401k Plan data: THE OSBORNE CPA FIRM 401K PLAN plan

THE OSBORNE CPA FIRM 401K PLAN 401k Plan overview

Plan Name	THE OSBORNE CPA FIRM 401K PLAN
Plan identification number	001

THE OSBORNE CPA FIRM 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE OSBORNE CPA FIRM has sponsored the creation of one or more 401k plans.

Company Name: THE OSBORNE CPA FIRM

Employer identification number (EIN): 581884076

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OSBORNE CPA FIRM 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHIRLEY OSBORNE 2024-07-22
001 2022-01-01 SHIRLEY OSBORNE 2023-10-02
001 2021-01-01 SHIRLEY OSBORNE 2022-09-01
001 2020-01-01 SHIRLEY OSBORNE 2022-09-01
001 2019-01-01 SHIRLEY OSBORNE 2020-07-09
001 2018-01-01 SHIRLEY OSBORNE 2019-07-18
001 2017-01-01 SHIRLEY OSBORNE 2018-07-26
001 2016-01-01 SHIRLEY OSBORNE 2017-10-02
001 2015-01-01
001 2014-01-01 SHIRLEY OSBORNE VANDERBILT 2015-10-13
001 2012-01-01 SHIRLEY OSBORNE VANDERBILT 2013-05-29 SHIRLEY OSBORNE VANDERBILT 2013-05-29
001 2011-01-01 SHIRLEY OSBORNE VANDERBILT 2012-08-16 SHIRLEY OSBORNE VANDERBILT 2012-08-16
001 2010-01-01 SHIRLEY OSBORNE 2011-07-01 SHIRLEY OSBORNE 2011-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SHIRLEY OSBORNE	2024-07-22
001	2022-01-01	SHIRLEY OSBORNE	2023-10-02
001	2021-01-01	SHIRLEY OSBORNE	2022-09-01
001	2020-01-01	SHIRLEY OSBORNE	2022-09-01
001	2019-01-01	SHIRLEY OSBORNE	2020-07-09
001	2018-01-01	SHIRLEY OSBORNE	2019-07-18
001	2017-01-01	SHIRLEY OSBORNE	2018-07-26
001	2016-01-01	SHIRLEY OSBORNE	2017-10-02
001	2015-01-01
001	2014-01-01	SHIRLEY OSBORNE VANDERBILT	2015-10-13
001	2012-01-01	SHIRLEY OSBORNE VANDERBILT	2013-05-29	SHIRLEY OSBORNE VANDERBILT	2013-05-29
001	2011-01-01	SHIRLEY OSBORNE VANDERBILT	2012-08-16	SHIRLEY OSBORNE VANDERBILT	2012-08-16
001	2010-01-01	SHIRLEY OSBORNE	2011-07-01	SHIRLEY OSBORNE	2011-07-01

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Company Name:	THE OSBORNE CPA FIRM
Employer identification number (EIN):	581884076
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants