Civic Intelligence

Osborne Capital Group LLC

Plan context: Osborne Capital Group 401(K) Plan

EIN 43-1870121 • Chesterfield, MO • 28 filings • 3 plans

16141 Swingley Ridge Road,Suite 302Chesterfield, MO 63017
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,405,227

2024 Contributions

$193,760

Historical Graphs

Total Assets Over Time

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

$3,148,782$1,574,391$0201420192024YearValue
$1,405,227Latest year 2024

Participants Over Time

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

530201420192024YearValue
5Latest year 2024

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
202415$1,405,227$193,760$38,752iApproximate average salary by contribution assumption: employee only about $968,800 at 4% or $645,867 at 6%; with 50% employer match about $645,867 at 4% or $430,578 at 6%; with 100% employer match about $484,400 at 4% or $322,933 at 6%.
Osborne Capital Group 401(K) Plan-5$1,405,227$193,760$38,752iApproximate average salary by contribution assumption: employee only about $968,800 at 4% or $645,867 at 6%; with 50% employer match about $645,867 at 4% or $430,578 at 6%; with 100% employer match about $484,400 at 4% or $322,933 at 6%.
202335$1,136,976$257,019$51,404iApproximate average salary by contribution assumption: employee only about $1,285,095 at 4% or $856,730 at 6%; with 50% employer match about $856,730 at 4% or $571,153 at 6%; with 100% employer match about $642,548 at 4% or $428,365 at 6%.
Osborne Capital Group 401(K) Plan-5$1,110,696$191,175$38,235iApproximate average salary by contribution assumption: employee only about $955,875 at 4% or $637,250 at 6%; with 50% employer match about $637,250 at 4% or $424,833 at 6%; with 100% employer match about $477,938 at 4% or $318,625 at 6%.
OSBORNE CAPITAL GROUP MCF BENEFIT PLAN-3$26,280$65,844$21,948iApproximate average salary by contribution assumption: employee only about $548,700 at 4% or $365,800 at 6%; with 50% employer match about $365,800 at 4% or $243,867 at 6%; with 100% employer match about $274,350 at 4% or $182,900 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-0$0$0-
202234$3,124,259$527,046$131,762iApproximate average salary by contribution assumption: employee only about $3,294,038 at 4% or $2,196,025 at 6%; with 50% employer match about $2,196,025 at 4% or $1,464,017 at 6%; with 100% employer match about $1,647,019 at 4% or $1,098,013 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-4$2,293,914$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Osborne Capital Group 401(K) Plan-4$810,062$163,274$40,819iApproximate average salary by contribution assumption: employee only about $1,020,463 at 4% or $680,308 at 6%; with 50% employer match about $680,308 at 4% or $453,539 at 6%; with 100% employer match about $510,231 at 4% or $340,154 at 6%.
OSBORNE CAPITAL GROUP MCF BENEFIT PLAN-3$20,283$63,772$21,257iApproximate average salary by contribution assumption: employee only about $531,433 at 4% or $354,289 at 6%; with 50% employer match about $354,289 at 4% or $236,193 at 6%; with 100% employer match about $265,717 at 4% or $177,144 at 6%.
202134$3,148,782$364,721$91,180iApproximate average salary by contribution assumption: employee only about $2,279,506 at 4% or $1,519,671 at 6%; with 50% employer match about $1,519,671 at 4% or $1,013,114 at 6%; with 100% employer match about $1,139,753 at 4% or $759,835 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-4$2,332,228$242,754$60,689iApproximate average salary by contribution assumption: employee only about $1,517,213 at 4% or $1,011,475 at 6%; with 50% employer match about $1,011,475 at 4% or $674,317 at 6%; with 100% employer match about $758,606 at 4% or $505,738 at 6%.
Osborne Capital Group 401(K) Plan-4$797,717$84,156$21,039iApproximate average salary by contribution assumption: employee only about $525,975 at 4% or $350,650 at 6%; with 50% employer match about $350,650 at 4% or $233,767 at 6%; with 100% employer match about $262,988 at 4% or $175,325 at 6%.
OSBORNE CAPITAL GROUP MCF BENEFIT PLAN-3$18,837$37,811$12,604iApproximate average salary by contribution assumption: employee only about $315,092 at 4% or $210,061 at 6%; with 50% employer match about $210,061 at 4% or $140,041 at 6%; with 100% employer match about $157,546 at 4% or $105,031 at 6%.
202034$2,602,480$360,114$90,029iApproximate average salary by contribution assumption: employee only about $2,250,713 at 4% or $1,500,475 at 6%; with 50% employer match about $1,500,475 at 4% or $1,000,317 at 6%; with 100% employer match about $1,125,356 at 4% or $750,238 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-4$1,941,470$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Osborne Capital Group 401(K) Plan-4$645,967$83,809$20,952iApproximate average salary by contribution assumption: employee only about $523,806 at 4% or $349,204 at 6%; with 50% employer match about $349,204 at 4% or $232,803 at 6%; with 100% employer match about $261,903 at 4% or $174,602 at 6%.
OSBORNE CAPITAL GROUP MCF BENEFIT PLAN-2$15,043$26,305$13,153iApproximate average salary by contribution assumption: employee only about $328,813 at 4% or $219,208 at 6%; with 50% employer match about $219,208 at 4% or $146,139 at 6%; with 100% employer match about $164,406 at 4% or $109,604 at 6%.
201935$1,997,172$506,335$101,267iApproximate average salary by contribution assumption: employee only about $2,531,675 at 4% or $1,687,783 at 6%; with 50% employer match about $1,687,783 at 4% or $1,125,189 at 6%; with 100% employer match about $1,265,838 at 4% or $843,892 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-5$1,501,425$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Osborne Capital Group 401(K) Plan-4$484,288$76,674$19,169iApproximate average salary by contribution assumption: employee only about $479,213 at 4% or $319,475 at 6%; with 50% employer match about $319,475 at 4% or $212,983 at 6%; with 100% employer match about $239,606 at 4% or $159,738 at 6%.
OSBORNE CAPITAL GROUP MCF BENEFIT PLAN-3$11,459$29,661$9,887iApproximate average salary by contribution assumption: employee only about $247,175 at 4% or $164,783 at 6%; with 50% employer match about $164,783 at 4% or $109,856 at 6%; with 100% employer match about $123,588 at 4% or $82,392 at 6%.
201835$1,306,149$86,038$17,208iApproximate average salary by contribution assumption: employee only about $430,190 at 4% or $286,793 at 6%; with 50% employer match about $286,793 at 4% or $191,196 at 6%; with 100% employer match about $215,095 at 4% or $143,397 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-5$953,329$0-
Osborne Capital Group 401(K) Plan-3$345,065$59,540$19,847iApproximate average salary by contribution assumption: employee only about $496,167 at 4% or $330,778 at 6%; with 50% employer match about $330,778 at 4% or $220,519 at 6%; with 100% employer match about $248,083 at 4% or $165,389 at 6%.
OSBORNE CAPITAL GROUP MCF BENEFIT PLAN-3$7,755$26,498$8,833iApproximate average salary by contribution assumption: employee only about $220,817 at 4% or $147,211 at 6%; with 50% employer match about $147,211 at 4% or $98,141 at 6%; with 100% employer match about $110,408 at 4% or $73,606 at 6%.
201735$1,344,892$403,163$80,633iApproximate average salary by contribution assumption: employee only about $2,015,815 at 4% or $1,343,877 at 6%; with 50% employer match about $1,343,877 at 4% or $895,918 at 6%; with 100% employer match about $1,007,908 at 4% or $671,938 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-5$1,016,180$290,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Osborne Capital Group 401(K) Plan-4$324,285$101,684$25,421iApproximate average salary by contribution assumption: employee only about $635,525 at 4% or $423,683 at 6%; with 50% employer match about $423,683 at 4% or $282,456 at 6%; with 100% employer match about $317,763 at 4% or $211,842 at 6%.
OSBORNE CAPITAL GROUP MCF BENEFIT PLAN-3$4,427$11,479$3,826iApproximate average salary by contribution assumption: employee only about $95,658 at 4% or $63,772 at 6%; with 50% employer match about $63,772 at 4% or $42,515 at 6%; with 100% employer match about $47,829 at 4% or $31,886 at 6%.
201624$858,486$414,617$103,654iApproximate average salary by contribution assumption: employee only about $2,591,356 at 4% or $1,727,571 at 6%; with 50% employer match about $1,727,571 at 4% or $1,151,714 at 6%; with 100% employer match about $1,295,678 at 4% or $863,785 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-4$661,465$330,780$82,695iApproximate average salary by contribution assumption: employee only about $2,067,375 at 4% or $1,378,250 at 6%; with 50% employer match about $1,378,250 at 4% or $918,833 at 6%; with 100% employer match about $1,033,688 at 4% or $689,125 at 6%.
Osborne Capital Group 401(K) Plan-3$197,021$83,837$27,946iApproximate average salary by contribution assumption: employee only about $698,642 at 4% or $465,761 at 6%; with 50% employer match about $465,761 at 4% or $310,507 at 6%; with 100% employer match about $349,321 at 4% or $232,881 at 6%.
201523$418,267$227,226$75,742iApproximate average salary by contribution assumption: employee only about $1,893,550 at 4% or $1,262,367 at 6%; with 50% employer match about $1,262,367 at 4% or $841,578 at 6%; with 100% employer match about $946,775 at 4% or $631,183 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-3$312,146$162,806$54,269iApproximate average salary by contribution assumption: employee only about $1,356,717 at 4% or $904,478 at 6%; with 50% employer match about $904,478 at 4% or $602,985 at 6%; with 100% employer match about $678,358 at 4% or $452,239 at 6%.
Osborne Capital Group 401(K) Plan-3$106,121$64,420$21,473iApproximate average salary by contribution assumption: employee only about $536,833 at 4% or $357,889 at 6%; with 50% employer match about $357,889 at 4% or $238,593 at 6%; with 100% employer match about $268,417 at 4% or $178,944 at 6%.
201422$204,000$204,000$102,000iApproximate average salary by contribution assumption: employee only about $2,550,000 at 4% or $1,700,000 at 6%; with 50% employer match about $1,700,000 at 4% or $1,133,333 at 6%; with 100% employer match about $1,275,000 at 4% or $850,000 at 6%.
OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN-2$161,800$161,800$80,900iApproximate average salary by contribution assumption: employee only about $2,022,500 at 4% or $1,348,333 at 6%; with 50% employer match about $1,348,333 at 4% or $898,889 at 6%; with 100% employer match about $1,011,250 at 4% or $674,167 at 6%.
Osborne Capital Group 401(K) Plan-2$42,200$42,200$21,100iApproximate average salary by contribution assumption: employee only about $527,500 at 4% or $351,667 at 6%; with 50% employer match about $351,667 at 4% or $234,444 at 6%; with 100% employer match about $263,750 at 4% or $175,833 at 6%.