Osborn & Barr Communications Employee Savings Plan — Form 5500 plan (Osborn & Barr Communications, 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, Osborn & Barr Communications Employee Savings Plan is a benefit plan reported by Osborn & Barr Communications, Inc. under EIN 43-1480127 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $12,202,531 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osborn & Barr Communications, Inc.
EIN
43-1480127
Plan number
001
Plan type
2
Location
Creve Coeur, MO
Latest filing year
2023
Participants
198
End-of-year plan assets
$12,202,531

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241012191610NAL0042292672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,202,531
Total liabilities (EOY)
$0
Net assets (EOY)
$12,202,531
Net assets (BOY)
$10,769,787

Income & contributions

Employer contributions
$194,867
Participant contributions
$815,872
Total contributions
$1,015,925
Total income / additions
$2,692,906

Expenses & distributions

Benefits paid
$1,205,719
Administrative expenses
$54,443
Total expenses
$1,260,162
Net increase / (decrease)
$1,432,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,443$02023
Correct Capital Wealth Management,INVESTMENT ADVISORY$0$28,1212023

Related Form 5500 pages