401k Plan data: OLSON & OLSON, LTD. 401(K) PLAN plan

OLSON & OLSON, LTD. 401(K) PLAN 401k Plan overview

Plan Name	OLSON & OLSON, LTD. 401(K) PLAN
Plan identification number	001

OLSON & OLSON, LTD. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OLSON & OLSON, LTD. has sponsored the creation of one or more 401k plans.

Company Name: OLSON & OLSON, LTD.

Employer identification number (EIN): 271023285

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OLSON & OLSON, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 PLAN SPONSOR 2022-07-25
001 2020-01-01 PLAN SPONSOR 2021-08-12
001 2020-01-01 PLAN SPONSOR 2021-12-09
001 2019-01-01 PLAN SPONSOR 2020-06-01
001 2018-01-01 PLAN SPONSOR 2019-09-05
001 2017-01-01 PLAN SPONSOR 2018-07-16
001 2016-01-01 PLAN SPONSOR 2017-08-24
001 2015-01-01 PLAN SPONSOR 2016-06-29
001 2014-01-01 PLAN SPONSOR 2015-07-06
001 2013-01-01 PLAN SPONSOR 2014-06-27
001 2012-07-01 PLAN SPONSOR 2013-08-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	PLAN SPONSOR	2022-07-25
001	2020-01-01	PLAN SPONSOR	2021-08-12
001	2020-01-01	PLAN SPONSOR	2021-12-09
001	2019-01-01	PLAN SPONSOR	2020-06-01
001	2018-01-01	PLAN SPONSOR	2019-09-05
001	2017-01-01	PLAN SPONSOR	2018-07-16
001	2016-01-01	PLAN SPONSOR	2017-08-24
001	2015-01-01	PLAN SPONSOR	2016-06-29
001	2014-01-01	PLAN SPONSOR	2015-07-06
001	2013-01-01	PLAN SPONSOR	2014-06-27
001	2012-07-01	PLAN SPONSOR	2013-08-20

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Company Name:	OLSON & OLSON, LTD.
Employer identification number (EIN):	271023285
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages