Osborn & Associates LLC
Plan context: Osborn & Associates LLC 401(K) Plan
EIN 38-3639000 • Grand Rapids, MI • 10 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$3,143,933
2024 Contributions
$137,177
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $3,143,933 | $137,177 | $9,798iApproximate average salary by contribution assumption: employee only about $244,959 at 4% or $163,306 at 6%; with 50% employer match about $163,306 at 4% or $108,871 at 6%; with 100% employer match about $122,479 at 4% or $81,653 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 14 | $3,143,933 | $137,177 | $9,798iApproximate average salary by contribution assumption: employee only about $244,959 at 4% or $163,306 at 6%; with 50% employer match about $163,306 at 4% or $108,871 at 6%; with 100% employer match about $122,479 at 4% or $81,653 at 6%. |
| 2023 | 1 | 15 | $2,644,533 | $228,573 | $15,238iApproximate average salary by contribution assumption: employee only about $380,955 at 4% or $253,970 at 6%; with 50% employer match about $253,970 at 4% or $169,313 at 6%; with 100% employer match about $190,478 at 4% or $126,985 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 15 | $2,644,533 | $228,573 | $15,238iApproximate average salary by contribution assumption: employee only about $380,955 at 4% or $253,970 at 6%; with 50% employer match about $253,970 at 4% or $169,313 at 6%; with 100% employer match about $190,478 at 4% or $126,985 at 6%. |
| 2022 | 1 | 12 | $1,977,580 | $43,560 | $3,630iApproximate average salary by contribution assumption: employee only about $90,750 at 4% or $60,500 at 6%; with 50% employer match about $60,500 at 4% or $40,333 at 6%; with 100% employer match about $45,375 at 4% or $30,250 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 12 | $1,977,580 | $43,560 | $3,630iApproximate average salary by contribution assumption: employee only about $90,750 at 4% or $60,500 at 6%; with 50% employer match about $60,500 at 4% or $40,333 at 6%; with 100% employer match about $45,375 at 4% or $30,250 at 6%. |
| 2014 | 1 | 0 | $0 | $35,590 | - |
| Osborn & Associates LLC 401(K) Plan | - | 0 | $0 | $35,590 | - |
| 2013 | 1 | 4 | $544,784 | $62,738 | $15,685iApproximate average salary by contribution assumption: employee only about $392,113 at 4% or $261,408 at 6%; with 50% employer match about $261,408 at 4% or $174,272 at 6%; with 100% employer match about $196,056 at 4% or $130,704 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 4 | $544,784 | $62,738 | $15,685iApproximate average salary by contribution assumption: employee only about $392,113 at 4% or $261,408 at 6%; with 50% employer match about $261,408 at 4% or $174,272 at 6%; with 100% employer match about $196,056 at 4% or $130,704 at 6%. |
| 2012 | 1 | 4 | $406,419 | $60,067 | $15,017iApproximate average salary by contribution assumption: employee only about $375,419 at 4% or $250,279 at 6%; with 50% employer match about $250,279 at 4% or $166,853 at 6%; with 100% employer match about $187,709 at 4% or $125,140 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 4 | $406,419 | $60,067 | $15,017iApproximate average salary by contribution assumption: employee only about $375,419 at 4% or $250,279 at 6%; with 50% employer match about $250,279 at 4% or $166,853 at 6%; with 100% employer match about $187,709 at 4% or $125,140 at 6%. |
| 2011 | 1 | 5 | $342,135 | $62,212 | $12,442iApproximate average salary by contribution assumption: employee only about $311,060 at 4% or $207,373 at 6%; with 50% employer match about $207,373 at 4% or $138,249 at 6%; with 100% employer match about $155,530 at 4% or $103,687 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 5 | $342,135 | $62,212 | $12,442iApproximate average salary by contribution assumption: employee only about $311,060 at 4% or $207,373 at 6%; with 50% employer match about $207,373 at 4% or $138,249 at 6%; with 100% employer match about $155,530 at 4% or $103,687 at 6%. |
| 2010 | 1 | 6 | $293,155 | $57,758 | $9,626iApproximate average salary by contribution assumption: employee only about $240,658 at 4% or $160,439 at 6%; with 50% employer match about $160,439 at 4% or $106,959 at 6%; with 100% employer match about $120,329 at 4% or $80,219 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 6 | $293,155 | $57,758 | $9,626iApproximate average salary by contribution assumption: employee only about $240,658 at 4% or $160,439 at 6%; with 50% employer match about $160,439 at 4% or $106,959 at 6%; with 100% employer match about $120,329 at 4% or $80,219 at 6%. |
| 2009 | 1 | 5 | $214,496 | $65,136 | $13,027iApproximate average salary by contribution assumption: employee only about $325,680 at 4% or $217,120 at 6%; with 50% employer match about $217,120 at 4% or $144,747 at 6%; with 100% employer match about $162,840 at 4% or $108,560 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 5 | $214,496 | $65,136 | $13,027iApproximate average salary by contribution assumption: employee only about $325,680 at 4% or $217,120 at 6%; with 50% employer match about $217,120 at 4% or $144,747 at 6%; with 100% employer match about $162,840 at 4% or $108,560 at 6%. |
| 2008 | 1 | 5 | $116,097 | $151,144 | $30,229iApproximate average salary by contribution assumption: employee only about $755,720 at 4% or $503,813 at 6%; with 50% employer match about $503,813 at 4% or $335,876 at 6%; with 100% employer match about $377,860 at 4% or $251,907 at 6%. |
| Osborn & Associates LLC 401(K) Plan | - | 5 | $116,097 | $151,144 | $30,229iApproximate average salary by contribution assumption: employee only about $755,720 at 4% or $503,813 at 6%; with 50% employer match about $503,813 at 4% or $335,876 at 6%; with 100% employer match about $377,860 at 4% or $251,907 at 6%. |