Osborn And Barr Communications, Inc. Employees Stock Ownership Plan — Form 5500 plan (Osborn & Barr Communications, Inc.)
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, Osborn And Barr Communications, Inc. Employees Stock Ownership Plan is a benefit plan reported by Osborn & Barr Communications, Inc. under EIN 43-1480127 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $4,588,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osborn & Barr Communications, Inc.
- EIN
- 43-1480127
- Plan number
- 002
- Plan type
- 2
- Location
- Creve Coeur, MO
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $4,588,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20250404192926NAL0020391088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,588,161
- Total liabilities (EOY)
- $194,036
- Net assets (EOY)
- $4,394,125
- Net assets (BOY)
- $5,101,356
Income & contributions
- Employer contributions
- $435,000
- Total contributions
- $435,000
- Total income / additions
- -$88,404
Expenses & distributions
- Benefits paid
- $473,926
- Administrative expenses
- $144,901
- Total expenses
- $618,827
- Net increase / (decrease)
- -$707,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,887 | not reported in the loaded dataset | 2023 |
| Jpm-Jdii, LLC | ACCOUNTANT | $12,000 | not reported in the loaded dataset | 2023 |
| Evergreen Advisors | VALUATION SERVICES | $11,000 | not reported in the loaded dataset | 2023 |
| Keb | ACCOUNTANT | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Osborn & Barr Communications, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Creve Coeur, MO
- Principal Life Insurance Company — Schedule C compensation
- Jpm-Jdii, LLC — Schedule C compensation
- Evergreen Advisors — Schedule C compensation
- Keb — Schedule C compensation