OSBORNE & OSBORNE, P.A. has sponsored the creation of one or more 401k plans.
Additional information about OSBORNE & OSBORNE, P.A.
Submission information for form 5500 for 401k plan OSBORNE & OSBORNE, P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : OSBORNE & OSBORNE, P.A. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-22 | 40000 |
| Net assets as of the end of the plan year | 2025-05-22 | 3134784 |
| Total assets as of the beginning of the plan year | 2025-05-22 | 2587407 |
| Value of plan covered by a fidelity bond | 2025-05-22 | 385000 |
| Participant contributions to plan in this plan year | 2025-05-22 | 139758 |
| Other income to plan in this plan year | 2025-05-22 | 417699 |
| Plan net income in this plan year | 2025-05-22 | 547377 |
| Net assets as of the end of the plan year | 2025-05-22 | 3134784 |
| Net assets as of the beginning of the plan year | 2025-05-22 | 2587407 |
| Employer contributions to plan in this plan year | 2025-05-22 | 29920 |
| 2024 : OSBORNE & OSBORNE, P.A. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-06 | 137980 |
| Net assets as of the end of the plan year | 2024-06-06 | 2587407 |
| Total assets as of the beginning of the plan year | 2024-06-06 | 2127723 |
| Value of plan covered by a fidelity bond | 2024-06-06 | 385000 |
| Participant contributions to plan in this plan year | 2024-06-06 | 140400 |
| Other income to plan in this plan year | 2024-06-06 | 427969 |
| Plan net income in this plan year | 2024-06-06 | 459684 |
| Net assets as of the end of the plan year | 2024-06-06 | 2587407 |
| Net assets as of the beginning of the plan year | 2024-06-06 | 2127723 |
| Employer contributions to plan in this plan year | 2024-06-06 | 29295 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-06 | 325 |
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