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, Osterman & Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Osterman & Company, Inc. under EIN 36-3048260 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $29,608,634 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,608,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,608,634
- Net assets (BOY)
- $24,340,010
Income & contributions
- Employer contributions
- $796,600
- Participant contributions
- $1,720,106
- Total contributions
- $2,660,351
- Total income / additions
- $6,716,870
Expenses & distributions
- Benefits paid
- $1,447,021
- Administrative expenses
- $1,225
- Total expenses
- $1,448,246
- Net increase / (decrease)
- $5,268,624