401k Plan data: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST plan

O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	002

O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

O'REILLY, TALBOT & OKUN ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: O'REILLY, TALBOT & OKUN ASSOCIATES, INC.

Employer identification number (EIN): 043228814

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MICHAEL J. TALBOT
002 2017-01-01 MARY MCCOULLOUGH
002 2016-01-01 JAMES D. OKUN
002 2015-01-01 MARY MCCOULLOUGH
002 2014-01-01 JAMES OKUN
002 2013-01-01 MARY MCCOULLOUGH
002 2012-01-01 JAMES OKUN
002 2011-01-01 JAMES OKUN
002 2009-01-01 JAMES OKUN

Plan Statistics for O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 22
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 13
Total of all active and inactive participants 2023-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 35
Number of participants with account balances 2023-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 27
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 37
Number of participants with account balances 2022-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 24
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 31
Number of participants with account balances 2021-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 25
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 28
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5
Total of all active and inactive participants 2018-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 31
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 29
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Number of participants with account balances 2017-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 38
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 23
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 32
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	22
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	13
Total of all active and inactive participants	2023-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	35
Number of participants with account balances	2023-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	27
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	37
Number of participants with account balances	2022-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	24
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	31
Number of participants with account balances	2021-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	25
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	28
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5
Total of all active and inactive participants	2018-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	31
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	29
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Number of participants with account balances	2017-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	38
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	23
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	32
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,996,436
Expenses. Total of all expenses incurred	2023-12-31	$2,822,975
Benefits paid (including direct rollovers)	2023-12-31	$2,822,505
Total plan assets at end of year	2023-12-31	$11,145,449
Total plan assets at beginning of year	2023-12-31	$11,971,988
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$196,815
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$1,727,649
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-826,539
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,145,449
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$11,971,988
Assets. Value of participant loans	2023-12-31	$72,113
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$71,972
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$470
2022 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,737,767
Expenses. Total of all expenses incurred	2022-12-31	$2,219,835
Benefits paid (including direct rollovers)	2022-12-31	$2,214,498
Total plan assets at end of year	2022-12-31	$11,971,988
Total plan assets at beginning of year	2022-12-31	$15,929,590
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$224,836
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$175,207
Other income received	2022-12-31	$-2,215,389
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,957,602
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,971,988
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$15,929,590
Assets. Value of participant loans	2022-12-31	$94,778
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$77,579
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$4,962
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$375
2021 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,385,314
Expenses. Total of all expenses incurred	2021-12-31	$238,861
Benefits paid (including direct rollovers)	2021-12-31	$234,512
Total plan assets at end of year	2021-12-31	$15,929,590
Total plan assets at beginning of year	2021-12-31	$13,783,137
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$253,261
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$498
Other income received	2021-12-31	$2,093,437
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$2,146,453
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$15,929,590
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$13,783,137
Assets. Value of participant loans	2021-12-31	$34,409
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$38,118
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$4,149
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$200
2020 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,521,704
Expenses. Total of all expenses incurred	2020-12-31	$294,435
Benefits paid (including direct rollovers)	2020-12-31	$287,684
Total plan assets at end of year	2020-12-31	$13,783,137
Total plan assets at beginning of year	2020-12-31	$11,555,868
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$209,271
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$3,868
Other income received	2020-12-31	$2,183,943
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,227,269
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$13,783,137
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,555,868
Assets. Value of participant loans	2020-12-31	$29,681
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$124,622
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$6,751
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,464,457
Expenses. Total of all expenses incurred	2019-12-31	$150,516
Benefits paid (including direct rollovers)	2019-12-31	$147,689
Total plan assets at end of year	2019-12-31	$11,555,868
Total plan assets at beginning of year	2019-12-31	$9,241,927
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$239,217
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,106,650
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,313,941
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,555,868
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,241,927
Assets. Value of participant loans	2019-12-31	$49,589
Total contributions received or receivable from employer(s)	2019-12-31	$118,590
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$2,827
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$44,462
Expenses. Total of all expenses incurred	2018-12-31	$829,956
Benefits paid (including direct rollovers)	2018-12-31	$829,606
Total plan assets at end of year	2018-12-31	$9,241,927
Total plan assets at beginning of year	2018-12-31	$10,027,421
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$272,731
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-363,996
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-785,494
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,241,927
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,027,421
Assets. Value of participant loans	2018-12-31	$75,813
Total contributions received or receivable from employer(s)	2018-12-31	$135,727
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$350
2017 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,891,865
Expenses. Total of all expenses incurred	2017-12-31	$269,028
Benefits paid (including direct rollovers)	2017-12-31	$269,028
Total plan assets at end of year	2017-12-31	$10,027,421
Total plan assets at beginning of year	2017-12-31	$8,404,584
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$265,978
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,451,432
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,622,837
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,027,421
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,404,584
Assets. Value of participant loans	2017-12-31	$58,426
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$174,455
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$686,335
Expenses. Total of all expenses incurred	2016-12-31	$71,149
Benefits paid (including direct rollovers)	2016-12-31	$67,699
Total plan assets at end of year	2016-12-31	$8,404,584
Total plan assets at beginning of year	2016-12-31	$7,789,398
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$228,115
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$331,674
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$615,186
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,404,584
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,789,398
Assets. Value of participant loans	2016-12-31	$83,223
Total contributions received or receivable from employer(s)	2016-12-31	$126,546
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$3,450
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$456,410
Expenses. Total of all expenses incurred	2015-12-31	$204,787
Benefits paid (including direct rollovers)	2015-12-31	$204,412
Total plan assets at end of year	2015-12-31	$7,789,398
Total plan assets at beginning of year	2015-12-31	$7,537,775
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$234,658
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$116,719
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$251,623
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,789,398
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,537,775
Assets. Value of participant loans	2015-12-31	$109,400
Total contributions received or receivable from employer(s)	2015-12-31	$105,033
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$375
2014 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,075,198
Expenses. Total of all expenses incurred	2014-12-31	$88,914
Benefits paid (including direct rollovers)	2014-12-31	$88,692
Total plan assets at end of year	2014-12-31	$7,537,775
Total plan assets at beginning of year	2014-12-31	$6,551,491
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$232,761
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$23,018
Other income received	2014-12-31	$688,401
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$986,284
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,537,775
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,551,491
Assets. Value of participant loans	2014-12-31	$54,398
Total contributions received or receivable from employer(s)	2014-12-31	$131,018
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$222
2013 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,798,473
Expenses. Total of all expenses incurred	2013-12-31	$75,569
Benefits paid (including direct rollovers)	2013-12-31	$75,169
Total plan assets at end of year	2013-12-31	$6,551,491
Total plan assets at beginning of year	2013-12-31	$4,828,587
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$247,699
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,406,149
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,722,904
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,551,491
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,828,587
Assets. Value of participant loans	2013-12-31	$55,998
Total contributions received or receivable from employer(s)	2013-12-31	$144,625
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$400
2012 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$1,032,276
Expenses. Total of all expenses incurred	2012-12-31	$961
Benefits paid (including direct rollovers)	2012-12-31	$611
Total plan assets at end of year	2012-12-31	$4,828,587
Total plan assets at beginning of year	2012-12-31	$3,797,272
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$266,808
Contributions received from other sources (not participants or employers)	2012-12-31	$64,382
Other income received	2012-12-31	$587,016
Net income (gross income less expenses)	2012-12-31	$1,031,315
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,828,587
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,797,272
Assets. Value of participant loans	2012-12-31	$25,367
Total contributions received or receivable from employer(s)	2012-12-31	$114,070
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$337,938
Expenses. Total of all expenses incurred	2011-12-31	$118,202
Benefits paid (including direct rollovers)	2011-12-31	$114,523
Total plan assets at end of year	2011-12-31	$3,797,272
Total plan assets at beginning of year	2011-12-31	$3,577,536
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$253,818
Other income received	2011-12-31	$-36,688
Net income (gross income less expenses)	2011-12-31	$219,736
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,797,272
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,577,536
Assets. Value of participant loans	2011-12-31	$30,851
Total contributions received or receivable from employer(s)	2011-12-31	$120,808
Value of corrective distributions	2011-12-31	$3,329
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$792,589
Expenses. Total of all expenses incurred	2010-12-31	$12,835
Benefits paid (including direct rollovers)	2010-12-31	$12,485
Total plan assets at end of year	2010-12-31	$3,577,536
Total plan assets at beginning of year	2010-12-31	$2,797,782
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$227,068
Other income received	2010-12-31	$444,520
Net income (gross income less expenses)	2010-12-31	$779,754
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,577,536
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,797,782
Assets. Value of participant loans	2010-12-31	$14,104
Total contributions received or receivable from employer(s)	2010-12-31	$121,001
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$350
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST

2023: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: O'REILLY, TALBOT & OKUN ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	O'REILLY, TALBOT & OKUN ASSOCIATES, INC.
Employer identification number (EIN):	043228814
NAIC Classification:	541330
NAIC Description:	Engineering Services