O'BRIEN ASSOCIATES, INC.
Plan context: Obrien Associates Inc Profit Sharing Plan
EIN 54-1428247 • Richmond, VA • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$3,285,194
2024 Contributions
$155,000
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 | 2 | $3,285,194 | $155,000 | $77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $3,285,194 | $155,000 | $77,500iApproximate average salary by contribution assumption: employee only about $1,937,500 at 4% or $1,291,667 at 6%; with 50% employer match about $1,291,667 at 4% or $861,111 at 6%; with 100% employer match about $968,750 at 4% or $645,833 at 6%. |
| 2023 | 1 | 2 | $2,880,469 | $141,600 | $70,800iApproximate average salary by contribution assumption: employee only about $1,770,000 at 4% or $1,180,000 at 6%; with 50% employer match about $1,180,000 at 4% or $786,667 at 6%; with 100% employer match about $885,000 at 4% or $590,000 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,880,469 | $141,600 | $70,800iApproximate average salary by contribution assumption: employee only about $1,770,000 at 4% or $1,180,000 at 6%; with 50% employer match about $1,180,000 at 4% or $786,667 at 6%; with 100% employer match about $885,000 at 4% or $590,000 at 6%. |
| 2022 | 1 | 2 | $2,505,041 | $27,114 | $13,557iApproximate average salary by contribution assumption: employee only about $338,925 at 4% or $225,950 at 6%; with 50% employer match about $225,950 at 4% or $150,633 at 6%; with 100% employer match about $169,463 at 4% or $112,975 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,505,041 | $27,114 | $13,557iApproximate average salary by contribution assumption: employee only about $338,925 at 4% or $225,950 at 6%; with 50% employer match about $225,950 at 4% or $150,633 at 6%; with 100% employer match about $169,463 at 4% or $112,975 at 6%. |
| 2021 | 1 | 2 | $2,336,486 | $21,864 | $10,932iApproximate average salary by contribution assumption: employee only about $273,300 at 4% or $182,200 at 6%; with 50% employer match about $182,200 at 4% or $121,467 at 6%; with 100% employer match about $136,650 at 4% or $91,100 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,336,486 | $21,864 | $10,932iApproximate average salary by contribution assumption: employee only about $273,300 at 4% or $182,200 at 6%; with 50% employer match about $182,200 at 4% or $121,467 at 6%; with 100% employer match about $136,650 at 4% or $91,100 at 6%. |
| 2020 | 1 | 2 | $2,607,832 | $29,086 | $14,543iApproximate average salary by contribution assumption: employee only about $363,575 at 4% or $242,383 at 6%; with 50% employer match about $242,383 at 4% or $161,589 at 6%; with 100% employer match about $181,788 at 4% or $121,192 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,607,832 | $29,086 | $14,543iApproximate average salary by contribution assumption: employee only about $363,575 at 4% or $242,383 at 6%; with 50% employer match about $242,383 at 4% or $161,589 at 6%; with 100% employer match about $181,788 at 4% or $121,192 at 6%. |
| 2019 | 1 | 2 | $2,166,627 | $21,744 | $10,872iApproximate average salary by contribution assumption: employee only about $271,800 at 4% or $181,200 at 6%; with 50% employer match about $181,200 at 4% or $120,800 at 6%; with 100% employer match about $135,900 at 4% or $90,600 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,166,627 | $21,744 | $10,872iApproximate average salary by contribution assumption: employee only about $271,800 at 4% or $181,200 at 6%; with 50% employer match about $181,200 at 4% or $120,800 at 6%; with 100% employer match about $135,900 at 4% or $90,600 at 6%. |
| 2018 | 1 | 2 | $2,112,825 | $21,804 | $10,902iApproximate average salary by contribution assumption: employee only about $272,550 at 4% or $181,700 at 6%; with 50% employer match about $181,700 at 4% or $121,133 at 6%; with 100% employer match about $136,275 at 4% or $90,850 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,112,825 | $21,804 | $10,902iApproximate average salary by contribution assumption: employee only about $272,550 at 4% or $181,700 at 6%; with 50% employer match about $181,700 at 4% or $121,133 at 6%; with 100% employer match about $136,275 at 4% or $90,850 at 6%. |
| 2017 | 1 | 2 | $2,010,782 | $26,171 | $13,086iApproximate average salary by contribution assumption: employee only about $327,138 at 4% or $218,092 at 6%; with 50% employer match about $218,092 at 4% or $145,394 at 6%; with 100% employer match about $163,569 at 4% or $109,046 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,010,782 | $26,171 | $13,086iApproximate average salary by contribution assumption: employee only about $327,138 at 4% or $218,092 at 6%; with 50% employer match about $218,092 at 4% or $145,394 at 6%; with 100% employer match about $163,569 at 4% or $109,046 at 6%. |
| 2016 | 1 | 2 | $1,907,964 | $25,380 | $12,690iApproximate average salary by contribution assumption: employee only about $317,250 at 4% or $211,500 at 6%; with 50% employer match about $211,500 at 4% or $141,000 at 6%; with 100% employer match about $158,625 at 4% or $105,750 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $1,907,964 | $25,380 | $12,690iApproximate average salary by contribution assumption: employee only about $317,250 at 4% or $211,500 at 6%; with 50% employer match about $211,500 at 4% or $141,000 at 6%; with 100% employer match about $158,625 at 4% or $105,750 at 6%. |
| 2015 | 1 | 2 | $2,561,865 | $30,736 | $15,368iApproximate average salary by contribution assumption: employee only about $384,200 at 4% or $256,133 at 6%; with 50% employer match about $256,133 at 4% or $170,756 at 6%; with 100% employer match about $192,100 at 4% or $128,067 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 2 | $2,561,865 | $30,736 | $15,368iApproximate average salary by contribution assumption: employee only about $384,200 at 4% or $256,133 at 6%; with 50% employer match about $256,133 at 4% or $170,756 at 6%; with 100% employer match about $192,100 at 4% or $128,067 at 6%. |
| 2014 | 1 | 3 | $2,889,196 | $88,054 | $29,351iApproximate average salary by contribution assumption: employee only about $733,783 at 4% or $489,189 at 6%; with 50% employer match about $489,189 at 4% or $326,126 at 6%; with 100% employer match about $366,892 at 4% or $244,594 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $2,889,196 | $88,054 | $29,351iApproximate average salary by contribution assumption: employee only about $733,783 at 4% or $489,189 at 6%; with 50% employer match about $489,189 at 4% or $326,126 at 6%; with 100% employer match about $366,892 at 4% or $244,594 at 6%. |
| 2013 | 1 | 3 | $2,933,022 | $40,942 | $13,647iApproximate average salary by contribution assumption: employee only about $341,183 at 4% or $227,456 at 6%; with 50% employer match about $227,456 at 4% or $151,637 at 6%; with 100% employer match about $170,592 at 4% or $113,728 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $2,933,022 | $40,942 | $13,647iApproximate average salary by contribution assumption: employee only about $341,183 at 4% or $227,456 at 6%; with 50% employer match about $227,456 at 4% or $151,637 at 6%; with 100% employer match about $170,592 at 4% or $113,728 at 6%. |
| 2012 | 1 | 3 | $2,482,085 | $80,623 | $26,874iApproximate average salary by contribution assumption: employee only about $671,858 at 4% or $447,906 at 6%; with 50% employer match about $447,906 at 4% or $298,604 at 6%; with 100% employer match about $335,929 at 4% or $223,953 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $2,482,085 | $80,623 | $26,874iApproximate average salary by contribution assumption: employee only about $671,858 at 4% or $447,906 at 6%; with 50% employer match about $447,906 at 4% or $298,604 at 6%; with 100% employer match about $335,929 at 4% or $223,953 at 6%. |
| 2011 | 1 | 3 | $2,028,373 | $50,702 | $16,901iApproximate average salary by contribution assumption: employee only about $422,517 at 4% or $281,678 at 6%; with 50% employer match about $281,678 at 4% or $187,785 at 6%; with 100% employer match about $211,258 at 4% or $140,839 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $2,028,373 | $50,702 | $16,901iApproximate average salary by contribution assumption: employee only about $422,517 at 4% or $281,678 at 6%; with 50% employer match about $281,678 at 4% or $187,785 at 6%; with 100% employer match about $211,258 at 4% or $140,839 at 6%. |
| 2010 | 1 | 3 | $2,085,885 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $2,085,885 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $1,876,294 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $1,876,294 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2005 | 1 | 3 | $1,546,969 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $1,546,969 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2004 | 1 | 3 | $1,377,728 | $40,001 | $13,334iApproximate average salary by contribution assumption: employee only about $333,342 at 4% or $222,228 at 6%; with 50% employer match about $222,228 at 4% or $148,152 at 6%; with 100% employer match about $166,671 at 4% or $111,114 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $1,377,728 | $40,001 | $13,334iApproximate average salary by contribution assumption: employee only about $333,342 at 4% or $222,228 at 6%; with 50% employer match about $222,228 at 4% or $148,152 at 6%; with 100% employer match about $166,671 at 4% or $111,114 at 6%. |
| 2003 | 1 | 3 | $1,242,243 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $1,242,243 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | - | - | - |
| Obrien Associates Inc Money Purchase Plan | - | 0 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | - | - | - |
| Obrien Associates Inc Money Purchase Plan | - | 3 | - | - | - |
| 1999 | 2 | 3 | $1,051,891 | $63,429 | $21,143iApproximate average salary by contribution assumption: employee only about $528,575 at 4% or $352,383 at 6%; with 50% employer match about $352,383 at 4% or $234,922 at 6%; with 100% employer match about $264,288 at 4% or $176,192 at 6%. |
| Obrien Associates Inc Profit Sharing Plan | - | 3 | $721,502 | $26,118 | $8,706iApproximate average salary by contribution assumption: employee only about $217,650 at 4% or $145,100 at 6%; with 50% employer match about $145,100 at 4% or $96,733 at 6%; with 100% employer match about $108,825 at 4% or $72,550 at 6%. |
| Obrien Associates Inc Money Purchase Plan | - | 3 | $330,389 | $37,311 | $12,437iApproximate average salary by contribution assumption: employee only about $310,925 at 4% or $207,283 at 6%; with 50% employer match about $207,283 at 4% or $138,189 at 6%; with 100% employer match about $155,463 at 4% or $103,642 at 6%. |