Civic Intelligence

Robert J Obrien Jr MD & Associates PC

Plan context: Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan

EIN 57-1146349 • Winchester, MA • 21 filings • 7 plans

955 Main StreetSuite G6Winchester, MA 01890
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$10,624,606

2024 Contributions

$680,046

Historical Graphs

Total Assets Over Time

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

$10,624,606$5,312,303$0200420142024YearValue
$10,624,606Latest year 2024

Participants Over Time

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

57290200420142024YearValue
52Latest year 2024

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
2024152$10,624,606$680,046$13,078iApproximate average salary by contribution assumption: employee only about $326,945 at 4% or $217,963 at 6%; with 50% employer match about $217,963 at 4% or $145,309 at 6%; with 100% employer match about $163,473 at 4% or $108,982 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-52$10,624,606$680,046$13,078iApproximate average salary by contribution assumption: employee only about $326,945 at 4% or $217,963 at 6%; with 50% employer match about $217,963 at 4% or $145,309 at 6%; with 100% employer match about $163,473 at 4% or $108,982 at 6%.
2023157$10,059,139$538,955$9,455iApproximate average salary by contribution assumption: employee only about $236,384 at 4% or $157,589 at 6%; with 50% employer match about $157,589 at 4% or $105,059 at 6%; with 100% employer match about $118,192 at 4% or $78,795 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-57$10,059,139$538,955$9,455iApproximate average salary by contribution assumption: employee only about $236,384 at 4% or $157,589 at 6%; with 50% employer match about $157,589 at 4% or $105,059 at 6%; with 100% employer match about $118,192 at 4% or $78,795 at 6%.
2022150$7,893,565$410,856$8,217iApproximate average salary by contribution assumption: employee only about $205,428 at 4% or $136,952 at 6%; with 50% employer match about $136,952 at 4% or $91,301 at 6%; with 100% employer match about $102,714 at 4% or $68,476 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-50$7,893,565$410,856$8,217iApproximate average salary by contribution assumption: employee only about $205,428 at 4% or $136,952 at 6%; with 50% employer match about $136,952 at 4% or $91,301 at 6%; with 100% employer match about $102,714 at 4% or $68,476 at 6%.
2021144$9,417,025$349,569$7,945iApproximate average salary by contribution assumption: employee only about $198,619 at 4% or $132,413 at 6%; with 50% employer match about $132,413 at 4% or $88,275 at 6%; with 100% employer match about $99,309 at 4% or $66,206 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-44$9,417,025$349,569$7,945iApproximate average salary by contribution assumption: employee only about $198,619 at 4% or $132,413 at 6%; with 50% employer match about $132,413 at 4% or $88,275 at 6%; with 100% employer match about $99,309 at 4% or $66,206 at 6%.
2020145$7,389,422$396,309$8,807iApproximate average salary by contribution assumption: employee only about $220,172 at 4% or $146,781 at 6%; with 50% employer match about $146,781 at 4% or $97,854 at 6%; with 100% employer match about $110,086 at 4% or $73,391 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-45$7,389,422$396,309$8,807iApproximate average salary by contribution assumption: employee only about $220,172 at 4% or $146,781 at 6%; with 50% employer match about $146,781 at 4% or $97,854 at 6%; with 100% employer match about $110,086 at 4% or $73,391 at 6%.
2019144$6,111,404$366,202$8,323iApproximate average salary by contribution assumption: employee only about $208,069 at 4% or $138,713 at 6%; with 50% employer match about $138,713 at 4% or $92,475 at 6%; with 100% employer match about $104,035 at 4% or $69,356 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-44$6,111,404$366,202$8,323iApproximate average salary by contribution assumption: employee only about $208,069 at 4% or $138,713 at 6%; with 50% employer match about $138,713 at 4% or $92,475 at 6%; with 100% employer match about $104,035 at 4% or $69,356 at 6%.
2018142$5,975,501$386,700$9,207iApproximate average salary by contribution assumption: employee only about $230,179 at 4% or $153,452 at 6%; with 50% employer match about $153,452 at 4% or $102,302 at 6%; with 100% employer match about $115,089 at 4% or $76,726 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-42$5,975,501$386,700$9,207iApproximate average salary by contribution assumption: employee only about $230,179 at 4% or $153,452 at 6%; with 50% employer match about $153,452 at 4% or $102,302 at 6%; with 100% employer match about $115,089 at 4% or $76,726 at 6%.
2017138$5,889,796$352,291$9,271iApproximate average salary by contribution assumption: employee only about $231,770 at 4% or $154,514 at 6%; with 50% employer match about $154,514 at 4% or $103,009 at 6%; with 100% employer match about $115,885 at 4% or $77,257 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-38$5,889,796$352,291$9,271iApproximate average salary by contribution assumption: employee only about $231,770 at 4% or $154,514 at 6%; with 50% employer match about $154,514 at 4% or $103,009 at 6%; with 100% employer match about $115,885 at 4% or $77,257 at 6%.
2016137$4,725,727$419,294$11,332iApproximate average salary by contribution assumption: employee only about $283,307 at 4% or $188,871 at 6%; with 50% employer match about $188,871 at 4% or $125,914 at 6%; with 100% employer match about $141,653 at 4% or $94,436 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-37$4,725,727$419,294$11,332iApproximate average salary by contribution assumption: employee only about $283,307 at 4% or $188,871 at 6%; with 50% employer match about $188,871 at 4% or $125,914 at 6%; with 100% employer match about $141,653 at 4% or $94,436 at 6%.
2015132$3,847,452$426,410$13,325iApproximate average salary by contribution assumption: employee only about $333,133 at 4% or $222,089 at 6%; with 50% employer match about $222,089 at 4% or $148,059 at 6%; with 100% employer match about $166,566 at 4% or $111,044 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-32$3,847,452$426,410$13,325iApproximate average salary by contribution assumption: employee only about $333,133 at 4% or $222,089 at 6%; with 50% employer match about $222,089 at 4% or $148,059 at 6%; with 100% employer match about $166,566 at 4% or $111,044 at 6%.
2014131$3,402,729$363,934$11,740iApproximate average salary by contribution assumption: employee only about $293,495 at 4% or $195,663 at 6%; with 50% employer match about $195,663 at 4% or $130,442 at 6%; with 100% employer match about $146,748 at 4% or $97,832 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-31$3,402,729$363,934$11,740iApproximate average salary by contribution assumption: employee only about $293,495 at 4% or $195,663 at 6%; with 50% employer match about $195,663 at 4% or $130,442 at 6%; with 100% employer match about $146,748 at 4% or $97,832 at 6%.
2013125$2,695,017$324,036$12,961iApproximate average salary by contribution assumption: employee only about $324,036 at 4% or $216,024 at 6%; with 50% employer match about $216,024 at 4% or $144,016 at 6%; with 100% employer match about $162,018 at 4% or $108,012 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-25$2,695,017$324,036$12,961iApproximate average salary by contribution assumption: employee only about $324,036 at 4% or $216,024 at 6%; with 50% employer match about $216,024 at 4% or $144,016 at 6%; with 100% employer match about $162,018 at 4% or $108,012 at 6%.
2012123$1,964,048$286,185$12,443iApproximate average salary by contribution assumption: employee only about $311,071 at 4% or $207,380 at 6%; with 50% employer match about $207,380 at 4% or $138,254 at 6%; with 100% employer match about $155,535 at 4% or $103,690 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-23$1,964,048$286,185$12,443iApproximate average salary by contribution assumption: employee only about $311,071 at 4% or $207,380 at 6%; with 50% employer match about $207,380 at 4% or $138,254 at 6%; with 100% employer match about $155,535 at 4% or $103,690 at 6%.
2011122$1,497,356$305,836$13,902iApproximate average salary by contribution assumption: employee only about $347,541 at 4% or $231,694 at 6%; with 50% employer match about $231,694 at 4% or $154,463 at 6%; with 100% employer match about $173,770 at 4% or $115,847 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-22$1,497,356$305,836$13,902iApproximate average salary by contribution assumption: employee only about $347,541 at 4% or $231,694 at 6%; with 50% employer match about $231,694 at 4% or $154,463 at 6%; with 100% employer match about $173,770 at 4% or $115,847 at 6%.
2010120$1,157,959$294,627$14,731iApproximate average salary by contribution assumption: employee only about $368,284 at 4% or $245,523 at 6%; with 50% employer match about $245,523 at 4% or $163,682 at 6%; with 100% employer match about $184,142 at 4% or $122,761 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-20$1,157,959$294,627$14,731iApproximate average salary by contribution assumption: employee only about $368,284 at 4% or $245,523 at 6%; with 50% employer match about $245,523 at 4% or $163,682 at 6%; with 100% employer match about $184,142 at 4% or $122,761 at 6%.
2009119$779,972$218,007$11,474iApproximate average salary by contribution assumption: employee only about $286,851 at 4% or $191,234 at 6%; with 50% employer match about $191,234 at 4% or $127,489 at 6%; with 100% employer match about $143,426 at 4% or $95,617 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-19$779,972$218,007$11,474iApproximate average salary by contribution assumption: employee only about $286,851 at 4% or $191,234 at 6%; with 50% employer match about $191,234 at 4% or $127,489 at 6%; with 100% employer match about $143,426 at 4% or $95,617 at 6%.
2008113$454,030$177,967$13,690iApproximate average salary by contribution assumption: employee only about $342,244 at 4% or $228,163 at 6%; with 50% employer match about $228,163 at 4% or $152,109 at 6%; with 100% employer match about $171,122 at 4% or $114,081 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-13$454,030$177,967$13,690iApproximate average salary by contribution assumption: employee only about $342,244 at 4% or $228,163 at 6%; with 50% employer match about $228,163 at 4% or $152,109 at 6%; with 100% employer match about $171,122 at 4% or $114,081 at 6%.
2007112$427,530$144,418$12,035iApproximate average salary by contribution assumption: employee only about $300,871 at 4% or $200,581 at 6%; with 50% employer match about $200,581 at 4% or $133,720 at 6%; with 100% employer match about $150,435 at 4% or $100,290 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-12$427,530$144,418$12,035iApproximate average salary by contribution assumption: employee only about $300,871 at 4% or $200,581 at 6%; with 50% employer match about $200,581 at 4% or $133,720 at 6%; with 100% employer match about $150,435 at 4% or $100,290 at 6%.
2006110$265,213$117,511$11,751iApproximate average salary by contribution assumption: employee only about $293,778 at 4% or $195,852 at 6%; with 50% employer match about $195,852 at 4% or $130,568 at 6%; with 100% employer match about $146,889 at 4% or $97,926 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-10$265,213$117,511$11,751iApproximate average salary by contribution assumption: employee only about $293,778 at 4% or $195,852 at 6%; with 50% employer match about $195,852 at 4% or $130,568 at 6%; with 100% employer match about $146,889 at 4% or $97,926 at 6%.
200519$128,627$90,402$10,045iApproximate average salary by contribution assumption: employee only about $251,117 at 4% or $167,411 at 6%; with 50% employer match about $167,411 at 4% or $111,607 at 6%; with 100% employer match about $125,558 at 4% or $83,706 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-9$128,627$90,402$10,045iApproximate average salary by contribution assumption: employee only about $251,117 at 4% or $167,411 at 6%; with 50% employer match about $167,411 at 4% or $111,607 at 6%; with 100% employer match about $125,558 at 4% or $83,706 at 6%.
200417$36,155$36,155$5,165iApproximate average salary by contribution assumption: employee only about $129,125 at 4% or $86,083 at 6%; with 50% employer match about $86,083 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.
Robert J Obrien Jr MD & Associates PC Roth Safe-Harbor 401(K) Profit Sharing Plan-7$36,155$36,155$5,165iApproximate average salary by contribution assumption: employee only about $129,125 at 4% or $86,083 at 6%; with 50% employer match about $86,083 at 4% or $57,389 at 6%; with 100% employer match about $64,563 at 4% or $43,042 at 6%.