Civic Intelligence

Osborne & Osborne, P.A.

Plan context: Osborne & Osborne, P.A. 401(K) Plan

EIN 65-0455254 • Boca Raton, FL • 24 filings • 2 plans

PO Drawer 40Boca Raton, FL 33429-9974
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,134,784

2024 Contributions

$169,678

Historical Graphs

Total Assets Over Time

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

$3,351,892$1,675,946$0200120132024YearValue
$3,134,784Latest year 2024

Participants Over Time

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

1790200120132024YearValue
17Latest 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
2024117$3,134,784$169,678$9,981iApproximate average salary by contribution assumption: employee only about $249,526 at 4% or $166,351 at 6%; with 50% employer match about $166,351 at 4% or $110,901 at 6%; with 100% employer match about $124,763 at 4% or $83,175 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-17$3,134,784$169,678$9,981iApproximate average salary by contribution assumption: employee only about $249,526 at 4% or $166,351 at 6%; with 50% employer match about $166,351 at 4% or $110,901 at 6%; with 100% employer match about $124,763 at 4% or $83,175 at 6%.
2023116$2,587,407$169,695$10,606iApproximate average salary by contribution assumption: employee only about $265,148 at 4% or $176,766 at 6%; with 50% employer match about $176,766 at 4% or $117,844 at 6%; with 100% employer match about $132,574 at 4% or $88,383 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-16$2,587,407$169,695$10,606iApproximate average salary by contribution assumption: employee only about $265,148 at 4% or $176,766 at 6%; with 50% employer match about $176,766 at 4% or $117,844 at 6%; with 100% employer match about $132,574 at 4% or $88,383 at 6%.
2022117$2,127,723$152,974$8,998iApproximate average salary by contribution assumption: employee only about $224,962 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,987 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-17$2,127,723$152,974$8,998iApproximate average salary by contribution assumption: employee only about $224,962 at 4% or $149,975 at 6%; with 50% employer match about $149,975 at 4% or $99,983 at 6%; with 100% employer match about $112,481 at 4% or $74,987 at 6%.
2021114$2,925,186$127,784$9,127iApproximate average salary by contribution assumption: employee only about $228,186 at 4% or $152,124 at 6%; with 50% employer match about $152,124 at 4% or $101,416 at 6%; with 100% employer match about $114,093 at 4% or $76,062 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-14$2,925,186$127,784$9,127iApproximate average salary by contribution assumption: employee only about $228,186 at 4% or $152,124 at 6%; with 50% employer match about $152,124 at 4% or $101,416 at 6%; with 100% employer match about $114,093 at 4% or $76,062 at 6%.
2020114$3,351,892$130,052$9,289iApproximate average salary by contribution assumption: employee only about $232,236 at 4% or $154,824 at 6%; with 50% employer match about $154,824 at 4% or $103,216 at 6%; with 100% employer match about $116,118 at 4% or $77,412 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-14$3,351,892$130,052$9,289iApproximate average salary by contribution assumption: employee only about $232,236 at 4% or $154,824 at 6%; with 50% employer match about $154,824 at 4% or $103,216 at 6%; with 100% employer match about $116,118 at 4% or $77,412 at 6%.
2019113$2,830,541$130,578$10,044iApproximate average salary by contribution assumption: employee only about $251,112 at 4% or $167,408 at 6%; with 50% employer match about $167,408 at 4% or $111,605 at 6%; with 100% employer match about $125,556 at 4% or $83,704 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-13$2,830,541$130,578$10,044iApproximate average salary by contribution assumption: employee only about $251,112 at 4% or $167,408 at 6%; with 50% employer match about $167,408 at 4% or $111,605 at 6%; with 100% employer match about $125,556 at 4% or $83,704 at 6%.
2018111$2,258,656$124,790$11,345iApproximate average salary by contribution assumption: employee only about $283,614 at 4% or $189,076 at 6%; with 50% employer match about $189,076 at 4% or $126,051 at 6%; with 100% employer match about $141,807 at 4% or $94,538 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-11$2,258,656$124,790$11,345iApproximate average salary by contribution assumption: employee only about $283,614 at 4% or $189,076 at 6%; with 50% employer match about $189,076 at 4% or $126,051 at 6%; with 100% employer match about $141,807 at 4% or $94,538 at 6%.
2017111$2,356,069$127,542$11,595iApproximate average salary by contribution assumption: employee only about $289,868 at 4% or $193,245 at 6%; with 50% employer match about $193,245 at 4% or $128,830 at 6%; with 100% employer match about $144,934 at 4% or $96,623 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-11$2,356,069$127,542$11,595iApproximate average salary by contribution assumption: employee only about $289,868 at 4% or $193,245 at 6%; with 50% employer match about $193,245 at 4% or $128,830 at 6%; with 100% employer match about $144,934 at 4% or $96,623 at 6%.
2016112$2,042,335$125,332$10,444iApproximate average salary by contribution assumption: employee only about $261,108 at 4% or $174,072 at 6%; with 50% employer match about $174,072 at 4% or $116,048 at 6%; with 100% employer match about $130,554 at 4% or $87,036 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-12$2,042,335$125,332$10,444iApproximate average salary by contribution assumption: employee only about $261,108 at 4% or $174,072 at 6%; with 50% employer match about $174,072 at 4% or $116,048 at 6%; with 100% employer match about $130,554 at 4% or $87,036 at 6%.
2015114$1,774,322$157,612$11,258iApproximate average salary by contribution assumption: employee only about $281,450 at 4% or $187,633 at 6%; with 50% employer match about $187,633 at 4% or $125,089 at 6%; with 100% employer match about $140,725 at 4% or $93,817 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-14$1,774,322$157,612$11,258iApproximate average salary by contribution assumption: employee only about $281,450 at 4% or $187,633 at 6%; with 50% employer match about $187,633 at 4% or $125,089 at 6%; with 100% employer match about $140,725 at 4% or $93,817 at 6%.
2014111$2,108,917$122,232$11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-11$2,108,917$122,232$11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%.
2013110$1,896,162$115,379$11,538iApproximate average salary by contribution assumption: employee only about $288,448 at 4% or $192,298 at 6%; with 50% employer match about $192,298 at 4% or $128,199 at 6%; with 100% employer match about $144,224 at 4% or $96,149 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-10$1,896,162$115,379$11,538iApproximate average salary by contribution assumption: employee only about $288,448 at 4% or $192,298 at 6%; with 50% employer match about $192,298 at 4% or $128,199 at 6%; with 100% employer match about $144,224 at 4% or $96,149 at 6%.
2012110$1,480,574$109,428$10,943iApproximate average salary by contribution assumption: employee only about $273,570 at 4% or $182,380 at 6%; with 50% employer match about $182,380 at 4% or $121,587 at 6%; with 100% employer match about $136,785 at 4% or $91,190 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-10$1,480,574$109,428$10,943iApproximate average salary by contribution assumption: employee only about $273,570 at 4% or $182,380 at 6%; with 50% employer match about $182,380 at 4% or $121,587 at 6%; with 100% employer match about $136,785 at 4% or $91,190 at 6%.
2011111$1,217,429$105,000$9,545iApproximate average salary by contribution assumption: employee only about $238,636 at 4% or $159,091 at 6%; with 50% employer match about $159,091 at 4% or $106,061 at 6%; with 100% employer match about $119,318 at 4% or $79,545 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-11$1,217,429$105,000$9,545iApproximate average salary by contribution assumption: employee only about $238,636 at 4% or $159,091 at 6%; with 50% employer match about $159,091 at 4% or $106,061 at 6%; with 100% employer match about $119,318 at 4% or $79,545 at 6%.
2010111$1,249,759$93,750$8,523iApproximate average salary by contribution assumption: employee only about $213,068 at 4% or $142,045 at 6%; with 50% employer match about $142,045 at 4% or $94,697 at 6%; with 100% employer match about $106,534 at 4% or $71,023 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-11$1,249,759$93,750$8,523iApproximate average salary by contribution assumption: employee only about $213,068 at 4% or $142,045 at 6%; with 50% employer match about $142,045 at 4% or $94,697 at 6%; with 100% employer match about $106,534 at 4% or $71,023 at 6%.
2009111$1,253,303$74,650$6,786iApproximate average salary by contribution assumption: employee only about $169,659 at 4% or $113,106 at 6%; with 50% employer match about $113,106 at 4% or $75,404 at 6%; with 100% employer match about $84,830 at 4% or $56,553 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-11$1,253,303$74,650$6,786iApproximate average salary by contribution assumption: employee only about $169,659 at 4% or $113,106 at 6%; with 50% employer match about $113,106 at 4% or $75,404 at 6%; with 100% employer match about $84,830 at 4% or $56,553 at 6%.
2008112$845,354$82,260$6,855iApproximate average salary by contribution assumption: employee only about $171,375 at 4% or $114,250 at 6%; with 50% employer match about $114,250 at 4% or $76,167 at 6%; with 100% employer match about $85,688 at 4% or $57,125 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-12$845,354$82,260$6,855iApproximate average salary by contribution assumption: employee only about $171,375 at 4% or $114,250 at 6%; with 50% employer match about $114,250 at 4% or $76,167 at 6%; with 100% employer match about $85,688 at 4% or $57,125 at 6%.
2007111$0$0-
Osborne & Osborne, P.A. 401(K) Plan-11---
2006113$1,265,769$107,833$8,295iApproximate average salary by contribution assumption: employee only about $207,371 at 4% or $138,247 at 6%; with 50% employer match about $138,247 at 4% or $92,165 at 6%; with 100% employer match about $103,686 at 4% or $69,124 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-13$1,265,769$107,833$8,295iApproximate average salary by contribution assumption: employee only about $207,371 at 4% or $138,247 at 6%; with 50% employer match about $138,247 at 4% or $92,165 at 6%; with 100% employer match about $103,686 at 4% or $69,124 at 6%.
2005114$1,025,951$46,998$3,357iApproximate average salary by contribution assumption: employee only about $83,925 at 4% or $55,950 at 6%; with 50% employer match about $55,950 at 4% or $37,300 at 6%; with 100% employer match about $41,963 at 4% or $27,975 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-14$1,025,951$46,998$3,357iApproximate average salary by contribution assumption: employee only about $83,925 at 4% or $55,950 at 6%; with 50% employer match about $55,950 at 4% or $37,300 at 6%; with 100% employer match about $41,963 at 4% or $27,975 at 6%.
2004112$942,539$158,898$13,242iApproximate average salary by contribution assumption: employee only about $331,038 at 4% or $220,692 at 6%; with 50% employer match about $220,692 at 4% or $147,128 at 6%; with 100% employer match about $165,519 at 4% or $110,346 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-12$942,539$158,898$13,242iApproximate average salary by contribution assumption: employee only about $331,038 at 4% or $220,692 at 6%; with 50% employer match about $220,692 at 4% or $147,128 at 6%; with 100% employer match about $165,519 at 4% or $110,346 at 6%.
2003114$718,269$40,392$2,885iApproximate average salary by contribution assumption: employee only about $72,129 at 4% or $48,086 at 6%; with 50% employer match about $48,086 at 4% or $32,057 at 6%; with 100% employer match about $36,064 at 4% or $24,043 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-14$718,269$40,392$2,885iApproximate average salary by contribution assumption: employee only about $72,129 at 4% or $48,086 at 6%; with 50% employer match about $48,086 at 4% or $32,057 at 6%; with 100% employer match about $36,064 at 4% or $24,043 at 6%.
2002115$544,682$136,304$9,087iApproximate average salary by contribution assumption: employee only about $227,173 at 4% or $151,449 at 6%; with 50% employer match about $151,449 at 4% or $100,966 at 6%; with 100% employer match about $113,587 at 4% or $75,724 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-15$544,682$136,304$9,087iApproximate average salary by contribution assumption: employee only about $227,173 at 4% or $151,449 at 6%; with 50% employer match about $151,449 at 4% or $100,966 at 6%; with 100% employer match about $113,587 at 4% or $75,724 at 6%.
2001117$515,522$69,332$4,078iApproximate average salary by contribution assumption: employee only about $101,959 at 4% or $67,973 at 6%; with 50% employer match about $67,973 at 4% or $45,315 at 6%; with 100% employer match about $50,979 at 4% or $33,986 at 6%.
Osborne & Osborne, P.A. 401(K) Plan-17$515,522$69,332$4,078iApproximate average salary by contribution assumption: employee only about $101,959 at 4% or $67,973 at 6%; with 50% employer match about $67,973 at 4% or $45,315 at 6%; with 100% employer match about $50,979 at 4% or $33,986 at 6%.