Osborn Drugs Employee 401(K) Profit Sharing Plan — Form 5500 plan (Osborn Drugs, 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 Drugs Employee 401(K) Profit Sharing Plan is a benefit plan reported by Osborn Drugs, Inc. under EIN 73-0802911 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $24,502,345 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osborn Drugs, Inc.
EIN
73-0802911
Plan number
001
Plan type
2
Location
Miami, OK
Latest filing year
2023
Participants
251
End-of-year plan assets
$24,502,345

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20240923152122NAL0011536497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,502,345
Total liabilities (EOY)
$0
Net assets (EOY)
$24,502,345
Net assets (BOY)
$20,844,464

Income & contributions

Employer contributions
$303,107
Participant contributions
$706,832
Total contributions
$1,009,939
Total income / additions
$3,901,613

Expenses & distributions

Benefits paid
$243,557
Administrative expenses
$175
Total expenses
$243,732
Net increase / (decrease)
$3,657,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$0$50,3692023
Fidelity Investments InstitutionalRECORDKEEPER$175$02023

Related Form 5500 pages