Civic Intelligence

O'Malley & Berberich Cpas PC.

Plan context: O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan

EIN 86-1026908 • Scottsdale, AZ • 21 filings • 5 plans

8535 E. Hartford Dr., Suite 108Scottsdale, AZ 85255-5443
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,994,600

2025 Contributions

$169,500

Historical Graphs

Total Assets Over Time

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

$3,994,600$1,997,300$0200520152025YearValue
$3,994,600Latest year 2025

Participants Over Time

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

740200520152025YearValue
5Latest 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
202515$3,994,600$169,500$33,900iApproximate average salary by contribution assumption: employee only about $847,500 at 4% or $565,000 at 6%; with 50% employer match about $565,000 at 4% or $376,667 at 6%; with 100% employer match about $423,750 at 4% or $282,500 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-5$3,994,600$169,500$33,900iApproximate average salary by contribution assumption: employee only about $847,500 at 4% or $565,000 at 6%; with 50% employer match about $565,000 at 4% or $376,667 at 6%; with 100% employer match about $423,750 at 4% or $282,500 at 6%.
202415$3,450,093$160,889$32,178iApproximate average salary by contribution assumption: employee only about $804,445 at 4% or $536,297 at 6%; with 50% employer match about $536,297 at 4% or $357,531 at 6%; with 100% employer match about $402,223 at 4% or $268,148 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-5$3,450,093$160,889$32,178iApproximate average salary by contribution assumption: employee only about $804,445 at 4% or $536,297 at 6%; with 50% employer match about $536,297 at 4% or $357,531 at 6%; with 100% employer match about $402,223 at 4% or $268,148 at 6%.
202316$3,055,305$162,963$27,161iApproximate average salary by contribution assumption: employee only about $679,013 at 4% or $452,675 at 6%; with 50% employer match about $452,675 at 4% or $301,783 at 6%; with 100% employer match about $339,506 at 4% or $226,338 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-6$3,055,305$162,963$27,161iApproximate average salary by contribution assumption: employee only about $679,013 at 4% or $452,675 at 6%; with 50% employer match about $452,675 at 4% or $301,783 at 6%; with 100% employer match about $339,506 at 4% or $226,338 at 6%.
202217$2,685,069$150,509$21,501iApproximate average salary by contribution assumption: employee only about $537,532 at 4% or $358,355 at 6%; with 50% employer match about $358,355 at 4% or $238,903 at 6%; with 100% employer match about $268,766 at 4% or $179,177 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-7$2,685,069$150,509$21,501iApproximate average salary by contribution assumption: employee only about $537,532 at 4% or $358,355 at 6%; with 50% employer match about $358,355 at 4% or $238,903 at 6%; with 100% employer match about $268,766 at 4% or $179,177 at 6%.
202116$2,887,365$173,360$28,893iApproximate average salary by contribution assumption: employee only about $722,333 at 4% or $481,556 at 6%; with 50% employer match about $481,556 at 4% or $321,037 at 6%; with 100% employer match about $361,167 at 4% or $240,778 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-6$2,887,365$173,360$28,893iApproximate average salary by contribution assumption: employee only about $722,333 at 4% or $481,556 at 6%; with 50% employer match about $481,556 at 4% or $321,037 at 6%; with 100% employer match about $361,167 at 4% or $240,778 at 6%.
202015$2,630,062$164,790$32,958iApproximate average salary by contribution assumption: employee only about $823,950 at 4% or $549,300 at 6%; with 50% employer match about $549,300 at 4% or $366,200 at 6%; with 100% employer match about $411,975 at 4% or $274,650 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-5$2,630,062$164,790$32,958iApproximate average salary by contribution assumption: employee only about $823,950 at 4% or $549,300 at 6%; with 50% employer match about $549,300 at 4% or $366,200 at 6%; with 100% employer match about $411,975 at 4% or $274,650 at 6%.
201913$2,191,516$145,282$48,427iApproximate average salary by contribution assumption: employee only about $1,210,683 at 4% or $807,122 at 6%; with 50% employer match about $807,122 at 4% or $538,081 at 6%; with 100% employer match about $605,342 at 4% or $403,561 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$2,191,516$145,282$48,427iApproximate average salary by contribution assumption: employee only about $1,210,683 at 4% or $807,122 at 6%; with 50% employer match about $807,122 at 4% or $538,081 at 6%; with 100% employer match about $605,342 at 4% or $403,561 at 6%.
201814$1,699,786$142,047$35,512iApproximate average salary by contribution assumption: employee only about $887,794 at 4% or $591,863 at 6%; with 50% employer match about $591,863 at 4% or $394,575 at 6%; with 100% employer match about $443,897 at 4% or $295,931 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-4$1,699,786$142,047$35,512iApproximate average salary by contribution assumption: employee only about $887,794 at 4% or $591,863 at 6%; with 50% employer match about $591,863 at 4% or $394,575 at 6%; with 100% employer match about $443,897 at 4% or $295,931 at 6%.
201713$1,629,549$120,037$40,012iApproximate average salary by contribution assumption: employee only about $1,000,308 at 4% or $666,872 at 6%; with 50% employer match about $666,872 at 4% or $444,581 at 6%; with 100% employer match about $500,154 at 4% or $333,436 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$1,629,549$120,037$40,012iApproximate average salary by contribution assumption: employee only about $1,000,308 at 4% or $666,872 at 6%; with 50% employer match about $666,872 at 4% or $444,581 at 6%; with 100% employer match about $500,154 at 4% or $333,436 at 6%.
201614$1,306,756$81,864$20,466iApproximate average salary by contribution assumption: employee only about $511,650 at 4% or $341,100 at 6%; with 50% employer match about $341,100 at 4% or $227,400 at 6%; with 100% employer match about $255,825 at 4% or $170,550 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-4$1,306,756$81,864$20,466iApproximate average salary by contribution assumption: employee only about $511,650 at 4% or $341,100 at 6%; with 50% employer match about $341,100 at 4% or $227,400 at 6%; with 100% employer match about $255,825 at 4% or $170,550 at 6%.
201514$1,257,197$87,437$21,859iApproximate average salary by contribution assumption: employee only about $546,481 at 4% or $364,321 at 6%; with 50% employer match about $364,321 at 4% or $242,881 at 6%; with 100% employer match about $273,241 at 4% or $182,160 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-4$1,257,197$87,437$21,859iApproximate average salary by contribution assumption: employee only about $546,481 at 4% or $364,321 at 6%; with 50% employer match about $364,321 at 4% or $242,881 at 6%; with 100% employer match about $273,241 at 4% or $182,160 at 6%.
201413$1,213,519$103,840$34,613iApproximate average salary by contribution assumption: employee only about $865,333 at 4% or $576,889 at 6%; with 50% employer match about $576,889 at 4% or $384,593 at 6%; with 100% employer match about $432,667 at 4% or $288,444 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$1,213,519$103,840$34,613iApproximate average salary by contribution assumption: employee only about $865,333 at 4% or $576,889 at 6%; with 50% employer match about $576,889 at 4% or $384,593 at 6%; with 100% employer match about $432,667 at 4% or $288,444 at 6%.
201313$1,057,792$100,899$33,633iApproximate average salary by contribution assumption: employee only about $840,825 at 4% or $560,550 at 6%; with 50% employer match about $560,550 at 4% or $373,700 at 6%; with 100% employer match about $420,413 at 4% or $280,275 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$1,057,792$100,899$33,633iApproximate average salary by contribution assumption: employee only about $840,825 at 4% or $560,550 at 6%; with 50% employer match about $560,550 at 4% or $373,700 at 6%; with 100% employer match about $420,413 at 4% or $280,275 at 6%.
201213$830,105$85,345$28,448iApproximate average salary by contribution assumption: employee only about $711,208 at 4% or $474,139 at 6%; with 50% employer match about $474,139 at 4% or $316,093 at 6%; with 100% employer match about $355,604 at 4% or $237,069 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$830,105$85,345$28,448iApproximate average salary by contribution assumption: employee only about $711,208 at 4% or $474,139 at 6%; with 50% employer match about $474,139 at 4% or $316,093 at 6%; with 100% employer match about $355,604 at 4% or $237,069 at 6%.
201114$705,414$114,824$28,706iApproximate average salary by contribution assumption: employee only about $717,650 at 4% or $478,433 at 6%; with 50% employer match about $478,433 at 4% or $318,956 at 6%; with 100% employer match about $358,825 at 4% or $239,217 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-4$705,414$114,824$28,706iApproximate average salary by contribution assumption: employee only about $717,650 at 4% or $478,433 at 6%; with 50% employer match about $478,433 at 4% or $318,956 at 6%; with 100% employer match about $358,825 at 4% or $239,217 at 6%.
201014$652,630$100,478$25,120iApproximate average salary by contribution assumption: employee only about $627,988 at 4% or $418,658 at 6%; with 50% employer match about $418,658 at 4% or $279,106 at 6%; with 100% employer match about $313,994 at 4% or $209,329 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-4$652,630$100,478$25,120iApproximate average salary by contribution assumption: employee only about $627,988 at 4% or $418,658 at 6%; with 50% employer match about $418,658 at 4% or $279,106 at 6%; with 100% employer match about $313,994 at 4% or $209,329 at 6%.
200914$500,579$56,523$14,131iApproximate average salary by contribution assumption: employee only about $353,269 at 4% or $235,513 at 6%; with 50% employer match about $235,513 at 4% or $157,008 at 6%; with 100% employer match about $176,634 at 4% or $117,756 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-4$500,579$56,523$14,131iApproximate average salary by contribution assumption: employee only about $353,269 at 4% or $235,513 at 6%; with 50% employer match about $235,513 at 4% or $157,008 at 6%; with 100% employer match about $176,634 at 4% or $117,756 at 6%.
200814$359,136$94,933$23,733iApproximate average salary by contribution assumption: employee only about $593,331 at 4% or $395,554 at 6%; with 50% employer match about $395,554 at 4% or $263,703 at 6%; with 100% employer match about $296,666 at 4% or $197,777 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-4$359,136$94,933$23,733iApproximate average salary by contribution assumption: employee only about $593,331 at 4% or $395,554 at 6%; with 50% employer match about $395,554 at 4% or $263,703 at 6%; with 100% employer match about $296,666 at 4% or $197,777 at 6%.
200713$386,793$97,670$32,557iApproximate average salary by contribution assumption: employee only about $813,917 at 4% or $542,611 at 6%; with 50% employer match about $542,611 at 4% or $361,741 at 6%; with 100% employer match about $406,958 at 4% or $271,306 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$386,793$97,670$32,557iApproximate average salary by contribution assumption: employee only about $813,917 at 4% or $542,611 at 6%; with 50% employer match about $542,611 at 4% or $361,741 at 6%; with 100% employer match about $406,958 at 4% or $271,306 at 6%.
200613$368,800$118,744$39,581iApproximate average salary by contribution assumption: employee only about $989,533 at 4% or $659,689 at 6%; with 50% employer match about $659,689 at 4% or $439,793 at 6%; with 100% employer match about $494,767 at 4% or $329,844 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$368,800$118,744$39,581iApproximate average salary by contribution assumption: employee only about $989,533 at 4% or $659,689 at 6%; with 50% employer match about $659,689 at 4% or $439,793 at 6%; with 100% employer match about $494,767 at 4% or $329,844 at 6%.
200513$206,717$206,893$68,964iApproximate average salary by contribution assumption: employee only about $1,724,108 at 4% or $1,149,406 at 6%; with 50% employer match about $1,149,406 at 4% or $766,270 at 6%; with 100% employer match about $862,054 at 4% or $574,703 at 6%.
O'Malley & Berberich Cpas PC. 401(K) Profit Sharing Plan-3$206,717$206,893$68,964iApproximate average salary by contribution assumption: employee only about $1,724,108 at 4% or $1,149,406 at 6%; with 50% employer match about $1,149,406 at 4% or $766,270 at 6%; with 100% employer match about $862,054 at 4% or $574,703 at 6%.