Civic Intelligence

Osborne, Lowe, Helman & Smith, L.L.P.

Plan context: Osborne, Lowe, Helman & Smith, L.L.P. Employees 401K Profit Sharing Plan

EIN 74-2659011 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

31

1999 Assets

$3,592,044

1999 Contributions

$319,283

Historical Graphs

Total Assets Over Time

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

$3,592,044$1,796,022$01999YearValue
$3,592,044Latest year 1999

Participants Over Time

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

311601999YearValue
31Latest year 1999

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
1999131$3,592,044$319,283$10,299iApproximate average salary by contribution assumption: employee only about $257,486 at 4% or $171,658 at 6%; with 50% employer match about $171,658 at 4% or $114,438 at 6%; with 100% employer match about $128,743 at 4% or $85,829 at 6%.
Osborne, Lowe, Helman & Smith, L.L.P. Employees 401K Profit Sharing Plan-31$3,592,044$319,283$10,299iApproximate average salary by contribution assumption: employee only about $257,486 at 4% or $171,658 at 6%; with 50% employer match about $171,658 at 4% or $114,438 at 6%; with 100% employer match about $128,743 at 4% or $85,829 at 6%.