Civic Intelligence

Osborne & Helman, L.L.P.

Plan context: Osborne & Helman, L.L.P. Retirement Plan

EIN 74-2970853 • Austin, TX • 20 filings • 4 plans

301 Congress Ave, Ste 1910Austin, TX 78701-2959
Current Snapshot

Latest Year

2021

2021 Participants

28

2021 Assets

$9,221,129

2021 Contributions

$314,453

Historical Graphs

Total Assets Over Time

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

$9,221,129$4,610,565$0200020102021YearValue
$9,221,129Latest year 2021

Participants Over Time

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

28140200020102021YearValue
28Latest year 2021

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
2021128$9,221,129$314,453$11,230iApproximate average salary by contribution assumption: employee only about $280,762 at 4% or $187,174 at 6%; with 50% employer match about $187,174 at 4% or $124,783 at 6%; with 100% employer match about $140,381 at 4% or $93,587 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-28$9,221,129$314,453$11,230iApproximate average salary by contribution assumption: employee only about $280,762 at 4% or $187,174 at 6%; with 50% employer match about $187,174 at 4% or $124,783 at 6%; with 100% employer match about $140,381 at 4% or $93,587 at 6%.
2020124$7,986,833$294,247$12,260iApproximate average salary by contribution assumption: employee only about $306,507 at 4% or $204,338 at 6%; with 50% employer match about $204,338 at 4% or $136,225 at 6%; with 100% employer match about $153,254 at 4% or $102,169 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-24$7,986,833$294,247$12,260iApproximate average salary by contribution assumption: employee only about $306,507 at 4% or $204,338 at 6%; with 50% employer match about $204,338 at 4% or $136,225 at 6%; with 100% employer match about $153,254 at 4% or $102,169 at 6%.
2019123$6,657,078$277,166$12,051iApproximate average salary by contribution assumption: employee only about $301,267 at 4% or $200,845 at 6%; with 50% employer match about $200,845 at 4% or $133,897 at 6%; with 100% employer match about $150,634 at 4% or $100,422 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-23$6,657,078$277,166$12,051iApproximate average salary by contribution assumption: employee only about $301,267 at 4% or $200,845 at 6%; with 50% employer match about $200,845 at 4% or $133,897 at 6%; with 100% employer match about $150,634 at 4% or $100,422 at 6%.
2018125$5,759,786$270,483$10,819iApproximate average salary by contribution assumption: employee only about $270,483 at 4% or $180,322 at 6%; with 50% employer match about $180,322 at 4% or $120,215 at 6%; with 100% employer match about $135,242 at 4% or $90,161 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-25$5,759,786$270,483$10,819iApproximate average salary by contribution assumption: employee only about $270,483 at 4% or $180,322 at 6%; with 50% employer match about $180,322 at 4% or $120,215 at 6%; with 100% employer match about $135,242 at 4% or $90,161 at 6%.
2017124$6,223,151$233,352$9,723iApproximate average salary by contribution assumption: employee only about $243,075 at 4% or $162,050 at 6%; with 50% employer match about $162,050 at 4% or $108,033 at 6%; with 100% employer match about $121,538 at 4% or $81,025 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-24$6,223,151$233,352$9,723iApproximate average salary by contribution assumption: employee only about $243,075 at 4% or $162,050 at 6%; with 50% employer match about $162,050 at 4% or $108,033 at 6%; with 100% employer match about $121,538 at 4% or $81,025 at 6%.
2016125$6,130,635$205,079$8,203iApproximate average salary by contribution assumption: employee only about $205,079 at 4% or $136,719 at 6%; with 50% employer match about $136,719 at 4% or $91,146 at 6%; with 100% employer match about $102,540 at 4% or $68,360 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-25$6,130,635$205,079$8,203iApproximate average salary by contribution assumption: employee only about $205,079 at 4% or $136,719 at 6%; with 50% employer match about $136,719 at 4% or $91,146 at 6%; with 100% employer match about $102,540 at 4% or $68,360 at 6%.
2015126$5,705,241$220,881$8,495iApproximate average salary by contribution assumption: employee only about $212,386 at 4% or $141,590 at 6%; with 50% employer match about $141,590 at 4% or $94,394 at 6%; with 100% employer match about $106,193 at 4% or $70,795 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-26$5,705,241$220,881$8,495iApproximate average salary by contribution assumption: employee only about $212,386 at 4% or $141,590 at 6%; with 50% employer match about $141,590 at 4% or $94,394 at 6%; with 100% employer match about $106,193 at 4% or $70,795 at 6%.
2012128$6,203,707$232,438$8,301iApproximate average salary by contribution assumption: employee only about $207,534 at 4% or $138,356 at 6%; with 50% employer match about $138,356 at 4% or $92,237 at 6%; with 100% employer match about $103,767 at 4% or $69,178 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-28$6,203,707$232,438$8,301iApproximate average salary by contribution assumption: employee only about $207,534 at 4% or $138,356 at 6%; with 50% employer match about $138,356 at 4% or $92,237 at 6%; with 100% employer match about $103,767 at 4% or $69,178 at 6%.
2011126$5,503,560$188,397$7,246iApproximate average salary by contribution assumption: employee only about $181,151 at 4% or $120,767 at 6%; with 50% employer match about $120,767 at 4% or $80,512 at 6%; with 100% employer match about $90,575 at 4% or $60,384 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-26$5,503,560$188,397$7,246iApproximate average salary by contribution assumption: employee only about $181,151 at 4% or $120,767 at 6%; with 50% employer match about $120,767 at 4% or $80,512 at 6%; with 100% employer match about $90,575 at 4% or $60,384 at 6%.
2010123$5,353,095$186,015$8,088iApproximate average salary by contribution assumption: employee only about $202,190 at 4% or $134,793 at 6%; with 50% employer match about $134,793 at 4% or $89,862 at 6%; with 100% employer match about $101,095 at 4% or $67,397 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-23$5,353,095$186,015$8,088iApproximate average salary by contribution assumption: employee only about $202,190 at 4% or $134,793 at 6%; with 50% employer match about $134,793 at 4% or $89,862 at 6%; with 100% employer match about $101,095 at 4% or $67,397 at 6%.
2009124$4,598,626$211,704$8,821iApproximate average salary by contribution assumption: employee only about $220,525 at 4% or $147,017 at 6%; with 50% employer match about $147,017 at 4% or $98,011 at 6%; with 100% employer match about $110,263 at 4% or $73,508 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-24$4,598,626$211,704$8,821iApproximate average salary by contribution assumption: employee only about $220,525 at 4% or $147,017 at 6%; with 50% employer match about $147,017 at 4% or $98,011 at 6%; with 100% employer match about $110,263 at 4% or $73,508 at 6%.
2008120$3,869,419$155,458$7,773iApproximate average salary by contribution assumption: employee only about $194,323 at 4% or $129,548 at 6%; with 50% employer match about $129,548 at 4% or $86,366 at 6%; with 100% employer match about $97,161 at 4% or $64,774 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-20$3,869,419$155,458$7,773iApproximate average salary by contribution assumption: employee only about $194,323 at 4% or $129,548 at 6%; with 50% employer match about $129,548 at 4% or $86,366 at 6%; with 100% employer match about $97,161 at 4% or $64,774 at 6%.
2007120$4,658,430$131,796$6,590iApproximate average salary by contribution assumption: employee only about $164,745 at 4% or $109,830 at 6%; with 50% employer match about $109,830 at 4% or $73,220 at 6%; with 100% employer match about $82,373 at 4% or $54,915 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-20$4,658,430$131,796$6,590iApproximate average salary by contribution assumption: employee only about $164,745 at 4% or $109,830 at 6%; with 50% employer match about $109,830 at 4% or $73,220 at 6%; with 100% employer match about $82,373 at 4% or $54,915 at 6%.
2006118$4,282,832$125,193$6,955iApproximate average salary by contribution assumption: employee only about $173,879 at 4% or $115,919 at 6%; with 50% employer match about $115,919 at 4% or $77,280 at 6%; with 100% employer match about $86,940 at 4% or $57,960 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-18$4,282,832$125,193$6,955iApproximate average salary by contribution assumption: employee only about $173,879 at 4% or $115,919 at 6%; with 50% employer match about $115,919 at 4% or $77,280 at 6%; with 100% employer match about $86,940 at 4% or $57,960 at 6%.
2005119$4,500,843$224,067$11,793iApproximate average salary by contribution assumption: employee only about $294,825 at 4% or $196,550 at 6%; with 50% employer match about $196,550 at 4% or $131,033 at 6%; with 100% employer match about $147,413 at 4% or $98,275 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-19$4,500,843$224,067$11,793iApproximate average salary by contribution assumption: employee only about $294,825 at 4% or $196,550 at 6%; with 50% employer match about $196,550 at 4% or $131,033 at 6%; with 100% employer match about $147,413 at 4% or $98,275 at 6%.
2004121$4,065,038$163,072$7,765iApproximate average salary by contribution assumption: employee only about $194,133 at 4% or $129,422 at 6%; with 50% employer match about $129,422 at 4% or $86,281 at 6%; with 100% employer match about $97,067 at 4% or $64,711 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-21$4,065,038$163,072$7,765iApproximate average salary by contribution assumption: employee only about $194,133 at 4% or $129,422 at 6%; with 50% employer match about $129,422 at 4% or $86,281 at 6%; with 100% employer match about $97,067 at 4% or $64,711 at 6%.
2003120$3,623,525$162,612$8,131iApproximate average salary by contribution assumption: employee only about $203,265 at 4% or $135,510 at 6%; with 50% employer match about $135,510 at 4% or $90,340 at 6%; with 100% employer match about $101,633 at 4% or $67,755 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-20$3,623,525$162,612$8,131iApproximate average salary by contribution assumption: employee only about $203,265 at 4% or $135,510 at 6%; with 50% employer match about $135,510 at 4% or $90,340 at 6%; with 100% employer match about $101,633 at 4% or $67,755 at 6%.
2002117$2,978,166$154,037$9,061iApproximate average salary by contribution assumption: employee only about $226,525 at 4% or $151,017 at 6%; with 50% employer match about $151,017 at 4% or $100,678 at 6%; with 100% employer match about $113,263 at 4% or $75,508 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-17$2,978,166$154,037$9,061iApproximate average salary by contribution assumption: employee only about $226,525 at 4% or $151,017 at 6%; with 50% employer match about $151,017 at 4% or $100,678 at 6%; with 100% employer match about $113,263 at 4% or $75,508 at 6%.
2001116$0$0-
Osborne & Helman, L.L.P. Retirement Plan-16---
2000117$3,108,943$3,457$203iApproximate average salary by contribution assumption: employee only about $5,084 at 4% or $3,389 at 6%; with 50% employer match about $3,389 at 4% or $2,259 at 6%; with 100% employer match about $2,542 at 4% or $1,695 at 6%.
Osborne & Helman, L.L.P. Retirement Plan-17$3,108,943$3,457$203iApproximate average salary by contribution assumption: employee only about $5,084 at 4% or $3,389 at 6%; with 50% employer match about $3,389 at 4% or $2,259 at 6%; with 100% employer match about $2,542 at 4% or $1,695 at 6%.