Brian P. Olofsson,M.D. Retirement Plan & Trust — Form 5500 plan (Brian P. Olofsson, M.D.)
Plain-English plan 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, Brian P. Olofsson,M.D. Retirement Plan & Trust is a benefit plan reported by Brian P. Olofsson, M.D. under EIN 36-3493366 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $1,870,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brian P. Olofsson, M.D.
- EIN
- 36-3493366
- Plan number
- 002
- Plan type
- 2
- Location
- Kankakee, IL
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $1,870,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20241008100712NAL0016432529001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,870,410
- Net assets (EOY)
- $1,870,410
- Net assets (BOY)
- $1,560,319
Income & contributions
- Employer contributions
- $131,369
- Participant contributions
- $0
- Total income / additions
- $310,091
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $310,091
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.