401k Plan data: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN plan

OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN
Plan identification number	001

OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OSBORN, REED & BURKE, LLP has sponsored the creation of one or more 401k plans.

Company Name: OSBORN, REED & BURKE, LLP

Employer identification number (EIN): 160771141

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about OSBORN, REED & BURKE, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1995-01-09

Company Identification Number: 1882736

Legal Registered Office Address: 45 EXCHANGE BLVD
4TH FL
ROCHESTER
United States of America (USA)
14614

More information about OSBORN, REED & BURKE, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KIMBERLY E LARUEZ 2024-07-18 KIMBERLY E LARUEZ 2024-07-18
001 2022-01-01 KIMBERLY E. LARUEZ 2023-07-13 KIMBERLY E. LARUEZ 2023-07-13
001 2021-01-01 KIMBERLY LARUEZ 2022-10-03 KIMBERLY LARUEZ 2022-10-03
001 2020-01-01 CHRISTIAN CASINI 2021-06-15
001 2019-01-01 CHRISTIAN CASINI 2020-06-26 CHRISTIAN CASINI 2020-06-26
001 2018-01-01 CHRISTIAN C CASINI 2019-06-19
001 2017-01-01 CHRISTIAN CASINI 2018-06-29
001 2016-01-01 CHRISTIAN C. CASINI 2017-06-15 CHRISTIAN C. CASINI 2017-06-15
001 2015-01-01 ROSEMARIE BORRIELLO ROSEMARIE BORRIELLO 2016-06-16
001 2014-01-01 TAMMY R GRANTHAM
001 2013-01-01 TAMMY R GRANTHAM
001 2012-01-01 TAMMY R. GRANTHAM TAMMY R. GRANTHAM 2013-06-26
001 2011-01-01 TAMMY R GRANTHAM
001 2009-01-01 TAMMY GRANTHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KIMBERLY E LARUEZ	2024-07-18	KIMBERLY E LARUEZ	2024-07-18
001	2022-01-01	KIMBERLY E. LARUEZ	2023-07-13	KIMBERLY E. LARUEZ	2023-07-13
001	2021-01-01	KIMBERLY LARUEZ	2022-10-03	KIMBERLY LARUEZ	2022-10-03
001	2020-01-01	CHRISTIAN CASINI	2021-06-15
001	2019-01-01	CHRISTIAN CASINI	2020-06-26	CHRISTIAN CASINI	2020-06-26
001	2018-01-01	CHRISTIAN C CASINI	2019-06-19
001	2017-01-01	CHRISTIAN CASINI	2018-06-29
001	2016-01-01	CHRISTIAN C. CASINI	2017-06-15	CHRISTIAN C. CASINI	2017-06-15
001	2015-01-01	ROSEMARIE BORRIELLO		ROSEMARIE BORRIELLO	2016-06-16
001	2014-01-01	TAMMY R GRANTHAM
001	2013-01-01	TAMMY R GRANTHAM
001	2012-01-01	TAMMY R. GRANTHAM		TAMMY R. GRANTHAM	2013-06-26
001	2011-01-01	TAMMY R GRANTHAM
001	2009-01-01	TAMMY GRANTHAM

Plan Statistics for OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN

Measure Date Value
2015: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 24
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 24
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	24
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	24
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN

Measure	Date	Value
2015 : OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$230,102
Expenses. Total of all expenses incurred	2015-12-31	$199,711
Benefits paid (including direct rollovers)	2015-12-31	$199,468
Total plan assets at end of year	2015-12-31	$5,945,090
Total plan assets at beginning of year	2015-12-31	$5,914,699
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$25,894
Expenses. Other expenses not covered elsewhere	2015-12-31	$243
Other income received	2015-12-31	$-41,666
Net income (gross income less expenses)	2015-12-31	$30,391
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,945,090
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,914,699
Assets. Value of participant loans	2015-12-31	$69,715
Total contributions received or receivable from employer(s)	2015-12-31	$245,874
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$563,010
Expenses. Total of all expenses incurred	2014-12-31	$67,426
Benefits paid (including direct rollovers)	2014-12-31	$67,155
Total plan assets at end of year	2014-12-31	$5,914,699
Total plan assets at beginning of year	2014-12-31	$5,419,115
Total contributions received or receivable from participants	2014-12-31	$23,334
Expenses. Other expenses not covered elsewhere	2014-12-31	$271
Contributions received from other sources (not participants or employers)	2014-12-31	$10,000
Other income received	2014-12-31	$295,940
Net income (gross income less expenses)	2014-12-31	$495,584
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,914,699
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,419,115
Assets. Value of participant loans	2014-12-31	$68,771
Total contributions received or receivable from employer(s)	2014-12-31	$233,736
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,028,058
Expenses. Total of all expenses incurred	2013-12-31	$63,493
Benefits paid (including direct rollovers)	2013-12-31	$63,203
Total plan assets at end of year	2013-12-31	$5,419,115
Total plan assets at beginning of year	2013-12-31	$4,454,550
Total contributions received or receivable from participants	2013-12-31	$13,112
Expenses. Other expenses not covered elsewhere	2013-12-31	$290
Contributions received from other sources (not participants or employers)	2013-12-31	$114,485
Other income received	2013-12-31	$686,717
Net income (gross income less expenses)	2013-12-31	$964,565
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,419,115
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,454,550
Assets. Value of participant loans	2013-12-31	$28,432
Total contributions received or receivable from employer(s)	2013-12-31	$213,744
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$526,380
Expenses. Total of all expenses incurred	2012-12-31	$373,236
Benefits paid (including direct rollovers)	2012-12-31	$372,927
Total plan assets at end of year	2012-12-31	$4,454,550
Total plan assets at beginning of year	2012-12-31	$4,301,406
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$309
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$289,500
Net income (gross income less expenses)	2012-12-31	$153,144
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,454,550
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,301,406
Assets. Value of participant loans	2012-12-31	$28,444
Total contributions received or receivable from employer(s)	2012-12-31	$236,880
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$260,703
Expenses. Total of all expenses incurred	2011-12-31	$385,295
Benefits paid (including direct rollovers)	2011-12-31	$384,998
Total plan assets at end of year	2011-12-31	$4,301,406
Total plan assets at beginning of year	2011-12-31	$4,425,999
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$297
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$37,286
Net income (gross income less expenses)	2011-12-31	$-124,592
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,301,406
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,425,999
Assets. Value of participant loans	2011-12-31	$28,782
Total contributions received or receivable from employer(s)	2011-12-31	$223,417
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$564,033
Expenses. Total of all expenses incurred	2010-12-31	$109,612
Benefits paid (including direct rollovers)	2010-12-31	$109,279
Total plan assets at end of year	2010-12-31	$4,425,999
Total plan assets at beginning of year	2010-12-31	$3,971,578
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$333
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$326,296
Net income (gross income less expenses)	2010-12-31	$454,421
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,425,999
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,971,578
Assets. Value of participant loans	2010-12-31	$28,835
Total contributions received or receivable from employer(s)	2010-12-31	$237,737
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN

2015: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OSBORN, REED & BURKE, LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OSBORN, REED & BURKE, LLP
Employer identification number (EIN):	160771141
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1995-01-09
Company Identification Number:	1882736
Legal Registered Office Address:	45 EXCHANGE BLVD 4TH FL ROCHESTER United States of America (USA) 14614