Les Olson Company, Inc Profit Sharing Plan — Form 5500 plan (Les Olson Company, 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, Les Olson Company, Inc Profit Sharing Plan is a benefit plan reported by Les Olson Company, Inc. under EIN 87-0324153 and plan number 002. The latest loaded filing year is 2023. The filing reports 336 participants and $31,484,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Les Olson Company, Inc.
- EIN
- 87-0324153
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $31,484,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20240919130123NAL0002357059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,484,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,484,043
- Net assets (BOY)
- $27,422,825
Income & contributions
- Employer contributions
- $996,721
- Participant contributions
- $1,150,988
- Total contributions
- $2,611,168
- Total income / additions
- $7,066,353
Expenses & distributions
- Benefits paid
- $2,874,215
- Administrative expenses
- $130,920
- Total expenses
- $3,005,135
- Net increase / (decrease)
- $4,061,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,083 | $0 | 2023 |
| United 401(K) Plans Inc | CONTRACT ADMIN | $23,518 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $23,048 | $0 | 2023 |
| Tanner LLC | AUDITOR | $21,000 | $0 | 2023 |
| Pensions Plus Inc | CONTRACT ADMIN | $3,150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Les Olson Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- United 401(K) Plans Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Tanner LLC — Schedule C compensation
- Pensions Plus Inc — Schedule C compensation