Osteen Brothers Inc
Plan context: Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust
EIN 59-1366875 • Micanopy, FL • 23 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
30
2025 Assets
$1,017,789
2025 Contributions
$209,413
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 30 | $1,017,789 | $209,413 | $6,980iApproximate average salary by contribution assumption: employee only about $174,511 at 4% or $116,341 at 6%; with 50% employer match about $116,341 at 4% or $77,560 at 6%; with 100% employer match about $87,255 at 4% or $58,170 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 30 | $1,017,789 | $209,413 | $6,980iApproximate average salary by contribution assumption: employee only about $174,511 at 4% or $116,341 at 6%; with 50% employer match about $116,341 at 4% or $77,560 at 6%; with 100% employer match about $87,255 at 4% or $58,170 at 6%. |
| 2024 | 1 | 28 | $729,924 | $157,224 | $5,615iApproximate average salary by contribution assumption: employee only about $140,379 at 4% or $93,586 at 6%; with 50% employer match about $93,586 at 4% or $62,390 at 6%; with 100% employer match about $70,189 at 4% or $46,793 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 28 | $729,924 | $157,224 | $5,615iApproximate average salary by contribution assumption: employee only about $140,379 at 4% or $93,586 at 6%; with 50% employer match about $93,586 at 4% or $62,390 at 6%; with 100% employer match about $70,189 at 4% or $46,793 at 6%. |
| 2023 | 1 | 19 | $519,903 | $38,601 | $2,032iApproximate average salary by contribution assumption: employee only about $50,791 at 4% or $33,861 at 6%; with 50% employer match about $33,861 at 4% or $22,574 at 6%; with 100% employer match about $25,395 at 4% or $16,930 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 19 | $519,903 | $38,601 | $2,032iApproximate average salary by contribution assumption: employee only about $50,791 at 4% or $33,861 at 6%; with 50% employer match about $33,861 at 4% or $22,574 at 6%; with 100% employer match about $25,395 at 4% or $16,930 at 6%. |
| 2022 | 1 | 19 | $432,599 | $42,896 | $2,258iApproximate average salary by contribution assumption: employee only about $56,442 at 4% or $37,628 at 6%; with 50% employer match about $37,628 at 4% or $25,085 at 6%; with 100% employer match about $28,221 at 4% or $18,814 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 19 | $432,599 | $42,896 | $2,258iApproximate average salary by contribution assumption: employee only about $56,442 at 4% or $37,628 at 6%; with 50% employer match about $37,628 at 4% or $25,085 at 6%; with 100% employer match about $28,221 at 4% or $18,814 at 6%. |
| 2021 | 1 | 24 | $940,510 | $39,762 | $1,657iApproximate average salary by contribution assumption: employee only about $41,419 at 4% or $27,613 at 6%; with 50% employer match about $27,613 at 4% or $18,408 at 6%; with 100% employer match about $20,709 at 4% or $13,806 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $940,510 | $39,762 | $1,657iApproximate average salary by contribution assumption: employee only about $41,419 at 4% or $27,613 at 6%; with 50% employer match about $27,613 at 4% or $18,408 at 6%; with 100% employer match about $20,709 at 4% or $13,806 at 6%. |
| 2020 | 1 | 27 | $1,043,556 | $44,092 | $1,633iApproximate average salary by contribution assumption: employee only about $40,826 at 4% or $27,217 at 6%; with 50% employer match about $27,217 at 4% or $18,145 at 6%; with 100% employer match about $20,413 at 4% or $13,609 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 27 | $1,043,556 | $44,092 | $1,633iApproximate average salary by contribution assumption: employee only about $40,826 at 4% or $27,217 at 6%; with 50% employer match about $27,217 at 4% or $18,145 at 6%; with 100% employer match about $20,413 at 4% or $13,609 at 6%. |
| 2019 | 1 | 28 | $1,302,562 | $45,677 | $1,631iApproximate average salary by contribution assumption: employee only about $40,783 at 4% or $27,189 at 6%; with 50% employer match about $27,189 at 4% or $18,126 at 6%; with 100% employer match about $20,392 at 4% or $13,594 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 28 | $1,302,562 | $45,677 | $1,631iApproximate average salary by contribution assumption: employee only about $40,783 at 4% or $27,189 at 6%; with 50% employer match about $27,189 at 4% or $18,126 at 6%; with 100% employer match about $20,392 at 4% or $13,594 at 6%. |
| 2018 | 1 | 26 | $1,048,707 | $42,284 | $1,626iApproximate average salary by contribution assumption: employee only about $40,658 at 4% or $27,105 at 6%; with 50% employer match about $27,105 at 4% or $18,070 at 6%; with 100% employer match about $20,329 at 4% or $13,553 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 26 | $1,048,707 | $42,284 | $1,626iApproximate average salary by contribution assumption: employee only about $40,658 at 4% or $27,105 at 6%; with 50% employer match about $27,105 at 4% or $18,070 at 6%; with 100% employer match about $20,329 at 4% or $13,553 at 6%. |
| 2017 | 1 | 37 | $1,212,198 | $27,118 | $733iApproximate average salary by contribution assumption: employee only about $18,323 at 4% or $12,215 at 6%; with 50% employer match about $12,215 at 4% or $8,144 at 6%; with 100% employer match about $9,161 at 4% or $6,108 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 37 | $1,212,198 | $27,118 | $733iApproximate average salary by contribution assumption: employee only about $18,323 at 4% or $12,215 at 6%; with 50% employer match about $12,215 at 4% or $8,144 at 6%; with 100% employer match about $9,161 at 4% or $6,108 at 6%. |
| 2016 | 1 | 36 | $1,015,381 | $29,020 | $806iApproximate average salary by contribution assumption: employee only about $20,153 at 4% or $13,435 at 6%; with 50% employer match about $13,435 at 4% or $8,957 at 6%; with 100% employer match about $10,076 at 4% or $6,718 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 36 | $1,015,381 | $29,020 | $806iApproximate average salary by contribution assumption: employee only about $20,153 at 4% or $13,435 at 6%; with 50% employer match about $13,435 at 4% or $8,957 at 6%; with 100% employer match about $10,076 at 4% or $6,718 at 6%. |
| 2015 | 1 | 48 | $1,024,847 | $37,148 | $774iApproximate average salary by contribution assumption: employee only about $19,348 at 4% or $12,899 at 6%; with 50% employer match about $12,899 at 4% or $8,599 at 6%; with 100% employer match about $9,674 at 4% or $6,449 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 48 | $1,024,847 | $37,148 | $774iApproximate average salary by contribution assumption: employee only about $19,348 at 4% or $12,899 at 6%; with 50% employer match about $12,899 at 4% or $8,599 at 6%; with 100% employer match about $9,674 at 4% or $6,449 at 6%. |
| 2014 | 1 | 46 | $1,091,369 | $36,736 | $799iApproximate average salary by contribution assumption: employee only about $19,965 at 4% or $13,310 at 6%; with 50% employer match about $13,310 at 4% or $8,873 at 6%; with 100% employer match about $9,983 at 4% or $6,655 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 46 | $1,091,369 | $36,736 | $799iApproximate average salary by contribution assumption: employee only about $19,965 at 4% or $13,310 at 6%; with 50% employer match about $13,310 at 4% or $8,873 at 6%; with 100% employer match about $9,983 at 4% or $6,655 at 6%. |
| 2013 | 1 | 47 | $1,025,977 | $33,460 | $712iApproximate average salary by contribution assumption: employee only about $17,798 at 4% or $11,865 at 6%; with 50% employer match about $11,865 at 4% or $7,910 at 6%; with 100% employer match about $8,899 at 4% or $5,933 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 47 | $1,025,977 | $33,460 | $712iApproximate average salary by contribution assumption: employee only about $17,798 at 4% or $11,865 at 6%; with 50% employer match about $11,865 at 4% or $7,910 at 6%; with 100% employer match about $8,899 at 4% or $5,933 at 6%. |
| 2012 | 1 | 51 | $876,128 | $29,708 | $583iApproximate average salary by contribution assumption: employee only about $14,563 at 4% or $9,708 at 6%; with 50% employer match about $9,708 at 4% or $6,472 at 6%; with 100% employer match about $7,281 at 4% or $4,854 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 51 | $876,128 | $29,708 | $583iApproximate average salary by contribution assumption: employee only about $14,563 at 4% or $9,708 at 6%; with 50% employer match about $9,708 at 4% or $6,472 at 6%; with 100% employer match about $7,281 at 4% or $4,854 at 6%. |
| 2011 | 1 | 55 | $856,302 | $29,196 | $531iApproximate average salary by contribution assumption: employee only about $13,271 at 4% or $8,847 at 6%; with 50% employer match about $8,847 at 4% or $5,898 at 6%; with 100% employer match about $6,635 at 4% or $4,424 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 55 | $856,302 | $29,196 | $531iApproximate average salary by contribution assumption: employee only about $13,271 at 4% or $8,847 at 6%; with 50% employer match about $8,847 at 4% or $5,898 at 6%; with 100% employer match about $6,635 at 4% or $4,424 at 6%. |
| 2010 | 1 | 74 | $964,537 | $62,640 | $846iApproximate average salary by contribution assumption: employee only about $21,162 at 4% or $14,108 at 6%; with 50% employer match about $14,108 at 4% or $9,405 at 6%; with 100% employer match about $10,581 at 4% or $7,054 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 74 | $964,537 | $62,640 | $846iApproximate average salary by contribution assumption: employee only about $21,162 at 4% or $14,108 at 6%; with 50% employer match about $14,108 at 4% or $9,405 at 6%; with 100% employer match about $10,581 at 4% or $7,054 at 6%. |
| 2009 | 1 | 25 | $834,727 | $120,842 | $4,834iApproximate average salary by contribution assumption: employee only about $120,842 at 4% or $80,561 at 6%; with 50% employer match about $80,561 at 4% or $53,708 at 6%; with 100% employer match about $60,421 at 4% or $40,281 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 25 | $834,727 | $120,842 | $4,834iApproximate average salary by contribution assumption: employee only about $120,842 at 4% or $80,561 at 6%; with 50% employer match about $80,561 at 4% or $53,708 at 6%; with 100% employer match about $60,421 at 4% or $40,281 at 6%. |
| 2008 | 1 | 87 | $660,799 | $231,039 | $2,656iApproximate average salary by contribution assumption: employee only about $66,391 at 4% or $44,260 at 6%; with 50% employer match about $44,260 at 4% or $29,507 at 6%; with 100% employer match about $33,195 at 4% or $22,130 at 6%. |
| Osteen Brothers Inc 401(K) Profit Sharing Plan & Trust | - | 87 | $660,799 | $231,039 | $2,656iApproximate average salary by contribution assumption: employee only about $66,391 at 4% or $44,260 at 6%; with 50% employer match about $44,260 at 4% or $29,507 at 6%; with 100% employer match about $33,195 at 4% or $22,130 at 6%. |
| 2007 | 1 | 87 | $0 | $0 | - |
| OSTEEN BROTHERS, INC. RETIREMENT SAVINGS PLAN | - | 87 | - | - | - |
| 2006 | 1 | 115 | $456,931 | $96,020 | $835iApproximate average salary by contribution assumption: employee only about $20,874 at 4% or $13,916 at 6%; with 50% employer match about $13,916 at 4% or $9,277 at 6%; with 100% employer match about $10,437 at 4% or $6,958 at 6%. |
| OSTEEN BROTHERS, INC. RETIREMENT SAVINGS PLAN | - | 115 | $456,931 | $96,020 | $835iApproximate average salary by contribution assumption: employee only about $20,874 at 4% or $13,916 at 6%; with 50% employer match about $13,916 at 4% or $9,277 at 6%; with 100% employer match about $10,437 at 4% or $6,958 at 6%. |
| 2005 | 1 | 102 | $332,275 | $82,916 | $813iApproximate average salary by contribution assumption: employee only about $20,323 at 4% or $13,548 at 6%; with 50% employer match about $13,548 at 4% or $9,032 at 6%; with 100% employer match about $10,161 at 4% or $6,774 at 6%. |
| OSTEEN BROTHERS, INC. RETIREMENT SAVINGS PLAN | - | 102 | $332,275 | $82,916 | $813iApproximate average salary by contribution assumption: employee only about $20,323 at 4% or $13,548 at 6%; with 50% employer match about $13,548 at 4% or $9,032 at 6%; with 100% employer match about $10,161 at 4% or $6,774 at 6%. |
| 2004 | 1 | 77 | $232,172 | $56,785 | $737iApproximate average salary by contribution assumption: employee only about $18,437 at 4% or $12,291 at 6%; with 50% employer match about $12,291 at 4% or $8,194 at 6%; with 100% employer match about $9,218 at 4% or $6,146 at 6%. |
| OSTEEN BROTHERS, INC. RETIREMENT SAVINGS PLAN | - | 77 | $232,172 | $56,785 | $737iApproximate average salary by contribution assumption: employee only about $18,437 at 4% or $12,291 at 6%; with 50% employer match about $12,291 at 4% or $8,194 at 6%; with 100% employer match about $9,218 at 4% or $6,146 at 6%. |
| 2002 | 1 | 63 | $89,341 | $26,172 | $415iApproximate average salary by contribution assumption: employee only about $10,386 at 4% or $6,924 at 6%; with 50% employer match about $6,924 at 4% or $4,616 at 6%; with 100% employer match about $5,193 at 4% or $3,462 at 6%. |
| OSTEEN BROTHERS, INC. RETIREMENT SAVINGS PLAN | - | 63 | $89,341 | $26,172 | $415iApproximate average salary by contribution assumption: employee only about $10,386 at 4% or $6,924 at 6%; with 50% employer match about $6,924 at 4% or $4,616 at 6%; with 100% employer match about $5,193 at 4% or $3,462 at 6%. |