Plan5500

Olson Technologies, Inc. Employee Benefit Plan — Form 5500 plan (Olson Technologies, Inc.)

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, Olson Technologies, Inc. Employee Benefit Plan is a benefit plan reported by Olson Technologies, Inc. under EIN 23-2361912 and plan number 501. The latest loaded filing year is 2023. The filing reports 28 participants and $83,187 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Olson Technologies, Inc.
EIN
23-2361912
Plan number
501
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
28
End-of-year plan assets
$83,187

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I, C20241010092252NAL0009850131001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$83,187
Total liabilities (EOY)
$111,069
Net assets (EOY)
-$27,882
Net assets (BOY)
$95,189

Income & contributions

Employer contributions
$950,543
Participant contributions
$46,625
Total income / additions
$998,616

Expenses & distributions

Benefits paid
$567,656
Administrative expenses
$35,024
Total expenses
$1,121,687
Net increase / (decrease)
-$123,071

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meritain Health, An Aetna CompanyADMIN$35,024not reported in the loaded dataset2023
Cbiz, Inc. (Pa)BROKER$34,390not reported in the loaded dataset2023
The Benecon GroupBROKER$8,865not reported in the loaded dataset2023
Conneccare3PATIENT ADVOCATE$1,940not reported in the loaded dataset2023

Related Form 5500 pages