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, The Olson Company 401(K) Plan And Trust is a benefit plan reported by Olson Urban Housing, LLC under EIN 33-0884300 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $14,801,416 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,801,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,801,416
- Net assets (BOY)
- $12,535,690
Income & contributions
- Employer contributions
- $217,297
- Participant contributions
- $802,509
- Total contributions
- $1,019,806
- Total income / additions
- $3,216,834
Expenses & distributions
- Benefits paid
- $892,092
- Administrative expenses
- $59,016
- Total expenses
- $951,108
- Net increase / (decrease)
- $2,265,726