W. B. Osborn Oil & Gas Operations, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: W. B. Osborn Oil & Gas Operations, Ltd.
  • Sponsor EIN: 742194548
  • Sponsor Address: PO BOX 8C, SAN ANTONIO, TX, 78217
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $2.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$2.4M$31,217$109,760
202315$2.1M$30,158$97,984
202215$1.7M$27,538$81,463

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