RONALD E OSMAN & ASSOCIATES LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2015: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
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 | 2 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|
2015 : RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $-206,610 |
Expenses. Total of all expenses incurred | 2015-12-31 | $32,236 |
Benefits paid (including direct rollovers) | 2015-12-31 | $9,974 |
Total plan assets at end of year | 2015-12-31 | $2,692,496 |
Total plan assets at beginning of year | 2015-12-31 | $2,931,342 |
Value of fidelity bond covering the plan | 2015-12-31 | $270,000 |
Total contributions received or receivable from participants | 2015-12-31 | $15,607 |
Other income received | 2015-12-31 | $-242,217 |
Net income (gross income less expenses) | 2015-12-31 | $-238,846 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,692,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,931,342 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $20,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $22,262 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $321,595 |
Expenses. Total of all expenses incurred | 2014-12-31 | $24,156 |
Total plan assets at end of year | 2014-12-31 | $2,931,342 |
Total plan assets at beginning of year | 2014-12-31 | $2,633,903 |
Value of fidelity bond covering the plan | 2014-12-31 | $270,000 |
Total contributions received or receivable from participants | 2014-12-31 | $20,607 |
Other income received | 2014-12-31 | $265,988 |
Net income (gross income less expenses) | 2014-12-31 | $297,439 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,931,342 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,633,903 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $35,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $24,156 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $532,533 |
Expenses. Total of all expenses incurred | 2013-12-31 | $23,312 |
Benefits paid (including direct rollovers) | 2013-12-31 | $205 |
Total plan assets at end of year | 2013-12-31 | $2,633,903 |
Total plan assets at beginning of year | 2013-12-31 | $2,124,682 |
Value of fidelity bond covering the plan | 2013-12-31 | $270,000 |
Total contributions received or receivable from participants | 2013-12-31 | $28,343 |
Other income received | 2013-12-31 | $464,190 |
Net income (gross income less expenses) | 2013-12-31 | $509,221 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,633,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,124,682 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $40,000 |
Value of corrective distributions | 2013-12-31 | $4,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $18,207 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $247,968 |
Expenses. Total of all expenses incurred | 2012-12-31 | $22,480 |
Benefits paid (including direct rollovers) | 2012-12-31 | $7,216 |
Total plan assets at end of year | 2012-12-31 | $2,124,682 |
Total plan assets at beginning of year | 2012-12-31 | $1,899,194 |
Value of fidelity bond covering the plan | 2012-12-31 | $270,000 |
Total contributions received or receivable from participants | 2012-12-31 | $42,255 |
Other income received | 2012-12-31 | $180,713 |
Net income (gross income less expenses) | 2012-12-31 | $225,488 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,124,682 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,899,194 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $15,264 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $14,007 |
Expenses. Total of all expenses incurred | 2011-12-31 | $24,857 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,899,194 |
Total plan assets at beginning of year | 2011-12-31 | $1,910,044 |
Value of fidelity bond covering the plan | 2011-12-31 | $270,000 |
Total contributions received or receivable from participants | 2011-12-31 | $20,810 |
Other income received | 2011-12-31 | $-31,803 |
Net income (gross income less expenses) | 2011-12-31 | $-10,850 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,899,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,910,044 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $25,000 |
Value of corrective distributions | 2011-12-31 | $8,326 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $16,531 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $380,661 |
Expenses. Total of all expenses incurred | 2010-12-31 | $294,250 |
Benefits paid (including direct rollovers) | 2010-12-31 | $278,664 |
Total plan assets at end of year | 2010-12-31 | $1,910,044 |
Total plan assets at beginning of year | 2010-12-31 | $1,823,633 |
Value of fidelity bond covering the plan | 2010-12-31 | $270,000 |
Total contributions received or receivable from participants | 2010-12-31 | $37,320 |
Other income received | 2010-12-31 | $318,341 |
Net income (gross income less expenses) | 2010-12-31 | $86,411 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,910,044 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,823,633 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $15,586 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : RONALD E OSMAN & ASSOCIATES LTD 401(K) 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 |
2015: RONALD E OSMAN & ASSOCIATES LTD 401(K) 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: RONALD E OSMAN & ASSOCIATES LTD 401(K) 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: RONALD E OSMAN & ASSOCIATES LTD 401(K) 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: RONALD E OSMAN & ASSOCIATES LTD 401(K) 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: RONALD E OSMAN & ASSOCIATES LTD 401(K) 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 |
2010: RONALD E OSMAN & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RONALD E OSMAN & ASSOCIATES LTD 401(K) 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 |