C.S. OSBORNE & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan C.S. OSBORNE & CO. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : C.S. OSBORNE & CO. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-24 | 22 |
| Net assets as of the end of the plan year | 2025-07-24 | 3940473 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 3315361 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 650000 |
| Other income to plan in this plan year | 2025-07-24 | 537001 |
| Plan net income in this plan year | 2025-07-24 | 625112 |
| Net assets as of the end of the plan year | 2025-07-24 | 3940473 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 3315361 |
| Employer contributions to plan in this plan year | 2025-07-24 | 88133 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 22 |
| 2024 : C.S. OSBORNE & CO. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-01 | 18 |
| Net assets as of the end of the plan year | 2024-07-01 | 3315361 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 2660382 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 500000 |
| Other income to plan in this plan year | 2024-07-01 | 575606 |
| Plan net income in this plan year | 2024-07-01 | 654979 |
| Net assets as of the end of the plan year | 2024-07-01 | 3315361 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 2660382 |
| Employer contributions to plan in this plan year | 2024-07-01 | 79391 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 18 |
| 2022 : C.S. OSBORNE & CO. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 14 |
| Net assets as of the end of the plan year | 2022-07-18 | 3114024 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 2593072 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 500000 |
| Other income to plan in this plan year | 2022-07-18 | 446466 |
| Plan net income in this plan year | 2022-07-18 | 520952 |
| Net assets as of the end of the plan year | 2022-07-18 | 3114024 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 2593072 |
| Employer contributions to plan in this plan year | 2022-07-18 | 74500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 14 |
| 2010 : C.S. OSBORNE & CO. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $239,059 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $90,073 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $90,000 |
| Total plan assets at end of year | 2010-12-31 | $2,348,607 |
| Total plan assets at beginning of year | 2010-12-31 | $2,199,621 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Other income received | 2010-12-31 | $134,728 |
| Net income (gross income less expenses) | 2010-12-31 | $148,986 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,348,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,199,621 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $104,331 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $73 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : C.S. OSBORNE & CO. PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
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