Original filing (PDF)20250417100730NAL0001580384001

O'CONOR, MASON & BONE, P.C.

Name: O'CONOR, MASON & BONE, P.C. — O'CONOR, MASON & BONE P.C. 401(K) PLAN, Form 5500 (2024)
Creator: O'CONOR, MASON & BONE, P.C.

Form 5500-SF

FILING_RECEIVED

O'CONOR, MASON & BONE P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'CONOR, MASON & BONE, P.C..

Plan sponsor

Name

O'CONOR, MASON & BONE, P.C.

EIN

46-1857331

Address

1616 S. VOSS RD., SUITE 200 · HOUSTON, TX · 77057

Phone

(713) 647-7511

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BANKS & BANKS

BANKS & BANKS 401(K) PROFIT SHARING PLAN

$1.3M · 2 participants

MANIBOG LAW , PC

MANIBOG LAW , PC DEFINED BENEFIT PENSION PLAN

$1.3M · 2 participants

MINEVICH LAW, A PROFESSIONAL CORPORATION

MINEVICH LAW, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN

$1.3M · 4 participants

BAYER, ODLUM & HYDE, LLC

BAYER, ODLUM & HYDE, LLC PROFIT SHARING PLAN

$1.3M · 6 participants

QUINN LAW CENTERS LLC

QUINN LAW CENTERS LLC 401(K) PLAN