2023 Form 5500 filing — The Olympia Companies LLC 401(K) Plan & 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 20241008061218NAL0009434355001) for The Olympia Companies LLC 401(K) Plan & Trust, reported by The Olympia Companies LLC under EIN 20-3653615 and plan number 001. It reports 1,279 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)$14MReported net assets$14,040,490
Participants1.3K1,279
Provider compensation$60.8K4 Schedule C row(s)$60,779
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008061218NAL0009434355001
Plan sponsor
The Olympia Companies LLC
EIN
20-3653615
Plan number
001
Location
Portland, ME
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$14M total assets
Net assets$14MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$788.4K
Benefits paid / distributions$694.2K
Contributions
Employer$547.9K
Participant$1.7M
Full reported line items
Total assets (EOY)
$14,040,490
Total liabilities (EOY)
$0
Net assets (EOY)
$14,040,490
Employer contributions
$547,924
Participant contributions
$1,740,079
Total income / additions
$4,403,436
Benefits paid
$694,214
Administrative expenses
$60,779
Total expenses
$788,360
Net increase / (decrease)
$3,615,076
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $28K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $23.6K · Indirect $0
  3. 3
    INVESTMENT/FINANCIAL ADVI · Direct $9.2K · Indirect $0
  4. 4
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008061218NAL0009434355001 cover?
It is the 2023 Form 5500 filing for The Olympia Companies LLC 401(K) Plan & Trust, reported by The Olympia Companies LLC (EIN 20-3653615).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages