Plain-English plan 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, The Osborn 403(B) Defined Contribution Retirement Plan is a benefit plan reported by Miriam Osborn Memorial Home Association under EIN 13-5562312 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,174 participants and $36,486,781 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,486,781
- Net assets (EOY)
- $36,486,781
- Net assets (BOY)
- $29,374,441
Income & contributions
- Employer contributions
- $1,415,408
- Participant contributions
- $2,258,497
- Total contributions
- $5,642,028
- Total income / additions
- $10,419,916
Expenses & distributions
- Benefits paid
- $3,138,932
- Administrative expenses
- $82,998
- Total expenses
- $3,307,576
- Net increase / (decrease)
- $7,112,340