Missouri › Professional, scientific and technical services › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Osborn and Barr Communications, Inc. Employees Stock Ownership Plan
Sponsored by Osborn & Barr Communications, Inc., Creve Coeur, MO
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Osborn & Barr Communications, Inc. of Creve Coeur, Missouri sponsors Osborn and Barr Communications, Inc. Employees Stock Ownership Plan, an employee stock ownership plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 230 participants (40 active) and $2.4M in net assets.
Net assets came to $10,312 per participant, well below the $60,185 median for defined contribution plans with 100 to 249 participants and well below the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 4 service provider organisations paid $5,000 or more, with reported compensation of $54K: $237 per participant, above the same-size median of $194. Administrative expenses charged to the plan were $83K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $2.5M in 2012 to $2.4M in 2024 (down 6%), and participants from 134 to 230 (up 72%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $10,312 | $60,185 | $73,951 | $53,102 |
| Employer contributions per active participant | — | $2,447 | $3,219 | $2,175 |
| Schedule C compensation per participant | $237 | $194 | $148 | $123 |
| Schedule C compensation, share of net assets | 2.3% | 0.32% | 0.22% | 0.26% |
| Administrative expenses per participant | $363 | $176 | $140 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), professional, scientific and technical services (9,776) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 230 | $2.4M | $10,313 | — | — | $54K |
| 2023 | 242 | $4.4M | $18,157 | $435K | — | $46K |
| 2022 | 253 | $5.1M | $20,162 | $75K | — | $11K |
| 2021 | 253 | $9.1M | $36,134 | $427K | — | $18K |
| 2020 | 240 | $7.7M | $32,054 | $0 | $0 | $0 |
| 2019 | 229 | $5.7M | $24,751 | $0 | $0 | $0 |
| 2018 | 217 | $5.4M | $25,078 | $0 | $0 | $0 |
| 2017 | 198 | $4.1M | $20,510 | $0 | $0 | $0 |
| 2016 | 192 | $3.6M | $18,656 | $75K | — | $0 |
| 2015 | 188 | $3.0M | $16,090 | — | — | $0 |
| 2014 | 178 | $3.3M | $18,781 | $150K | — | $0 |
| 2013 | 159 | $2.9M | $18,390 | — | — | $0 |
| 2012 | 134 | $2.5M | $18,799 | — | — | $0 |
| 2011 | 110 | — | — | — | — | — |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$4,394,125
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results−$1,503,609
- Benefits paid$435,410
- Administrative expenses$83,394
- Total expenses$518,804
- Net income−$2,022,413
- Net transfers$0
- Net assets, end of year$2,371,712
Participants
- Active participants40
- Retired or separated, receiving benefits37
- Retired or separated, entitled to future benefits151
- Participants with account balances223
- Total participants, end of year230
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Principal Life Insurance Company | Contract Administrator | $21,329 | $0 |
| Wagner Law Group | Actuarial | $12,650 | $0 |
| Evergreen Advisors | Valuation (appraisals, etc.) | $12,000 | $0 |
| Keb | Accounting (including auditing) | $8,500 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$28,417
- Contract administrator fees$21,327
- Legal fees$12,650
- Valuation and appraisal fees$12,000
- Trustee and custodial fees$9,000
- Total administrative expenses$83,394
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Employer securities$2.1M · 75.3%
- Cash (interest and non-interest bearing)$624K · 22.8%
- Receivables$53K · 1.9%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmKerber, Eck & Braeckel, LLP
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2IStock bonus2OESOP other than a leveraged ESOP2QThe employer maintaining this ESOP is an S corporation3IPlan requiring that all or part of employer contributions be invested and held in employer securities
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541800: Advertising & Related Services.
Other plans of Osborn & Barr Communications, Inc.
| Plan | Participants | Net assets |
|---|---|---|
| Osborn & Barr Communications Employee Savings Plan | 148 | $12.6M |
Similar plans in Missouri
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Next Level Solutions Savings Plan Employees Retirement Plan | Premium Consulting LLC | 230 | $12.7M | $55,224 |
| David Mason & Associates, Inc. 401(k) Profit Sharing Plan | David Mason & Associates, Inc. | 228 | $12.6M | $55,398 |
| Lawrencian Omniscient Occupational Trust | Lawrence Group People, LLC | 236 | $22.5M | $95,307 |
| Multistudio Inc. 401(k) Profit Sharing Plan | Multistudio, Inc. | 227 | $30.4M | $133,803 |
| Garrison Management Group, LLC 401(k) Profit Sharing Plan and Trust | Garrison Management Group, LLC | 241 | $10.0M | $41,583 |
| Valorem LLC Retirement Plan | Valorem LLC | 224 | $0 | — |
Defined contribution plans in professional, scientific and technical services closest in size.
Questions and answers
How big is Osborn and Barr Communications, Inc. Employees Stock Ownership Plan?
230 participants at the end of the plan year ending 31 Dec 2024, of whom 40 were active employees, with net assets of $2,371,712. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Osborn & Barr Communications, Inc. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $54,479 in compensation to service provider organisations, $237 per participant or 2.3% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $83,394. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Osborn & Barr Communications, Inc.. Recordkeeping or administration: Principal Life Insurance Company. The financial statements were audited by Kerber, Eck & Braeckel, LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 14 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 43-1480127, plan 002, received 14 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.