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Plan Name | OSTERWEIS CAPITAL MANAGEMENT, INC., 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | OSTERWEIS CAPITAL MANAGEMENT, INC. |
Employer identification number (EIN): | 942871718 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | PLAN SPONSOR | 2023-07-11 | ||
001 | 2021-01-01 | CATHERINE HALBERSTADT | 2022-06-10 | ||
001 | 2020-01-01 | CATHERINE HALBERSTADT | 2021-07-21 | ||
001 | 2019-01-01 | CATHY HALBERSTADT | 2020-07-24 | ||
001 | 2018-01-01 | CATHERINE HALBERSTADT | 2019-06-14 | ||
001 | 2017-01-01 | CATHERINE HALBERSTADT | 2018-07-02 | ||
001 | 2016-01-01 | CATHERINE HALBERSTADT | 2017-05-22 | ||
001 | 2015-01-01 | CATHERINE HALBERSTADT | 2016-05-23 | ||
001 | 2014-01-01 | CATHERINE HALBERSTADT | 2015-07-13 | CATHERINE HALBERSTADT | 2015-07-13 |
001 | 2013-01-01 | PAMELA NICHTER | 2014-04-24 | PAMELA NICHTER | 2014-04-24 |
001 | 2012-01-01 | PAMELA NICHTER | 2013-07-15 | ||
001 | 2011-01-01 | PAMELA NICHTER | 2012-07-16 | ||
001 | 2010-01-01 | PAMELA NICHTER | 2011-06-22 | PAMELA NICHTER | 2011-06-22 |