Alan M Osenbaugh Cpa & Assoc Pllc 401(k) Plan: Login, Facts & Contact Information

Alan M Osenbaugh Cpa & Assoc Pllc 401(k) Plan Facts

Plan name
ALAN M OSENBAUGH CPA & ASSOC 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
ALAN M OSENBAUGH CPA & ASSOC PLLC
Participants
8 (5 active employees)
Plan assets
$98,760 at Dec 31, 2024
Average account balance
$14,109 across 7 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 27, 2017
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • Investment and other income added $11,224.

How the Alan M Osenbaugh Cpa & Assoc Pllc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194$53,767$31,383$135,972
20207$121,726$23,970$0
20217$134,642$23,255$51,364
20228$143,135$17,165$4,849
20239$87,680$0$70,022
20248$98,760$0$0

Alan M Osenbaugh Cpa & Assoc Pllc 401(k) Contact Information

Phone
940-390-0540
Mailing address
5646 MILTON ST SUITE 920, DALLAS TX 75206
Plan sponsor
ALAN M OSENBAUGH CPA & ASSOC PLLC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
81-0894938
Plan number
001

Questions about the Alan M Osenbaugh Cpa & Assoc Pllc 401(k)

Does Alan M Osenbaugh Cpa & Assoc Pllc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Alan M Osenbaugh Cpa & Assoc Pllc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Alan M Osenbaugh Cpa & Assoc Pllc 401(k) plan?

8 participants at the start of plan year 2024, 5 of them active employees.

What is the average 401(k) balance at Alan M Osenbaugh Cpa & Assoc Pllc?

About $14,109 per account: $98,760 in plan assets across 7 accounts with a balance at the end of plan year 2024.

Who manages the Alan M Osenbaugh Cpa & Assoc Pllc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Alan M Osenbaugh Cpa & Assoc Pllc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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