Osha Bergman Watanabe & Burton 401(K) Plan — Form 5500 plan (Osha Bergman Watanabe & Burton Llp)
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, Osha Bergman Watanabe & Burton 401(K) Plan is a benefit plan reported by Osha Bergman Watanabe & Burton Llp under EIN 76-0571383 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $14,980,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osha Bergman Watanabe & Burton Llp
- EIN
- 76-0571383
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $14,980,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241010113417NAL0011421075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,980,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,980,434
- Net assets (BOY)
- $11,974,429
Income & contributions
- Employer contributions
- $281,368
- Participant contributions
- $1,039,476
- Total contributions
- $1,405,488
- Total income / additions
- $3,597,201
Expenses & distributions
- Benefits paid
- $564,228
- Administrative expenses
- $26,968
- Total expenses
- $591,196
- Net increase / (decrease)
- $3,006,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Advisory Service | SERVICE PROVIDER | $0 | $26,781 | 2023 |
| Desroches Partners | SERVICE PROVIDER | $8,500 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Of Houston | THIRD PARTY ADMINISTRATO | $0 | $6,442 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Osha Bergman Watanabe & Burton Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Wealth Enhancement Advisory Service — Schedule C compensation
- Desroches Partners — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation