Olgoonik Development Sca 401(K) Plan — Form 5500 plan (Olgoonik Development LLC)
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, Olgoonik Development Sca 401(K) Plan is a benefit plan reported by Olgoonik Development LLC under EIN 92-0176618 and plan number 002. The latest loaded filing year is 2023. The filing reports 442 participants and $9,058,966 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.1MPlan net assets, end of year$9,058,966
Participants442Covered participants reported
Assets / participant$20.5KComputed: assets ÷ participants$20,495 (computed)
Provider compensation$5.7K2 Schedule C provider row(s)$5,706
- Plan sponsor
- Olgoonik Development LLC
- EIN
- 92-0176618
- Plan number
- 002
- Plan type
- 2
- Location
- Anchorage, AK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20241015150601NAL0030098161001 |
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)$9.1M total assets
Net assets$9.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,058,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,058,966
- Net assets (BOY)
- $7,469,245
Income & contributions
- Employer contributions
- $744,643
- Participant contributions
- $771,753
- Total contributions
- $1,530,962
- Total income / additions
- $2,927,815
Expenses & distributions
- Benefits paid
- $1,313,378
- Administrative expenses
- $9,570
- Total expenses
- $1,338,094
- Net increase / (decrease)
- $1,589,721
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.
49%51%
Employer 49%Participant 51%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $8,810 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,104 | $0 | 2023 |