401k Plan data: OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN plan

OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	002

OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='770573145' AND PlanID='002'

401k Sponsoring company profile

OSBORNE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: OSBORNE & ASSOCIATES, INC.

Employer identification number (EIN): 770573145

NAIC Classification: 524290

Additional information about OSBORNE & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2001-10-30

Company Identification Number: P01000104686

Legal Registered Office Address: 1489 W. PALMETTO PARK RD., STE. 492

BOCA RATON

33486

More information about OSBORNE & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 SHAYNA OSBORNE 2019-10-09
002 2017-01-01 SHAYNA OSBORNE 2018-10-12 SHAYNA OSBORNE 2018-10-12
002 2016-01-01 SHAYNA OSBORNE 2017-10-13
002 2015-01-01 SHAYNA OSBORNE 2016-10-14
002 2014-01-01 SHAYNA OSBORNE 2015-10-14
002 2013-01-01 SHAYNA OSBORNE 2014-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	SHAYNA OSBORNE	2019-10-09
002	2017-01-01	SHAYNA OSBORNE	2018-10-12	SHAYNA OSBORNE	2018-10-12
002	2016-01-01	SHAYNA OSBORNE	2017-10-13
002	2015-01-01	SHAYNA OSBORNE	2016-10-14
002	2014-01-01	SHAYNA OSBORNE	2015-10-14
002	2013-01-01	SHAYNA OSBORNE	2014-10-15

Financial Data on OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2025 : OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-15	35800
Net assets as of the end of the plan year	2025-10-15	1859550
Total assets as of the beginning of the plan year	2025-10-15	1554260
Value of plan covered by a fidelity bond	2025-10-15	160000
Participant contributions to plan in this plan year	2025-10-15	121329
Value of participant loans at end of plan year	2025-10-15	29140
Other income to plan in this plan year	2025-10-15	192794
Plan net income in this plan year	2025-10-15	305290
Net assets as of the end of the plan year	2025-10-15	1859550
Net assets as of the beginning of the plan year	2025-10-15	1554260
Employer contributions to plan in this plan year	2025-10-15	26967
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-15	4697
2024 : OSBORNE & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-15	607247
Net assets as of the end of the plan year	2024-10-15	1554260
Total assets as of the beginning of the plan year	2024-10-15	1756191
Value of plan covered by a fidelity bond	2024-10-15	160000
Participant contributions to plan in this plan year	2024-10-15	117229
Value of participant loans at end of plan year	2024-10-15	36918
Other income to plan in this plan year	2024-10-15	260089
Plan net income in this plan year	2024-10-15	-201931
Net assets as of the end of the plan year	2024-10-15	1554260
Net assets as of the beginning of the plan year	2024-10-15	1756191
Employer contributions to plan in this plan year	2024-10-15	27998
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	3910

Potentially related plans

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Company Name:	OSBORNE & ASSOCIATES, INC.
Employer identification number (EIN):	770573145
NAIC Classification:	524290

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2001-10-30
Company Identification Number:	P01000104686
Legal Registered Office Address:	1489 W. PALMETTO PARK RD., STE. 492 BOCA RATON 33486