O Rourke & Hansen PLLC.
Plan context: James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan
EIN 03-0422701 • Smithtown, NY • 18 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$818,405
2020 Contributions
$12,500
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 3 | $818,405 | $12,500 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 3 | $818,405 | $12,500 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2018 | 1 | 3 | $785,622 | $16,238 | $5,413iApproximate average salary by contribution assumption: employee only about $135,317 at 4% or $90,211 at 6%; with 50% employer match about $90,211 at 4% or $60,141 at 6%; with 100% employer match about $67,658 at 4% or $45,106 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 3 | $785,622 | $16,238 | $5,413iApproximate average salary by contribution assumption: employee only about $135,317 at 4% or $90,211 at 6%; with 50% employer match about $90,211 at 4% or $60,141 at 6%; with 100% employer match about $67,658 at 4% or $45,106 at 6%. |
| 2017 | 1 | 3 | $853,416 | $13,389 | $4,463iApproximate average salary by contribution assumption: employee only about $111,575 at 4% or $74,383 at 6%; with 50% employer match about $74,383 at 4% or $49,589 at 6%; with 100% employer match about $55,788 at 4% or $37,192 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 3 | $853,416 | $13,389 | $4,463iApproximate average salary by contribution assumption: employee only about $111,575 at 4% or $74,383 at 6%; with 50% employer match about $74,383 at 4% or $49,589 at 6%; with 100% employer match about $55,788 at 4% or $37,192 at 6%. |
| 2016 | 1 | 6 | $985,034 | $11,305 | $1,884iApproximate average salary by contribution assumption: employee only about $47,104 at 4% or $31,403 at 6%; with 50% employer match about $31,403 at 4% or $20,935 at 6%; with 100% employer match about $23,552 at 4% or $15,701 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 6 | $985,034 | $11,305 | $1,884iApproximate average salary by contribution assumption: employee only about $47,104 at 4% or $31,403 at 6%; with 50% employer match about $31,403 at 4% or $20,935 at 6%; with 100% employer match about $23,552 at 4% or $15,701 at 6%. |
| 2015 | 1 | 6 | $938,286 | $24,359 | $4,060iApproximate average salary by contribution assumption: employee only about $101,496 at 4% or $67,664 at 6%; with 50% employer match about $67,664 at 4% or $45,109 at 6%; with 100% employer match about $50,748 at 4% or $33,832 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 6 | $938,286 | $24,359 | $4,060iApproximate average salary by contribution assumption: employee only about $101,496 at 4% or $67,664 at 6%; with 50% employer match about $67,664 at 4% or $45,109 at 6%; with 100% employer match about $50,748 at 4% or $33,832 at 6%. |
| 2014 | 1 | 7 | $986,813 | $36,204 | $5,172iApproximate average salary by contribution assumption: employee only about $129,300 at 4% or $86,200 at 6%; with 50% employer match about $86,200 at 4% or $57,467 at 6%; with 100% employer match about $64,650 at 4% or $43,100 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 7 | $986,813 | $36,204 | $5,172iApproximate average salary by contribution assumption: employee only about $129,300 at 4% or $86,200 at 6%; with 50% employer match about $86,200 at 4% or $57,467 at 6%; with 100% employer match about $64,650 at 4% or $43,100 at 6%. |
| 2013 | 1 | 7 | $1,014,347 | $25,598 | $3,657iApproximate average salary by contribution assumption: employee only about $91,421 at 4% or $60,948 at 6%; with 50% employer match about $60,948 at 4% or $40,632 at 6%; with 100% employer match about $45,711 at 4% or $30,474 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 7 | $1,014,347 | $25,598 | $3,657iApproximate average salary by contribution assumption: employee only about $91,421 at 4% or $60,948 at 6%; with 50% employer match about $60,948 at 4% or $40,632 at 6%; with 100% employer match about $45,711 at 4% or $30,474 at 6%. |
| 2012 | 1 | 6 | $983,973 | $33,671 | $5,612iApproximate average salary by contribution assumption: employee only about $140,296 at 4% or $93,531 at 6%; with 50% employer match about $93,531 at 4% or $62,354 at 6%; with 100% employer match about $70,148 at 4% or $46,765 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 6 | $983,973 | $33,671 | $5,612iApproximate average salary by contribution assumption: employee only about $140,296 at 4% or $93,531 at 6%; with 50% employer match about $93,531 at 4% or $62,354 at 6%; with 100% employer match about $70,148 at 4% or $46,765 at 6%. |
| 2011 | 1 | 7 | $935,369 | $21,177 | $3,025iApproximate average salary by contribution assumption: employee only about $75,632 at 4% or $50,421 at 6%; with 50% employer match about $50,421 at 4% or $33,614 at 6%; with 100% employer match about $37,816 at 4% or $25,211 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 7 | $935,369 | $21,177 | $3,025iApproximate average salary by contribution assumption: employee only about $75,632 at 4% or $50,421 at 6%; with 50% employer match about $50,421 at 4% or $33,614 at 6%; with 100% employer match about $37,816 at 4% or $25,211 at 6%. |
| 2010 | 1 | 6 | $930,707 | $51,178 | $8,530iApproximate average salary by contribution assumption: employee only about $213,242 at 4% or $142,161 at 6%; with 50% employer match about $142,161 at 4% or $94,774 at 6%; with 100% employer match about $106,621 at 4% or $71,081 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 6 | $930,707 | $51,178 | $8,530iApproximate average salary by contribution assumption: employee only about $213,242 at 4% or $142,161 at 6%; with 50% employer match about $142,161 at 4% or $94,774 at 6%; with 100% employer match about $106,621 at 4% or $71,081 at 6%. |
| 2009 | 1 | 6 | $874,774 | $63,065 | $10,511iApproximate average salary by contribution assumption: employee only about $262,771 at 4% or $175,181 at 6%; with 50% employer match about $175,181 at 4% or $116,787 at 6%; with 100% employer match about $131,385 at 4% or $87,590 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 6 | $874,774 | $63,065 | $10,511iApproximate average salary by contribution assumption: employee only about $262,771 at 4% or $175,181 at 6%; with 50% employer match about $175,181 at 4% or $116,787 at 6%; with 100% employer match about $131,385 at 4% or $87,590 at 6%. |
| 2008 | 1 | 5 | $866,551 | $59,438 | $11,888iApproximate average salary by contribution assumption: employee only about $297,190 at 4% or $198,127 at 6%; with 50% employer match about $198,127 at 4% or $132,084 at 6%; with 100% employer match about $148,595 at 4% or $99,063 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 5 | $866,551 | $59,438 | $11,888iApproximate average salary by contribution assumption: employee only about $297,190 at 4% or $198,127 at 6%; with 50% employer match about $198,127 at 4% or $132,084 at 6%; with 100% employer match about $148,595 at 4% or $99,063 at 6%. |
| 2007 | 1 | 4 | $973,961 | $61,366 | $15,342iApproximate average salary by contribution assumption: employee only about $383,538 at 4% or $255,692 at 6%; with 50% employer match about $255,692 at 4% or $170,461 at 6%; with 100% employer match about $191,769 at 4% or $127,846 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 4 | $973,961 | $61,366 | $15,342iApproximate average salary by contribution assumption: employee only about $383,538 at 4% or $255,692 at 6%; with 50% employer match about $255,692 at 4% or $170,461 at 6%; with 100% employer match about $191,769 at 4% or $127,846 at 6%. |
| 2006 | 1 | 5 | $974,603 | $58,091 | $11,618iApproximate average salary by contribution assumption: employee only about $290,455 at 4% or $193,637 at 6%; with 50% employer match about $193,637 at 4% or $129,091 at 6%; with 100% employer match about $145,228 at 4% or $96,818 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 5 | $974,603 | $58,091 | $11,618iApproximate average salary by contribution assumption: employee only about $290,455 at 4% or $193,637 at 6%; with 50% employer match about $193,637 at 4% or $129,091 at 6%; with 100% employer match about $145,228 at 4% or $96,818 at 6%. |
| 2005 | 1 | 6 | $897,239 | $52,935 | $8,823iApproximate average salary by contribution assumption: employee only about $220,563 at 4% or $147,042 at 6%; with 50% employer match about $147,042 at 4% or $98,028 at 6%; with 100% employer match about $110,281 at 4% or $73,521 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 6 | $897,239 | $52,935 | $8,823iApproximate average salary by contribution assumption: employee only about $220,563 at 4% or $147,042 at 6%; with 50% employer match about $147,042 at 4% or $98,028 at 6%; with 100% employer match about $110,281 at 4% or $73,521 at 6%. |
| 2004 | 1 | 7 | $847,030 | $62,191 | $8,884iApproximate average salary by contribution assumption: employee only about $222,111 at 4% or $148,074 at 6%; with 50% employer match about $148,074 at 4% or $98,716 at 6%; with 100% employer match about $111,055 at 4% or $74,037 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 7 | $847,030 | $62,191 | $8,884iApproximate average salary by contribution assumption: employee only about $222,111 at 4% or $148,074 at 6%; with 50% employer match about $148,074 at 4% or $98,716 at 6%; with 100% employer match about $111,055 at 4% or $74,037 at 6%. |
| 2003 | 1 | 5 | $784,843 | $58,790 | $11,758iApproximate average salary by contribution assumption: employee only about $293,950 at 4% or $195,967 at 6%; with 50% employer match about $195,967 at 4% or $130,644 at 6%; with 100% employer match about $146,975 at 4% or $97,983 at 6%. |
| James J. O'Rourke & Associates PLLC. Employee Profit Sharing Plan | - | 5 | $784,843 | $58,790 | $11,758iApproximate average salary by contribution assumption: employee only about $293,950 at 4% or $195,967 at 6%; with 50% employer match about $195,967 at 4% or $130,644 at 6%; with 100% employer match about $146,975 at 4% or $97,983 at 6%. |