2023 Form 5500 filing — Richard M. Olk, S.C. Profit Sharing 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 20250110120008NAL0007960531001) for Richard M. Olk, S.C. Profit Sharing Plan & Trust, reported by Richard M. Olk, S.C. under EIN 39-1189768 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,699,570
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250110120008NAL0007960531001
Plan sponsor
Richard M. Olk, S.C.
EIN
39-1189768
Plan number
001
Location
Antigo, WI
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$411.4K
Total expenses$49.5K
Benefits paid / distributions$36K
Contributions
Employer$45K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,699,570
Net assets (EOY)
$1,699,570
Employer contributions
$45,000
Total income / additions
$411,432
Benefits paid
$36,000
Administrative expenses
$13,508
Total expenses
$49,508
Net increase / (decrease)
$361,924

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250110120008NAL0007960531001 cover?
It is the 2023 Form 5500 filing for Richard M. Olk, S.C. Profit Sharing Plan & Trust, reported by Richard M. Olk, S.C. (EIN 39-1189768).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages