2023 Form 5500 filing — The Olson Company 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912131401NAL0010165825001) for The Olson Company 401(K) Plan And Trust, reported by Olson Urban Housing, LLC under EIN 33-0884300 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.8MReported net assets$14,801,416
Participants102
Provider compensation$57.7K3 Schedule C row(s)$57,675
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912131401NAL0010165825001
- Plan sponsor
- Olson Urban Housing, LLC
- EIN
- 33-0884300
- Plan number
- 001
- Location
- Seal Beach, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.8M total assets
Net assets$14.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,801,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,801,416
- Employer contributions
- $217,297
- Participant contributions
- $802,509
- Total income / additions
- $3,216,834
- Benefits paid
- $892,092
- Administrative expenses
- $59,016
- Total expenses
- $951,108
- Net increase / (decrease)
- $2,265,726
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $25,865 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,310 | not reported in the loaded dataset |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $12,500 | not reported in the loaded dataset |