Civic Intelligence

O'Brien & Company LLC

Plan context: O'Brien & Company LLC 401(K) Plan

EIN 65-1313009 • Seattle, WA • 19 filings • 2 plans

710 Second Avenue, Suite 925Seattle, WA 98104
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$3,410,844

2025 Contributions

$298,433

Historical Graphs

Total Assets Over Time

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

$3,410,844$1,705,422$0200720162025YearValue
$3,410,844Latest year 2025

Participants Over Time

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

29150200720162025YearValue
25Latest 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
2025125$3,410,844$298,433$11,937iApproximate average salary by contribution assumption: employee only about $298,433 at 4% or $198,955 at 6%; with 50% employer match about $198,955 at 4% or $132,637 at 6%; with 100% employer match about $149,217 at 4% or $99,478 at 6%.
O'Brien & Company LLC 401(K) Plan-25$3,410,844$298,433$11,937iApproximate average salary by contribution assumption: employee only about $298,433 at 4% or $198,955 at 6%; with 50% employer match about $198,955 at 4% or $132,637 at 6%; with 100% employer match about $149,217 at 4% or $99,478 at 6%.
2024120$2,718,161$364,549$18,227iApproximate average salary by contribution assumption: employee only about $455,686 at 4% or $303,791 at 6%; with 50% employer match about $303,791 at 4% or $202,527 at 6%; with 100% employer match about $227,843 at 4% or $151,895 at 6%.
O'Brien & Company LLC 401(K) Plan-20$2,718,161$364,549$18,227iApproximate average salary by contribution assumption: employee only about $455,686 at 4% or $303,791 at 6%; with 50% employer match about $303,791 at 4% or $202,527 at 6%; with 100% employer match about $227,843 at 4% or $151,895 at 6%.
2023125$2,128,744$344,329$13,773iApproximate average salary by contribution assumption: employee only about $344,329 at 4% or $229,553 at 6%; with 50% employer match about $229,553 at 4% or $153,035 at 6%; with 100% employer match about $172,165 at 4% or $114,776 at 6%.
O'Brien & Company LLC 401(K) Plan-25$2,128,744$344,329$13,773iApproximate average salary by contribution assumption: employee only about $344,329 at 4% or $229,553 at 6%; with 50% employer match about $229,553 at 4% or $153,035 at 6%; with 100% employer match about $172,165 at 4% or $114,776 at 6%.
2022129$1,568,764$314,311$10,838iApproximate average salary by contribution assumption: employee only about $270,958 at 4% or $180,639 at 6%; with 50% employer match about $180,639 at 4% or $120,426 at 6%; with 100% employer match about $135,479 at 4% or $90,319 at 6%.
O'Brien & Company LLC 401(K) Plan-29$1,568,764$314,311$10,838iApproximate average salary by contribution assumption: employee only about $270,958 at 4% or $180,639 at 6%; with 50% employer match about $180,639 at 4% or $120,426 at 6%; with 100% employer match about $135,479 at 4% or $90,319 at 6%.
2021122$1,781,936$266,087$12,095iApproximate average salary by contribution assumption: employee only about $302,372 at 4% or $201,581 at 6%; with 50% employer match about $201,581 at 4% or $134,387 at 6%; with 100% employer match about $151,186 at 4% or $100,791 at 6%.
O'Brien & Company LLC 401(K) Plan-22$1,781,936$266,087$12,095iApproximate average salary by contribution assumption: employee only about $302,372 at 4% or $201,581 at 6%; with 50% employer match about $201,581 at 4% or $134,387 at 6%; with 100% employer match about $151,186 at 4% or $100,791 at 6%.
2020120$1,438,496$250,157$12,508iApproximate average salary by contribution assumption: employee only about $312,696 at 4% or $208,464 at 6%; with 50% employer match about $208,464 at 4% or $138,976 at 6%; with 100% employer match about $156,348 at 4% or $104,232 at 6%.
O'Brien & Company LLC 401(K) Plan-20$1,438,496$250,157$12,508iApproximate average salary by contribution assumption: employee only about $312,696 at 4% or $208,464 at 6%; with 50% employer match about $208,464 at 4% or $138,976 at 6%; with 100% employer match about $156,348 at 4% or $104,232 at 6%.
2019118$996,251$199,902$11,106iApproximate average salary by contribution assumption: employee only about $277,642 at 4% or $185,094 at 6%; with 50% employer match about $185,094 at 4% or $123,396 at 6%; with 100% employer match about $138,821 at 4% or $92,547 at 6%.
O'Brien & Company LLC 401(K) Plan-18$996,251$199,902$11,106iApproximate average salary by contribution assumption: employee only about $277,642 at 4% or $185,094 at 6%; with 50% employer match about $185,094 at 4% or $123,396 at 6%; with 100% employer match about $138,821 at 4% or $92,547 at 6%.
2018110$635,740$106,418$10,642iApproximate average salary by contribution assumption: employee only about $266,045 at 4% or $177,363 at 6%; with 50% employer match about $177,363 at 4% or $118,242 at 6%; with 100% employer match about $133,023 at 4% or $88,682 at 6%.
O'Brien & Company LLC 401(K) Plan-10$635,740$106,418$10,642iApproximate average salary by contribution assumption: employee only about $266,045 at 4% or $177,363 at 6%; with 50% employer match about $177,363 at 4% or $118,242 at 6%; with 100% employer match about $133,023 at 4% or $88,682 at 6%.
201719$586,498$80,835$8,982iApproximate average salary by contribution assumption: employee only about $224,542 at 4% or $149,694 at 6%; with 50% employer match about $149,694 at 4% or $99,796 at 6%; with 100% employer match about $112,271 at 4% or $74,847 at 6%.
O'Brien & Company LLC 401(K) Plan-9$586,498$80,835$8,982iApproximate average salary by contribution assumption: employee only about $224,542 at 4% or $149,694 at 6%; with 50% employer match about $149,694 at 4% or $99,796 at 6%; with 100% employer match about $112,271 at 4% or $74,847 at 6%.
2016110$515,478$95,695$9,570iApproximate average salary by contribution assumption: employee only about $239,238 at 4% or $159,492 at 6%; with 50% employer match about $159,492 at 4% or $106,328 at 6%; with 100% employer match about $119,619 at 4% or $79,746 at 6%.
O'Brien & Company LLC 401(K) Plan-10$515,478$95,695$9,570iApproximate average salary by contribution assumption: employee only about $239,238 at 4% or $159,492 at 6%; with 50% employer match about $159,492 at 4% or $106,328 at 6%; with 100% employer match about $119,619 at 4% or $79,746 at 6%.
2015114$435,064$58,486$4,178iApproximate average salary by contribution assumption: employee only about $104,439 at 4% or $69,626 at 6%; with 50% employer match about $69,626 at 4% or $46,417 at 6%; with 100% employer match about $52,220 at 4% or $34,813 at 6%.
O'Brien & Company LLC 401(K) Plan-14$435,064$58,486$4,178iApproximate average salary by contribution assumption: employee only about $104,439 at 4% or $69,626 at 6%; with 50% employer match about $69,626 at 4% or $46,417 at 6%; with 100% employer match about $52,220 at 4% or $34,813 at 6%.
2014114$394,745$64,443$4,603iApproximate average salary by contribution assumption: employee only about $115,077 at 4% or $76,718 at 6%; with 50% employer match about $76,718 at 4% or $51,145 at 6%; with 100% employer match about $57,538 at 4% or $38,359 at 6%.
O'Brien & Company LLC 401(K) Plan-14$394,745$64,443$4,603iApproximate average salary by contribution assumption: employee only about $115,077 at 4% or $76,718 at 6%; with 50% employer match about $76,718 at 4% or $51,145 at 6%; with 100% employer match about $57,538 at 4% or $38,359 at 6%.
2013116$530,854$70,382$4,399iApproximate average salary by contribution assumption: employee only about $109,972 at 4% or $73,315 at 6%; with 50% employer match about $73,315 at 4% or $48,876 at 6%; with 100% employer match about $54,986 at 4% or $36,657 at 6%.
O'Brien & Company LLC 401(K) Plan-16$530,854$70,382$4,399iApproximate average salary by contribution assumption: employee only about $109,972 at 4% or $73,315 at 6%; with 50% employer match about $73,315 at 4% or $48,876 at 6%; with 100% employer match about $54,986 at 4% or $36,657 at 6%.
2012114$458,510$65,622$4,687iApproximate average salary by contribution assumption: employee only about $117,182 at 4% or $78,121 at 6%; with 50% employer match about $78,121 at 4% or $52,081 at 6%; with 100% employer match about $58,591 at 4% or $39,061 at 6%.
O'Brien & Company LLC 401(K) Plan-14$458,510$65,622$4,687iApproximate average salary by contribution assumption: employee only about $117,182 at 4% or $78,121 at 6%; with 50% employer match about $78,121 at 4% or $52,081 at 6%; with 100% employer match about $58,591 at 4% or $39,061 at 6%.
2011115$421,432$139,952$9,330iApproximate average salary by contribution assumption: employee only about $233,253 at 4% or $155,502 at 6%; with 50% employer match about $155,502 at 4% or $103,668 at 6%; with 100% employer match about $116,627 at 4% or $77,751 at 6%.
O'Brien & Company LLC 401(K) Plan-15$421,432$139,952$9,330iApproximate average salary by contribution assumption: employee only about $233,253 at 4% or $155,502 at 6%; with 50% employer match about $155,502 at 4% or $103,668 at 6%; with 100% employer match about $116,627 at 4% or $77,751 at 6%.
2010119$304,887$64,915$3,417iApproximate average salary by contribution assumption: employee only about $85,414 at 4% or $56,943 at 6%; with 50% employer match about $56,943 at 4% or $37,962 at 6%; with 100% employer match about $42,707 at 4% or $28,471 at 6%.
O'Brien & Company LLC 401(K) Plan-19$304,887$64,915$3,417iApproximate average salary by contribution assumption: employee only about $85,414 at 4% or $56,943 at 6%; with 50% employer match about $56,943 at 4% or $37,962 at 6%; with 100% employer match about $42,707 at 4% or $28,471 at 6%.
2009118$210,686$79,080$4,393iApproximate average salary by contribution assumption: employee only about $109,833 at 4% or $73,222 at 6%; with 50% employer match about $73,222 at 4% or $48,815 at 6%; with 100% employer match about $54,917 at 4% or $36,611 at 6%.
O'Brien & Company LLC 401(K) Plan-18$210,686$79,080$4,393iApproximate average salary by contribution assumption: employee only about $109,833 at 4% or $73,222 at 6%; with 50% employer match about $73,222 at 4% or $48,815 at 6%; with 100% employer match about $54,917 at 4% or $36,611 at 6%.
2008123$97,174$67,154$2,920iApproximate average salary by contribution assumption: employee only about $72,993 at 4% or $48,662 at 6%; with 50% employer match about $48,662 at 4% or $32,442 at 6%; with 100% employer match about $36,497 at 4% or $24,331 at 6%.
O'Brien & Company LLC 401(K) Plan-23$97,174$67,154$2,920iApproximate average salary by contribution assumption: employee only about $72,993 at 4% or $48,662 at 6%; with 50% employer match about $48,662 at 4% or $32,442 at 6%; with 100% employer match about $36,497 at 4% or $24,331 at 6%.
2007118$66,835$66,572$3,698iApproximate average salary by contribution assumption: employee only about $92,461 at 4% or $61,641 at 6%; with 50% employer match about $61,641 at 4% or $41,094 at 6%; with 100% employer match about $46,231 at 4% or $30,820 at 6%.
O'Brien & Company LLC 401(K) Plan-18$66,835$66,572$3,698iApproximate average salary by contribution assumption: employee only about $92,461 at 4% or $61,641 at 6%; with 50% employer match about $61,641 at 4% or $41,094 at 6%; with 100% employer match about $46,231 at 4% or $30,820 at 6%.