Logo

ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN
Plan identification number 002

ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

ROBERT OSTENBERG has sponsored the creation of one or more 401k plans.

Company Name:ROBERT OSTENBERG
Employer identification number (EIN):454965484
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT OSTENBERG2024-10-01
0022022-01-01ROBERT OSTENBERG2023-10-11
0022021-01-01ROBERT OSTENBERG2022-10-11
0022020-01-01ROBERT OSTENBERG2021-10-05
0022020-01-01ROBERT OSTENBERG2021-11-03
0022019-01-01

Financial Data on ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-230
Net assets as of the end of the plan year2025-07-231424892
Total assets as of the beginning of the plan year2025-07-231236047
Participant contributions to plan in this plan year2025-07-2325433
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23138862
Plan net income in this plan year2025-07-23188845
Net assets as of the end of the plan year2025-07-231424892
Net assets as of the beginning of the plan year2025-07-231236047
Employer contributions to plan in this plan year2025-07-2324550
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-230
2024 : ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-011236047
Total assets as of the beginning of the plan year2024-10-01960036
Participant contributions to plan in this plan year2024-10-0154900
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-01183127
Plan net income in this plan year2024-10-01276011
Net assets as of the end of the plan year2024-10-011236047
Net assets as of the beginning of the plan year2024-10-01960036
Employer contributions to plan in this plan year2024-10-0137984
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-010
2022 : ROBERT L. OSTENBERG 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-110
Net assets as of the end of the plan year2022-10-11989616
Total assets as of the beginning of the plan year2022-10-11807404
Participant contributions to plan in this plan year2022-10-1147400
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11124769
Plan net income in this plan year2022-10-11182212
Net assets as of the end of the plan year2022-10-11989616
Net assets as of the beginning of the plan year2022-10-11807404
Employer contributions to plan in this plan year2022-10-1110043
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-110

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1