Civic Intelligence

O'Connell & Goldberg Inc.

Plan context: Oconnell & Goldberg Inc. 401K Profit Sharing Plan

EIN 65-0411377 • Fort Lauderdale, FL • 35 filings • 4 plans

501 E. Las Olas BlvdSuite 300Fort Lauderdale, FL 33301
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,675,040

2024 Contributions

$427,416

Historical Graphs

Total Assets Over Time

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

$5,675,040$2,837,520$0199920122024YearValue
$5,675,040Latest year 2024

Participants Over Time

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

19100199920122024YearValue
14Latest 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
2024214$5,675,040$427,416$30,530iApproximate average salary by contribution assumption: employee only about $763,243 at 4% or $508,829 at 6%; with 50% employer match about $508,829 at 4% or $339,219 at 6%; with 100% employer match about $381,621 at 4% or $254,414 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-14$3,390,722$186,359$13,311iApproximate average salary by contribution assumption: employee only about $332,784 at 4% or $221,856 at 6%; with 50% employer match about $221,856 at 4% or $147,904 at 6%; with 100% employer match about $166,392 at 4% or $110,928 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-9$2,284,318$241,057$26,784iApproximate average salary by contribution assumption: employee only about $669,603 at 4% or $446,402 at 6%; with 50% employer match about $446,402 at 4% or $297,601 at 6%; with 100% employer match about $334,801 at 4% or $223,201 at 6%.
2023215$4,521,172$631,798$42,120iApproximate average salary by contribution assumption: employee only about $1,052,997 at 4% or $701,998 at 6%; with 50% employer match about $701,998 at 4% or $467,999 at 6%; with 100% employer match about $526,498 at 4% or $350,999 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-15$2,764,543$111,798$7,453iApproximate average salary by contribution assumption: employee only about $186,330 at 4% or $124,220 at 6%; with 50% employer match about $124,220 at 4% or $82,813 at 6%; with 100% employer match about $93,165 at 4% or $62,110 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-7$1,756,629$520,000$74,286iApproximate average salary by contribution assumption: employee only about $1,857,143 at 4% or $1,238,095 at 6%; with 50% employer match about $1,238,095 at 4% or $825,397 at 6%; with 100% employer match about $928,571 at 4% or $619,048 at 6%.
2022211$3,273,639$288,436$26,221iApproximate average salary by contribution assumption: employee only about $655,536 at 4% or $437,024 at 6%; with 50% employer match about $437,024 at 4% or $291,349 at 6%; with 100% employer match about $327,768 at 4% or $218,512 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-11$2,233,967$50,278$4,571iApproximate average salary by contribution assumption: employee only about $114,268 at 4% or $76,179 at 6%; with 50% employer match about $76,179 at 4% or $50,786 at 6%; with 100% employer match about $57,134 at 4% or $38,089 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-7$1,039,672$238,158$34,023iApproximate average salary by contribution assumption: employee only about $850,564 at 4% or $567,043 at 6%; with 50% employer match about $567,043 at 4% or $378,029 at 6%; with 100% employer match about $425,282 at 4% or $283,521 at 6%.
2021210$3,671,222$336,829$33,683iApproximate average salary by contribution assumption: employee only about $842,073 at 4% or $561,382 at 6%; with 50% employer match about $561,382 at 4% or $374,254 at 6%; with 100% employer match about $421,036 at 4% or $280,691 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-10$2,725,761$125,391$12,539iApproximate average salary by contribution assumption: employee only about $313,478 at 4% or $208,985 at 6%; with 50% employer match about $208,985 at 4% or $139,323 at 6%; with 100% employer match about $156,739 at 4% or $104,493 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-5$945,461$211,438$42,288iApproximate average salary by contribution assumption: employee only about $1,057,190 at 4% or $704,793 at 6%; with 50% employer match about $704,793 at 4% or $469,862 at 6%; with 100% employer match about $528,595 at 4% or $352,397 at 6%.
202029$2,975,516$198,640$22,071iApproximate average salary by contribution assumption: employee only about $551,778 at 4% or $367,852 at 6%; with 50% employer match about $367,852 at 4% or $245,235 at 6%; with 100% employer match about $275,889 at 4% or $183,926 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-9$2,328,205$89,481$9,942iApproximate average salary by contribution assumption: employee only about $248,558 at 4% or $165,706 at 6%; with 50% employer match about $165,706 at 4% or $110,470 at 6%; with 100% employer match about $124,279 at 4% or $82,853 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-7$647,311$109,159$15,594iApproximate average salary by contribution assumption: employee only about $389,854 at 4% or $259,902 at 6%; with 50% employer match about $259,902 at 4% or $173,268 at 6%; with 100% employer match about $194,927 at 4% or $129,951 at 6%.
201927$2,292,885$190,212$27,173iApproximate average salary by contribution assumption: employee only about $679,329 at 4% or $452,886 at 6%; with 50% employer match about $452,886 at 4% or $301,924 at 6%; with 100% employer match about $339,664 at 4% or $226,443 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-7$1,833,437$84,513$12,073iApproximate average salary by contribution assumption: employee only about $301,832 at 4% or $201,221 at 6%; with 50% employer match about $201,221 at 4% or $134,148 at 6%; with 100% employer match about $150,916 at 4% or $100,611 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-4$459,448$105,699$26,425iApproximate average salary by contribution assumption: employee only about $660,619 at 4% or $440,413 at 6%; with 50% employer match about $440,413 at 4% or $293,608 at 6%; with 100% employer match about $330,309 at 4% or $220,206 at 6%.
201825$1,778,478$179,732$35,946iApproximate average salary by contribution assumption: employee only about $898,660 at 4% or $599,107 at 6%; with 50% employer match about $599,107 at 4% or $399,404 at 6%; with 100% employer match about $449,330 at 4% or $299,553 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-5$1,469,469$73,953$14,791iApproximate average salary by contribution assumption: employee only about $369,765 at 4% or $246,510 at 6%; with 50% employer match about $246,510 at 4% or $164,340 at 6%; with 100% employer match about $184,883 at 4% or $123,255 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-3$309,009$105,779$35,260iApproximate average salary by contribution assumption: employee only about $881,492 at 4% or $587,661 at 6%; with 50% employer match about $587,661 at 4% or $391,774 at 6%; with 100% employer match about $440,746 at 4% or $293,831 at 6%.
201727$1,972,747$167,026$23,861iApproximate average salary by contribution assumption: employee only about $596,521 at 4% or $397,681 at 6%; with 50% employer match about $397,681 at 4% or $265,121 at 6%; with 100% employer match about $298,261 at 4% or $198,840 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-7$1,754,527$61,164$8,738iApproximate average salary by contribution assumption: employee only about $218,443 at 4% or $145,629 at 6%; with 50% employer match about $145,629 at 4% or $97,086 at 6%; with 100% employer match about $109,221 at 4% or $72,814 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-2$218,220$105,862$52,931iApproximate average salary by contribution assumption: employee only about $1,323,275 at 4% or $882,183 at 6%; with 50% employer match about $882,183 at 4% or $588,122 at 6%; with 100% employer match about $661,638 at 4% or $441,092 at 6%.
2016210$1,622,992$148,373$14,837iApproximate average salary by contribution assumption: employee only about $370,933 at 4% or $247,288 at 6%; with 50% employer match about $247,288 at 4% or $164,859 at 6%; with 100% employer match about $185,466 at 4% or $123,644 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-10$1,517,426$42,807$4,281iApproximate average salary by contribution assumption: employee only about $107,018 at 4% or $71,345 at 6%; with 50% employer match about $71,345 at 4% or $47,563 at 6%; with 100% employer match about $53,509 at 4% or $35,673 at 6%.
O'Connell & Goldberg Inc. Cash Balance Plan-2$105,566$105,566$52,783iApproximate average salary by contribution assumption: employee only about $1,319,575 at 4% or $879,717 at 6%; with 50% employer match about $879,717 at 4% or $586,478 at 6%; with 100% employer match about $659,788 at 4% or $439,858 at 6%.
2015112$1,409,045$69,212$5,768iApproximate average salary by contribution assumption: employee only about $144,192 at 4% or $96,128 at 6%; with 50% employer match about $96,128 at 4% or $64,085 at 6%; with 100% employer match about $72,096 at 4% or $48,064 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-12$1,409,045$69,212$5,768iApproximate average salary by contribution assumption: employee only about $144,192 at 4% or $96,128 at 6%; with 50% employer match about $96,128 at 4% or $64,085 at 6%; with 100% employer match about $72,096 at 4% or $48,064 at 6%.
2014111$1,358,161$77,591$7,054iApproximate average salary by contribution assumption: employee only about $176,343 at 4% or $117,562 at 6%; with 50% employer match about $117,562 at 4% or $78,375 at 6%; with 100% employer match about $88,172 at 4% or $58,781 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-11$1,358,161$77,591$7,054iApproximate average salary by contribution assumption: employee only about $176,343 at 4% or $117,562 at 6%; with 50% employer match about $117,562 at 4% or $78,375 at 6%; with 100% employer match about $88,172 at 4% or $58,781 at 6%.
2013111$1,236,180$76,090$6,917iApproximate average salary by contribution assumption: employee only about $172,932 at 4% or $115,288 at 6%; with 50% employer match about $115,288 at 4% or $76,859 at 6%; with 100% employer match about $86,466 at 4% or $57,644 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-11$1,236,180$76,090$6,917iApproximate average salary by contribution assumption: employee only about $172,932 at 4% or $115,288 at 6%; with 50% employer match about $115,288 at 4% or $76,859 at 6%; with 100% employer match about $86,466 at 4% or $57,644 at 6%.
2012117$1,036,315$72,443$4,261iApproximate average salary by contribution assumption: employee only about $106,534 at 4% or $71,023 at 6%; with 50% employer match about $71,023 at 4% or $47,348 at 6%; with 100% employer match about $53,267 at 4% or $35,511 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-17$1,036,315$72,443$4,261iApproximate average salary by contribution assumption: employee only about $106,534 at 4% or $71,023 at 6%; with 50% employer match about $71,023 at 4% or $47,348 at 6%; with 100% employer match about $53,267 at 4% or $35,511 at 6%.
2011119$1,483,747$66,392$3,494iApproximate average salary by contribution assumption: employee only about $87,358 at 4% or $58,239 at 6%; with 50% employer match about $58,239 at 4% or $38,826 at 6%; with 100% employer match about $43,679 at 4% or $29,119 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-19$1,483,747$66,392$3,494iApproximate average salary by contribution assumption: employee only about $87,358 at 4% or $58,239 at 6%; with 50% employer match about $58,239 at 4% or $38,826 at 6%; with 100% employer match about $43,679 at 4% or $29,119 at 6%.
2010113$1,421,361$61,755$4,750iApproximate average salary by contribution assumption: employee only about $118,760 at 4% or $79,173 at 6%; with 50% employer match about $79,173 at 4% or $52,782 at 6%; with 100% employer match about $59,380 at 4% or $39,587 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-13$1,421,361$61,755$4,750iApproximate average salary by contribution assumption: employee only about $118,760 at 4% or $79,173 at 6%; with 50% employer match about $79,173 at 4% or $52,782 at 6%; with 100% employer match about $59,380 at 4% or $39,587 at 6%.
2009111$1,248,234$113,995$10,363iApproximate average salary by contribution assumption: employee only about $259,080 at 4% or $172,720 at 6%; with 50% employer match about $172,720 at 4% or $115,146 at 6%; with 100% employer match about $129,540 at 4% or $86,360 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-11$1,248,234$113,995$10,363iApproximate average salary by contribution assumption: employee only about $259,080 at 4% or $172,720 at 6%; with 50% employer match about $172,720 at 4% or $115,146 at 6%; with 100% employer match about $129,540 at 4% or $86,360 at 6%.
200817$1,004,086$113,655$16,236iApproximate average salary by contribution assumption: employee only about $405,911 at 4% or $270,607 at 6%; with 50% employer match about $270,607 at 4% or $180,405 at 6%; with 100% employer match about $202,955 at 4% or $135,304 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-7$1,004,086$113,655$16,236iApproximate average salary by contribution assumption: employee only about $405,911 at 4% or $270,607 at 6%; with 50% employer match about $270,607 at 4% or $180,405 at 6%; with 100% employer match about $202,955 at 4% or $135,304 at 6%.
200717$1,119,533$112,022$16,003iApproximate average salary by contribution assumption: employee only about $400,079 at 4% or $266,719 at 6%; with 50% employer match about $266,719 at 4% or $177,813 at 6%; with 100% employer match about $200,039 at 4% or $133,360 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-7$1,119,533$112,022$16,003iApproximate average salary by contribution assumption: employee only about $400,079 at 4% or $266,719 at 6%; with 50% employer match about $266,719 at 4% or $177,813 at 6%; with 100% employer match about $200,039 at 4% or $133,360 at 6%.
200618$1,085,524$111,564$13,946iApproximate average salary by contribution assumption: employee only about $348,638 at 4% or $232,425 at 6%; with 50% employer match about $232,425 at 4% or $154,950 at 6%; with 100% employer match about $174,319 at 4% or $116,213 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-8$1,085,524$111,564$13,946iApproximate average salary by contribution assumption: employee only about $348,638 at 4% or $232,425 at 6%; with 50% employer match about $232,425 at 4% or $154,950 at 6%; with 100% employer match about $174,319 at 4% or $116,213 at 6%.
200518$922,064$123,436$15,430iApproximate average salary by contribution assumption: employee only about $385,738 at 4% or $257,158 at 6%; with 50% employer match about $257,158 at 4% or $171,439 at 6%; with 100% employer match about $192,869 at 4% or $128,579 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-8$922,064$123,436$15,430iApproximate average salary by contribution assumption: employee only about $385,738 at 4% or $257,158 at 6%; with 50% employer match about $257,158 at 4% or $171,439 at 6%; with 100% employer match about $192,869 at 4% or $128,579 at 6%.
2004111$750,374$114,656$10,423iApproximate average salary by contribution assumption: employee only about $260,582 at 4% or $173,721 at 6%; with 50% employer match about $173,721 at 4% or $115,814 at 6%; with 100% employer match about $130,291 at 4% or $86,861 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-11$750,374$114,656$10,423iApproximate average salary by contribution assumption: employee only about $260,582 at 4% or $173,721 at 6%; with 50% employer match about $173,721 at 4% or $115,814 at 6%; with 100% employer match about $130,291 at 4% or $86,861 at 6%.
200319$588,112$114,879$12,764iApproximate average salary by contribution assumption: employee only about $319,108 at 4% or $212,739 at 6%; with 50% employer match about $212,739 at 4% or $141,826 at 6%; with 100% employer match about $159,554 at 4% or $106,369 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-9$588,112$114,879$12,764iApproximate average salary by contribution assumption: employee only about $319,108 at 4% or $212,739 at 6%; with 50% employer match about $212,739 at 4% or $141,826 at 6%; with 100% employer match about $159,554 at 4% or $106,369 at 6%.
2002110$408,013$127,428$12,743iApproximate average salary by contribution assumption: employee only about $318,570 at 4% or $212,380 at 6%; with 50% employer match about $212,380 at 4% or $141,587 at 6%; with 100% employer match about $159,285 at 4% or $106,190 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-10$408,013$127,428$12,743iApproximate average salary by contribution assumption: employee only about $318,570 at 4% or $212,380 at 6%; with 50% employer match about $212,380 at 4% or $141,587 at 6%; with 100% employer match about $159,285 at 4% or $106,190 at 6%.
200116$0$0-
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-6---
200016$217,565$76,501$12,750iApproximate average salary by contribution assumption: employee only about $318,754 at 4% or $212,503 at 6%; with 50% employer match about $212,503 at 4% or $141,669 at 6%; with 100% employer match about $159,377 at 4% or $106,251 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-6$217,565$76,501$12,750iApproximate average salary by contribution assumption: employee only about $318,754 at 4% or $212,503 at 6%; with 50% employer match about $212,503 at 4% or $141,669 at 6%; with 100% employer match about $159,377 at 4% or $106,251 at 6%.
199915$146,562$62,863$12,573iApproximate average salary by contribution assumption: employee only about $314,315 at 4% or $209,543 at 6%; with 50% employer match about $209,543 at 4% or $139,696 at 6%; with 100% employer match about $157,158 at 4% or $104,772 at 6%.
Oconnell & Goldberg Inc. 401K Profit Sharing Plan-5$146,562$62,863$12,573iApproximate average salary by contribution assumption: employee only about $314,315 at 4% or $209,543 at 6%; with 50% employer match about $209,543 at 4% or $139,696 at 6%; with 100% employer match about $157,158 at 4% or $104,772 at 6%.