Civic Intelligence

Hauptman, O'Brien, Wolf & Lathrop PC.

Plan context: Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan

EIN 47-0624363 • Omaha, NE • 36 filings • 3 plans

1005 South 107th Avenue, Suite 200Omaha, NE 68114
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$2,983,068

2024 Contributions

$117,560

Historical Graphs

Total Assets Over Time

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

$12,642,686$6,321,343$0200020122023YearValue
$2,983,068Latest year 2023

Participants Over Time

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

35180200020122023YearValue
25Latest year 2023

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
202410$0$117,560-
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-0$0$117,560-
2023225$2,983,068$832,851$33,314iApproximate average salary by contribution assumption: employee only about $832,851 at 4% or $555,234 at 6%; with 50% employer match about $555,234 at 4% or $370,156 at 6%; with 100% employer match about $416,426 at 4% or $277,617 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-25$2,983,068$300,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-0$0$532,851-
2022225$11,649,128$871,872$34,875iApproximate average salary by contribution assumption: employee only about $871,872 at 4% or $581,248 at 6%; with 50% employer match about $581,248 at 4% or $387,499 at 6%; with 100% employer match about $435,936 at 4% or $290,624 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-25$9,261,462$571,872$22,875iApproximate average salary by contribution assumption: employee only about $571,872 at 4% or $381,248 at 6%; with 50% employer match about $381,248 at 4% or $254,165 at 6%; with 100% employer match about $285,936 at 4% or $190,624 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-25$2,387,666$300,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2021228$12,642,686$546,969$19,535iApproximate average salary by contribution assumption: employee only about $488,365 at 4% or $325,577 at 6%; with 50% employer match about $325,577 at 4% or $217,051 at 6%; with 100% employer match about $244,183 at 4% or $162,788 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-25$10,245,760$546,969$21,879iApproximate average salary by contribution assumption: employee only about $546,969 at 4% or $364,646 at 6%; with 50% employer match about $364,646 at 4% or $243,097 at 6%; with 100% employer match about $273,485 at 4% or $182,323 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-28$2,396,926--
2020230$10,871,513$531,003$17,700iApproximate average salary by contribution assumption: employee only about $442,502 at 4% or $295,002 at 6%; with 50% employer match about $295,002 at 4% or $196,668 at 6%; with 100% employer match about $221,251 at 4% or $147,501 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-30$8,778,994$531,003$17,700iApproximate average salary by contribution assumption: employee only about $442,502 at 4% or $295,002 at 6%; with 50% employer match about $295,002 at 4% or $196,668 at 6%; with 100% employer match about $221,251 at 4% or $147,501 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-26$2,092,519--
2019225$8,841,985$603,561$24,142iApproximate average salary by contribution assumption: employee only about $603,561 at 4% or $402,374 at 6%; with 50% employer match about $402,374 at 4% or $268,249 at 6%; with 100% employer match about $301,781 at 4% or $201,187 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-25$6,971,262$247,610$9,904iApproximate average salary by contribution assumption: employee only about $247,610 at 4% or $165,073 at 6%; with 50% employer match about $165,073 at 4% or $110,049 at 6%; with 100% employer match about $123,805 at 4% or $82,537 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-24$1,870,723$355,951$14,831iApproximate average salary by contribution assumption: employee only about $370,782 at 4% or $247,188 at 6%; with 50% employer match about $247,188 at 4% or $164,792 at 6%; with 100% employer match about $185,391 at 4% or $123,594 at 6%.
2018227$6,859,985$774,456$28,684iApproximate average salary by contribution assumption: employee only about $717,089 at 4% or $478,059 at 6%; with 50% employer match about $478,059 at 4% or $318,706 at 6%; with 100% employer match about $358,544 at 4% or $239,030 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-27$5,551,876$428,460$15,869iApproximate average salary by contribution assumption: employee only about $396,722 at 4% or $264,481 at 6%; with 50% employer match about $264,481 at 4% or $176,321 at 6%; with 100% employer match about $198,361 at 4% or $132,241 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-25$1,308,109$345,996$13,840iApproximate average salary by contribution assumption: employee only about $345,996 at 4% or $230,664 at 6%; with 50% employer match about $230,664 at 4% or $153,776 at 6%; with 100% employer match about $172,998 at 4% or $115,332 at 6%.
2017226$6,504,310$600,690$23,103iApproximate average salary by contribution assumption: employee only about $577,587 at 4% or $385,058 at 6%; with 50% employer match about $385,058 at 4% or $256,705 at 6%; with 100% employer match about $288,793 at 4% or $192,529 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-26$5,503,590$424,921$16,343iApproximate average salary by contribution assumption: employee only about $408,578 at 4% or $272,385 at 6%; with 50% employer match about $272,385 at 4% or $181,590 at 6%; with 100% employer match about $204,289 at 4% or $136,193 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-23$1,000,720$175,769$7,642iApproximate average salary by contribution assumption: employee only about $191,053 at 4% or $127,369 at 6%; with 50% employer match about $127,369 at 4% or $84,913 at 6%; with 100% employer match about $95,527 at 4% or $63,684 at 6%.
2016235$5,144,744$537,042$15,344iApproximate average salary by contribution assumption: employee only about $383,601 at 4% or $255,734 at 6%; with 50% employer match about $255,734 at 4% or $170,490 at 6%; with 100% employer match about $191,801 at 4% or $127,867 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-35$4,411,954$349,891$9,997iApproximate average salary by contribution assumption: employee only about $249,922 at 4% or $166,615 at 6%; with 50% employer match about $166,615 at 4% or $111,077 at 6%; with 100% employer match about $124,961 at 4% or $83,307 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-22$732,790$187,151$8,507iApproximate average salary by contribution assumption: employee only about $212,672 at 4% or $141,781 at 6%; with 50% employer match about $141,781 at 4% or $94,521 at 6%; with 100% employer match about $106,336 at 4% or $70,891 at 6%.
2015229$4,399,322$448,947$15,481iApproximate average salary by contribution assumption: employee only about $387,023 at 4% or $258,016 at 6%; with 50% employer match about $258,016 at 4% or $172,010 at 6%; with 100% employer match about $193,512 at 4% or $129,008 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-29$3,892,130$288,401$9,945iApproximate average salary by contribution assumption: employee only about $248,622 at 4% or $165,748 at 6%; with 50% employer match about $165,748 at 4% or $110,498 at 6%; with 100% employer match about $124,311 at 4% or $82,874 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-22$507,192$160,546$7,298iApproximate average salary by contribution assumption: employee only about $182,439 at 4% or $121,626 at 6%; with 50% employer match about $121,626 at 4% or $81,084 at 6%; with 100% employer match about $91,219 at 4% or $60,813 at 6%.
2014226$3,951,115$455,486$17,519iApproximate average salary by contribution assumption: employee only about $437,967 at 4% or $291,978 at 6%; with 50% employer match about $291,978 at 4% or $194,652 at 6%; with 100% employer match about $218,984 at 4% or $145,989 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-26$3,607,562$277,400$10,669iApproximate average salary by contribution assumption: employee only about $266,731 at 4% or $177,821 at 6%; with 50% employer match about $177,821 at 4% or $118,547 at 6%; with 100% employer match about $133,365 at 4% or $88,910 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-21$343,553$178,086$8,480iApproximate average salary by contribution assumption: employee only about $212,007 at 4% or $141,338 at 6%; with 50% employer match about $141,338 at 4% or $94,225 at 6%; with 100% employer match about $106,004 at 4% or $70,669 at 6%.
2013227$4,028,938$441,020$16,334iApproximate average salary by contribution assumption: employee only about $408,352 at 4% or $272,235 at 6%; with 50% employer match about $272,235 at 4% or $181,490 at 6%; with 100% employer match about $204,176 at 4% or $136,117 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-27$3,863,471$275,553$10,206iApproximate average salary by contribution assumption: employee only about $255,142 at 4% or $170,094 at 6%; with 50% employer match about $170,094 at 4% or $113,396 at 6%; with 100% employer match about $127,571 at 4% or $85,047 at 6%.
Hauptman, O'Brien, Wolf & Lathrop PC. Cash Balance Plan-22$165,467$165,467$7,521iApproximate average salary by contribution assumption: employee only about $188,031 at 4% or $125,354 at 6%; with 50% employer match about $125,354 at 4% or $83,569 at 6%; with 100% employer match about $94,015 at 4% or $62,677 at 6%.
2012122$2,895,701$260,694$11,850iApproximate average salary by contribution assumption: employee only about $296,243 at 4% or $197,495 at 6%; with 50% employer match about $197,495 at 4% or $131,664 at 6%; with 100% employer match about $148,122 at 4% or $98,748 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-22$2,895,701$260,694$11,850iApproximate average salary by contribution assumption: employee only about $296,243 at 4% or $197,495 at 6%; with 50% employer match about $197,495 at 4% or $131,664 at 6%; with 100% employer match about $148,122 at 4% or $98,748 at 6%.
2011123$2,407,850$252,352$10,972iApproximate average salary by contribution assumption: employee only about $274,296 at 4% or $182,864 at 6%; with 50% employer match about $182,864 at 4% or $121,909 at 6%; with 100% employer match about $137,148 at 4% or $91,432 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-23$2,407,850$252,352$10,972iApproximate average salary by contribution assumption: employee only about $274,296 at 4% or $182,864 at 6%; with 50% employer match about $182,864 at 4% or $121,909 at 6%; with 100% employer match about $137,148 at 4% or $91,432 at 6%.
2010127$2,358,209$284,283$10,529iApproximate average salary by contribution assumption: employee only about $263,225 at 4% or $175,483 at 6%; with 50% employer match about $175,483 at 4% or $116,989 at 6%; with 100% employer match about $131,613 at 4% or $87,742 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-27$2,358,209$284,283$10,529iApproximate average salary by contribution assumption: employee only about $263,225 at 4% or $175,483 at 6%; with 50% employer match about $175,483 at 4% or $116,989 at 6%; with 100% employer match about $131,613 at 4% or $87,742 at 6%.
2009123$2,043,340$269,353$11,711iApproximate average salary by contribution assumption: employee only about $292,775 at 4% or $195,183 at 6%; with 50% employer match about $195,183 at 4% or $130,122 at 6%; with 100% employer match about $146,388 at 4% or $97,592 at 6%.
HAUPTMAN, O'BRIEN, WOLF & LATHROP, P.C. 401(K) PROFIT SHARING PLAN-23$2,043,340$269,353$11,711iApproximate average salary by contribution assumption: employee only about $292,775 at 4% or $195,183 at 6%; with 50% employer match about $195,183 at 4% or $130,122 at 6%; with 100% employer match about $146,388 at 4% or $97,592 at 6%.
2008119$1,362,713$298,796$15,726iApproximate average salary by contribution assumption: employee only about $393,153 at 4% or $262,102 at 6%; with 50% employer match about $262,102 at 4% or $174,735 at 6%; with 100% employer match about $196,576 at 4% or $131,051 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-19$1,362,713$298,796$15,726iApproximate average salary by contribution assumption: employee only about $393,153 at 4% or $262,102 at 6%; with 50% employer match about $262,102 at 4% or $174,735 at 6%; with 100% employer match about $196,576 at 4% or $131,051 at 6%.
2007124$2,349,590$280,332$11,681iApproximate average salary by contribution assumption: employee only about $292,013 at 4% or $194,675 at 6%; with 50% employer match about $194,675 at 4% or $129,783 at 6%; with 100% employer match about $146,006 at 4% or $97,338 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-24$2,349,590$280,332$11,681iApproximate average salary by contribution assumption: employee only about $292,013 at 4% or $194,675 at 6%; with 50% employer match about $194,675 at 4% or $129,783 at 6%; with 100% employer match about $146,006 at 4% or $97,338 at 6%.
2006124$1,926,491$396,264$16,511iApproximate average salary by contribution assumption: employee only about $412,775 at 4% or $275,183 at 6%; with 50% employer match about $275,183 at 4% or $183,456 at 6%; with 100% employer match about $206,388 at 4% or $137,592 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-24$1,926,491$396,264$16,511iApproximate average salary by contribution assumption: employee only about $412,775 at 4% or $275,183 at 6%; with 50% employer match about $275,183 at 4% or $183,456 at 6%; with 100% employer match about $206,388 at 4% or $137,592 at 6%.
2005119$1,370,158$267,089$14,057iApproximate average salary by contribution assumption: employee only about $351,433 at 4% or $234,289 at 6%; with 50% employer match about $234,289 at 4% or $156,192 at 6%; with 100% employer match about $175,716 at 4% or $117,144 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-19$1,370,158$267,089$14,057iApproximate average salary by contribution assumption: employee only about $351,433 at 4% or $234,289 at 6%; with 50% employer match about $234,289 at 4% or $156,192 at 6%; with 100% employer match about $175,716 at 4% or $117,144 at 6%.
2004117$1,017,854$209,191$12,305iApproximate average salary by contribution assumption: employee only about $307,634 at 4% or $205,089 at 6%; with 50% employer match about $205,089 at 4% or $136,726 at 6%; with 100% employer match about $153,817 at 4% or $102,545 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-17$1,017,854$209,191$12,305iApproximate average salary by contribution assumption: employee only about $307,634 at 4% or $205,089 at 6%; with 50% employer match about $205,089 at 4% or $136,726 at 6%; with 100% employer match about $153,817 at 4% or $102,545 at 6%.
2003117$722,567$208,884$12,287iApproximate average salary by contribution assumption: employee only about $307,182 at 4% or $204,788 at 6%; with 50% employer match about $204,788 at 4% or $136,525 at 6%; with 100% employer match about $153,591 at 4% or $102,394 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-17$722,567$208,884$12,287iApproximate average salary by contribution assumption: employee only about $307,182 at 4% or $204,788 at 6%; with 50% employer match about $204,788 at 4% or $136,525 at 6%; with 100% employer match about $153,591 at 4% or $102,394 at 6%.
2002115$384,493$199,908$13,327iApproximate average salary by contribution assumption: employee only about $333,180 at 4% or $222,120 at 6%; with 50% employer match about $222,120 at 4% or $148,080 at 6%; with 100% employer match about $166,590 at 4% or $111,060 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-15$384,493$199,908$13,327iApproximate average salary by contribution assumption: employee only about $333,180 at 4% or $222,120 at 6%; with 50% employer match about $222,120 at 4% or $148,080 at 6%; with 100% employer match about $166,590 at 4% or $111,060 at 6%.
2001115$252,906$154,713$10,314iApproximate average salary by contribution assumption: employee only about $257,855 at 4% or $171,903 at 6%; with 50% employer match about $171,903 at 4% or $114,602 at 6%; with 100% employer match about $128,928 at 4% or $85,952 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-15$252,906$154,713$10,314iApproximate average salary by contribution assumption: employee only about $257,855 at 4% or $171,903 at 6%; with 50% employer match about $171,903 at 4% or $114,602 at 6%; with 100% employer match about $128,928 at 4% or $85,952 at 6%.
2000111$117,782$122,258$11,114iApproximate average salary by contribution assumption: employee only about $277,859 at 4% or $185,239 at 6%; with 50% employer match about $185,239 at 4% or $123,493 at 6%; with 100% employer match about $138,930 at 4% or $92,620 at 6%.
HAUPTMAN, OBRIEN, WOLF & LATHROP, P.C. 401K PROFIT SHARING PLAN-11$117,782$122,258$11,114iApproximate average salary by contribution assumption: employee only about $277,859 at 4% or $185,239 at 6%; with 50% employer match about $185,239 at 4% or $123,493 at 6%; with 100% employer match about $138,930 at 4% or $92,620 at 6%.