OSCAR ORNELAS JR CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OSCAR ORNELAS JR PC PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for OSCAR ORNELAS JR PC PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : OSCAR ORNELAS JR PC PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-14 | 300000 |
| Net assets as of the end of the plan year | 2024-10-14 | 2672700 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 2552830 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 300000 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 300000 |
| Other income to plan in this plan year | 2024-10-14 | 419870 |
| Plan net income in this plan year | 2024-10-14 | 119870 |
| Net assets as of the end of the plan year | 2024-10-14 | 2672700 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 2552830 |
| 2022 : OSCAR ORNELAS JR PC PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-16 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-16 | 600000 |
| Net assets as of the end of the plan year | 2022-10-16 | 2520839 |
| Total assets as of the beginning of the plan year | 2022-10-16 | 2920834 |
| Value of plan covered by a fidelity bond | 2022-10-16 | 300000 |
| Other expenses paid from plan in this plan year | 2022-10-16 | 600000 |
| Other income to plan in this plan year | 2022-10-16 | 200005 |
| Plan net income in this plan year | 2022-10-16 | -399995 |
| Net assets as of the end of the plan year | 2022-10-16 | 2520839 |
| Net assets as of the beginning of the plan year | 2022-10-16 | 2920834 |
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