Olympic Sports & Spine Pllc 401(K) Plan — Form 5500 plan (Olympic Sports & Spine Pllc)

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, Olympic Sports & Spine Pllc 401(K) Plan is a benefit plan reported by Olympic Sports & Spine Pllc under EIN 82-2950138 and plan number 002. The latest loaded filing year is 2023. The filing reports 541 participants and $15,852,882 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.8MPlan net assets, end of year$15,830,645
Participants541Covered participants reported
Assets / participant$29.3KComputed: assets ÷ participants$29,303 (computed)
Provider compensation$38.4K2 Schedule C provider row(s)$38,405
Plan sponsor
Olympic Sports & Spine Pllc
EIN
82-2950138
Plan number
002
Plan type
2
Location
Tacoma, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023541H, C20240729151253NAL0012644499001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.9M total assets
Net assets$15.8MLiabilities$22.2K
Money in vs. money out
Total income / additions$5.1M
Total expenses$632.6K
Benefits paid / distributions$541.8K
Contributions
Employer$574.2K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$15,852,882
Total liabilities (EOY)
$22,237
Net assets (EOY)
$15,830,645
Net assets (BOY)
$11,409,820

Income & contributions

Employer contributions
$574,205
Participant contributions
$1,616,883
Total contributions
$2,819,095
Total income / additions
$5,053,397

Expenses & distributions

Benefits paid
$541,781
Administrative expenses
$90,763
Total expenses
$632,572
Net increase / (decrease)
$4,420,825
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income11%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Finanacial LLCRIA$34,132not reported in the loaded dataset2023
John HancockRECORDKEEPER$4,273not reported in the loaded dataset2023

Related Form 5500 pages