Original filing (PDF)20250328105113NAL0001919586001

OSBORNE CAPITAL GROUP

Name: OSBORNE CAPITAL GROUP — OSBORNE CAPITAL GROUP MCF BENEFIT PLAN, Form 5500 (2023)
Creator: OSBORNE CAPITAL GROUP

Form 5500-SF

FILING_RECEIVED

OSBORNE CAPITAL GROUP MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$26K

Net assets (EOY)

$7K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSBORNE CAPITAL GROUP.

Plan sponsor

Name

OSBORNE CAPITAL GROUP

EIN

43-1870121all filings

Address

16141 SWINGLEY RIDGE ROAD · CHESTERFIELD, MO · 63005

Phone

(636) 530-6800

Industry

Finance & Insurancesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Finance & Insurance plans

THE MORTGAGE PROCESSING SPECIAL

THE MORTGAGE PROCESSING SPECIALISTS LLC 401K

$26K · 5 participants

BLUE PLANET TRADING CORP

BLUE PLANET TRADING CORP 401(K)

$28K · 2 participants

TIMS TRADING POST AND PAWN LLC

TIMS TRADING POST AND PAWN LLC 401(K) PLAN

$29K · 5 participants

SWIFT DEBT RELIEF, INC.

SWIFT DEBT RELIEF, INC. 401(K) PLAN

$24K · 4 participants

PENDERGRASS FLEA MARKET, INC.

PENDERGRASS FLEA MARKET, INC. GCF BENEFIT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.