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ONESTY & WRIGHT, PC OWNERS K PLAN 401k Plan overview

Plan NameONESTY & WRIGHT, PC OWNERS K PLAN
Plan identification number 001

ONESTY & WRIGHT, PC OWNERS K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ONESTY & WRIGHT, PC has sponsored the creation of one or more 401k plans.

Company Name:ONESTY & WRIGHT, PC
Employer identification number (EIN):541783392
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONESTY & WRIGHT, PC OWNERS K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SAM WRIGHT2024-08-08 SAM WRIGHT2024-08-08
0012023-01-01SAM WRIGHT2024-07-30 SAM WRIGHT2024-07-30
0012022-01-01SAM WRIGHT2023-07-25 SAM WRIGHT2023-07-25
0012021-01-01SAM WRIGHT2022-07-25 SAM WRIGHT2022-07-25
0012020-01-01SAM WRIGHT2021-07-20 SAM WRIGHT2021-07-20
0012019-01-01SAM WRIGHT2020-07-29 SAM WRIGHT2020-07-29
0012018-01-01SAM WRIGHT2019-07-26 SAM WRIGHT2019-07-26
0012017-01-01SAM WRIGHT2018-07-27 SAM WRIGHT2018-07-27
0012016-01-01SAM WRIGHT2017-10-12 SAM WRIGHT2017-10-12

Plan Statistics for ONESTY & WRIGHT, PC OWNERS K PLAN

401k plan membership statisitcs for ONESTY & WRIGHT, PC OWNERS K PLAN

Measure Date Value
2024: ONESTY & WRIGHT, PC OWNERS K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-083
Total number of particpants at end of year2024-08-080
Number of Participants With Account Balances2024-08-080
Total number of particpants at beginning of year2024-07-303
Total number of particpants at end of year2024-07-303
Number of Participants With Account Balances2024-07-303
2022: ONESTY & WRIGHT, PC OWNERS K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-253
Total number of particpants at end of year2022-07-253
Number of Participants With Account Balances2022-07-253

Financial Data on ONESTY & WRIGHT, PC OWNERS K PLAN

Measure Date Value
2024 : ONESTY & WRIGHT, PC OWNERS K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-08515758
Net assets as of the end of the plan year2024-08-080
Total assets as of the beginning of the plan year2024-08-08520905
Other income to plan in this plan year2024-08-08-5147
Plan net income in this plan year2024-08-08-520905
Net assets as of the end of the plan year2024-08-080
Net assets as of the beginning of the plan year2024-08-08520905
Total expenses incurred by plan in this plan year2024-07-306000
Net assets as of the end of the plan year2024-07-30520905
Total assets as of the beginning of the plan year2024-07-30301449
Participant contributions to plan in this plan year2024-07-301342
Other contributions to plan in this plan year2024-07-30172515
Other income to plan in this plan year2024-07-3051599
Plan net income in this plan year2024-07-30219456
Net assets as of the end of the plan year2024-07-30520905
Net assets as of the beginning of the plan year2024-07-30301449
2022 : ONESTY & WRIGHT, PC OWNERS K PLAN 2022 401k financial data
Net assets as of the end of the plan year2022-07-25333745
Total assets as of the beginning of the plan year2022-07-25293046
Value of participant loans at end of plan year2022-07-250
Other income to plan in this plan year2022-07-2540699
Plan net income in this plan year2022-07-2540699
Net assets as of the end of the plan year2022-07-25333745
Net assets as of the beginning of the plan year2022-07-25293046

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