OCONNOR AND TAYLOR, INC.
Plan context: Oconnor & Taylor 401K Profit Sharing Plan
EIN 65-0227350 • 10 filings • 7 plans
Current Snapshot
Latest Year
2004
2004 Participants
60
2004 Assets
$739,733
2004 Contributions
$136,478
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 60 | $739,733 | $136,478 | $2,275iApproximate average salary by contribution assumption: employee only about $56,866 at 4% or $37,911 at 6%; with 50% employer match about $37,911 at 4% or $25,274 at 6%; with 100% employer match about $28,433 at 4% or $18,955 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 60 | $739,733 | $136,478 | $2,275iApproximate average salary by contribution assumption: employee only about $56,866 at 4% or $37,911 at 6%; with 50% employer match about $37,911 at 4% or $25,274 at 6%; with 100% employer match about $28,433 at 4% or $18,955 at 6%. |
| 2003 | 2 | 42 | $578,066 | $180,106 | $4,288iApproximate average salary by contribution assumption: employee only about $107,206 at 4% or $71,471 at 6%; with 50% employer match about $71,471 at 4% or $47,647 at 6%; with 100% employer match about $53,603 at 4% or $35,735 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 42 | $578,066 | $180,106 | $4,288iApproximate average salary by contribution assumption: employee only about $107,206 at 4% or $71,471 at 6%; with 50% employer match about $71,471 at 4% or $47,647 at 6%; with 100% employer match about $53,603 at 4% or $35,735 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 2 | 37 | $619,157 | $131,113 | $3,544iApproximate average salary by contribution assumption: employee only about $88,590 at 4% or $59,060 at 6%; with 50% employer match about $59,060 at 4% or $39,373 at 6%; with 100% employer match about $44,295 at 4% or $29,530 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 37 | $412,894 | $131,113 | $3,544iApproximate average salary by contribution assumption: employee only about $88,590 at 4% or $59,060 at 6%; with 50% employer match about $59,060 at 4% or $39,373 at 6%; with 100% employer match about $44,295 at 4% or $29,530 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 28 | $206,263 | - | - |
| 2001 | 2 | 44 | $397,729 | $122,858 | $2,792iApproximate average salary by contribution assumption: employee only about $69,806 at 4% or $46,537 at 6%; with 50% employer match about $46,537 at 4% or $31,025 at 6%; with 100% employer match about $34,903 at 4% or $23,269 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 32 | $397,729 | $122,858 | $3,839iApproximate average salary by contribution assumption: employee only about $95,983 at 4% or $63,989 at 6%; with 50% employer match about $63,989 at 4% or $42,659 at 6%; with 100% employer match about $47,991 at 4% or $31,994 at 6%. |
| OCONNOR & TAYLOR , INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 44 | - | - | - |
| 2000 | 2 | 36 | $455,506 | $192,640 | $5,351iApproximate average salary by contribution assumption: employee only about $133,778 at 4% or $89,185 at 6%; with 50% employer match about $89,185 at 4% or $59,457 at 6%; with 100% employer match about $66,889 at 4% or $44,593 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 35 | $355,506 | $92,640 | $2,647iApproximate average salary by contribution assumption: employee only about $66,171 at 4% or $44,114 at 6%; with 50% employer match about $44,114 at 4% or $29,410 at 6%; with 100% employer match about $33,086 at 4% or $22,057 at 6%. |
| OCONNOR & TAYLOR, INC. EMPLOYEE STOCK OWNERSHIP PLAN | - | 36 | $100,000 | $100,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| 1999 | 1 | 23 | $351,376 | $233,415 | $10,148iApproximate average salary by contribution assumption: employee only about $253,712 at 4% or $169,141 at 6%; with 50% employer match about $169,141 at 4% or $112,761 at 6%; with 100% employer match about $126,856 at 4% or $84,571 at 6%. |
| Oconnor & Taylor 401K Profit Sharing Plan | - | 23 | $351,376 | $233,415 | $10,148iApproximate average salary by contribution assumption: employee only about $253,712 at 4% or $169,141 at 6%; with 50% employer match about $169,141 at 4% or $112,761 at 6%; with 100% employer match about $126,856 at 4% or $84,571 at 6%. |