John M. Olis, Dds, Money Purchase Keogh Plan — Form 5500 plan (John M. Olis)
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, John M. Olis, Dds, Money Purchase Keogh Plan is a benefit plan reported by John M. Olis under EIN 31-1062584 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $287,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John M. Olis
- EIN
- 31-1062584
- Plan number
- 002
- Plan type
- 2
- Location
- New Philadelphia, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $287,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240620104505NAL0002441202001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $287,296
- Net assets (EOY)
- $287,296
- Net assets (BOY)
- $292,311
Income & contributions
- Total income / additions
- -$5,015
Expenses & distributions
- Net increase / (decrease)
- -$5,015
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.