Original filing (PDF)20250816005003NAL0010614275001

WILLIAM OSGOOD ASSOCIATES, INC.

Name: WILLIAM OSGOOD ASSOCIATES, INC. — WILLIAM OSGOOD ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WILLIAM OSGOOD ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

WILLIAM OSGOOD ASSOCIATES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM OSGOOD ASSOCIATES, INC..

Plan sponsor

Name

WILLIAM OSGOOD ASSOCIATES, INC.

EIN

38-2280170

Address

26250 TELEGRAPH RD · SOUTHFIELD, MI · 48033

Phone

(248) 352-7180

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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