Civic Intelligence

Southwell & O'Rourke, P.S.

Plan context: Southwell & O'Rourke, P.S. 401(K) Plan

EIN 91-0979516 • Spokane, WA • 29 filings • 6 plans

4407 N. Division Street, Suite 618Spokane, WA 99207-1660
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$9,859,317

2024 Contributions

$124,343

Historical Graphs

Total Assets Over Time

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

$9,967,491$4,983,746$0199920122024YearValue
$9,859,317Latest year 2024

Participants Over Time

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

420199920122024YearValue
4Latest year 2024

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
202414$9,859,317$124,343$31,086iApproximate average salary by contribution assumption: employee only about $777,144 at 4% or $518,096 at 6%; with 50% employer match about $518,096 at 4% or $345,397 at 6%; with 100% employer match about $388,572 at 4% or $259,048 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$9,859,317$124,343$31,086iApproximate average salary by contribution assumption: employee only about $777,144 at 4% or $518,096 at 6%; with 50% employer match about $518,096 at 4% or $345,397 at 6%; with 100% employer match about $388,572 at 4% or $259,048 at 6%.
202314$9,137,256$172,299$43,075iApproximate average salary by contribution assumption: employee only about $1,076,869 at 4% or $717,913 at 6%; with 50% employer match about $717,913 at 4% or $478,608 at 6%; with 100% employer match about $538,434 at 4% or $358,956 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$9,137,256$172,299$43,075iApproximate average salary by contribution assumption: employee only about $1,076,869 at 4% or $717,913 at 6%; with 50% employer match about $717,913 at 4% or $478,608 at 6%; with 100% employer match about $538,434 at 4% or $358,956 at 6%.
202214$8,125,610$170,277$42,569iApproximate average salary by contribution assumption: employee only about $1,064,231 at 4% or $709,488 at 6%; with 50% employer match about $709,488 at 4% or $472,992 at 6%; with 100% employer match about $532,116 at 4% or $354,744 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$8,125,610$170,277$42,569iApproximate average salary by contribution assumption: employee only about $1,064,231 at 4% or $709,488 at 6%; with 50% employer match about $709,488 at 4% or $472,992 at 6%; with 100% employer match about $532,116 at 4% or $354,744 at 6%.
202114$9,967,491$138,185$34,546iApproximate average salary by contribution assumption: employee only about $863,656 at 4% or $575,771 at 6%; with 50% employer match about $575,771 at 4% or $383,847 at 6%; with 100% employer match about $431,828 at 4% or $287,885 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$9,967,491$138,185$34,546iApproximate average salary by contribution assumption: employee only about $863,656 at 4% or $575,771 at 6%; with 50% employer match about $575,771 at 4% or $383,847 at 6%; with 100% employer match about $431,828 at 4% or $287,885 at 6%.
202014$9,133,230$140,051$35,013iApproximate average salary by contribution assumption: employee only about $875,319 at 4% or $583,546 at 6%; with 50% employer match about $583,546 at 4% or $389,031 at 6%; with 100% employer match about $437,659 at 4% or $291,773 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$9,133,230$140,051$35,013iApproximate average salary by contribution assumption: employee only about $875,319 at 4% or $583,546 at 6%; with 50% employer match about $583,546 at 4% or $389,031 at 6%; with 100% employer match about $437,659 at 4% or $291,773 at 6%.
201914$7,925,861$137,654$34,414iApproximate average salary by contribution assumption: employee only about $860,338 at 4% or $573,558 at 6%; with 50% employer match about $573,558 at 4% or $382,372 at 6%; with 100% employer match about $430,169 at 4% or $286,779 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$7,925,861$137,654$34,414iApproximate average salary by contribution assumption: employee only about $860,338 at 4% or $573,558 at 6%; with 50% employer match about $573,558 at 4% or $382,372 at 6%; with 100% employer match about $430,169 at 4% or $286,779 at 6%.
201814$6,745,120$157,057$39,264iApproximate average salary by contribution assumption: employee only about $981,606 at 4% or $654,404 at 6%; with 50% employer match about $654,404 at 4% or $436,269 at 6%; with 100% employer match about $490,803 at 4% or $327,202 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$6,745,120$157,057$39,264iApproximate average salary by contribution assumption: employee only about $981,606 at 4% or $654,404 at 6%; with 50% employer match about $654,404 at 4% or $436,269 at 6%; with 100% employer match about $490,803 at 4% or $327,202 at 6%.
201714$7,337,867$162,955$40,739iApproximate average salary by contribution assumption: employee only about $1,018,469 at 4% or $678,979 at 6%; with 50% employer match about $678,979 at 4% or $452,653 at 6%; with 100% employer match about $509,234 at 4% or $339,490 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$7,337,867$162,955$40,739iApproximate average salary by contribution assumption: employee only about $1,018,469 at 4% or $678,979 at 6%; with 50% employer match about $678,979 at 4% or $452,653 at 6%; with 100% employer match about $509,234 at 4% or $339,490 at 6%.
201614$6,532,274$151,779$37,945iApproximate average salary by contribution assumption: employee only about $948,619 at 4% or $632,413 at 6%; with 50% employer match about $632,413 at 4% or $421,608 at 6%; with 100% employer match about $474,309 at 4% or $316,206 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$6,532,274$151,779$37,945iApproximate average salary by contribution assumption: employee only about $948,619 at 4% or $632,413 at 6%; with 50% employer match about $632,413 at 4% or $421,608 at 6%; with 100% employer match about $474,309 at 4% or $316,206 at 6%.
201514$5,923,346$151,491$37,873iApproximate average salary by contribution assumption: employee only about $946,819 at 4% or $631,213 at 6%; with 50% employer match about $631,213 at 4% or $420,808 at 6%; with 100% employer match about $473,409 at 4% or $315,606 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$5,923,346$151,491$37,873iApproximate average salary by contribution assumption: employee only about $946,819 at 4% or $631,213 at 6%; with 50% employer match about $631,213 at 4% or $420,808 at 6%; with 100% employer match about $473,409 at 4% or $315,606 at 6%.
201414$6,014,105$146,508$36,627iApproximate average salary by contribution assumption: employee only about $915,675 at 4% or $610,450 at 6%; with 50% employer match about $610,450 at 4% or $406,967 at 6%; with 100% employer match about $457,838 at 4% or $305,225 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$6,014,105$146,508$36,627iApproximate average salary by contribution assumption: employee only about $915,675 at 4% or $610,450 at 6%; with 50% employer match about $610,450 at 4% or $406,967 at 6%; with 100% employer match about $457,838 at 4% or $305,225 at 6%.
201314$5,614,197$145,621$36,405iApproximate average salary by contribution assumption: employee only about $910,131 at 4% or $606,754 at 6%; with 50% employer match about $606,754 at 4% or $404,503 at 6%; with 100% employer match about $455,066 at 4% or $303,377 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$5,614,197$145,621$36,405iApproximate average salary by contribution assumption: employee only about $910,131 at 4% or $606,754 at 6%; with 50% employer match about $606,754 at 4% or $404,503 at 6%; with 100% employer match about $455,066 at 4% or $303,377 at 6%.
201214$4,906,253$143,959$35,990iApproximate average salary by contribution assumption: employee only about $899,744 at 4% or $599,829 at 6%; with 50% employer match about $599,829 at 4% or $399,886 at 6%; with 100% employer match about $449,872 at 4% or $299,915 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$4,906,253$143,959$35,990iApproximate average salary by contribution assumption: employee only about $899,744 at 4% or $599,829 at 6%; with 50% employer match about $599,829 at 4% or $399,886 at 6%; with 100% employer match about $449,872 at 4% or $299,915 at 6%.
201114$4,263,258$142,027$35,507iApproximate average salary by contribution assumption: employee only about $887,669 at 4% or $591,779 at 6%; with 50% employer match about $591,779 at 4% or $394,519 at 6%; with 100% employer match about $443,834 at 4% or $295,890 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$4,263,258$142,027$35,507iApproximate average salary by contribution assumption: employee only about $887,669 at 4% or $591,779 at 6%; with 50% employer match about $591,779 at 4% or $394,519 at 6%; with 100% employer match about $443,834 at 4% or $295,890 at 6%.
201014$4,231,851$140,332$35,083iApproximate average salary by contribution assumption: employee only about $877,075 at 4% or $584,717 at 6%; with 50% employer match about $584,717 at 4% or $389,811 at 6%; with 100% employer match about $438,538 at 4% or $292,358 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$4,231,851$140,332$35,083iApproximate average salary by contribution assumption: employee only about $877,075 at 4% or $584,717 at 6%; with 50% employer match about $584,717 at 4% or $389,811 at 6%; with 100% employer match about $438,538 at 4% or $292,358 at 6%.
200914$3,686,997$139,889$34,972iApproximate average salary by contribution assumption: employee only about $874,306 at 4% or $582,871 at 6%; with 50% employer match about $582,871 at 4% or $388,581 at 6%; with 100% employer match about $437,153 at 4% or $291,435 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$3,686,997$139,889$34,972iApproximate average salary by contribution assumption: employee only about $874,306 at 4% or $582,871 at 6%; with 50% employer match about $582,871 at 4% or $388,581 at 6%; with 100% employer match about $437,153 at 4% or $291,435 at 6%.
200814$2,898,865$131,704$32,926iApproximate average salary by contribution assumption: employee only about $823,150 at 4% or $548,767 at 6%; with 50% employer match about $548,767 at 4% or $365,844 at 6%; with 100% employer match about $411,575 at 4% or $274,383 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$2,898,865$131,704$32,926iApproximate average salary by contribution assumption: employee only about $823,150 at 4% or $548,767 at 6%; with 50% employer match about $548,767 at 4% or $365,844 at 6%; with 100% employer match about $411,575 at 4% or $274,383 at 6%.
200714$3,973,776$129,128$32,282iApproximate average salary by contribution assumption: employee only about $807,050 at 4% or $538,033 at 6%; with 50% employer match about $538,033 at 4% or $358,689 at 6%; with 100% employer match about $403,525 at 4% or $269,017 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$3,973,776$129,128$32,282iApproximate average salary by contribution assumption: employee only about $807,050 at 4% or $538,033 at 6%; with 50% employer match about $538,033 at 4% or $358,689 at 6%; with 100% employer match about $403,525 at 4% or $269,017 at 6%.
200614$3,553,013$118,560$29,640iApproximate average salary by contribution assumption: employee only about $741,000 at 4% or $494,000 at 6%; with 50% employer match about $494,000 at 4% or $329,333 at 6%; with 100% employer match about $370,500 at 4% or $247,000 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$3,553,013$118,560$29,640iApproximate average salary by contribution assumption: employee only about $741,000 at 4% or $494,000 at 6%; with 50% employer match about $494,000 at 4% or $329,333 at 6%; with 100% employer match about $370,500 at 4% or $247,000 at 6%.
200514$3,052,817$122,295$30,574iApproximate average salary by contribution assumption: employee only about $764,344 at 4% or $509,563 at 6%; with 50% employer match about $509,563 at 4% or $339,708 at 6%; with 100% employer match about $382,172 at 4% or $254,781 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$3,052,817$122,295$30,574iApproximate average salary by contribution assumption: employee only about $764,344 at 4% or $509,563 at 6%; with 50% employer match about $509,563 at 4% or $339,708 at 6%; with 100% employer match about $382,172 at 4% or $254,781 at 6%.
200414$2,771,685$117,092$29,273iApproximate average salary by contribution assumption: employee only about $731,825 at 4% or $487,883 at 6%; with 50% employer match about $487,883 at 4% or $325,256 at 6%; with 100% employer match about $365,913 at 4% or $243,942 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$2,771,685$117,092$29,273iApproximate average salary by contribution assumption: employee only about $731,825 at 4% or $487,883 at 6%; with 50% employer match about $487,883 at 4% or $325,256 at 6%; with 100% employer match about $365,913 at 4% or $243,942 at 6%.
200314$2,234,489$104,908$26,227iApproximate average salary by contribution assumption: employee only about $655,675 at 4% or $437,117 at 6%; with 50% employer match about $437,117 at 4% or $291,411 at 6%; with 100% employer match about $327,838 at 4% or $218,558 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$2,234,489$104,908$26,227iApproximate average salary by contribution assumption: employee only about $655,675 at 4% or $437,117 at 6%; with 50% employer match about $437,117 at 4% or $291,411 at 6%; with 100% employer match about $327,838 at 4% or $218,558 at 6%.
200223$1,820,538$80,655$26,885iApproximate average salary by contribution assumption: employee only about $672,125 at 4% or $448,083 at 6%; with 50% employer match about $448,083 at 4% or $298,722 at 6%; with 100% employer match about $336,063 at 4% or $224,042 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-3$1,820,538$80,655$26,885iApproximate average salary by contribution assumption: employee only about $672,125 at 4% or $448,083 at 6%; with 50% employer match about $448,083 at 4% or $298,722 at 6%; with 100% employer match about $336,063 at 4% or $224,042 at 6%.
SOUTHWELL & OROURKE, P.S. MONEY PURCHASE PLAN-0---
200123$0$0-
SOUTHWELL, OROURKE, P.S. MONEY PURCHASE PLAN-3---
Southwell & O'Rourke, P.S. 401(K) Plan-3---
200024$1,706,894$46,195$11,549iApproximate average salary by contribution assumption: employee only about $288,719 at 4% or $192,479 at 6%; with 50% employer match about $192,479 at 4% or $128,319 at 6%; with 100% employer match about $144,359 at 4% or $96,240 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-4$1,683,993$23,294$5,824iApproximate average salary by contribution assumption: employee only about $145,588 at 4% or $97,058 at 6%; with 50% employer match about $97,058 at 4% or $64,706 at 6%; with 100% employer match about $72,794 at 4% or $48,529 at 6%.
SOUTHWELL, OROURKE, P.S. MONEY PURCHASE PLAN-4$22,901$22,901$5,725iApproximate average salary by contribution assumption: employee only about $143,131 at 4% or $95,421 at 6%; with 50% employer match about $95,421 at 4% or $63,614 at 6%; with 100% employer match about $71,566 at 4% or $47,710 at 6%.
199913$1,616,210$45,335$15,112iApproximate average salary by contribution assumption: employee only about $377,792 at 4% or $251,861 at 6%; with 50% employer match about $251,861 at 4% or $167,907 at 6%; with 100% employer match about $188,896 at 4% or $125,931 at 6%.
Southwell & O'Rourke, P.S. 401(K) Plan-3$1,616,210$45,335$15,112iApproximate average salary by contribution assumption: employee only about $377,792 at 4% or $251,861 at 6%; with 50% employer match about $251,861 at 4% or $167,907 at 6%; with 100% employer match about $188,896 at 4% or $125,931 at 6%.