Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan — Form 5500 plan (Olsen Thielen & Co., Ltd)

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, Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan is a benefit plan reported by Olsen Thielen & Co., Ltd under EIN 41-1360831 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $46,473,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Olsen Thielen & Co., Ltd
EIN
41-1360831
Plan number
002
Plan type
2
Location
Roseville, MN
Latest filing year
2023
Participants
144
End-of-year plan assets
$46,473,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241230122006NAL0010173523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,473,071
Total liabilities (EOY)
$0
Net assets (EOY)
$46,473,071
Net assets (BOY)
$37,979,149

Income & contributions

Employer contributions
$1,250,578
Participant contributions
$1,425,747
Total contributions
$2,811,908
Total income / additions
$10,002,402

Expenses & distributions

Benefits paid
$1,414,541
Administrative expenses
$93,939
Total expenses
$1,508,480
Net increase / (decrease)
$8,493,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesNA$93,939not reported in the loaded dataset2023

Related Form 5500 pages