Civic Intelligence

O Connell Financial Group Inc

Plan context: O Connell Financial Group Inc 401 K Profit Sharing Plan Trust

EIN 46-5277584 • Tampa, FL • 12 filings • 3 plans

1511 N West Shore Blvd Ste 800Tampa, FL 33607-4553
Current Snapshot

Latest Year

2025

2025 Participants

86

2025 Assets

$2,816,228

2025 Contributions

$285,123

Historical Graphs

Total Assets Over Time

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

$2,816,228$1,408,114$0201420202025YearValue
$2,816,228Latest year 2025

Participants Over Time

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

86430201420202025YearValue
86Latest year 2025

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
2025186$2,816,228$285,123$3,315iApproximate average salary by contribution assumption: employee only about $82,885 at 4% or $55,256 at 6%; with 50% employer match about $55,256 at 4% or $36,838 at 6%; with 100% employer match about $41,442 at 4% or $27,628 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-86$2,816,228$285,123$3,315iApproximate average salary by contribution assumption: employee only about $82,885 at 4% or $55,256 at 6%; with 50% employer match about $55,256 at 4% or $36,838 at 6%; with 100% employer match about $41,442 at 4% or $27,628 at 6%.
2024183$2,517,771$271,026$3,265iApproximate average salary by contribution assumption: employee only about $81,634 at 4% or $54,423 at 6%; with 50% employer match about $54,423 at 4% or $36,282 at 6%; with 100% employer match about $40,817 at 4% or $27,211 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-83$2,517,771$271,026$3,265iApproximate average salary by contribution assumption: employee only about $81,634 at 4% or $54,423 at 6%; with 50% employer match about $54,423 at 4% or $36,282 at 6%; with 100% employer match about $40,817 at 4% or $27,211 at 6%.
2023182$2,055,145$337,132$4,111iApproximate average salary by contribution assumption: employee only about $102,784 at 4% or $68,523 at 6%; with 50% employer match about $68,523 at 4% or $45,682 at 6%; with 100% employer match about $51,392 at 4% or $34,261 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-82$2,055,145$337,132$4,111iApproximate average salary by contribution assumption: employee only about $102,784 at 4% or $68,523 at 6%; with 50% employer match about $68,523 at 4% or $45,682 at 6%; with 100% employer match about $51,392 at 4% or $34,261 at 6%.
2022179$1,606,824$323,152$4,091iApproximate average salary by contribution assumption: employee only about $102,263 at 4% or $68,176 at 6%; with 50% employer match about $68,176 at 4% or $45,450 at 6%; with 100% employer match about $51,132 at 4% or $34,088 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-79$1,606,824$323,152$4,091iApproximate average salary by contribution assumption: employee only about $102,263 at 4% or $68,176 at 6%; with 50% employer match about $68,176 at 4% or $45,450 at 6%; with 100% employer match about $51,132 at 4% or $34,088 at 6%.
2021169$1,697,941$305,403$4,426iApproximate average salary by contribution assumption: employee only about $110,653 at 4% or $73,769 at 6%; with 50% employer match about $73,769 at 4% or $49,179 at 6%; with 100% employer match about $55,327 at 4% or $36,884 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-69$1,697,941$305,403$4,426iApproximate average salary by contribution assumption: employee only about $110,653 at 4% or $73,769 at 6%; with 50% employer match about $73,769 at 4% or $49,179 at 6%; with 100% employer match about $55,327 at 4% or $36,884 at 6%.
2020161$1,598,796$329,942$5,409iApproximate average salary by contribution assumption: employee only about $135,222 at 4% or $90,148 at 6%; with 50% employer match about $90,148 at 4% or $60,099 at 6%; with 100% employer match about $67,611 at 4% or $45,074 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-61$1,598,796$329,942$5,409iApproximate average salary by contribution assumption: employee only about $135,222 at 4% or $90,148 at 6%; with 50% employer match about $90,148 at 4% or $60,099 at 6%; with 100% employer match about $67,611 at 4% or $45,074 at 6%.
2019154$1,173,195$191,717$3,550iApproximate average salary by contribution assumption: employee only about $88,758 at 4% or $59,172 at 6%; with 50% employer match about $59,172 at 4% or $39,448 at 6%; with 100% employer match about $44,379 at 4% or $29,586 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-54$1,173,195$191,717$3,550iApproximate average salary by contribution assumption: employee only about $88,758 at 4% or $59,172 at 6%; with 50% employer match about $59,172 at 4% or $39,448 at 6%; with 100% employer match about $44,379 at 4% or $29,586 at 6%.
2018156$819,701$195,174$3,485iApproximate average salary by contribution assumption: employee only about $87,131 at 4% or $58,088 at 6%; with 50% employer match about $58,088 at 4% or $38,725 at 6%; with 100% employer match about $43,566 at 4% or $29,044 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-56$819,701$195,174$3,485iApproximate average salary by contribution assumption: employee only about $87,131 at 4% or $58,088 at 6%; with 50% employer match about $58,088 at 4% or $38,725 at 6%; with 100% employer match about $43,566 at 4% or $29,044 at 6%.
2017148$839,058$196,312$4,090iApproximate average salary by contribution assumption: employee only about $102,246 at 4% or $68,164 at 6%; with 50% employer match about $68,164 at 4% or $45,443 at 6%; with 100% employer match about $51,123 at 4% or $34,082 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-48$839,058$196,312$4,090iApproximate average salary by contribution assumption: employee only about $102,246 at 4% or $68,164 at 6%; with 50% employer match about $68,164 at 4% or $45,443 at 6%; with 100% employer match about $51,123 at 4% or $34,082 at 6%.
2016133$603,372$180,098$5,458iApproximate average salary by contribution assumption: employee only about $136,438 at 4% or $90,959 at 6%; with 50% employer match about $90,959 at 4% or $60,639 at 6%; with 100% employer match about $68,219 at 4% or $45,479 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-33$603,372$180,098$5,458iApproximate average salary by contribution assumption: employee only about $136,438 at 4% or $90,959 at 6%; with 50% employer match about $90,959 at 4% or $60,639 at 6%; with 100% employer match about $68,219 at 4% or $45,479 at 6%.
2015131$422,807$138,667$4,473iApproximate average salary by contribution assumption: employee only about $111,828 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,701 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-31$422,807$138,667$4,473iApproximate average salary by contribution assumption: employee only about $111,828 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,701 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%.
2014117$289,200$287,272$16,898iApproximate average salary by contribution assumption: employee only about $422,459 at 4% or $281,639 at 6%; with 50% employer match about $281,639 at 4% or $187,759 at 6%; with 100% employer match about $211,229 at 4% or $140,820 at 6%.
O Connell Financial Group Inc 401 K Profit Sharing Plan Trust-17$289,200$287,272$16,898iApproximate average salary by contribution assumption: employee only about $422,459 at 4% or $281,639 at 6%; with 50% employer match about $281,639 at 4% or $187,759 at 6%; with 100% employer match about $211,229 at 4% or $140,820 at 6%.