How big is David G. Osborn, Inc.'s plan?

David G. Osborn, Inc.'s plan reported $151K in assets and 8 participants for 2024.

Original filing (PDF)20250819153013NAL0003975840001

David G. Osborn, Inc.

Name: David G. Osborn, Inc. — David G. Osborn, Inc., Form 5500 (2024)
Creator: David G. Osborn, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David G. Osborn, Inc. Retirement Plan

401(k) retirement plan · David G. Osborn, Inc.'s David G. Osborn, Inc. Retirement Plan held $151K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Jessica Wilson signed David G. Osborn, Inc.'s 2024 Form 5500 as plan administrator.

Jessica Wilson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David G. Osborn, Inc.'s EIN is 83-3547689.

EIN 83-3547689

Plan number 001

Plan year 2024

ACK ID 20250819153013NAL0003975840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David G. Osborn, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David G. Osborn, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID G. OSBORN, INC..

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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

Knocking points off