Plan5500

Olgoonik Development Sca 401(K) Plan — Form 5500 plan (Olgoonik Development LLC)

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, Olgoonik Development Sca 401(K) Plan is a benefit plan reported by Olgoonik Development LLC under EIN 92-0176618 and plan number 002. The latest loaded filing year is 2023. The filing reports 442 participants and $9,058,966 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.1MPlan net assets, end of year$9,058,966
Participants442Covered participants reported
Assets / participant$20.5KComputed: assets ÷ participants$20,495 (computed)
Provider compensation$5.7K2 Schedule C provider row(s)$5,706
Plan sponsor
Olgoonik Development LLC
EIN
92-0176618
Plan number
002
Plan type
2
Location
Anchorage, AK
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    442 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$744.6K
Participant$771.8K
Full reported line items

Net assets

Total assets (EOY)
$9,058,966
Total liabilities (EOY)
$0
Net assets (EOY)
$9,058,966
Net assets (BOY)
$7,469,245

Income & contributions

Employer contributions
$744,643
Participant contributions
$771,753
Total contributions
$1,530,962
Total income / additions
$2,927,815

Expenses & distributions

Benefits paid
$1,313,378
Administrative expenses
$9,570
Total expenses
$1,338,094
Net increase / (decrease)
$1,589,721
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 49%Participant 51%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Morgan Stanley Smith Barney LLC$8.8K
    INVESTMENT ADVISOR · Direct $8.8K
  2. 2
    Fidelity Investments Institutional-$3.1K
    RECORDKEEPER · Direct -$3.1K · Indirect $0

Related Form 5500 pages