O'Brien Investment Group
Plan context: O'Brien Investment Group Retirement Plan
EIN 46-2961276 • 3 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
1
2015 Assets
$540,367
2015 Contributions
$506,818
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| O'Brien Investment Group Retirement Plan | - | 0 | - | - | - |
| 2014 | 1 | 1 | $540,367 | $0 | - |
| O'Brien Investment Group Retirement Plan | - | 1 | $540,367 | - | - |
| 2013 | 1 | 1 | $530,044 | $506,818 | $506,818iApproximate average salary by contribution assumption: employee only about $12,670,450 at 4% or $8,446,967 at 6%; with 50% employer match about $8,446,967 at 4% or $5,631,311 at 6%; with 100% employer match about $6,335,225 at 4% or $4,223,483 at 6%. |
| O'Brien Investment Group Retirement Plan | - | 1 | $530,044 | $506,818 | $506,818iApproximate average salary by contribution assumption: employee only about $12,670,450 at 4% or $8,446,967 at 6%; with 50% employer match about $8,446,967 at 4% or $5,631,311 at 6%; with 100% employer match about $6,335,225 at 4% or $4,223,483 at 6%. |