Civic Intelligence

Osborne & Nesbitt LLP

Plan context: OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN

EIN 33-0742591 • San Diego, CA • 34 filings • 8 plans

101 W. Broadway, Suite 1330San Diego, CA 92101
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$5,709,648

2023 Contributions

$135,000

Historical Graphs

Total Assets Over Time

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

$6,165,773$3,082,887$0200220122022YearValue
$5,709,648Latest year 2022

Participants Over Time

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

840200220122022YearValue
5Latest year 2022

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
202310$0$0-
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-0$0$0-
202215$5,709,648$135,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-5$5,709,648$135,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
202115$6,165,773$32,200$6,440iApproximate average salary by contribution assumption: employee only about $161,000 at 4% or $107,333 at 6%; with 50% employer match about $107,333 at 4% or $71,556 at 6%; with 100% employer match about $80,500 at 4% or $53,667 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-5$6,165,773$32,200$6,440iApproximate average salary by contribution assumption: employee only about $161,000 at 4% or $107,333 at 6%; with 50% employer match about $107,333 at 4% or $71,556 at 6%; with 100% employer match about $80,500 at 4% or $53,667 at 6%.
202015$5,514,202$1,749,746$349,949iApproximate average salary by contribution assumption: employee only about $8,748,730 at 4% or $5,832,487 at 6%; with 50% employer match about $5,832,487 at 4% or $3,888,324 at 6%; with 100% employer match about $4,374,365 at 4% or $2,916,243 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-5$5,514,202$1,749,746$349,949iApproximate average salary by contribution assumption: employee only about $8,748,730 at 4% or $5,832,487 at 6%; with 50% employer match about $5,832,487 at 4% or $3,888,324 at 6%; with 100% employer match about $4,374,365 at 4% or $2,916,243 at 6%.
201927$3,768,349$1,769,260$252,751iApproximate average salary by contribution assumption: employee only about $6,318,786 at 4% or $4,212,524 at 6%; with 50% employer match about $4,212,524 at 4% or $2,808,349 at 6%; with 100% employer match about $3,159,393 at 4% or $2,106,262 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-7$3,768,349$1,752,455$250,351iApproximate average salary by contribution assumption: employee only about $6,258,768 at 4% or $4,172,512 at 6%; with 50% employer match about $4,172,512 at 4% or $2,781,675 at 6%; with 100% employer match about $3,129,384 at 4% or $2,086,256 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-0$0$16,805-
201827$4,802,223$56,551$8,079iApproximate average salary by contribution assumption: employee only about $201,968 at 4% or $134,645 at 6%; with 50% employer match about $134,645 at 4% or $89,763 at 6%; with 100% employer match about $100,984 at 4% or $67,323 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-4$3,120,705$24,317$6,079iApproximate average salary by contribution assumption: employee only about $151,981 at 4% or $101,321 at 6%; with 50% employer match about $101,321 at 4% or $67,547 at 6%; with 100% employer match about $75,991 at 4% or $50,660 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-7$1,681,518$32,234$4,605iApproximate average salary by contribution assumption: employee only about $115,121 at 4% or $76,748 at 6%; with 50% employer match about $76,748 at 4% or $51,165 at 6%; with 100% employer match about $57,561 at 4% or $38,374 at 6%.
201727$4,987,230$13,828$1,975iApproximate average salary by contribution assumption: employee only about $49,386 at 4% or $32,924 at 6%; with 50% employer match about $32,924 at 4% or $21,949 at 6%; with 100% employer match about $24,693 at 4% or $16,462 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-4$3,240,270--
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-7$1,746,960$13,828$1,975iApproximate average salary by contribution assumption: employee only about $49,386 at 4% or $32,924 at 6%; with 50% employer match about $32,924 at 4% or $21,949 at 6%; with 100% employer match about $24,693 at 4% or $16,462 at 6%.
201627$4,561,779$621,566$88,795iApproximate average salary by contribution assumption: employee only about $2,219,879 at 4% or $1,479,919 at 6%; with 50% employer match about $1,479,919 at 4% or $986,613 at 6%; with 100% employer match about $1,109,939 at 4% or $739,960 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-3$2,974,194$539,794$179,931iApproximate average salary by contribution assumption: employee only about $4,498,283 at 4% or $2,998,856 at 6%; with 50% employer match about $2,998,856 at 4% or $1,999,237 at 6%; with 100% employer match about $2,249,142 at 4% or $1,499,428 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-7$1,587,585$81,772$11,682iApproximate average salary by contribution assumption: employee only about $292,043 at 4% or $194,695 at 6%; with 50% employer match about $194,695 at 4% or $129,797 at 6%; with 100% employer match about $146,021 at 4% or $97,348 at 6%.
201527$3,681,236$332,865$47,552iApproximate average salary by contribution assumption: employee only about $1,188,804 at 4% or $792,536 at 6%; with 50% employer match about $792,536 at 4% or $528,357 at 6%; with 100% employer match about $594,402 at 4% or $396,268 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-4$2,281,501$250,074$62,519iApproximate average salary by contribution assumption: employee only about $1,562,963 at 4% or $1,041,975 at 6%; with 50% employer match about $1,041,975 at 4% or $694,650 at 6%; with 100% employer match about $781,481 at 4% or $520,988 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-7$1,399,735$82,791$11,827iApproximate average salary by contribution assumption: employee only about $295,682 at 4% or $197,121 at 6%; with 50% employer match about $197,121 at 4% or $131,414 at 6%; with 100% employer match about $147,841 at 4% or $98,561 at 6%.
201427$3,420,895$317,828$45,404iApproximate average salary by contribution assumption: employee only about $1,135,100 at 4% or $756,733 at 6%; with 50% employer match about $756,733 at 4% or $504,489 at 6%; with 100% employer match about $567,550 at 4% or $378,367 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-5$2,068,547$231,573$46,315iApproximate average salary by contribution assumption: employee only about $1,157,865 at 4% or $771,910 at 6%; with 50% employer match about $771,910 at 4% or $514,607 at 6%; with 100% employer match about $578,933 at 4% or $385,955 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-7$1,352,348$86,255$12,322iApproximate average salary by contribution assumption: employee only about $308,054 at 4% or $205,369 at 6%; with 50% employer match about $205,369 at 4% or $136,913 at 6%; with 100% employer match about $154,027 at 4% or $102,685 at 6%.
201328$2,944,817$349,942$43,743iApproximate average salary by contribution assumption: employee only about $1,093,569 at 4% or $729,046 at 6%; with 50% employer match about $729,046 at 4% or $486,031 at 6%; with 100% employer match about $546,784 at 4% or $364,523 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-5$1,762,676$247,974$49,595iApproximate average salary by contribution assumption: employee only about $1,239,870 at 4% or $826,580 at 6%; with 50% employer match about $826,580 at 4% or $551,053 at 6%; with 100% employer match about $619,935 at 4% or $413,290 at 6%.
OSBORNE & NESBITT LLP 401(K) PROFIT SHARING PLAN-8$1,182,141$101,968$12,746iApproximate average salary by contribution assumption: employee only about $318,650 at 4% or $212,433 at 6%; with 50% employer match about $212,433 at 4% or $141,622 at 6%; with 100% employer match about $159,325 at 4% or $106,217 at 6%.
201227$2,402,207$326,287$46,612iApproximate average salary by contribution assumption: employee only about $1,165,311 at 4% or $776,874 at 6%; with 50% employer match about $776,874 at 4% or $517,916 at 6%; with 100% employer match about $582,655 at 4% or $388,437 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-3$1,379,038$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN-7$1,023,169$76,287$10,898iApproximate average salary by contribution assumption: employee only about $272,454 at 4% or $181,636 at 6%; with 50% employer match about $181,636 at 4% or $121,090 at 6%; with 100% employer match about $136,227 at 4% or $90,818 at 6%.
201127$1,866,629$209,235$29,891iApproximate average salary by contribution assumption: employee only about $747,268 at 4% or $498,179 at 6%; with 50% employer match about $498,179 at 4% or $332,119 at 6%; with 100% employer match about $373,634 at 4% or $249,089 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-4$1,023,062$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN-7$843,567$59,235$8,462iApproximate average salary by contribution assumption: employee only about $211,554 at 4% or $141,036 at 6%; with 50% employer match about $141,036 at 4% or $94,024 at 6%; with 100% employer match about $105,777 at 4% or $70,518 at 6%.
201027$1,629,480$500,584$71,512iApproximate average salary by contribution assumption: employee only about $1,787,800 at 4% or $1,191,867 at 6%; with 50% employer match about $1,191,867 at 4% or $794,578 at 6%; with 100% employer match about $893,900 at 4% or $595,933 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-4$845,644$401,677$100,419iApproximate average salary by contribution assumption: employee only about $2,510,481 at 4% or $1,673,654 at 6%; with 50% employer match about $1,673,654 at 4% or $1,115,769 at 6%; with 100% employer match about $1,255,241 at 4% or $836,827 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN-7$783,836$98,907$14,130iApproximate average salary by contribution assumption: employee only about $353,239 at 4% or $235,493 at 6%; with 50% employer match about $235,493 at 4% or $156,995 at 6%; with 100% employer match about $176,620 at 4% or $117,746 at 6%.
200923$1,041,552$265,460$88,487iApproximate average salary by contribution assumption: employee only about $2,212,167 at 4% or $1,474,778 at 6%; with 50% employer match about $1,474,778 at 4% or $983,185 at 6%; with 100% employer match about $1,106,083 at 4% or $737,389 at 6%.
OSBORNE AND NESBITT LLP 401K PROFIT SHARING PLAN-3$628,516$88,145$29,382iApproximate average salary by contribution assumption: employee only about $734,542 at 4% or $489,694 at 6%; with 50% employer match about $489,694 at 4% or $326,463 at 6%; with 100% employer match about $367,271 at 4% or $244,847 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-2$413,036$177,315$88,658iApproximate average salary by contribution assumption: employee only about $2,216,438 at 4% or $1,477,625 at 6%; with 50% employer match about $1,477,625 at 4% or $985,083 at 6%; with 100% employer match about $1,108,219 at 4% or $738,813 at 6%.
200824$652,422$288,960$72,240iApproximate average salary by contribution assumption: employee only about $1,806,000 at 4% or $1,204,000 at 6%; with 50% employer match about $1,204,000 at 4% or $802,667 at 6%; with 100% employer match about $903,000 at 4% or $602,000 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN & TRUST-4$435,462$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Osborne & Nesbitt LLP Defined Benefit Plan-2$216,960$216,960$108,480iApproximate average salary by contribution assumption: employee only about $2,712,000 at 4% or $1,808,000 at 6%; with 50% employer match about $1,808,000 at 4% or $1,205,333 at 6%; with 100% employer match about $1,356,000 at 4% or $904,000 at 6%.
200713$226,904$64,294$21,431iApproximate average salary by contribution assumption: employee only about $535,783 at 4% or $357,189 at 6%; with 50% employer match about $357,189 at 4% or $238,126 at 6%; with 100% employer match about $267,892 at 4% or $178,594 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN & TRUST-3$226,904$64,294$21,431iApproximate average salary by contribution assumption: employee only about $535,783 at 4% or $357,189 at 6%; with 50% employer match about $357,189 at 4% or $238,126 at 6%; with 100% employer match about $267,892 at 4% or $178,594 at 6%.
200613$385,835$83,071$27,690iApproximate average salary by contribution assumption: employee only about $692,258 at 4% or $461,506 at 6%; with 50% employer match about $461,506 at 4% or $307,670 at 6%; with 100% employer match about $346,129 at 4% or $230,753 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN & TRUST-3$385,835$83,071$27,690iApproximate average salary by contribution assumption: employee only about $692,258 at 4% or $461,506 at 6%; with 50% employer match about $461,506 at 4% or $307,670 at 6%; with 100% employer match about $346,129 at 4% or $230,753 at 6%.
200515$294,172$93,020$18,604iApproximate average salary by contribution assumption: employee only about $465,100 at 4% or $310,067 at 6%; with 50% employer match about $310,067 at 4% or $206,711 at 6%; with 100% employer match about $232,550 at 4% or $155,033 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN & TRUST-5$294,172$93,020$18,604iApproximate average salary by contribution assumption: employee only about $465,100 at 4% or $310,067 at 6%; with 50% employer match about $310,067 at 4% or $206,711 at 6%; with 100% employer match about $232,550 at 4% or $155,033 at 6%.
200416$187,850$94,623$15,771iApproximate average salary by contribution assumption: employee only about $394,263 at 4% or $262,842 at 6%; with 50% employer match about $262,842 at 4% or $175,228 at 6%; with 100% employer match about $197,131 at 4% or $131,421 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN & TRUST-6$187,850$94,623$15,771iApproximate average salary by contribution assumption: employee only about $394,263 at 4% or $262,842 at 6%; with 50% employer match about $262,842 at 4% or $175,228 at 6%; with 100% employer match about $197,131 at 4% or $131,421 at 6%.
200317$76,621$49,297$7,042iApproximate average salary by contribution assumption: employee only about $176,061 at 4% or $117,374 at 6%; with 50% employer match about $117,374 at 4% or $78,249 at 6%; with 100% employer match about $88,030 at 4% or $58,687 at 6%.
OSBORNE && NESBITT LLP 401K PROFIT SHARING PLAN && TRUST-7$76,621$49,297$7,042iApproximate average salary by contribution assumption: employee only about $176,061 at 4% or $117,374 at 6%; with 50% employer match about $117,374 at 4% or $78,249 at 6%; with 100% employer match about $88,030 at 4% or $58,687 at 6%.
200216$16,039$17,520$2,920iApproximate average salary by contribution assumption: employee only about $73,000 at 4% or $48,667 at 6%; with 50% employer match about $48,667 at 4% or $32,444 at 6%; with 100% employer match about $36,500 at 4% or $24,333 at 6%.
OSBORNE & NESBITT LLP 401K PROFIT SHARING PLAN & TRUST-6$16,039$17,520$2,920iApproximate average salary by contribution assumption: employee only about $73,000 at 4% or $48,667 at 6%; with 50% employer match about $48,667 at 4% or $32,444 at 6%; with 100% employer match about $36,500 at 4% or $24,333 at 6%.