WRIGHT & ODONNELL, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WRIGHT & O'DONNELL P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WRIGHT & O'DONNELL P.C. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-13 | 17753 |
| Net assets as of the end of the plan year | 2025-06-13 | 2693172 |
| Total assets as of the beginning of the plan year | 2025-06-13 | 2304376 |
| Value of plan covered by a fidelity bond | 2025-06-13 | 300000 |
| Other income to plan in this plan year | 2025-06-13 | 406549 |
| Plan net income in this plan year | 2025-06-13 | 388796 |
| Net assets as of the end of the plan year | 2025-06-13 | 2693172 |
| Net assets as of the beginning of the plan year | 2025-06-13 | 2304376 |
| Value of employer contributions paid | 2025-06-13 | 0 |
| 2024 : WRIGHT & O'DONNELL P.C. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-20 | 207888 |
| Net assets as of the end of the plan year | 2024-06-20 | 2304376 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 2076600 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 300000 |
| Other income to plan in this plan year | 2024-06-20 | 435664 |
| Plan net income in this plan year | 2024-06-20 | 227776 |
| Net assets as of the end of the plan year | 2024-06-20 | 2304376 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 2076600 |
| Value of employer contributions paid | 2024-06-20 | 0 |
| 2022 : WRIGHT & O'DONNELL P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-15 | 3991 |
| Net assets as of the end of the plan year | 2022-07-15 | 2665123 |
| Total assets as of the beginning of the plan year | 2022-07-15 | 2198382 |
| Value of plan covered by a fidelity bond | 2022-07-15 | 300000 |
| Participant contributions to plan in this plan year | 2022-07-15 | 72558 |
| Other expenses paid from plan in this plan year | 2022-07-15 | 0 |
| Other income to plan in this plan year | 2022-07-15 | 391059 |
| Plan net income in this plan year | 2022-07-15 | 466741 |
| Net assets as of the end of the plan year | 2022-07-15 | 2665123 |
| Net assets as of the beginning of the plan year | 2022-07-15 | 2198382 |
| Value of employer contributions paid | 2022-07-15 | 0 |
| Employer contributions to plan in this plan year | 2022-07-15 | 7115 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-15 | 0 |
| 2010 : WRIGHT & O'DONNELL P.C. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $141,454 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $38,710 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $38,070 |
| Total plan assets at end of year | 2010-12-31 | $621,419 |
| Total plan assets at beginning of year | 2010-12-31 | $518,675 |
| Value of fidelity bond covering the plan | 2010-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $74,065 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $67,389 |
| Net income (gross income less expenses) | 2010-12-31 | $102,744 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $621,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $518,675 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 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 | $640 |
