Olympus Clinic 401(K) Profit Sharing Plan — Form 5500 plan (Olympus Clinic)

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, Olympus Clinic 401(K) Profit Sharing Plan is a benefit plan reported by Olympus Clinic under EIN 87-0358327 and plan number 001. The latest loaded filing year is 2023. The filing reports 36 participants and $5,230,449 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,230,449
Participants36Covered participants reported
Assets / participant$145.3KComputed: assets ÷ participants$145,290 (computed)
Provider compensationNone reported
Plan sponsor
Olympus Clinic
EIN
87-0358327
Plan number
001
Plan type
2
Location
Holladay, UT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336I20250708124754NAL0002675219001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$147.5K
Benefits paid / distributions$131.6K
Contributions
Employer$252.3K
Participant$53.4K
Full reported line items

Net assets

Total assets (EOY)
$5,230,449
Total liabilities (EOY)
$0
Net assets (EOY)
$5,230,449
Net assets (BOY)
$4,334,147

Income & contributions

Employer contributions
$252,343
Participant contributions
$53,386
Total income / additions
$1,043,777

Expenses & distributions

Benefits paid
$131,621
Administrative expenses
$15,854
Total expenses
$147,475
Net increase / (decrease)
$896,302
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 83%Participant 17%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages