Civic Intelligence

O'Brien, Tomchak & Co., Chartered

Plan context: O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan

EIN 82-0332706 • Idaho Falls, ID • 25 filings • 4 plans

PO Box 50858Idaho Falls, ID 83405-0858
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$618,625

2024 Contributions

$50,245

Historical Graphs

Total Assets Over Time

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

$962,995$481,498$0200020152024YearValue
$618,625Latest year 2024

Participants Over Time

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

1260200020122024YearValue
6Latest 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
202416$618,625$50,245$8,374iApproximate average salary by contribution assumption: employee only about $209,354 at 4% or $139,569 at 6%; with 50% employer match about $139,569 at 4% or $93,046 at 6%; with 100% employer match about $104,677 at 4% or $69,785 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-6$618,625$50,245$8,374iApproximate average salary by contribution assumption: employee only about $209,354 at 4% or $139,569 at 6%; with 50% employer match about $139,569 at 4% or $93,046 at 6%; with 100% employer match about $104,677 at 4% or $69,785 at 6%.
202314$962,995$50,751$12,688iApproximate average salary by contribution assumption: employee only about $317,194 at 4% or $211,463 at 6%; with 50% employer match about $211,463 at 4% or $140,975 at 6%; with 100% employer match about $158,597 at 4% or $105,731 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-4$962,995$50,751$12,688iApproximate average salary by contribution assumption: employee only about $317,194 at 4% or $211,463 at 6%; with 50% employer match about $211,463 at 4% or $140,975 at 6%; with 100% employer match about $158,597 at 4% or $105,731 at 6%.
202215$825,947$63,199$12,640iApproximate average salary by contribution assumption: employee only about $315,995 at 4% or $210,663 at 6%; with 50% employer match about $210,663 at 4% or $140,442 at 6%; with 100% employer match about $157,998 at 4% or $105,332 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-5$825,947$63,199$12,640iApproximate average salary by contribution assumption: employee only about $315,995 at 4% or $210,663 at 6%; with 50% employer match about $210,663 at 4% or $140,442 at 6%; with 100% employer match about $157,998 at 4% or $105,332 at 6%.
2021112$754,360$59,324$4,944iApproximate average salary by contribution assumption: employee only about $123,592 at 4% or $82,394 at 6%; with 50% employer match about $82,394 at 4% or $54,930 at 6%; with 100% employer match about $61,796 at 4% or $41,197 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-12$754,360$59,324$4,944iApproximate average salary by contribution assumption: employee only about $123,592 at 4% or $82,394 at 6%; with 50% employer match about $82,394 at 4% or $54,930 at 6%; with 100% employer match about $61,796 at 4% or $41,197 at 6%.
2020110$729,012$44,608$4,461iApproximate average salary by contribution assumption: employee only about $111,520 at 4% or $74,347 at 6%; with 50% employer match about $74,347 at 4% or $49,564 at 6%; with 100% employer match about $55,760 at 4% or $37,173 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-10$729,012$44,608$4,461iApproximate average salary by contribution assumption: employee only about $111,520 at 4% or $74,347 at 6%; with 50% employer match about $74,347 at 4% or $49,564 at 6%; with 100% employer match about $55,760 at 4% or $37,173 at 6%.
201919$568,770$55,791$6,199iApproximate average salary by contribution assumption: employee only about $154,975 at 4% or $103,317 at 6%; with 50% employer match about $103,317 at 4% or $68,878 at 6%; with 100% employer match about $77,488 at 4% or $51,658 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-9$568,770$55,791$6,199iApproximate average salary by contribution assumption: employee only about $154,975 at 4% or $103,317 at 6%; with 50% employer match about $103,317 at 4% or $68,878 at 6%; with 100% employer match about $77,488 at 4% or $51,658 at 6%.
201818$595,818$82,518$10,315iApproximate average salary by contribution assumption: employee only about $257,869 at 4% or $171,913 at 6%; with 50% employer match about $171,913 at 4% or $114,608 at 6%; with 100% employer match about $128,934 at 4% or $85,956 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$595,818$82,518$10,315iApproximate average salary by contribution assumption: employee only about $257,869 at 4% or $171,913 at 6%; with 50% employer match about $171,913 at 4% or $114,608 at 6%; with 100% employer match about $128,934 at 4% or $85,956 at 6%.
201718$537,907$83,349$10,419iApproximate average salary by contribution assumption: employee only about $260,466 at 4% or $173,644 at 6%; with 50% employer match about $173,644 at 4% or $115,763 at 6%; with 100% employer match about $130,233 at 4% or $86,822 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$537,907$83,349$10,419iApproximate average salary by contribution assumption: employee only about $260,466 at 4% or $173,644 at 6%; with 50% employer match about $173,644 at 4% or $115,763 at 6%; with 100% employer match about $130,233 at 4% or $86,822 at 6%.
201618$465,723$82,097$10,262iApproximate average salary by contribution assumption: employee only about $256,553 at 4% or $171,035 at 6%; with 50% employer match about $171,035 at 4% or $114,024 at 6%; with 100% employer match about $128,277 at 4% or $85,518 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$465,723$82,097$10,262iApproximate average salary by contribution assumption: employee only about $256,553 at 4% or $171,035 at 6%; with 50% employer match about $171,035 at 4% or $114,024 at 6%; with 100% employer match about $128,277 at 4% or $85,518 at 6%.
201518$392,560$76,142$9,518iApproximate average salary by contribution assumption: employee only about $237,944 at 4% or $158,629 at 6%; with 50% employer match about $158,629 at 4% or $105,753 at 6%; with 100% employer match about $118,972 at 4% or $79,315 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$392,560$76,142$9,518iApproximate average salary by contribution assumption: employee only about $237,944 at 4% or $158,629 at 6%; with 50% employer match about $158,629 at 4% or $105,753 at 6%; with 100% employer match about $118,972 at 4% or $79,315 at 6%.
201418$375,670$67,983$8,498iApproximate average salary by contribution assumption: employee only about $212,447 at 4% or $141,631 at 6%; with 50% employer match about $141,631 at 4% or $94,421 at 6%; with 100% employer match about $106,223 at 4% or $70,816 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$375,670$67,983$8,498iApproximate average salary by contribution assumption: employee only about $212,447 at 4% or $141,631 at 6%; with 50% employer match about $141,631 at 4% or $94,421 at 6%; with 100% employer match about $106,223 at 4% or $70,816 at 6%.
201319$335,841$68,755$7,639iApproximate average salary by contribution assumption: employee only about $190,986 at 4% or $127,324 at 6%; with 50% employer match about $127,324 at 4% or $84,883 at 6%; with 100% employer match about $95,493 at 4% or $63,662 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-9$335,841$68,755$7,639iApproximate average salary by contribution assumption: employee only about $190,986 at 4% or $127,324 at 6%; with 50% employer match about $127,324 at 4% or $84,883 at 6%; with 100% employer match about $95,493 at 4% or $63,662 at 6%.
201219$274,588$68,219$7,580iApproximate average salary by contribution assumption: employee only about $189,497 at 4% or $126,331 at 6%; with 50% employer match about $126,331 at 4% or $84,221 at 6%; with 100% employer match about $94,749 at 4% or $63,166 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-9$274,588$68,219$7,580iApproximate average salary by contribution assumption: employee only about $189,497 at 4% or $126,331 at 6%; with 50% employer match about $126,331 at 4% or $84,221 at 6%; with 100% employer match about $94,749 at 4% or $63,166 at 6%.
201119$688,537$61,269$6,808iApproximate average salary by contribution assumption: employee only about $170,192 at 4% or $113,461 at 6%; with 50% employer match about $113,461 at 4% or $75,641 at 6%; with 100% employer match about $85,096 at 4% or $56,731 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-9$688,537$61,269$6,808iApproximate average salary by contribution assumption: employee only about $170,192 at 4% or $113,461 at 6%; with 50% employer match about $113,461 at 4% or $75,641 at 6%; with 100% employer match about $85,096 at 4% or $56,731 at 6%.
201018$706,126$60,728$7,591iApproximate average salary by contribution assumption: employee only about $189,775 at 4% or $126,517 at 6%; with 50% employer match about $126,517 at 4% or $84,344 at 6%; with 100% employer match about $94,888 at 4% or $63,258 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$706,126$60,728$7,591iApproximate average salary by contribution assumption: employee only about $189,775 at 4% or $126,517 at 6%; with 50% employer match about $126,517 at 4% or $84,344 at 6%; with 100% employer match about $94,888 at 4% or $63,258 at 6%.
200918$563,128$61,489$7,686iApproximate average salary by contribution assumption: employee only about $192,153 at 4% or $128,102 at 6%; with 50% employer match about $128,102 at 4% or $85,401 at 6%; with 100% employer match about $96,077 at 4% or $64,051 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$563,128$61,489$7,686iApproximate average salary by contribution assumption: employee only about $192,153 at 4% or $128,102 at 6%; with 50% employer match about $128,102 at 4% or $85,401 at 6%; with 100% employer match about $96,077 at 4% or $64,051 at 6%.
200819$0$0-
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-9---
200718$0$0-
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8---
200618$368,180$56,671$7,084iApproximate average salary by contribution assumption: employee only about $177,097 at 4% or $118,065 at 6%; with 50% employer match about $118,065 at 4% or $78,710 at 6%; with 100% employer match about $88,548 at 4% or $59,032 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-8$368,180$56,671$7,084iApproximate average salary by contribution assumption: employee only about $177,097 at 4% or $118,065 at 6%; with 50% employer match about $118,065 at 4% or $78,710 at 6%; with 100% employer match about $88,548 at 4% or $59,032 at 6%.
2005111$275,774$78,028$7,093iApproximate average salary by contribution assumption: employee only about $177,336 at 4% or $118,224 at 6%; with 50% employer match about $118,224 at 4% or $78,816 at 6%; with 100% employer match about $88,668 at 4% or $59,112 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-11$275,774$78,028$7,093iApproximate average salary by contribution assumption: employee only about $177,336 at 4% or $118,224 at 6%; with 50% employer match about $118,224 at 4% or $78,816 at 6%; with 100% employer match about $88,668 at 4% or $59,112 at 6%.
2004110$158,753$37,100$3,710iApproximate average salary by contribution assumption: employee only about $92,750 at 4% or $61,833 at 6%; with 50% employer match about $61,833 at 4% or $41,222 at 6%; with 100% employer match about $46,375 at 4% or $30,917 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-10$158,753$37,100$3,710iApproximate average salary by contribution assumption: employee only about $92,750 at 4% or $61,833 at 6%; with 50% employer match about $61,833 at 4% or $41,222 at 6%; with 100% employer match about $46,375 at 4% or $30,917 at 6%.
200317$0$0-
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-7---
200219$0$0-
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-9---
200114$0$0-
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-4---
200013$52,411$13,134$4,378iApproximate average salary by contribution assumption: employee only about $109,450 at 4% or $72,967 at 6%; with 50% employer match about $72,967 at 4% or $48,644 at 6%; with 100% employer match about $54,725 at 4% or $36,483 at 6%.
O'Brien, Tomchak & Co., Chartered 401(K) Profit Sharing Plan-3$52,411$13,134$4,378iApproximate average salary by contribution assumption: employee only about $109,450 at 4% or $72,967 at 6%; with 50% employer match about $72,967 at 4% or $48,644 at 6%; with 100% employer match about $54,725 at 4% or $36,483 at 6%.