Who sponsors the Osmose 401(K) Plan?

Osmose 401(K) Plan is reported as sponsored by Osmose Utilities Services, Inc. (EIN 35-2175310, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Osmose 401(K) Plan?

The latest Form 5500 filing year loaded for Osmose 401(K) Plan is 2023.

How many participants does Osmose 401(K) Plan report?

Osmose 401(K) Plan reports 3,483 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Osmose 401(K) Plan?

Osmose 401(K) Plan reports $178,123,645 in end-of-year plan assets in its latest loaded Form 5500 filing.

Osmose 401(K) Plan — Form 5500 plan (Osmose Utilities Services, Inc.)

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, Osmose 401(K) Plan is a benefit plan reported by Osmose Utilities Services, Inc. under EIN 35-2175310 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,483 participants and $178,123,645 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Osmose Utilities Services, Inc.
EIN: 35-2175310
Plan number: 002
Plan type: 2
Location: Peachtree City, GA
Latest filing year: 2023
Participants: 3,483
End-of-year plan assets: $178,123,645

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	3,483	H, C	20241003150645NAL0005803651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $178,123,645
Total liabilities (EOY): $0
Net assets (EOY): $178,123,645
Net assets (BOY): $152,033,504

Income & contributions

Employer contributions: $5,136,163
Participant contributions: $12,671,230
Total contributions: $18,215,340
Total income / additions: $52,769,458

Expenses & distributions

Benefits paid: $26,282,602
Administrative expenses: $340,091
Total expenses: $26,679,317
Net increase / (decrease): $26,090,141

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$221,930	$0	2023
Creative Planning	INVESTMENT ADVISOR	$72,500	not reported in the loaded dataset	2023
Strategic Advisors, Inc.	ADVISOR	$45,661	not reported in the loaded dataset	2023