O'Connor Wealth Management Inc.
Plan context: O'Connor Wealth Management Inc. 401(K) Plan
EIN 87-3508364 • Monrovia, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$878,632
2025 Contributions
$293,893
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $878,632 | $293,893 | $73,473iApproximate average salary by contribution assumption: employee only about $1,836,831 at 4% or $1,224,554 at 6%; with 50% employer match about $1,224,554 at 4% or $816,369 at 6%; with 100% employer match about $918,416 at 4% or $612,277 at 6%. |
| O'Connor Wealth Management Inc. 401(K) Plan | - | 4 | $878,632 | $293,893 | $73,473iApproximate average salary by contribution assumption: employee only about $1,836,831 at 4% or $1,224,554 at 6%; with 50% employer match about $1,224,554 at 4% or $816,369 at 6%; with 100% employer match about $918,416 at 4% or $612,277 at 6%. |
| 2024 | 1 | 4 | $451,340 | $125,800 | $31,450iApproximate average salary by contribution assumption: employee only about $786,250 at 4% or $524,167 at 6%; with 50% employer match about $524,167 at 4% or $349,444 at 6%; with 100% employer match about $393,125 at 4% or $262,083 at 6%. |
| O'Connor Wealth Management Inc. 401(K) Plan | - | 4 | $451,340 | $125,800 | $31,450iApproximate average salary by contribution assumption: employee only about $786,250 at 4% or $524,167 at 6%; with 50% employer match about $524,167 at 4% or $349,444 at 6%; with 100% employer match about $393,125 at 4% or $262,083 at 6%. |
| 2023 | 1 | 4 | $268,916 | $122,200 | $30,550iApproximate average salary by contribution assumption: employee only about $763,750 at 4% or $509,167 at 6%; with 50% employer match about $509,167 at 4% or $339,444 at 6%; with 100% employer match about $381,875 at 4% or $254,583 at 6%. |
| O'Connor Wealth Management Inc. 401(K) Plan | - | 4 | $268,916 | $122,200 | $30,550iApproximate average salary by contribution assumption: employee only about $763,750 at 4% or $509,167 at 6%; with 50% employer match about $509,167 at 4% or $339,444 at 6%; with 100% employer match about $381,875 at 4% or $254,583 at 6%. |
| 2022 | 1 | 4 | $106,163 | $110,967 | $27,742iApproximate average salary by contribution assumption: employee only about $693,544 at 4% or $462,363 at 6%; with 50% employer match about $462,363 at 4% or $308,242 at 6%; with 100% employer match about $346,772 at 4% or $231,181 at 6%. |
| O'Connor Wealth Management Inc. 401(K) Plan | - | 4 | $106,163 | $110,967 | $27,742iApproximate average salary by contribution assumption: employee only about $693,544 at 4% or $462,363 at 6%; with 50% employer match about $462,363 at 4% or $308,242 at 6%; with 100% employer match about $346,772 at 4% or $231,181 at 6%. |