011 at 4% or $410,674 at 6%; with 50% employer match about $410,674 at 4% or $273,783 at 6%; with 100% employer match about $308,005 at 4% or $205,337 at 6%. |
| 2015 | 1 | 6 | $3,344,031 | $162,083 | $27,014iApproximate average salary by contribution assumption: employee only about $675,346 at 4% or $450,231 at 6%; with 50% employer match about $450,231 at 4% or $300,154 at 6%; with 100% employer match about $337,673 at 4% or $225,115 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 6 | $3,344,031 | $162,083 | $27,014iApproximate average salary by contribution assumption: employee only about $675,346 at 4% or $450,231 at 6%; with 50% employer match about $450,231 at 4% or $300,154 at 6%; with 100% employer match about $337,673 at 4% or $225,115 at 6%. |
| 2014 | 1 | 6 | $3,204,698 | $166,647 | $27,775iApproximate average salary by contribution assumption: employee only about $694,363 at 4% or $462,908 at 6%; with 50% employer match about $462,908 at 4% or $308,606 at 6%; with 100% employer match about $347,181 at 4% or $231,454 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 6 | $3,204,698 | $166,647 | $27,775iApproximate average salary by contribution assumption: employee only about $694,363 at 4% or $462,908 at 6%; with 50% employer match about $462,908 at 4% or $308,606 at 6%; with 100% employer match about $347,181 at 4% or $231,454 at 6%. |
| 2013 | 1 | 5 | $2,915,843 | $145,178 | $29,036iApproximate average salary by contribution assumption: employee only about $725,890 at 4% or $483,927 at 6%; with 50% employer match about $483,927 at 4% or $322,618 at 6%; with 100% employer match about $362,945 at 4% or $241,963 at 6%. |
| O'Brien & Associates LLC 401(K) Plan | - | 5 | $2,915,843 | $145,178 | $29,036iApproximate average salary by contribution assumption: employee only about $725,890 at 4% or $483,927 at 6%; with 50% employer match about $483,927 at 4% or $322,618 at 6%; with 100% employer match about $362,945 at 4% or $241,963 at 6%. |