Logo

OSBORNE BROTHERS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameOSBORNE BROTHERS 401K PROFIT SHARING PLAN
Plan identification number 001

OSBORNE BROTHERS 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OSBORNE BROTHERS has sponsored the creation of one or more 401k plans.

Company Name:OSBORNE BROTHERS
Employer identification number (EIN):621411767
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSBORNE BROTHERS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMY LATTANZI2024-05-24
0012022-01-01AMY LATTANZI2023-06-14
0012021-01-01AMY LATTANZI2022-06-14
0012020-01-01AMY LATTANZI2021-06-30
0012019-01-01ALATTANZI08862020-06-16
0012019-01-01AMY LATTANZI2020-06-30
0012018-01-01AMY LATTANZI2019-06-04
0012017-01-01AMY LATTANZI2018-05-24
0012016-01-01AMY LATTANZI2017-05-22
0012015-01-01AMY LATTANZI2016-05-25
0012014-01-01AMY LATTANZI2015-07-27
0012013-01-01JOHN OSBORNE
0012012-01-01JOHN OSBORNE
0012011-01-01JOHN OSBORNE
0012010-01-01JOHN OSBORNE
0012009-01-01JOHN OSBORNE JOHN OSBORNE2010-06-21

Financial Data on OSBORNE BROTHERS 401K PROFIT SHARING PLAN

Measure Date Value
2025 : OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2014718
Net assets as of the end of the plan year2025-06-201396152
Total assets as of the beginning of the plan year2025-06-201132443
Value of plan covered by a fidelity bond2025-06-20114000
Participant contributions to plan in this plan year2025-06-2040108
Other income to plan in this plan year2025-06-20220619
Plan net income in this plan year2025-06-20263709
Net assets as of the end of the plan year2025-06-201396152
Net assets as of the beginning of the plan year2025-06-201132443
Employer contributions to plan in this plan year2025-06-2017700
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-201925
2024 : OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2476486
Net assets as of the end of the plan year2024-05-241132443
Total assets as of the beginning of the plan year2024-05-24943676
Value of plan covered by a fidelity bond2024-05-2495000
Participant contributions to plan in this plan year2024-05-2439661
Other income to plan in this plan year2024-05-24208659
Plan net income in this plan year2024-05-24188767
Net assets as of the end of the plan year2024-05-241132443
Net assets as of the beginning of the plan year2024-05-24943676
Employer contributions to plan in this plan year2024-05-2416933
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-241453
2022 : OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1411042
Net assets as of the end of the plan year2022-06-141170336
Total assets as of the beginning of the plan year2022-06-14964376
Value of plan covered by a fidelity bond2022-06-1497000
Participant contributions to plan in this plan year2022-06-1439090
Other income to plan in this plan year2022-06-14161547
Plan net income in this plan year2022-06-14205960
Net assets as of the end of the plan year2022-06-141170336
Net assets as of the beginning of the plan year2022-06-14964376
Employer contributions to plan in this plan year2022-06-1416365
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-14165
2013 : OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$95,580
Expenses. Total of all expenses incurred2013-12-31$14,930
Benefits paid (including direct rollovers)2013-12-31$14,930
Total plan assets at end of year2013-12-31$408,564
Total plan assets at beginning of year2013-12-31$327,914
Value of fidelity bond covering the plan2013-12-31$45,000
Total contributions received or receivable from participants2013-12-31$24,414
Other income received2013-12-31$63,756
Net income (gross income less expenses)2013-12-31$80,650
Net plan assets at end of year (total assets less liabilities)2013-12-31$408,564
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$327,914
Total contributions received or receivable from employer(s)2013-12-31$7,410
2012 : OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$59,439
Expenses. Total of all expenses incurred2012-12-31$33,716
Benefits paid (including direct rollovers)2012-12-31$33,716
Total plan assets at end of year2012-12-31$327,914
Total plan assets at beginning of year2012-12-31$302,191
Value of fidelity bond covering the plan2012-12-31$45,000
Total contributions received or receivable from participants2012-12-31$23,406
Other income received2012-12-31$29,070
Net income (gross income less expenses)2012-12-31$25,723
Net plan assets at end of year (total assets less liabilities)2012-12-31$327,914
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$302,191
Total contributions received or receivable from employer(s)2012-12-31$6,963
2011 : OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$13,694
Expenses. Total of all expenses incurred2011-12-31$18,980
Benefits paid (including direct rollovers)2011-12-31$18,980
Total plan assets at end of year2011-12-31$302,191
Total plan assets at beginning of year2011-12-31$307,477
Value of fidelity bond covering the plan2011-12-31$45,000
Total contributions received or receivable from participants2011-12-31$21,366
Other income received2011-12-31$-12,238
Net income (gross income less expenses)2011-12-31$-5,286
Net plan assets at end of year (total assets less liabilities)2011-12-31$302,191
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$307,477
Total contributions received or receivable from employer(s)2011-12-31$4,566
2010 : OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$46,341
Expenses. Total of all expenses incurred2010-12-31$22,921
Benefits paid (including direct rollovers)2010-12-31$22,921
Total plan assets at end of year2010-12-31$307,477
Total plan assets at beginning of year2010-12-31$284,057
Value of fidelity bond covering the plan2010-12-31$45,000
Total contributions received or receivable from participants2010-12-31$13,582
Other income received2010-12-31$32,759
Net income (gross income less expenses)2010-12-31$23,420
Net plan assets at end of year (total assets less liabilities)2010-12-31$307,477
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$284,057

Form 5500 Responses for OSBORNE BROTHERS 401K PROFIT SHARING PLAN

2013: OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OSBORNE BROTHERS 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHF635
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHF635
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHF635
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHF635
Policy instance 1

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