2023 Form 5500 filing — Les Olson Company, Inc Profit Sharing Plan
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 20240919130123NAL0002357059001) for Les Olson Company, Inc Profit Sharing Plan, reported by Les Olson Company, Inc. under EIN 87-0324153 and plan number 002. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919130123NAL0002357059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Les Olson Company, Inc.
- EIN
- 87-0324153
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,484,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,484,043
- Employer contributions
- $996,721
- Participant contributions
- $1,150,988
- Total income / additions
- $7,066,353
- Benefits paid
- $2,874,215
- Administrative expenses
- $130,920
- Total expenses
- $3,005,135
- Net increase / (decrease)
- $4,061,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,083 | $0 |
| United 401(K) Plans Inc | CONTRACT ADMIN | $23,518 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $23,048 | $0 |
| Tanner LLC | AUDITOR | $21,000 | $0 |
| Pensions Plus Inc | CONTRACT ADMIN | $3,150 | $0 |