Lawrence Osman, M.D. 401(K) Profit Sharing Plan — Form 5500 plan (Lawrence Osman, M.D., Pc)

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, Lawrence Osman, M.D. 401(K) Profit Sharing Plan is a benefit plan reported by Lawrence Osman, M.D., Pc under EIN 82-4848486 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $2,820,213 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,820,213
Participants8Covered participants reported
Assets / participant$352.5KComputed: assets ÷ participants$352,527 (computed)
Provider compensationNone reported
Plan sponsor
Lawrence Osman, M.D., Pc
EIN
82-4848486
Plan number
001
Plan type
2
Location
Northridge, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238I20241002141526NAL0004873059001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$491K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$49.3K
Participant$54.9K
Full reported line items

Net assets

Total assets (EOY)
$2,820,213
Total liabilities (EOY)
$0
Net assets (EOY)
$2,820,213
Net assets (BOY)
$2,329,217

Income & contributions

Employer contributions
$49,284
Participant contributions
$54,850
Total income / additions
$490,996

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$490,996
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages