Olympus Holdings, LLC & Affiliates 401(K) Plan — Form 5500 plan (Olympus Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Olympus Holdings, LLC & Affiliates 401(K) Plan is a benefit plan reported by Olympus Holdings, LLC under EIN 20-2628892 and plan number 001. The latest loaded filing year is 2023. The filing reports 434 participants and $29,006,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olympus Holdings, LLC
- EIN
- 20-2628892
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 434
- End-of-year plan assets
- $29,006,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 434 | H, C | 20250203100420NAL0011342560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,006,534
- Total liabilities (EOY)
- $23,417
- Net assets (EOY)
- $28,983,117
- Net assets (BOY)
- $27,618,451
Income & contributions
- Employer contributions
- $953,272
- Participant contributions
- $1,750,920
- Total contributions
- $2,898,986
- Total income / additions
- $6,729,608
Expenses & distributions
- Benefits paid
- $5,302,193
- Administrative expenses
- $62,749
- Total expenses
- $5,364,942
- Net increase / (decrease)
- $1,364,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Saiph Capital, LLC | SERVICE PROVIDER | $20,715 | $20,703 | 2023 |
| Loren D. Stark Company | THIRD PARTY ADMINISTRATO | $4,450 | $13,781 | 2023 |
| Bdg Cpas | SERVICE PROVIDER | $9,500 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $4,507 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $4,049 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,049 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Olympus Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Saiph Capital, LLC — Schedule C compensation
- Loren D. Stark Company — Schedule C compensation
- Bdg Cpas — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation