401k Plan data: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN plan

O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN
Plan identification number	001

O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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'ROURKE PETROLEUM PRODUCTS has sponsored the creation of one or more 401k plans.

Company Name: O'ROURKE PETROLEUM PRODUCTS

Employer identification number (EIN): 741814730

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 SARAH DANFORD 2020-10-15
001 2018-10-01 SARAH DANFORD 2020-10-15
001 2017-10-01 SARAH DANFORD 2020-10-15
001 2016-10-01
001 2015-10-01
001 2014-10-01 ASHLEY BROWN ASHLEY BROWN 2016-07-15
001 2013-10-01 ASHLEY BROWN ASHLEY BROWN 2015-07-15
001 2012-10-01 LESLIE SCHMUCK
001 2011-10-01 LESLIE SCHMUCK
001 2009-10-01 LESLIE SCHMUCK
001 2009-10-01 LESLIE SCHMUCK
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	SARAH DANFORD	2020-10-15
001	2018-10-01	SARAH DANFORD	2020-10-15
001	2017-10-01	SARAH DANFORD	2020-10-15
001	2016-10-01
001	2015-10-01
001	2014-10-01	ASHLEY BROWN		ASHLEY BROWN	2016-07-15
001	2013-10-01	ASHLEY BROWN		ASHLEY BROWN	2015-07-15
001	2012-10-01	LESLIE SCHMUCK
001	2011-10-01	LESLIE SCHMUCK
001	2009-10-01	LESLIE SCHMUCK
001	2009-10-01	LESLIE SCHMUCK
001	2008-10-01

Plan Statistics for O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN

Measure Date Value
2019: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 297
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 308
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 308
Number of participants with account balances 2018-10-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 1
2017: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 257
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 297
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 297
Number of participants with account balances 2017-10-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 2
2016: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 299
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 204
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 204
Number of participants with account balances 2016-10-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 316
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 204
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 95
Total of all active and inactive participants 2015-10-01 299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 299
Number of participants with account balances 2015-10-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 8
2014: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 268
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 216
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 63
Total of all active and inactive participants 2014-10-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 279
Number of participants with account balances 2014-10-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 11
2013: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 221
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 200
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 68
Total of all active and inactive participants 2013-10-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 268
Number of participants with account balances 2013-10-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 9
2012: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 169
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 164
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 57
Total of all active and inactive participants 2012-10-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 221
Number of participants with account balances 2012-10-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 10
2011: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 159
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 127
Number of other retired or separated participants entitled to future benefits 2011-10-01 42
Total of all active and inactive participants 2011-10-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 169
Number of participants with account balances 2011-10-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 2
2009: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 155
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 107
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 33
Total of all active and inactive participants 2009-10-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 140
Number of participants with account balances 2009-10-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 5

Measure	Date	Value
2019: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	297
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	308
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	308
Number of participants with account balances	2018-10-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	1
2017: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	257
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	297
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	297
Number of participants with account balances	2017-10-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	2
2016: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	299
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	204
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	204
Number of participants with account balances	2016-10-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	316
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	204
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	95
Total of all active and inactive participants	2015-10-01	299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	299
Number of participants with account balances	2015-10-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	8
2014: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	268
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	216
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	63
Total of all active and inactive participants	2014-10-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	279
Number of participants with account balances	2014-10-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	11
2013: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	221
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	200
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	68
Total of all active and inactive participants	2013-10-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	268
Number of participants with account balances	2013-10-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	9
2012: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	169
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	164
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	57
Total of all active and inactive participants	2012-10-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	221
Number of participants with account balances	2012-10-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	10
2011: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	159
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	127
Number of other retired or separated participants entitled to future benefits	2011-10-01	42
Total of all active and inactive participants	2011-10-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	169
Number of participants with account balances	2011-10-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	2
2009: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	155
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	107
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	33
Total of all active and inactive participants	2009-10-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	140
Number of participants with account balances	2009-10-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	5

Financial Data on O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2019 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$12,111,063
Total transfer of assets from this plan	2019-12-31	$12,111,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,787,188
Total income from all sources (including contributions)	2019-12-31	$3,787,188
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,177,905
Total of all expenses incurred	2019-12-31	$1,177,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,100,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,100,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,779,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,779,025
Value of total assets at end of year	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$9,501,780
Value of total assets at beginning of year	2019-12-31	$9,501,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$77,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$77,145
Total interest from all sources	2019-12-31	$16,260
Total interest from all sources	2019-12-31	$16,260
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$962,886
Contributions received from participants	2019-12-31	$962,886
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$281,668
Participant contributions at beginning of year	2019-12-31	$281,668
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$18,587
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$18,587
Administrative expenses (other) incurred	2019-12-31	$9,415
Administrative expenses (other) incurred	2019-12-31	$9,415
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$7,098
Total non interest bearing cash at beginning of year	2019-12-31	$7,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,609,283
Value of net income/loss	2019-12-31	$2,609,283
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,501,780
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,501,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$19,331
Investment advisory and management fees	2019-12-31	$19,331
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,213,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,213,014
Interest on participant loans	2019-12-31	$16,260
Interest on participant loans	2019-12-31	$16,260
Net investment gain or loss from common/collective trusts	2019-12-31	$1,991,903
Net investment gain or loss from common/collective trusts	2019-12-31	$1,991,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$797,552
Contributions received in cash from employer	2019-12-31	$797,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,100,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,100,760
Contract administrator fees	2019-12-31	$48,399
Contract administrator fees	2019-12-31	$48,399
Did the plan have assets held for investment	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SMITH & HOWARD
Accountancy firm name	2019-12-31	SMITH & HOWARD
Accountancy firm EIN	2019-12-31	581250486
Accountancy firm EIN	2019-12-31	581250486
2018 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-640,542
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$52,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$41,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$434,211
Value of total assets at end of year	2018-12-31	$9,501,780
Value of total assets at beginning of year	2018-12-31	$10,194,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,140
Total interest from all sources	2018-12-31	$3,835
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$216,523
Participant contributions at end of year	2018-12-31	$281,668
Participant contributions at beginning of year	2018-12-31	$316,095
Administrative expenses (other) incurred	2018-12-31	$5,705
Total non interest bearing cash at end of year	2018-12-31	$7,098
Total non interest bearing cash at beginning of year	2018-12-31	$7,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-693,172
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,501,780
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,194,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$3,943
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,213,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,871,759
Interest on participant loans	2018-12-31	$3,835
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,078,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$217,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$41,490
Contract administrator fees	2018-12-31	$1,492
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SMITH & HOWARD
Accountancy firm EIN	2018-12-31	581250486
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$2,221,685
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$985,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$930,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$1,441,804
Value of total assets at end of year	2018-09-30	$10,194,952
Value of total assets at beginning of year	2018-09-30	$8,958,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$55,210
Total interest from all sources	2018-09-30	$16,424
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$500,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$922,686
Participant contributions at end of year	2018-09-30	$316,095
Participant contributions at beginning of year	2018-09-30	$384,391
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$137,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-09-30	$0
Administrative expenses (other) incurred	2018-09-30	$26,090
Total non interest bearing cash at end of year	2018-09-30	$7,098
Total non interest bearing cash at beginning of year	2018-09-30	$7,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$1,236,311
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$10,194,952
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$8,958,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Investment advisory and management fees	2018-09-30	$23,135
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$9,871,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$8,567,152
Interest on participant loans	2018-09-30	$16,424
Net investment gain or loss from common/collective trusts	2018-09-30	$763,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$381,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$930,164
Contract administrator fees	2018-09-30	$5,985
Did the plan have assets held for investment	2018-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	SMITH & HOWARD
Accountancy firm EIN	2018-09-30	581250486
2017 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$2,437,307
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$646,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$595,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$1,471,155
Value of total assets at end of year	2017-09-30	$8,958,641
Value of total assets at beginning of year	2017-09-30	$7,168,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$51,350
Total interest from all sources	2017-09-30	$15,731
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$500,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$811,414
Participant contributions at end of year	2017-09-30	$384,391
Participant contributions at beginning of year	2017-09-30	$293,158
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$288,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-09-30	$0
Administrative expenses (other) incurred	2017-09-30	$10,950
Total non interest bearing cash at end of year	2017-09-30	$7,098
Total non interest bearing cash at beginning of year	2017-09-30	$7,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$1,790,385
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$8,958,641
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$7,168,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Investment advisory and management fees	2017-09-30	$35,592
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$8,567,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$6,868,030
Income. Interest from loans (other than to participants)	2017-09-30	$15,731
Net investment gain or loss from common/collective trusts	2017-09-30	$950,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$371,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$595,572
Contract administrator fees	2017-09-30	$4,808
Did the plan have assets held for investment	2017-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	MIKE DUNSON
Accountancy firm EIN	2017-09-30	752902287
2016 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$2,227,095
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$742,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$695,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$1,635,181
Value of total assets at end of year	2016-09-30	$7,168,256
Value of total assets at beginning of year	2016-09-30	$5,683,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$46,559
Total interest from all sources	2016-09-30	$12,126
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$500,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$899,848
Participant contributions at end of year	2016-09-30	$293,158
Participant contributions at beginning of year	2016-09-30	$267,927
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$340,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-09-30	$0
Administrative expenses (other) incurred	2016-09-30	$255
Total non interest bearing cash at end of year	2016-09-30	$7,068
Total non interest bearing cash at beginning of year	2016-09-30	$7,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$1,484,921
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$7,168,256
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$5,683,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Investment advisory and management fees	2016-09-30	$33,008
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$6,868,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$5,408,243
Interest on participant loans	2016-09-30	$12,126
Net investment gain/loss from pooled separate accounts	2016-09-30	$579,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$394,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$695,615
Contract administrator fees	2016-09-30	$13,296
Did the plan have assets held for investment	2016-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	MIKE DUNSON
Accountancy firm EIN	2016-09-30	752902287
2015 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$20
Total income from all sources (including contributions)	2015-09-30	$934,912
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$551,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$498,435
Expenses. Certain deemed distributions of participant loans	2015-09-30	$16,704
Value of total corrective distributions	2015-09-30	$4,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$1,107,248
Value of total assets at end of year	2015-09-30	$5,683,335
Value of total assets at beginning of year	2015-09-30	$5,299,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$31,238
Total interest from all sources	2015-09-30	$9,895
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$500,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$738,324
Participant contributions at end of year	2015-09-30	$267,927
Participant contributions at beginning of year	2015-09-30	$218,206
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$131,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-09-30	$20
Total non interest bearing cash at end of year	2015-09-30	$7,165
Total non interest bearing cash at beginning of year	2015-09-30	$3,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$383,801
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$5,683,335
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$5,299,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Investment advisory and management fees	2015-09-30	$31,238
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$5,408,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$5,077,417
Interest on participant loans	2015-09-30	$9,895
Net investment gain/loss from pooled separate accounts	2015-09-30	$-182,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$237,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$498,435
Did the plan have assets held for investment	2015-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	MIKE DUNSON
Accountancy firm EIN	2015-09-30	752902287
2014 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$20
Total income from all sources (including contributions)	2014-09-30	$1,126,474
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$368,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$299,554
Expenses. Certain deemed distributions of participant loans	2014-09-30	$7,109
Value of total corrective distributions	2014-09-30	$26,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$744,393
Value of total assets at end of year	2014-09-30	$5,299,554
Value of total assets at beginning of year	2014-09-30	$4,542,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$36,147
Total interest from all sources	2014-09-30	$7,628
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$515,904
Participant contributions at end of year	2014-09-30	$218,206
Participant contributions at beginning of year	2014-09-30	$184,478
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$127,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-09-30	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-09-30	$20
Total non interest bearing cash at end of year	2014-09-30	$3,931
Total non interest bearing cash at beginning of year	2014-09-30	$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$757,492
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$5,299,534
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$4,542,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Investment advisory and management fees	2014-09-30	$36,147
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$5,077,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$4,356,334
Interest on participant loans	2014-09-30	$7,628
Net investment gain/loss from pooled separate accounts	2014-09-30	$374,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$101,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$299,554
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	MIKE DUNSON
Accountancy firm EIN	2014-09-30	752902287
2013 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$20
Total income from all sources (including contributions)	2013-09-30	$1,126,175
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$178,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$87,930
Expenses. Certain deemed distributions of participant loans	2013-09-30	$6,738
Value of total corrective distributions	2013-09-30	$54,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$698,486
Value of total assets at end of year	2013-09-30	$4,542,062
Value of total assets at beginning of year	2013-09-30	$3,593,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$28,576
Total interest from all sources	2013-09-30	$6,549
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$500,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$403,862
Participant contributions at end of year	2013-09-30	$184,478
Participant contributions at beginning of year	2013-09-30	$140,720
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$219,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-09-30	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-09-30	$20
Total non interest bearing cash at end of year	2013-09-30	$1,250
Total non interest bearing cash at beginning of year	2013-09-30	$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$948,122
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$4,542,042
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$3,593,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Investment advisory and management fees	2013-09-30	$28,576
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$4,356,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$3,453,071
Interest on participant loans	2013-09-30	$6,549
Net investment gain/loss from pooled separate accounts	2013-09-30	$421,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$75,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$87,930
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	MIKE DUNSON
Accountancy firm EIN	2013-09-30	752902287
2012 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$20
Total income from all sources (including contributions)	2012-09-30	$804,854
Total of all expenses incurred	2012-09-30	$145,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$52,924
Expenses. Certain deemed distributions of participant loans	2012-09-30	$4,331
Value of total corrective distributions	2012-09-30	$56,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$391,590
Value of total assets at end of year	2012-09-30	$3,593,940
Value of total assets at beginning of year	2012-09-30	$2,935,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$31,690
Total interest from all sources	2012-09-30	$5,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$289,096
Participant contributions at end of year	2012-09-30	$140,720
Participant contributions at beginning of year	2012-09-30	$145,246
Income. Received or receivable in cash from other sources (including rollovers)	2012-09-30	$67,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-09-30	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-09-30	$20
Total non interest bearing cash at end of year	2012-09-30	$149
Total non interest bearing cash at beginning of year	2012-09-30	$7,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$658,926
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$3,593,920
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$2,934,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Investment advisory and management fees	2012-09-30	$31,690
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$3,453,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$2,782,235
Interest on participant loans	2012-09-30	$5,962
Net investment gain/loss from pooled separate accounts	2012-09-30	$407,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$34,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$52,924
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	MIKE DUNSON
Accountancy firm EIN	2012-09-30	752902287
2011 : O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$20
Total income from all sources (including contributions)	2011-09-30	$301,518
Total of all expenses incurred	2011-09-30	$187,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$84,814
Expenses. Certain deemed distributions of participant loans	2011-09-30	$0
Value of total corrective distributions	2011-09-30	$76,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$324,910
Value of total assets at end of year	2011-09-30	$2,935,014
Value of total assets at beginning of year	2011-09-30	$2,821,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$26,700
Total interest from all sources	2011-09-30	$4,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$268,530
Participant contributions at end of year	2011-09-30	$145,246
Participant contributions at beginning of year	2011-09-30	$93,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-09-30	$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-09-30	$20
Other income not declared elsewhere	2011-09-30	$98
Total non interest bearing cash at end of year	2011-09-30	$7,533
Total non interest bearing cash at beginning of year	2011-09-30	$10,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$113,802
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$2,934,994
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$2,821,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Investment advisory and management fees	2011-09-30	$26,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$2,782,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$2,716,386
Interest on participant loans	2011-09-30	$4,975
Net investment gain/loss from pooled separate accounts	2011-09-30	$-28,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$56,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$84,814
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	MIKE DUNSON
Accountancy firm EIN	2011-09-30	752902287

Form 5500 Responses for O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN

2019: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 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	Yes
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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: O'ROURKE COMPANIES PROFIT SHARING 401(K) PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93111

Policy instance

Insurance contract or identification number	93111
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,263
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13263
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93111

Policy instance

Insurance contract or identification number	93111
Number of Individuals Covered	404
Insurance policy start date	2018-10-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,382
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3382
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93111

Policy instance

Insurance contract or identification number	93111
Number of Individuals Covered	400
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,810
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	O'ROURKE PETROLEUM PRODUCTS
Employer identification number (EIN):	741814730
NAIC Classification:	424700