Olson Engineering Inc. 401k Plan — Form 5500 plan (Olson Engineering 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 Engineering Inc. 401k Plan is a benefit plan reported by Olson Engineering Inc. under EIN 76-0578086 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $13,639,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olson Engineering Inc.
- EIN
- 76-0578086
- Plan number
- 001
- Plan type
- 2
- Location
- Bridge City, TX
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $13,639,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240805144437NAL0002469792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,639,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,639,347
- Net assets (BOY)
- $11,464,502
Income & contributions
- Employer contributions
- $431,285
- Participant contributions
- $1,127,186
- Total contributions
- $1,788,108
- Total income / additions
- $3,679,690
Expenses & distributions
- Benefits paid
- $1,470,605
- Administrative expenses
- $34,240
- Total expenses
- $1,504,845
- Net increase / (decrease)
- $2,174,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones And Co | NONE | $31,025 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,267 | $28,543 | 2023 |