2023 Form 5500 filing — Olympus Holdings, LLC & Affiliates 401(K) 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 20250203100420NAL0011342560001) for Olympus Holdings, LLC & Affiliates 401(K) Plan, reported by Olympus Holdings, LLC under EIN 20-2628892 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203100420NAL0011342560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Olympus Holdings, LLC
- EIN
- 20-2628892
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,006,534
- Total liabilities (EOY)
- $23,417
- Net assets (EOY)
- $28,983,117
- Employer contributions
- $953,272
- Participant contributions
- $1,750,920
- Total income / additions
- $6,729,608
- Benefits paid
- $5,302,193
- Administrative expenses
- $62,749
- Total expenses
- $5,364,942
- Net increase / (decrease)
- $1,364,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Saiph Capital, LLC | SERVICE PROVIDER | $20,715 | $20,703 |
| Loren D. Stark Company | THIRD PARTY ADMINISTRATO | $4,450 | $13,781 |
| Bdg Cpas | SERVICE PROVIDER | $9,500 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $4,507 |
| Morningstar Investment Management | SERVICE PROVIDER | $4,049 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,049 | $0 |