Jason Employee Savings & Profit Sharing Plan — Form 5500 plan (Osborn LLC)
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, Jason Employee Savings & Profit Sharing Plan is a benefit plan reported by Osborn LLC under EIN 83-0905279 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,228 participants and $62,053,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osborn LLC
- EIN
- 83-0905279
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, IN
- Latest filing year
- 2023
- Participants
- 1,228
- End-of-year plan assets
- $62,053,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,228 | H, C | 20241011142642NAL0012593475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,053,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,053,470
- Net assets (BOY)
- $58,896,500
Income & contributions
- Employer contributions
- $1,061,355
- Participant contributions
- $3,180,473
- Total contributions
- $4,475,092
- Total income / additions
- $12,478,047
Expenses & distributions
- Benefits paid
- $9,083,195
- Administrative expenses
- $237,882
- Total expenses
- $9,321,077
- Net increase / (decrease)
- $3,156,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $143,510 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $24,255 | not reported in the loaded dataset | 2023 |
| Alphagraphics | NONE | $6,615 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Osborn LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Richmond, IN
- Oneamerica Retirement Services LLC — Schedule C compensation
- Intellicents Investment Solutions — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Alphagraphics — Schedule C compensation
- Matrix Trust Company — Schedule C compensation