Civic Intelligence

Weller/Obrien Insurance Services

Plan context: Weller/O'Brien Insurance Services 401(K) Plan

EIN 94-3282592 • Half Moon Bay, CA • 15 filings • 3 plans

720 Kelly AvenueHalf Moon Bay, CA 94019
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$1,572,548

2022 Contributions

$54,539

Historical Graphs

Total Assets Over Time

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

$1,875,262$937,631$0200820152022YearValue
$1,572,548Latest year 2022

Participants Over Time

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

420200820152022YearValue
4Latest year 2022

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
202214$1,572,548$54,539$13,635iApproximate average salary by contribution assumption: employee only about $340,869 at 4% or $227,246 at 6%; with 50% employer match about $227,246 at 4% or $151,497 at 6%; with 100% employer match about $170,434 at 4% or $113,623 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$1,572,548$54,539$13,635iApproximate average salary by contribution assumption: employee only about $340,869 at 4% or $227,246 at 6%; with 50% employer match about $227,246 at 4% or $151,497 at 6%; with 100% employer match about $170,434 at 4% or $113,623 at 6%.
202114$1,875,262$90,113$22,528iApproximate average salary by contribution assumption: employee only about $563,206 at 4% or $375,471 at 6%; with 50% employer match about $375,471 at 4% or $250,314 at 6%; with 100% employer match about $281,603 at 4% or $187,735 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$1,875,262$90,113$22,528iApproximate average salary by contribution assumption: employee only about $563,206 at 4% or $375,471 at 6%; with 50% employer match about $375,471 at 4% or $250,314 at 6%; with 100% employer match about $281,603 at 4% or $187,735 at 6%.
202014$1,585,784$89,600$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$1,585,784$89,600$22,400iApproximate average salary by contribution assumption: employee only about $560,000 at 4% or $373,333 at 6%; with 50% employer match about $373,333 at 4% or $248,889 at 6%; with 100% employer match about $280,000 at 4% or $186,667 at 6%.
201914$1,258,669$85,852$21,463iApproximate average salary by contribution assumption: employee only about $536,575 at 4% or $357,717 at 6%; with 50% employer match about $357,717 at 4% or $238,478 at 6%; with 100% employer match about $268,288 at 4% or $178,858 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$1,258,669$85,852$21,463iApproximate average salary by contribution assumption: employee only about $536,575 at 4% or $357,717 at 6%; with 50% employer match about $357,717 at 4% or $238,478 at 6%; with 100% employer match about $268,288 at 4% or $178,858 at 6%.
201814$970,766$84,628$21,157iApproximate average salary by contribution assumption: employee only about $528,925 at 4% or $352,617 at 6%; with 50% employer match about $352,617 at 4% or $235,078 at 6%; with 100% employer match about $264,463 at 4% or $176,308 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$970,766$84,628$21,157iApproximate average salary by contribution assumption: employee only about $528,925 at 4% or $352,617 at 6%; with 50% employer match about $352,617 at 4% or $235,078 at 6%; with 100% employer match about $264,463 at 4% or $176,308 at 6%.
201714$976,657$117,928$29,482iApproximate average salary by contribution assumption: employee only about $737,050 at 4% or $491,367 at 6%; with 50% employer match about $491,367 at 4% or $327,578 at 6%; with 100% employer match about $368,525 at 4% or $245,683 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$976,657$117,928$29,482iApproximate average salary by contribution assumption: employee only about $737,050 at 4% or $491,367 at 6%; with 50% employer match about $491,367 at 4% or $327,578 at 6%; with 100% employer match about $368,525 at 4% or $245,683 at 6%.
201613$723,067$76,244$25,415iApproximate average salary by contribution assumption: employee only about $635,367 at 4% or $423,578 at 6%; with 50% employer match about $423,578 at 4% or $282,385 at 6%; with 100% employer match about $317,683 at 4% or $211,789 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-3$723,067$76,244$25,415iApproximate average salary by contribution assumption: employee only about $635,367 at 4% or $423,578 at 6%; with 50% employer match about $423,578 at 4% or $282,385 at 6%; with 100% employer match about $317,683 at 4% or $211,789 at 6%.
201513$613,216$76,847$25,616iApproximate average salary by contribution assumption: employee only about $640,392 at 4% or $426,928 at 6%; with 50% employer match about $426,928 at 4% or $284,619 at 6%; with 100% employer match about $320,196 at 4% or $213,464 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-3$613,216$76,847$25,616iApproximate average salary by contribution assumption: employee only about $640,392 at 4% or $426,928 at 6%; with 50% employer match about $426,928 at 4% or $284,619 at 6%; with 100% employer match about $320,196 at 4% or $213,464 at 6%.
201414$549,523$67,807$16,952iApproximate average salary by contribution assumption: employee only about $423,794 at 4% or $282,529 at 6%; with 50% employer match about $282,529 at 4% or $188,353 at 6%; with 100% employer match about $211,897 at 4% or $141,265 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$549,523$67,807$16,952iApproximate average salary by contribution assumption: employee only about $423,794 at 4% or $282,529 at 6%; with 50% employer match about $282,529 at 4% or $188,353 at 6%; with 100% employer match about $211,897 at 4% or $141,265 at 6%.
201314$477,485$61,165$15,291iApproximate average salary by contribution assumption: employee only about $382,281 at 4% or $254,854 at 6%; with 50% employer match about $254,854 at 4% or $169,903 at 6%; with 100% employer match about $191,141 at 4% or $127,427 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$477,485$61,165$15,291iApproximate average salary by contribution assumption: employee only about $382,281 at 4% or $254,854 at 6%; with 50% employer match about $254,854 at 4% or $169,903 at 6%; with 100% employer match about $191,141 at 4% or $127,427 at 6%.
201214$363,341$60,727$15,182iApproximate average salary by contribution assumption: employee only about $379,544 at 4% or $253,029 at 6%; with 50% employer match about $253,029 at 4% or $168,686 at 6%; with 100% employer match about $189,772 at 4% or $126,515 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$363,341$60,727$15,182iApproximate average salary by contribution assumption: employee only about $379,544 at 4% or $253,029 at 6%; with 50% employer match about $253,029 at 4% or $168,686 at 6%; with 100% employer match about $189,772 at 4% or $126,515 at 6%.
201114$269,869$60,949$15,237iApproximate average salary by contribution assumption: employee only about $380,931 at 4% or $253,954 at 6%; with 50% employer match about $253,954 at 4% or $169,303 at 6%; with 100% employer match about $190,466 at 4% or $126,977 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$269,869$60,949$15,237iApproximate average salary by contribution assumption: employee only about $380,931 at 4% or $253,954 at 6%; with 50% employer match about $253,954 at 4% or $169,303 at 6%; with 100% employer match about $190,466 at 4% or $126,977 at 6%.
201014$217,782$63,771$15,943iApproximate average salary by contribution assumption: employee only about $398,569 at 4% or $265,713 at 6%; with 50% employer match about $265,713 at 4% or $177,142 at 6%; with 100% employer match about $199,284 at 4% or $132,856 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$217,782$63,771$15,943iApproximate average salary by contribution assumption: employee only about $398,569 at 4% or $265,713 at 6%; with 50% employer match about $265,713 at 4% or $177,142 at 6%; with 100% employer match about $199,284 at 4% or $132,856 at 6%.
200914$139,457$64,204$16,051iApproximate average salary by contribution assumption: employee only about $401,275 at 4% or $267,517 at 6%; with 50% employer match about $267,517 at 4% or $178,344 at 6%; with 100% employer match about $200,638 at 4% or $133,758 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$139,457$64,204$16,051iApproximate average salary by contribution assumption: employee only about $401,275 at 4% or $267,517 at 6%; with 50% employer match about $267,517 at 4% or $178,344 at 6%; with 100% employer match about $200,638 at 4% or $133,758 at 6%.
200814$54,630$54,630$13,658iApproximate average salary by contribution assumption: employee only about $341,438 at 4% or $227,625 at 6%; with 50% employer match about $227,625 at 4% or $151,750 at 6%; with 100% employer match about $170,719 at 4% or $113,813 at 6%.
Weller/O'Brien Insurance Services 401(K) Plan-4$54,630$54,630$13,658iApproximate average salary by contribution assumption: employee only about $341,438 at 4% or $227,625 at 6%; with 50% employer match about $227,625 at 4% or $151,750 at 6%; with 100% employer match about $170,719 at 4% or $113,813 at 6%.