Civic Intelligence

Osland Financial Services DBA Os

Plan context: Osland Financial Group 401(K) Plan.

EIN 26-4082754 • Scottsdale, AZ • 12 filings • 1 plans

8115 E Indian BendSuite 117Scottsdale, AZ 85250
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$1,227,608

2022 Contributions

$97,541

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,227,608$613,804$0201120162021YearValue
$1,227,608Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201120162021YearValue
5Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202210$0$0-
Osland Financial Group 401(K) Plan.-0$0--
202115$1,227,608$97,541$19,508iApproximate average salary by contribution assumption: employee only about $487,705 at 4% or $325,137 at 6%; with 50% employer match about $325,137 at 4% or $216,758 at 6%; with 100% employer match about $243,853 at 4% or $162,568 at 6%.
Osland Financial Group 401(K) Plan.-5$1,227,608$97,541$19,508iApproximate average salary by contribution assumption: employee only about $487,705 at 4% or $325,137 at 6%; with 50% employer match about $325,137 at 4% or $216,758 at 6%; with 100% employer match about $243,853 at 4% or $162,568 at 6%.
202016$963,903$92,781$15,464iApproximate average salary by contribution assumption: employee only about $386,588 at 4% or $257,725 at 6%; with 50% employer match about $257,725 at 4% or $171,817 at 6%; with 100% employer match about $193,294 at 4% or $128,863 at 6%.
Osland Financial Group 401(K) Plan.-6$963,903$92,781$15,464iApproximate average salary by contribution assumption: employee only about $386,588 at 4% or $257,725 at 6%; with 50% employer match about $257,725 at 4% or $171,817 at 6%; with 100% employer match about $193,294 at 4% or $128,863 at 6%.
201914$731,677$85,518$21,380iApproximate average salary by contribution assumption: employee only about $534,488 at 4% or $356,325 at 6%; with 50% employer match about $356,325 at 4% or $237,550 at 6%; with 100% employer match about $267,244 at 4% or $178,163 at 6%.
Osland Financial Group 401(K) Plan.-4$731,677$85,518$21,380iApproximate average salary by contribution assumption: employee only about $534,488 at 4% or $356,325 at 6%; with 50% employer match about $356,325 at 4% or $237,550 at 6%; with 100% employer match about $267,244 at 4% or $178,163 at 6%.
201813$513,743$78,500$26,167iApproximate average salary by contribution assumption: employee only about $654,167 at 4% or $436,111 at 6%; with 50% employer match about $436,111 at 4% or $290,741 at 6%; with 100% employer match about $327,083 at 4% or $218,056 at 6%.
Osland Financial Group 401(K) Plan.-3$513,743$78,500$26,167iApproximate average salary by contribution assumption: employee only about $654,167 at 4% or $436,111 at 6%; with 50% employer match about $436,111 at 4% or $290,741 at 6%; with 100% employer match about $327,083 at 4% or $218,056 at 6%.
201713$535,687$71,418$23,806iApproximate average salary by contribution assumption: employee only about $595,150 at 4% or $396,767 at 6%; with 50% employer match about $396,767 at 4% or $264,511 at 6%; with 100% employer match about $297,575 at 4% or $198,383 at 6%.
Osland Financial Group 401(K) Plan.-3$535,687$71,418$23,806iApproximate average salary by contribution assumption: employee only about $595,150 at 4% or $396,767 at 6%; with 50% employer match about $396,767 at 4% or $264,511 at 6%; with 100% employer match about $297,575 at 4% or $198,383 at 6%.
201615$409,916$76,783$15,357iApproximate average salary by contribution assumption: employee only about $383,915 at 4% or $255,943 at 6%; with 50% employer match about $255,943 at 4% or $170,629 at 6%; with 100% employer match about $191,958 at 4% or $127,972 at 6%.
Osland Financial Group 401(K) Plan.-5$409,916$76,783$15,357iApproximate average salary by contribution assumption: employee only about $383,915 at 4% or $255,943 at 6%; with 50% employer match about $255,943 at 4% or $170,629 at 6%; with 100% employer match about $191,958 at 4% or $127,972 at 6%.
201515$294,862$76,488$15,298iApproximate average salary by contribution assumption: employee only about $382,440 at 4% or $254,960 at 6%; with 50% employer match about $254,960 at 4% or $169,973 at 6%; with 100% employer match about $191,220 at 4% or $127,480 at 6%.
Osland Financial Group 401(K) Plan.-5$294,862$76,488$15,298iApproximate average salary by contribution assumption: employee only about $382,440 at 4% or $254,960 at 6%; with 50% employer match about $254,960 at 4% or $169,973 at 6%; with 100% employer match about $191,220 at 4% or $127,480 at 6%.
201416$275,515$73,053$12,176iApproximate average salary by contribution assumption: employee only about $304,388 at 4% or $202,925 at 6%; with 50% employer match about $202,925 at 4% or $135,283 at 6%; with 100% employer match about $152,194 at 4% or $101,463 at 6%.
Osland Financial Group 401(K) Plan.-6$275,515$73,053$12,176iApproximate average salary by contribution assumption: employee only about $304,388 at 4% or $202,925 at 6%; with 50% employer match about $202,925 at 4% or $135,283 at 6%; with 100% employer match about $152,194 at 4% or $101,463 at 6%.
201316$214,730$72,113$12,019iApproximate average salary by contribution assumption: employee only about $300,471 at 4% or $200,314 at 6%; with 50% employer match about $200,314 at 4% or $133,543 at 6%; with 100% employer match about $150,235 at 4% or $100,157 at 6%.
Osland Financial Group 401(K) Plan.-6$214,730$72,113$12,019iApproximate average salary by contribution assumption: employee only about $300,471 at 4% or $200,314 at 6%; with 50% employer match about $200,314 at 4% or $133,543 at 6%; with 100% employer match about $150,235 at 4% or $100,157 at 6%.
201215$123,456$63,627$12,725iApproximate average salary by contribution assumption: employee only about $318,135 at 4% or $212,090 at 6%; with 50% employer match about $212,090 at 4% or $141,393 at 6%; with 100% employer match about $159,068 at 4% or $106,045 at 6%.
Osland Financial Group 401(K) Plan.-5$123,456$63,627$12,725iApproximate average salary by contribution assumption: employee only about $318,135 at 4% or $212,090 at 6%; with 50% employer match about $212,090 at 4% or $141,393 at 6%; with 100% employer match about $159,068 at 4% or $106,045 at 6%.
201115$57,688$65,639$13,128iApproximate average salary by contribution assumption: employee only about $328,195 at 4% or $218,797 at 6%; with 50% employer match about $218,797 at 4% or $145,864 at 6%; with 100% employer match about $164,098 at 4% or $109,398 at 6%.
Osland Financial Group 401(K) Plan.-5$57,688$65,639$13,128iApproximate average salary by contribution assumption: employee only about $328,195 at 4% or $218,797 at 6%; with 50% employer match about $218,797 at 4% or $145,864 at 6%; with 100% employer match about $164,098 at 4% or $109,398 at 6%.