Kathrine A. Olson, D.D.S. 401(K) Profit Sharing Pl — Form 5500 plan (Kathrine A. Olson, D.D.S.)
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, Kathrine A. Olson, D.D.S. 401(K) Profit Sharing Pl is a benefit plan reported by Kathrine A. Olson, D.D.S. under EIN 91-1003726 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $23,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kathrine A. Olson, D.D.S.
- EIN
- 91-1003726
- Plan number
- 002
- Plan type
- 2
- Location
- Liberty Lake, WA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $23,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241001172717NAL0003485539003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $23,308
- Net assets (EOY)
- $23,308
- Net assets (BOY)
- $1,280,938
Income & contributions
- Employer contributions
- $9,916
- Total income / additions
- $10,015
Expenses & distributions
- Benefits paid
- $915,908
- Total expenses
- $1,267,645
- Net increase / (decrease)
- -$1,257,630
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.