JOHN M O'QUINN & ASSOCIATES PLLC C/O MARK GOLDIE & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN M O'QUINN & ASSOCIATES PLLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN M O'QUINN & ASSOCIATES PLLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-10 | 1520457 |
| Net assets as of the end of the plan year | 2025-10-10 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 1304194 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 1000000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 5018 |
| Other expenses paid from plan in this plan year | 2025-10-10 | 0 |
| Other contributions to plan in this plan year | 2025-10-10 | 0 |
| Other income to plan in this plan year | 2025-10-10 | 208736 |
| Plan net income in this plan year | 2025-10-10 | -1304194 |
| Net assets as of the end of the plan year | 2025-10-10 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 1304194 |
| Employer contributions to plan in this plan year | 2025-10-10 | 2509 |
| Fees paid to broker by Benefit Provider | 2025-10-10 | 3279 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 800 |
| 2024 : JOHN M O'QUINN & ASSOCIATES PLLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-24 | 55975 |
| Net assets as of the end of the plan year | 2024-07-24 | 1304194 |
| Total assets as of the beginning of the plan year | 2024-07-24 | 1118514 |
| Value of plan covered by a fidelity bond | 2024-07-24 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-24 | 6910 |
| Value of participant loans at end of plan year | 2024-07-24 | 3060 |
| Other expenses paid from plan in this plan year | 2024-07-24 | 0 |
| Other contributions to plan in this plan year | 2024-07-24 | 0 |
| Other income to plan in this plan year | 2024-07-24 | 231290 |
| Plan net income in this plan year | 2024-07-24 | 185680 |
| Net assets as of the end of the plan year | 2024-07-24 | 1304194 |
| Net assets as of the beginning of the plan year | 2024-07-24 | 1118514 |
| Employer contributions to plan in this plan year | 2024-07-24 | 3455 |
| Fees paid to broker by Benefit Provider | 2024-07-24 | 2897 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-24 | 25 |
| 2014 : JOHN M O'QUINN & ASSOCIATES PLLC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $368 |
| Total income from all sources | 2014-12-31 | $242,555 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $343,261 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $324,679 |
| Total plan assets at end of year | 2014-12-31 | $3,600,613 |
| Total plan assets at beginning of year | 2014-12-31 | $3,700,951 |
| Value of fidelity bond covering the plan | 2014-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $70,900 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $140 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $149,093 |
| Net income (gross income less expenses) | 2014-12-31 | $-100,706 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,600,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,700,951 |
| Assets. Value of participant loans | 2014-12-31 | $47,552 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $22,562 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $18,442 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : JOHN M O'QUINN & ASSOCIATES PLLC 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $689,959 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $654,015 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $650,364 |
| Total plan assets at end of year | 2013-12-31 | $3,700,951 |
| Total plan assets at beginning of year | 2013-12-31 | $3,665,007 |
| Value of fidelity bond covering the plan | 2013-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $128,848 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $140 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $516,057 |
| Net income (gross income less expenses) | 2013-12-31 | $35,944 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,700,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,665,007 |
| Assets. Value of participant loans | 2013-12-31 | $75,497 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $45,054 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $3,511 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
