Civic Intelligence

Oconnor & Company

Plan context: Oconnor & Company 401(K) Profit Sharing Plan & Trust

EIN 88-3469983 • 2 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$248,328

2025 Contributions

$145,833

Historical Graphs

Total Assets Over Time

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

$248,328$124,164$020242025YearValue
$248,328Latest year 2025

Participants Over Time

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

84020242025YearValue
8Latest 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
202518$248,328$145,833$18,229iApproximate average salary by contribution assumption: employee only about $455,728 at 4% or $303,819 at 6%; with 50% employer match about $303,819 at 4% or $202,546 at 6%; with 100% employer match about $227,864 at 4% or $151,909 at 6%.
Oconnor & Company 401(K) Profit Sharing Plan & Trust-8$248,328$145,833$18,229iApproximate average salary by contribution assumption: employee only about $455,728 at 4% or $303,819 at 6%; with 50% employer match about $303,819 at 4% or $202,546 at 6%; with 100% employer match about $227,864 at 4% or $151,909 at 6%.
202417$85,853$83,086$11,869iApproximate average salary by contribution assumption: employee only about $296,736 at 4% or $197,824 at 6%; with 50% employer match about $197,824 at 4% or $131,883 at 6%; with 100% employer match about $148,368 at 4% or $98,912 at 6%.
Oconnor & Company 401(K) Profit Sharing Plan & Trust-7$85,853$83,086$11,869iApproximate average salary by contribution assumption: employee only about $296,736 at 4% or $197,824 at 6%; with 50% employer match about $197,824 at 4% or $131,883 at 6%; with 100% employer match about $148,368 at 4% or $98,912 at 6%.