Osborn & Osborn, Cpa'S, PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Osborn & Osborn, Cpa'S, PLLC
  • Sponsor EIN: 263735714
  • Sponsor Address: 515 W MONROE AVE, JONESBORO, AR, 72401
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$1.1M$13,808$36,400
20227$1.0M$12,401$40,600

Similar Plans