Owens Consortium PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Owens Consortium PLLC
  • Sponsor EIN: 263843250
  • Sponsor Address: 70 NE LOOP 410 STE 975, SAN ANTONIO, TX, 782168414
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $154,626

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$154,626$8,260$26,265
20233$122,688$7,762$13,881
20223$80,057$5,576$11,057

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