Plan5500

Olsson, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Oei, 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, Olsson, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Oei, Inc. under EIN 47-0532319 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,209 participants and $225,976,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oei, Inc.
EIN
47-0532319
Plan number
001
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
2,209
End-of-year plan assets
$225,976,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,209H, C20240723091359NAL0019236832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$225,976,324
Total liabilities (EOY)
$0
Net assets (EOY)
$225,976,324
Net assets (BOY)
$175,122,229

Income & contributions

Employer contributions
$4,573,697
Participant contributions
$17,120,359
Total contributions
$27,923,364
Total income / additions
$63,283,130

Expenses & distributions

Benefits paid
$12,117,995
Administrative expenses
$299,767
Total expenses
$12,429,035
Net increase / (decrease)
$50,854,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan Svcs.RETAINED BY PLAN SPONSOR$173,817$02023
D.A. Davidson & Co.INVESTMENT ADVISOR$125,950not reported in the loaded dataset2023

Related Form 5500 pages