OSBORNE & LITTLE INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OSBORNE & LITTLE INC. 401K PENSION PLAN
401k plan membership statisitcs for OSBORNE & LITTLE INC. 401K PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : OSBORNE & LITTLE INC. 401K PENSION PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-20 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-20 | 109506 |
| Net assets as of the end of the plan year | 2025-06-20 | 4784870 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 4271315 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 427200 |
| Participant contributions to plan in this plan year | 2025-06-20 | 228030 |
| Value of participant loans at end of plan year | 2025-06-20 | 31353 |
| Other expenses paid from plan in this plan year | 2025-06-20 | 0 |
| Other contributions to plan in this plan year | 2025-06-20 | 0 |
| Other income to plan in this plan year | 2025-06-20 | 277333 |
| Plan net income in this plan year | 2025-06-20 | 513555 |
| Net assets as of the end of the plan year | 2025-06-20 | 4784870 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 4271315 |
| Employer contributions to plan in this plan year | 2025-06-20 | 117698 |
| Fees paid to broker by Benefit Provider | 2025-06-20 | 2268 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 37485 |
| 2024 : OSBORNE & LITTLE INC. 401K PENSION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-12-09 | 293683 |
| Net assets as of the end of the plan year | 2024-12-09 | 4271315 |
| Total assets as of the beginning of the plan year | 2024-12-09 | 3697387 |
| Value of plan covered by a fidelity bond | 2024-12-09 | 450000 |
| Participant contributions to plan in this plan year | 2024-12-09 | 214180 |
| Value of participant loans at end of plan year | 2024-12-09 | 3390 |
| Other income to plan in this plan year | 2024-12-09 | 537233 |
| Plan net income in this plan year | 2024-12-09 | 573928 |
| Net assets as of the end of the plan year | 2024-12-09 | 4271315 |
| Net assets as of the beginning of the plan year | 2024-12-09 | 3697387 |
| Employer contributions to plan in this plan year | 2024-12-09 | 116198 |
| Fees paid to broker by Benefit Provider | 2024-12-09 | 1930 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-09 | 32968 |
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