401k Plan data: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN plan

PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A.

Employer identification number (EIN): 570923193

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STEPHANOUVERSON 2024-08-16
001 2022-01-01 STEPHANOUVERSON 2023-03-29
001 2021-01-01 STEPHANOUVERSON 2022-07-06
001 2020-01-01 STEPHANOUVERSON 2021-06-18
001 2019-01-01 STEPHANOUVERSON 2020-07-08
001 2018-01-01 STEPHANOUVERSON 2019-09-24
001 2017-01-01 STEPHANOUVERSON 2018-10-11
001 2016-01-01 STEPHANOUVERSON
001 2015-01-01 STEPHANOUVERSON
001 2014-01-01 STEPHANOUVERSON
001 2013-01-01 STEPHEN OUVERSON
001 2012-01-01 STEPHEN OUVERSON
001 2011-01-01 STEPHEN C. OUVERSON
001 2009-01-01 KIM PATTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	STEPHANOUVERSON	2024-08-16
001	2022-01-01	STEPHANOUVERSON	2023-03-29
001	2021-01-01	STEPHANOUVERSON	2022-07-06
001	2020-01-01	STEPHANOUVERSON	2021-06-18
001	2019-01-01	STEPHANOUVERSON	2020-07-08
001	2018-01-01	STEPHANOUVERSON	2019-09-24
001	2017-01-01	STEPHANOUVERSON	2018-10-11
001	2016-01-01	STEPHANOUVERSON
001	2015-01-01	STEPHANOUVERSON
001	2014-01-01	STEPHANOUVERSON
001	2013-01-01	STEPHEN OUVERSON
001	2012-01-01	STEPHEN OUVERSON
001	2011-01-01	STEPHEN C. OUVERSON
001	2009-01-01	KIM PATTON

Financial Data on PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-05	0
Net assets as of the end of the plan year	2025-09-05	1620361
Total assets as of the beginning of the plan year	2025-09-05	1388396
Value of plan covered by a fidelity bond	2025-09-05	500000
Participant contributions to plan in this plan year	2025-09-05	26664
Other income to plan in this plan year	2025-09-05	192725
Plan net income in this plan year	2025-09-05	231965
Net assets as of the end of the plan year	2025-09-05	1620361
Net assets as of the beginning of the plan year	2025-09-05	1388396
Employer contributions to plan in this plan year	2025-09-05	12576
2024 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-08-16	10524
Net assets as of the end of the plan year	2024-08-16	1388396
Total assets as of the beginning of the plan year	2024-08-16	1169614
Value of plan covered by a fidelity bond	2024-08-16	500000
Participant contributions to plan in this plan year	2024-08-16	66105
Other income to plan in this plan year	2024-08-16	148508
Plan net income in this plan year	2024-08-16	218782
Net assets as of the end of the plan year	2024-08-16	1388396
Net assets as of the beginning of the plan year	2024-08-16	1169614
Employer contributions to plan in this plan year	2024-08-16	14693
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-16	1083
2016 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$124,177
Expenses. Total of all expenses incurred	2016-12-31	$44,914
Benefits paid (including direct rollovers)	2016-12-31	$43,193
Total plan assets at end of year	2016-12-31	$746,813
Total plan assets at beginning of year	2016-12-31	$667,550
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$42,244
Other income received	2016-12-31	$69,723
Net income (gross income less expenses)	2016-12-31	$79,263
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$746,813
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$667,550
Total contributions received or receivable from employer(s)	2016-12-31	$12,210
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$2,703
Expenses. Total of all expenses incurred	2015-12-31	$10,082
Benefits paid (including direct rollovers)	2015-12-31	$8,512
Total plan assets at end of year	2015-12-31	$667,550
Total plan assets at beginning of year	2015-12-31	$674,929
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$2,309
Other income received	2015-12-31	$394
Net income (gross income less expenses)	2015-12-31	$-7,379
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$667,550
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$674,929
Assets. Value of participant loans	2015-12-31	$204
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$29,647
Expenses. Total of all expenses incurred	2014-12-31	$691,344
Benefits paid (including direct rollovers)	2014-12-31	$689,889
Total plan assets at end of year	2014-12-31	$674,929
Total plan assets at beginning of year	2014-12-31	$1,336,626
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$2,462
Other income received	2014-12-31	$27,185
Net income (gross income less expenses)	2014-12-31	$-661,697
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$674,929
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,336,626
Assets. Value of participant loans	2014-12-31	$14,378
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$9,332
Total income from all sources	2013-12-31	$278,680
Expenses. Total of all expenses incurred	2013-12-31	$22,856
Benefits paid (including direct rollovers)	2013-12-31	$20,320
Total plan assets at end of year	2013-12-31	$1,336,626
Total plan assets at beginning of year	2013-12-31	$1,090,134
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$2,162
Other income received	2013-12-31	$273,023
Net income (gross income less expenses)	2013-12-31	$255,824
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,336,626
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,080,802
Assets. Value of participant loans	2013-12-31	$28,876
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$336,840
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$25
Total contributions received or receivable from employer(s)	2013-12-31	$3,495
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,536
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$9,332
Total plan liabilities at beginning of year	2012-12-31	$9,514
Total income from all sources	2012-12-31	$72,271
Expenses. Total of all expenses incurred	2012-12-31	$46,980
Benefits paid (including direct rollovers)	2012-12-31	$43,529
Total plan assets at end of year	2012-12-31	$1,090,134
Total plan assets at beginning of year	2012-12-31	$1,065,025
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$1,142
Other income received	2012-12-31	$71,129
Net income (gross income less expenses)	2012-12-31	$25,291
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,080,802
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,055,511
Assets. Value of participant loans	2012-12-31	$37,490
Assets. Value of real-estate (other than employer real property)	2012-12-31	$72,500
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$25
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,451
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$9,514
Total plan liabilities at beginning of year	2011-12-31	$9,658
Total income from all sources	2011-12-31	$-90,132
Expenses. Total of all expenses incurred	2011-12-31	$61,663
Benefits paid (including direct rollovers)	2011-12-31	$59,357
Total plan assets at end of year	2011-12-31	$1,065,025
Total plan assets at beginning of year	2011-12-31	$1,216,964
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$1,022
Expenses. Other expenses not covered elsewhere	2011-12-31	$631
Other income received	2011-12-31	$-93,007
Net income (gross income less expenses)	2011-12-31	$-151,795
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,055,511
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,207,306
Assets. Value of participant loans	2011-12-31	$49,304
Assets. Value of real-estate (other than employer real property)	2011-12-31	$27,500
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$25
Total contributions received or receivable from employer(s)	2011-12-31	$1,853
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$116,040
Expenses. Total of all expenses incurred	2010-12-31	$193,686
Benefits paid (including direct rollovers)	2010-12-31	$192,789
Total plan assets at end of year	2010-12-31	$1,171,151
Total plan assets at beginning of year	2010-12-31	$1,248,797
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$2,633
Expenses. Other expenses not covered elsewhere	2010-12-31	$731
Other income received	2010-12-31	$134,641
Noncash contributions received	2010-12-31	$103,995
Net income (gross income less expenses)	2010-12-31	$-77,646
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,171,151
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,248,797
Assets. Value of participant loans	2010-12-31	$60,139
Assets. Value of real-estate (other than employer real property)	2010-12-31	$80,554
Total contributions received or receivable from employer(s)	2010-12-31	$9,412
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$25,000

Form 5500 Responses for PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN

2016: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHL561
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHL561
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHL561
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHL561
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHL561
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHL561
Policy instance	1

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Company Name:	PARSONS, OUVERSON, STARK, GUEST & SANDEFUR, P.A.
Employer identification number (EIN):	570923193
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers