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Plan Name | OWENS CONSORTIUM PLLC 401K |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | OWENS CONSORTIUM, PLLC |
Employer identification number (EIN): | 263843250 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about OWENS CONSORTIUM, PLLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2008-11-18 |
Company Identification Number: | 0801053512 |
Legal Registered Office Address: |
70 NE LOOP 410 STE 975 SAN ANTONIO United States of America (USA) 78216 |
More information about OWENS CONSORTIUM, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID OWENS | 2018-11-15 | DAVID OWENS | 2018-11-15 |
001 | 2016-01-01 | DAVID OWENS | 2016-12-31 | DAVID OWENS | 2016-12-31 |
Measure | Date | Value |
---|---|---|
2022: OWENS CONSORTIUM PLLC 401K 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
2021: OWENS CONSORTIUM PLLC 401K 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
2020: OWENS CONSORTIUM PLLC 401K 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 5 |
2019: OWENS CONSORTIUM PLLC 401K 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
2018: OWENS CONSORTIUM PLLC 401K 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 4 |
2017: OWENS CONSORTIUM PLLC 401K 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
2016: OWENS CONSORTIUM PLLC 401K 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : OWENS CONSORTIUM PLLC 401K 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $17,342 |
Expenses. Total of all expenses incurred | 2022-12-31 | $85,691 |
Total plan assets at end of year | 2022-12-31 | $80,057 |
Total plan assets at beginning of year | 2022-12-31 | $148,406 |
Total contributions received or receivable from participants | 2022-12-31 | $11,057 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $84,320 |
Other income received | 2022-12-31 | $709 |
Net income (gross income less expenses) | 2022-12-31 | $-68,349 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $80,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $148,406 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $5,576 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,371 |
2021 : OWENS CONSORTIUM PLLC 401K 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $24,748 |
Expenses. Total of all expenses incurred | 2021-12-31 | $5,595 |
Total plan assets at end of year | 2021-12-31 | $148,406 |
Total plan assets at beginning of year | 2021-12-31 | $129,253 |
Total contributions received or receivable from participants | 2021-12-31 | $15,247 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $3,562 |
Other income received | 2021-12-31 | $34 |
Net income (gross income less expenses) | 2021-12-31 | $19,153 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $148,406 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $129,253 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $9,467 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,033 |
2020 : OWENS CONSORTIUM PLLC 401K 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $20,200 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,128 |
Total plan assets at end of year | 2020-12-31 | $129,253 |
Total plan assets at beginning of year | 2020-12-31 | $110,181 |
Total contributions received or receivable from participants | 2020-12-31 | $9,581 |
Other income received | 2020-12-31 | $6,627 |
Net income (gross income less expenses) | 2020-12-31 | $19,072 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $129,253 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $110,181 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $3,992 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,128 |
2019 : OWENS CONSORTIUM PLLC 401K 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $34,254 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,093 |
Total plan assets at end of year | 2019-12-31 | $110,181 |
Total plan assets at beginning of year | 2019-12-31 | $77,020 |
Total contributions received or receivable from participants | 2019-12-31 | $9,386 |
Other income received | 2019-12-31 | $20,533 |
Net income (gross income less expenses) | 2019-12-31 | $33,161 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $110,181 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $77,020 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $4,335 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,093 |
2018 : OWENS CONSORTIUM PLLC 401K 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $14,481 |
Expenses. Total of all expenses incurred | 2018-12-31 | $17,792 |
Benefits paid (including direct rollovers) | 2018-12-31 | $9,149 |
Total plan assets at end of year | 2018-12-31 | $77,020 |
Total plan assets at beginning of year | 2018-12-31 | $80,331 |
Total contributions received or receivable from participants | 2018-12-31 | $8,381 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $7,605 |
Other income received | 2018-12-31 | $1,719 |
Net income (gross income less expenses) | 2018-12-31 | $-3,311 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $77,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $80,331 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $4,381 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,038 |
2017 : OWENS CONSORTIUM PLLC 401K 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $21,449 |
Expenses. Total of all expenses incurred | 2017-12-31 | $886 |
Total plan assets at end of year | 2017-12-31 | $80,331 |
Total plan assets at beginning of year | 2017-12-31 | $59,768 |
Total contributions received or receivable from participants | 2017-12-31 | $9,188 |
Other income received | 2017-12-31 | $3,073 |
Net income (gross income less expenses) | 2017-12-31 | $20,563 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $80,331 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $59,768 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $9,188 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $886 |
2016 : OWENS CONSORTIUM PLLC 401K 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $32,164 |
Expenses. Total of all expenses incurred | 2016-12-31 | $8,586 |
Total plan assets at end of year | 2016-12-31 | $59,768 |
Total plan assets at beginning of year | 2016-12-31 | $36,190 |
Total contributions received or receivable from participants | 2016-12-31 | $15,750 |
Other income received | 2016-12-31 | $664 |
Net income (gross income less expenses) | 2016-12-31 | $23,578 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $59,768 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $36,190 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $15,750 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $7,652 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $934 |
2022: OWENS CONSORTIUM PLLC 401K 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OWENS CONSORTIUM PLLC 401K 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: OWENS CONSORTIUM PLLC 401K 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: OWENS CONSORTIUM PLLC 401K 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 | No |
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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: OWENS CONSORTIUM PLLC 401K 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: OWENS CONSORTIUM PLLC 401K 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: OWENS CONSORTIUM PLLC 401K 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |