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. HOURLY EMPLOYEES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : C.S. OSBORNE & CO. HOURLY EMPLOYEES RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-24 | 29373 |
| Net assets as of the end of the plan year | 2025-07-24 | 2187515 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 1829310 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 650000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 65242 |
| Other contributions to plan in this plan year | 2025-07-24 | 5063 |
| Other income to plan in this plan year | 2025-07-24 | 214014 |
| Plan net income in this plan year | 2025-07-24 | 358205 |
| Net assets as of the end of the plan year | 2025-07-24 | 2187515 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 1829310 |
| Employer contributions to plan in this plan year | 2025-07-24 | 103259 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 1297 |
| 2024 : C.S. OSBORNE & CO. HOURLY EMPLOYEES RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-01 | 73872 |
| Net assets as of the end of the plan year | 2024-07-01 | 1829310 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 1521863 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 52431 |
| Other income to plan in this plan year | 2024-07-01 | 231751 |
| Plan net income in this plan year | 2024-07-01 | 307447 |
| Net assets as of the end of the plan year | 2024-07-01 | 1829310 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 1521863 |
| Employer contributions to plan in this plan year | 2024-07-01 | 97137 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 756 |
| 2022 : C.S. OSBORNE & CO. HOURLY EMPLOYEES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 217745 |
| Net assets as of the end of the plan year | 2022-07-18 | 1713481 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 1639549 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 57065 |
| Other income to plan in this plan year | 2022-07-18 | 168912 |
| Plan net income in this plan year | 2022-07-18 | 73932 |
| Net assets as of the end of the plan year | 2022-07-18 | 1713481 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 1639549 |
| Employer contributions to plan in this plan year | 2022-07-18 | 65700 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 675 |
| 2010 : C.S. OSBORNE & CO. HOURLY EMPLOYEES RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $217,911 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $121,763 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $116,039 |
| Total plan assets at end of year | 2010-12-31 | $1,195,162 |
| Total plan assets at beginning of year | 2010-12-31 | $1,099,014 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $37,842 |
| Other income received | 2010-12-31 | $119,462 |
| Net income (gross income less expenses) | 2010-12-31 | $96,148 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,195,162 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,099,014 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $60,607 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,724 |
| 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. HOURLY EMPLOYEES RETIREMENT 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 |
