OSBORNE LEASE & INVESTMENT CO. has sponsored the creation of one or more 401k plans.
Additional information about OSBORNE LEASE & INVESTMENT CO.
Submission information for form 5500 for 401k plan OSBORNE LEASE & INVESTMENT CO. PENSION PLAN
401k plan membership statisitcs for OSBORNE LEASE & INVESTMENT CO. PENSION PLAN
| Measure | Date | Value |
|---|
| 2008: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
| Total of all active and inactive participants | 2008-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
| 2007: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| 2006: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
| Total of all active and inactive participants | 2006-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
| Total participants | 2006-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
| 2005: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
| Total of all active and inactive participants | 2005-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
| Total participants | 2005-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
| 2004: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 2 |
| Total of all active and inactive participants | 2004-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-01-01 | 0 |
| Total participants | 2004-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2005 : OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2005 401k financial data |
|---|
| Total income from all sources | 2005-12-31 | $26,972 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2005-12-31 | $0 |
| Total plan assets at end of year | 2005-12-31 | $1,583,023 |
| Total plan assets at beginning of year | 2005-12-31 | $1,556,051 |
| Total contributions received or receivable from participants | 2005-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2005-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2005-12-31 | $0 |
| Other income received | 2005-12-31 | $26,972 |
| Noncash contributions received | 2005-12-31 | $0 |
| Net income (gross income less expenses) | 2005-12-31 | $26,972 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $1,583,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $1,556,051 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2005-12-31 | $0 |
| Value of corrective distributions | 2005-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2005-12-31 | $0 |
| 2004 : OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2004 401k financial data |
|---|
| Total income from all sources | 2004-12-31 | $41,890 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $0 |
| Total plan assets at end of year | 2004-12-31 | $1,556,051 |
| Total plan assets at beginning of year | 2004-12-31 | $1,514,161 |
| Noncash contributions received | 2004-12-31 | $41,890 |
| Net income (gross income less expenses) | 2004-12-31 | $41,890 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $1,556,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $1,514,161 |
| 2008: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: OSBORNE LEASE & INVESTMENT CO. PENSION PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 ) |
| Policy contract number | INDIVIDUAL |
| Policy instance | 1 |
| Insurance contract or identification number | INDIVIDUAL | | Number of Individuals Covered | 2 | | Insurance policy start date | 2005-01-01 | | Insurance policy end date | 2005-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 ) |
| Policy contract number | INDIVIDUAL |
| Policy instance | 1 |
| Insurance contract or identification number | INDIVIDUAL | | Number of Individuals Covered | 2 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
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