Original filing (PDF)20250730143906NAL0002007779001

THE OSBORNE CPA FIRM

Name: THE OSBORNE CPA FIRM — THE OSBORNE CPA FIRM 401K PLAN, Form 5500 (2024)
Creator: THE OSBORNE CPA FIRM

Form 5500-SF

FILING_RECEIVED

THE OSBORNE CPA FIRM 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE OSBORNE CPA FIRM

EIN

58-1884076all filings

Address

4045 ORCHARD RD STE 540 · SMYRNA, GA · 30080

Phone

(770) 437-4037

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ROY & BENTAS CPAS PC

ROY & BENTAS CPAS PC 401(K) PROFIT SHARING PLAN & TRUST

$135K · 10 participants

CHEN CPA, INC. A PROF. ACCOUNTANCY CORP.

CHEN CPA INC RETIREMENT TRUST

$135K · 1 participants

INCORVAIA & ASSOCIATES P.C.

INCORVAIA & ASSOCIATES P.C. 401(K) PLAN

$136K · 6 participants

BURNS & COMPANY CPAS LLC

BURNS & COMPANY CPAS LLC 401(K) PLAN

$135K · 13 participants

MICHAEL BURTON, CPA, PLLC

MICHAEL BURTON, CPA 401K PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.