Civic Intelligence

O'Connell & Associates PC.

Plan context: O'Connell & Associates PC. 401(K) Profit Sharing Plan

EIN 86-0659106 • Tucson, AZ • 19 filings • 4 plans

3573 East Sunrise Drive, Suite 133Tucson, AZ 85718-3206
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$588,751

2018 Contributions

$31,694

Historical Graphs

Total Assets Over Time

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

$1,372,358$686,179$0200220102017YearValue
$588,751Latest year 2017

Participants Over Time

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

840200020092017YearValue
2Latest year 2017

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
201810$0$0-
O'Connell & Associates PC. 401(K) Profit Sharing Plan-0---
201712$588,751$31,694$15,847iApproximate average salary by contribution assumption: employee only about $396,175 at 4% or $264,117 at 6%; with 50% employer match about $264,117 at 4% or $176,078 at 6%; with 100% employer match about $198,088 at 4% or $132,058 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-2$588,751$31,694$15,847iApproximate average salary by contribution assumption: employee only about $396,175 at 4% or $264,117 at 6%; with 50% employer match about $264,117 at 4% or $176,078 at 6%; with 100% employer match about $198,088 at 4% or $132,058 at 6%.
201612$1,012,012$32,337$16,169iApproximate average salary by contribution assumption: employee only about $404,213 at 4% or $269,475 at 6%; with 50% employer match about $269,475 at 4% or $179,650 at 6%; with 100% employer match about $202,106 at 4% or $134,738 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-2$1,012,012$32,337$16,169iApproximate average salary by contribution assumption: employee only about $404,213 at 4% or $269,475 at 6%; with 50% employer match about $269,475 at 4% or $179,650 at 6%; with 100% employer match about $202,106 at 4% or $134,738 at 6%.
201512$1,248,323$52,422$26,211iApproximate average salary by contribution assumption: employee only about $655,275 at 4% or $436,850 at 6%; with 50% employer match about $436,850 at 4% or $291,233 at 6%; with 100% employer match about $327,638 at 4% or $218,425 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-2$1,248,323$52,422$26,211iApproximate average salary by contribution assumption: employee only about $655,275 at 4% or $436,850 at 6%; with 50% employer match about $436,850 at 4% or $291,233 at 6%; with 100% employer match about $327,638 at 4% or $218,425 at 6%.
201417$1,285,682$42,356$6,051iApproximate average salary by contribution assumption: employee only about $151,271 at 4% or $100,848 at 6%; with 50% employer match about $100,848 at 4% or $67,232 at 6%; with 100% employer match about $75,636 at 4% or $50,424 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-7$1,285,682$42,356$6,051iApproximate average salary by contribution assumption: employee only about $151,271 at 4% or $100,848 at 6%; with 50% employer match about $100,848 at 4% or $67,232 at 6%; with 100% employer match about $75,636 at 4% or $50,424 at 6%.
201315$1,372,358$88,370$17,674iApproximate average salary by contribution assumption: employee only about $441,850 at 4% or $294,567 at 6%; with 50% employer match about $294,567 at 4% or $196,378 at 6%; with 100% employer match about $220,925 at 4% or $147,283 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-5$1,372,358$88,370$17,674iApproximate average salary by contribution assumption: employee only about $441,850 at 4% or $294,567 at 6%; with 50% employer match about $294,567 at 4% or $196,378 at 6%; with 100% employer match about $220,925 at 4% or $147,283 at 6%.
201217$1,257,388$87,660$12,523iApproximate average salary by contribution assumption: employee only about $313,071 at 4% or $208,714 at 6%; with 50% employer match about $208,714 at 4% or $139,143 at 6%; with 100% employer match about $156,536 at 4% or $104,357 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-7$1,257,388$87,660$12,523iApproximate average salary by contribution assumption: employee only about $313,071 at 4% or $208,714 at 6%; with 50% employer match about $208,714 at 4% or $139,143 at 6%; with 100% employer match about $156,536 at 4% or $104,357 at 6%.
201117$1,138,211$47,160$6,737iApproximate average salary by contribution assumption: employee only about $168,429 at 4% or $112,286 at 6%; with 50% employer match about $112,286 at 4% or $74,857 at 6%; with 100% employer match about $84,214 at 4% or $56,143 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-7$1,138,211$47,160$6,737iApproximate average salary by contribution assumption: employee only about $168,429 at 4% or $112,286 at 6%; with 50% employer match about $112,286 at 4% or $74,857 at 6%; with 100% employer match about $84,214 at 4% or $56,143 at 6%.
201018$1,198,409$41,801$5,225iApproximate average salary by contribution assumption: employee only about $130,628 at 4% or $87,085 at 6%; with 50% employer match about $87,085 at 4% or $58,057 at 6%; with 100% employer match about $65,314 at 4% or $43,543 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-8$1,198,409$41,801$5,225iApproximate average salary by contribution assumption: employee only about $130,628 at 4% or $87,085 at 6%; with 50% employer match about $87,085 at 4% or $58,057 at 6%; with 100% employer match about $65,314 at 4% or $43,543 at 6%.
200918$1,109,595$66,402$8,300iApproximate average salary by contribution assumption: employee only about $207,506 at 4% or $138,338 at 6%; with 50% employer match about $138,338 at 4% or $92,225 at 6%; with 100% employer match about $103,753 at 4% or $69,169 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-8$1,109,595$66,402$8,300iApproximate average salary by contribution assumption: employee only about $207,506 at 4% or $138,338 at 6%; with 50% employer match about $138,338 at 4% or $92,225 at 6%; with 100% employer match about $103,753 at 4% or $69,169 at 6%.
200816$978,043$39,052$6,509iApproximate average salary by contribution assumption: employee only about $162,717 at 4% or $108,478 at 6%; with 50% employer match about $108,478 at 4% or $72,319 at 6%; with 100% employer match about $81,358 at 4% or $54,239 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-6$978,043$39,052$6,509iApproximate average salary by contribution assumption: employee only about $162,717 at 4% or $108,478 at 6%; with 50% employer match about $108,478 at 4% or $72,319 at 6%; with 100% employer match about $81,358 at 4% or $54,239 at 6%.
200715$0$0-
O'Connell & Associates PC. 401(K) Profit Sharing Plan-5---
200614$1,014,475$75,490$18,873iApproximate average salary by contribution assumption: employee only about $471,813 at 4% or $314,542 at 6%; with 50% employer match about $314,542 at 4% or $209,694 at 6%; with 100% employer match about $235,906 at 4% or $157,271 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-4$1,014,475$75,490$18,873iApproximate average salary by contribution assumption: employee only about $471,813 at 4% or $314,542 at 6%; with 50% employer match about $314,542 at 4% or $209,694 at 6%; with 100% employer match about $235,906 at 4% or $157,271 at 6%.
200515$876,607$50,837$10,167iApproximate average salary by contribution assumption: employee only about $254,185 at 4% or $169,457 at 6%; with 50% employer match about $169,457 at 4% or $112,971 at 6%; with 100% employer match about $127,093 at 4% or $84,728 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-5$876,607$50,837$10,167iApproximate average salary by contribution assumption: employee only about $254,185 at 4% or $169,457 at 6%; with 50% employer match about $169,457 at 4% or $112,971 at 6%; with 100% employer match about $127,093 at 4% or $84,728 at 6%.
200416$764,481$49,332$8,222iApproximate average salary by contribution assumption: employee only about $205,550 at 4% or $137,033 at 6%; with 50% employer match about $137,033 at 4% or $91,356 at 6%; with 100% employer match about $102,775 at 4% or $68,517 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-6$764,481$49,332$8,222iApproximate average salary by contribution assumption: employee only about $205,550 at 4% or $137,033 at 6%; with 50% employer match about $137,033 at 4% or $91,356 at 6%; with 100% employer match about $102,775 at 4% or $68,517 at 6%.
200317$727,564$37,611$5,373iApproximate average salary by contribution assumption: employee only about $134,325 at 4% or $89,550 at 6%; with 50% employer match about $89,550 at 4% or $59,700 at 6%; with 100% employer match about $67,163 at 4% or $44,775 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-7$727,564$37,611$5,373iApproximate average salary by contribution assumption: employee only about $134,325 at 4% or $89,550 at 6%; with 50% employer match about $89,550 at 4% or $59,700 at 6%; with 100% employer match about $67,163 at 4% or $44,775 at 6%.
200218$653,458$28,391$3,549iApproximate average salary by contribution assumption: employee only about $88,722 at 4% or $59,148 at 6%; with 50% employer match about $59,148 at 4% or $39,432 at 6%; with 100% employer match about $44,361 at 4% or $29,574 at 6%.
O'Connell & Associates PC. 401(K) Profit Sharing Plan-8$653,458$28,391$3,549iApproximate average salary by contribution assumption: employee only about $88,722 at 4% or $59,148 at 6%; with 50% employer match about $59,148 at 4% or $39,432 at 6%; with 100% employer match about $44,361 at 4% or $29,574 at 6%.
200117$0$0-
O'Connell & Associates PC. 401(K) Profit Sharing Plan-7---
200016$0$0-
O'Connell & Associates PC. 401(K) Profit Sharing Plan-6---