2023 Form 5500 filing — Osborn And Barr Communications, Inc. Employees Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250404192926NAL0020391088001) for Osborn And Barr Communications, Inc. Employees Stock Ownership Plan, reported by Osborn & Barr Communications, Inc. under EIN 43-1480127 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404192926NAL0020391088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osborn & Barr Communications, Inc.
- EIN
- 43-1480127
- Plan number
- 002
- Location
- Creve Coeur, MO
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,588,161
- Total liabilities (EOY)
- $194,036
- Net assets (EOY)
- $4,394,125
- Employer contributions
- $435,000
- Total income / additions
- -$88,404
- Benefits paid
- $473,926
- Administrative expenses
- $144,901
- Total expenses
- $618,827
- Net increase / (decrease)
- -$707,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,887 | not reported in the loaded dataset |
| Jpm-Jdii, LLC | ACCOUNTANT | $12,000 | not reported in the loaded dataset |
| Evergreen Advisors | VALUATION SERVICES | $11,000 | not reported in the loaded dataset |
| Keb | ACCOUNTANT | $8,500 | not reported in the loaded dataset |