OTM, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : ASSOCIATIONS OF TEXAS MEP 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-12 | 2232 |
| Net assets as of the end of the plan year | 2025-10-12 | 710276 |
| Total assets as of the beginning of the plan year | 2025-10-12 | 607858 |
| Value of plan covered by a fidelity bond | 2025-10-12 | 60800 |
| Participant contributions to plan in this plan year | 2025-10-12 | 31403 |
| Other expenses paid from plan in this plan year | 2025-10-12 | 0 |
| Other contributions to plan in this plan year | 2025-10-12 | 0 |
| Other income to plan in this plan year | 2025-10-12 | 60309 |
| Plan net income in this plan year | 2025-10-12 | 102418 |
| Net assets as of the end of the plan year | 2025-10-12 | 710276 |
| Net assets as of the beginning of the plan year | 2025-10-12 | 607858 |
| Value of contributions failed to transmitted timely | 2025-10-12 | 21642 |
| Employer contributions to plan in this plan year | 2025-10-12 | 12938 |
| Fees paid to broker by Benefit Provider | 2025-10-12 | 1465 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-12 | 2232 |
| 2024 : ASSOCIATIONS OF TEXAS MEP 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-29 | 1712 |
| Net assets as of the end of the plan year | 2024-09-29 | 607858 |
| Total assets as of the beginning of the plan year | 2024-09-29 | 489745 |
| Value of plan covered by a fidelity bond | 2024-09-29 | 49000 |
| Participant contributions to plan in this plan year | 2024-09-29 | 34642 |
| Other expenses paid from plan in this plan year | 2024-09-29 | 0 |
| Other contributions to plan in this plan year | 2024-09-29 | 0 |
| Other income to plan in this plan year | 2024-09-29 | 71796 |
| Plan net income in this plan year | 2024-09-29 | 118113 |
| Net assets as of the end of the plan year | 2024-09-29 | 607858 |
| Net assets as of the beginning of the plan year | 2024-09-29 | 489745 |
| Value of contributions failed to transmitted timely | 2024-09-29 | 30039 |
| Employer contributions to plan in this plan year | 2024-09-29 | 13387 |
| Fees paid to broker by Benefit Provider | 2024-09-29 | 1190 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-29 | 1712 |
| 2022 : ASSOCIATIONS OF TEXAS MEP 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-04 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-04 | 1744 |
| Net assets as of the end of the plan year | 2022-10-04 | 531533 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 433317 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 43400 |
| Participant contributions to plan in this plan year | 2022-10-04 | 30125 |
| Other expenses paid from plan in this plan year | 2022-10-04 | 0 |
| Other contributions to plan in this plan year | 2022-10-04 | 0 |
| Other income to plan in this plan year | 2022-10-04 | 57715 |
| Plan net income in this plan year | 2022-10-04 | 98216 |
| Net assets as of the end of the plan year | 2022-10-04 | 531533 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 433317 |
| Value of contributions failed to transmitted timely | 2022-10-04 | 30290 |
| Employer contributions to plan in this plan year | 2022-10-04 | 12120 |
| Fees paid to broker by Benefit Provider | 2022-10-04 | 1291 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 1744 |