2023 Form 5500 filing — Owens Consortium Pllc 401k

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731134648NAL0014371443001) for Owens Consortium Pllc 401k, reported by Owens Consortium Pllc under EIN 26-3843250 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$122.7KReported net assets$122,688
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240731134648NAL0014371443001
Plan sponsor
Owens Consortium Pllc
EIN
26-3843250
Plan number
001
Location
San Antonio, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$122.7K total assets
Net assets$122.7KLiabilities
Money in vs. money out
Total income / additions$43.7K
Total expenses$1.1K
Benefits paid / distributions$298
Contributions
Employer$7.8K
Participant$13.9K
Full reported line items
Total assets (EOY)
$122,688
Net assets (EOY)
$122,688
Employer contributions
$7,762
Participant contributions
$13,881
Total income / additions
$43,695
Benefits paid
$298
Administrative expenses
$766
Total expenses
$1,064
Net increase / (decrease)
$42,631

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731134648NAL0014371443001 cover?
It is the 2023 Form 5500 filing for Owens Consortium Pllc 401k, reported by Owens Consortium Pllc (EIN 26-3843250).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages