Osag Financial Services Inc.
Plan context: Osag Financial Services Retirement Plan
EIN 82-3889135 • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,024,175
2025 Contributions
$720,199
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 | 3 | $1,024,175 | $0 | - |
| Osag Financial Services Retirement Plan | - | 3 | $1,024,175 | - | - |
| 2024 | 1 | 3 | $967,811 | $0 | - |
| Osag Financial Services Retirement Plan | - | 3 | $967,811 | - | - |
| 2023 | 1 | 2 | $1,040,292 | $720,199 | $360,100iApproximate average salary by contribution assumption: employee only about $9,002,488 at 4% or $6,001,658 at 6%; with 50% employer match about $6,001,658 at 4% or $4,001,106 at 6%; with 100% employer match about $4,501,244 at 4% or $3,000,829 at 6%. |
| Osag Financial Services Retirement Plan | - | 2 | $1,040,292 | $720,199 | $360,100iApproximate average salary by contribution assumption: employee only about $9,002,488 at 4% or $6,001,658 at 6%; with 50% employer match about $6,001,658 at 4% or $4,001,106 at 6%; with 100% employer match about $4,501,244 at 4% or $3,000,829 at 6%. |
| 2022 | 1 | 2 | $293,739 | $0 | - |
| Osag Financial Services Retirement Plan | - | 2 | $293,739 | - | - |
| 2021 | 1 | 2 | $332,724 | $0 | - |
| Osag Financial Services Retirement Plan | - | 2 | $332,724 | - | - |
| 2020 | 1 | 2 | $316,416 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Osag Financial Services Retirement Plan | - | 2 | $316,416 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2019 | 1 | 2 | $342,219 | $0 | - |
| Osag Financial Services Retirement Plan | - | 2 | $342,219 | - | - |
| 2018 | 1 | 1 | $264,197 | $334,180 | $334,180iApproximate average salary by contribution assumption: employee only about $8,354,500 at 4% or $5,569,667 at 6%; with 50% employer match about $5,569,667 at 4% or $3,713,111 at 6%; with 100% employer match about $4,177,250 at 4% or $2,784,833 at 6%. |
| Osag Financial Services Retirement Plan | - | 1 | $264,197 | $334,180 | $334,180iApproximate average salary by contribution assumption: employee only about $8,354,500 at 4% or $5,569,667 at 6%; with 50% employer match about $5,569,667 at 4% or $3,713,111 at 6%; with 100% employer match about $4,177,250 at 4% or $2,784,833 at 6%. |