S.M. Osgood Company
Plan context: S.M. Osgood Company Employee Stock Ownership Plan and Trust
EIN 41-0879984 • Minnetrista, MN • 51 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$9,525,808
2024 Contributions
$843,264
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 | 2 | 21 | $9,525,808 | $843,264 | $40,155iApproximate average salary by contribution assumption: employee only about $1,003,886 at 4% or $669,257 at 6%; with 50% employer match about $669,257 at 4% or $446,171 at 6%; with 100% employer match about $501,943 at 4% or $334,629 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 21 | $5,032,729 | $300,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 21 | $4,493,079 | $543,264 | $25,870iApproximate average salary by contribution assumption: employee only about $646,743 at 4% or $431,162 at 6%; with 50% employer match about $431,162 at 4% or $287,441 at 6%; with 100% employer match about $323,371 at 4% or $215,581 at 6%. |
| 2023 | 2 | 21 | $8,815,075 | $916,574 | $43,646iApproximate average salary by contribution assumption: employee only about $1,091,160 at 4% or $727,440 at 6%; with 50% employer match about $727,440 at 4% or $484,960 at 6%; with 100% employer match about $545,580 at 4% or $363,720 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 21 | $5,199,362 | $578,156 | $27,531iApproximate average salary by contribution assumption: employee only about $688,281 at 4% or $458,854 at 6%; with 50% employer match about $458,854 at 4% or $305,903 at 6%; with 100% employer match about $344,140 at 4% or $229,427 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 21 | $3,615,713 | $338,418 | $16,115iApproximate average salary by contribution assumption: employee only about $402,879 at 4% or $268,586 at 6%; with 50% employer match about $268,586 at 4% or $179,057 at 6%; with 100% employer match about $201,439 at 4% or $134,293 at 6%. |
| 2022 | 2 | 26 | $8,895,308 | $945,647 | $36,371iApproximate average salary by contribution assumption: employee only about $909,276 at 4% or $606,184 at 6%; with 50% employer match about $606,184 at 4% or $404,123 at 6%; with 100% employer match about $454,638 at 4% or $303,092 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 22 | $5,655,074 | $270,000 | $12,273iApproximate average salary by contribution assumption: employee only about $306,818 at 4% or $204,545 at 6%; with 50% employer match about $204,545 at 4% or $136,364 at 6%; with 100% employer match about $153,409 at 4% or $102,273 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 26 | $3,240,234 | $675,647 | $25,986iApproximate average salary by contribution assumption: employee only about $649,661 at 4% or $433,107 at 6%; with 50% employer match about $433,107 at 4% or $288,738 at 6%; with 100% employer match about $324,830 at 4% or $216,554 at 6%. |
| 2021 | 2 | 23 | $8,669,553 | $815,815 | $35,470iApproximate average salary by contribution assumption: employee only about $886,755 at 4% or $591,170 at 6%; with 50% employer match about $591,170 at 4% or $394,114 at 6%; with 100% employer match about $443,378 at 4% or $295,585 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 16 | $6,373,426 | $375,000 | $23,438iApproximate average salary by contribution assumption: employee only about $585,938 at 4% or $390,625 at 6%; with 50% employer match about $390,625 at 4% or $260,417 at 6%; with 100% employer match about $292,969 at 4% or $195,313 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 23 | $2,296,127 | $440,815 | $19,166iApproximate average salary by contribution assumption: employee only about $479,147 at 4% or $319,431 at 6%; with 50% employer match about $319,431 at 4% or $212,954 at 6%; with 100% employer match about $239,573 at 4% or $159,716 at 6%. |
| 2020 | 2 | 19 | $8,125,233 | $603,657 | $31,771iApproximate average salary by contribution assumption: employee only about $794,286 at 4% or $529,524 at 6%; with 50% employer match about $529,524 at 4% or $353,016 at 6%; with 100% employer match about $397,143 at 4% or $264,762 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 15 | $5,185,058 | $360,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 19 | $2,940,175 | $243,657 | $12,824iApproximate average salary by contribution assumption: employee only about $320,601 at 4% or $213,734 at 6%; with 50% employer match about $213,734 at 4% or $142,489 at 6%; with 100% employer match about $160,301 at 4% or $106,867 at 6%. |
| 2019 | 2 | 18 | $6,807,291 | $444,294 | $24,683iApproximate average salary by contribution assumption: employee only about $617,075 at 4% or $411,383 at 6%; with 50% employer match about $411,383 at 4% or $274,256 at 6%; with 100% employer match about $308,538 at 4% or $205,692 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 12 | $4,331,833 | $290,000 | $24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 18 | $2,475,458 | $154,294 | $8,572iApproximate average salary by contribution assumption: employee only about $214,297 at 4% or $142,865 at 6%; with 50% employer match about $142,865 at 4% or $95,243 at 6%; with 100% employer match about $107,149 at 4% or $71,432 at 6%. |
| 2018 | 2 | 16 | $6,512,278 | $576,366 | $36,023iApproximate average salary by contribution assumption: employee only about $900,572 at 4% or $600,381 at 6%; with 50% employer match about $600,381 at 4% or $400,254 at 6%; with 100% employer match about $450,286 at 4% or $300,191 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 14 | $4,302,595 | $363,120 | $25,937iApproximate average salary by contribution assumption: employee only about $648,429 at 4% or $432,286 at 6%; with 50% employer match about $432,286 at 4% or $288,190 at 6%; with 100% employer match about $324,214 at 4% or $216,143 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 16 | $2,209,683 | $213,246 | $13,328iApproximate average salary by contribution assumption: employee only about $333,197 at 4% or $222,131 at 6%; with 50% employer match about $222,131 at 4% or $148,088 at 6%; with 100% employer match about $166,598 at 4% or $111,066 at 6%. |
| 2017 | 2 | 16 | $6,922,158 | $600,323 | $37,520iApproximate average salary by contribution assumption: employee only about $938,005 at 4% or $625,336 at 6%; with 50% employer match about $625,336 at 4% or $416,891 at 6%; with 100% employer match about $469,002 at 4% or $312,668 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 13 | $4,653,963 | $391,476 | $30,114iApproximate average salary by contribution assumption: employee only about $752,838 at 4% or $501,892 at 6%; with 50% employer match about $501,892 at 4% or $334,595 at 6%; with 100% employer match about $376,419 at 4% or $250,946 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 16 | $2,268,195 | $208,847 | $13,053iApproximate average salary by contribution assumption: employee only about $326,323 at 4% or $217,549 at 6%; with 50% employer match about $217,549 at 4% or $145,033 at 6%; with 100% employer match about $163,162 at 4% or $108,774 at 6%. |
| 2016 | 2 | 16 | $6,324,899 | $526,256 | $32,891iApproximate average salary by contribution assumption: employee only about $822,275 at 4% or $548,183 at 6%; with 50% employer match about $548,183 at 4% or $365,456 at 6%; with 100% employer match about $411,138 at 4% or $274,092 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 16 | $4,506,319 | $367,477 | $22,967iApproximate average salary by contribution assumption: employee only about $574,183 at 4% or $382,789 at 6%; with 50% employer match about $382,789 at 4% or $255,192 at 6%; with 100% employer match about $287,091 at 4% or $191,394 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 15 | $1,818,580 | $158,779 | $10,585iApproximate average salary by contribution assumption: employee only about $264,632 at 4% or $176,421 at 6%; with 50% employer match about $176,421 at 4% or $117,614 at 6%; with 100% employer match about $132,316 at 4% or $88,211 at 6%. |
| 2015 | 2 | 17 | $5,802,408 | $515,982 | $30,352iApproximate average salary by contribution assumption: employee only about $758,797 at 4% or $505,865 at 6%; with 50% employer match about $505,865 at 4% or $337,243 at 6%; with 100% employer match about $379,399 at 4% or $252,932 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 13 | $4,174,574 | $357,477 | $27,498iApproximate average salary by contribution assumption: employee only about $687,456 at 4% or $458,304 at 6%; with 50% employer match about $458,304 at 4% or $305,536 at 6%; with 100% employer match about $343,728 at 4% or $229,152 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 17 | $1,627,834 | $158,505 | $9,324iApproximate average salary by contribution assumption: employee only about $233,096 at 4% or $155,397 at 6%; with 50% employer match about $155,397 at 4% or $103,598 at 6%; with 100% employer match about $116,548 at 4% or $77,699 at 6%. |
| 2014 | 2 | 14 | $5,364,895 | $512,741 | $36,624iApproximate average salary by contribution assumption: employee only about $915,609 at 4% or $610,406 at 6%; with 50% employer match about $610,406 at 4% or $406,937 at 6%; with 100% employer match about $457,804 at 4% or $305,203 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 13 | $4,026,404 | $352,477 | $27,114iApproximate average salary by contribution assumption: employee only about $677,840 at 4% or $451,894 at 6%; with 50% employer match about $451,894 at 4% or $301,262 at 6%; with 100% employer match about $338,920 at 4% or $225,947 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 14 | $1,338,491 | $160,264 | $11,447iApproximate average salary by contribution assumption: employee only about $286,186 at 4% or $190,790 at 6%; with 50% employer match about $190,790 at 4% or $127,194 at 6%; with 100% employer match about $143,093 at 4% or $95,395 at 6%. |
| 2013 | 2 | 13 | $4,965,725 | $462,152 | $35,550iApproximate average salary by contribution assumption: employee only about $888,754 at 4% or $592,503 at 6%; with 50% employer match about $592,503 at 4% or $395,002 at 6%; with 100% employer match about $444,377 at 4% or $296,251 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 12 | $3,734,461 | $342,476 | $28,540iApproximate average salary by contribution assumption: employee only about $713,492 at 4% or $475,661 at 6%; with 50% employer match about $475,661 at 4% or $317,107 at 6%; with 100% employer match about $356,746 at 4% or $237,831 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 13 | $1,231,264 | $119,676 | $9,206iApproximate average salary by contribution assumption: employee only about $230,146 at 4% or $153,431 at 6%; with 50% employer match about $153,431 at 4% or $102,287 at 6%; with 100% employer match about $115,073 at 4% or $76,715 at 6%. |
| 2012 | 2 | 14 | $4,541,100 | $436,111 | $31,151iApproximate average salary by contribution assumption: employee only about $778,770 at 4% or $519,180 at 6%; with 50% employer match about $519,180 at 4% or $346,120 at 6%; with 100% employer match about $389,385 at 4% or $259,590 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 11 | $3,340,807 | $307,477 | $27,952iApproximate average salary by contribution assumption: employee only about $698,811 at 4% or $465,874 at 6%; with 50% employer match about $465,874 at 4% or $310,583 at 6%; with 100% employer match about $349,406 at 4% or $232,937 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 14 | $1,200,293 | $128,634 | $9,188iApproximate average salary by contribution assumption: employee only about $229,704 at 4% or $153,136 at 6%; with 50% employer match about $153,136 at 4% or $102,090 at 6%; with 100% employer match about $114,852 at 4% or $76,568 at 6%. |
| 2011 | 2 | 14 | $4,240,437 | $381,090 | $27,221iApproximate average salary by contribution assumption: employee only about $680,518 at 4% or $453,679 at 6%; with 50% employer match about $453,679 at 4% or $302,452 at 6%; with 100% employer match about $340,259 at 4% or $226,839 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 13 | $3,130,731 | $272,477 | $20,960iApproximate average salary by contribution assumption: employee only about $523,994 at 4% or $349,329 at 6%; with 50% employer match about $349,329 at 4% or $232,886 at 6%; with 100% employer match about $261,997 at 4% or $174,665 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 14 | $1,109,706 | $108,613 | $7,758iApproximate average salary by contribution assumption: employee only about $193,952 at 4% or $129,301 at 6%; with 50% employer match about $129,301 at 4% or $86,201 at 6%; with 100% employer match about $96,976 at 4% or $64,651 at 6%. |
| 2010 | 2 | 14 | $3,961,294 | $418,299 | $29,879iApproximate average salary by contribution assumption: employee only about $746,963 at 4% or $497,975 at 6%; with 50% employer match about $497,975 at 4% or $331,983 at 6%; with 100% employer match about $373,481 at 4% or $248,988 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 14 | $3,094,200 | $307,477 | $21,963iApproximate average salary by contribution assumption: employee only about $549,066 at 4% or $366,044 at 6%; with 50% employer match about $366,044 at 4% or $244,029 at 6%; with 100% employer match about $274,533 at 4% or $183,022 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 13 | $867,094 | $110,822 | $8,525iApproximate average salary by contribution assumption: employee only about $213,119 at 4% or $142,079 at 6%; with 50% employer match about $142,079 at 4% or $94,720 at 6%; with 100% employer match about $106,560 at 4% or $71,040 at 6%. |
| 2009 | 2 | 14 | $3,547,016 | $201,925 | $14,423iApproximate average salary by contribution assumption: employee only about $360,580 at 4% or $240,387 at 6%; with 50% employer match about $240,387 at 4% or $160,258 at 6%; with 100% employer match about $180,290 at 4% or $120,193 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 13 | $2,743,585 | $182,477 | $14,037iApproximate average salary by contribution assumption: employee only about $350,917 at 4% or $233,945 at 6%; with 50% employer match about $233,945 at 4% or $155,963 at 6%; with 100% employer match about $175,459 at 4% or $116,972 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 14 | $803,431 | $19,448 | $1,389iApproximate average salary by contribution assumption: employee only about $34,729 at 4% or $23,152 at 6%; with 50% employer match about $23,152 at 4% or $15,435 at 6%; with 100% employer match about $17,364 at 4% or $11,576 at 6%. |
| 2008 | 2 | 13 | $0 | $0 | - |
| S. M. Osgood Company 401(K) Plan | - | 13 | - | - | - |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 13 | - | - | - |
| 2007 | 2 | 17 | $0 | $0 | - |
| S. M. Osgood Company 401(K) Plan | - | 17 | - | - | - |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 16 | - | - | - |
| 2006 | 2 | 21 | $0 | $0 | - |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 14 | - | - | - |
| S. M. Osgood Company 401(K) Plan | - | 21 | - | - | - |
| 2005 | 2 | 17 | $3,658,664 | $598,154 | $35,186iApproximate average salary by contribution assumption: employee only about $879,638 at 4% or $586,425 at 6%; with 50% employer match about $586,425 at 4% or $390,950 at 6%; with 100% employer match about $439,819 at 4% or $293,213 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 13 | $3,314,308 | $262,231 | $20,172iApproximate average salary by contribution assumption: employee only about $504,290 at 4% or $336,194 at 6%; with 50% employer match about $336,194 at 4% or $224,129 at 6%; with 100% employer match about $252,145 at 4% or $168,097 at 6%. |
| S. M. Osgood Company 401(K) Plan | - | 17 | $344,356 | $335,923 | $19,760iApproximate average salary by contribution assumption: employee only about $494,004 at 4% or $329,336 at 6%; with 50% employer match about $329,336 at 4% or $219,558 at 6%; with 100% employer match about $247,002 at 4% or $164,668 at 6%. |
| 2004 | 2 | 12 | $3,069,719 | $239,231 | $19,936iApproximate average salary by contribution assumption: employee only about $498,398 at 4% or $332,265 at 6%; with 50% employer match about $332,265 at 4% or $221,510 at 6%; with 100% employer match about $249,199 at 4% or $166,133 at 6%. |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 12 | $3,069,719 | $239,231 | $19,936iApproximate average salary by contribution assumption: employee only about $498,398 at 4% or $332,265 at 6%; with 50% employer match about $332,265 at 4% or $221,510 at 6%; with 100% employer match about $249,199 at 4% or $166,133 at 6%. |
| S.M. Osgood Company Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 2 | 13 | $0 | $0 | - |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 12 | - | - | - |
| S.M. Osgood Company Profit Sharing Plan | - | 13 | - | - | - |
| 2002 | 2 | 15 | $0 | $0 | - |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 14 | - | - | - |
| S.M. Osgood Company Profit Sharing Plan | - | 15 | - | - | - |
| 2001 | 2 | 16 | $0 | $0 | - |
| S.M. Osgood Company Profit Sharing Plan | - | 14 | - | - | - |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 16 | - | - | - |
| 2000 | 2 | 16 | $0 | $0 | - |
| S.M. Osgood Company Profit Sharing Plan | - | 16 | - | - | - |
| S.M. Osgood Company Employee Stock Ownership Plan and Trust | - | 15 | - | - | - |
| 1999 | 1 | 16 | $2,422,942 | $0 | - |
| S.M. Osgood Company Profit Sharing Plan | - | 16 | $2,422,942 | - | - |