Plan5500

Ollis And Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ollis And Company (EIN 44-0600671) is a plan sponsor located in Springfield, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
44-0600671
Location
Springfield, MO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ollis And Company

  • 2 loaded plans hold $15.9M in reported assets.
  • The largest, Ollis And Company Employee Stock Ownership Plan, holds 62% of this company's reported plan assets.
  • Plans cover 120 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.9MSummed across loaded plans$15,874,882
Total reported assets$15.9M$15,874,882
Total reported participants120
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.9M total assets
Net assets$15.9MLiabilities$0
Contributions & income
Employer contributions$526.4K
Participant contributions$376.7K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$728.1K
Total expenses$766.2K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Ollis And Company Employee Stock Ownership Plan
Participants per plan60Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ollis And Company Employee Stock Ownership Plan$9.8M
    Plan #003 · 55 participants · 2023
  2. 2
    Ollis Akers Arney 401(K) Plan$6.1M
    Plan #004 · 65 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ollis And Company. Open one for its full reported snapshot.

  1. 2023
    Ollis And Company Employee Stock Ownership Plan55 participants · 2Sch I
    View filing →
  2. 2023
    Ollis Akers Arney 401(K) Plan65 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ollis And Company report on Form 5500?
Ollis And Company (EIN 44-0600671) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ollis And Company?
The Employer Identification Number (EIN) reported for Ollis And Company is 44-0600671.
What is the latest Form 5500 filing year for Ollis And Company?
The latest loaded Form 5500 filing year for Ollis And Company is 2023.

Related Form 5500 pages