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

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

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

OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 & CEPURITIS, LTD. has sponsored the creation of one or more 401k plans.

Company Name: OLSON & CEPURITIS, LTD.

Employer identification number (EIN): 363815586

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 RUTH HIERL 2022-09-27
001 2020-01-01 RUTH HIERL 2021-09-28
001 2019-01-01 RUTH HIERL 2020-07-14
001 2018-01-01 RUTH HIERL
001 2017-01-01 RUTH HIERL
001 2016-01-01 RUTH HIERL
001 2015-01-01 RUTH HIERL
001 2014-01-01 RUTH HIERL
001 2013-01-01 RUTH HIERL
001 2012-01-01 RUTH HIERL
001 2011-01-01 RUTH HIERL
001 2009-01-01 RUTH HIERL RUTH HIERL 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	RUTH HIERL	2022-09-27
001	2020-01-01	RUTH HIERL	2021-09-28
001	2019-01-01	RUTH HIERL	2020-07-14
001	2018-01-01	RUTH HIERL
001	2017-01-01	RUTH HIERL
001	2016-01-01	RUTH HIERL
001	2015-01-01	RUTH HIERL
001	2014-01-01	RUTH HIERL
001	2013-01-01	RUTH HIERL
001	2012-01-01	RUTH HIERL
001	2011-01-01	RUTH HIERL
001	2009-01-01	RUTH HIERL		RUTH HIERL	2010-07-22

Plan Statistics for OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST

401k plan membership statisitcs for OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST

Measure Date Value
2018: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 29
Number of participants with account balances 2018-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 31
Number of participants with account balances 2017-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 35
Number of participants with account balances 2016-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 36
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 36
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	29
Number of participants with account balances	2018-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	31
Number of participants with account balances	2017-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	35
Number of participants with account balances	2016-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	36
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	36
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST

Measure	Date	Value
2018 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$22,132
Expenses. Total of all expenses incurred	2018-12-31	$464,372
Benefits paid (including direct rollovers)	2018-12-31	$444,389
Total plan assets at end of year	2018-12-31	$5,952,488
Total plan assets at beginning of year	2018-12-31	$6,394,728
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$255,178
Other income received	2018-12-31	$-310,903
Net income (gross income less expenses)	2018-12-31	$-442,240
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,952,488
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,394,728
Assets. Value of participant loans	2018-12-31	$115,505
Total contributions received or receivable from employer(s)	2018-12-31	$77,857
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$19,983
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$1,392,428
Expenses. Total of all expenses incurred	2017-12-31	$944,168
Benefits paid (including direct rollovers)	2017-12-31	$923,432
Total plan assets at end of year	2017-12-31	$6,394,728
Total plan assets at beginning of year	2017-12-31	$5,946,468
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$272,033
Other income received	2017-12-31	$1,039,162
Net income (gross income less expenses)	2017-12-31	$448,260
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,394,728
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,946,468
Assets. Value of participant loans	2017-12-31	$92,436
Total contributions received or receivable from employer(s)	2017-12-31	$81,233
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$20,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$848,423
Expenses. Total of all expenses incurred	2016-12-31	$329,714
Benefits paid (including direct rollovers)	2016-12-31	$310,981
Total plan assets at end of year	2016-12-31	$5,946,468
Total plan assets at beginning of year	2016-12-31	$5,427,759
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$286,467
Other income received	2016-12-31	$468,815
Net income (gross income less expenses)	2016-12-31	$518,709
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,946,468
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,427,759
Assets. Value of participant loans	2016-12-31	$38,794
Total contributions received or receivable from employer(s)	2016-12-31	$93,141
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$427,363
Expenses. Total of all expenses incurred	2015-12-31	$200,056
Benefits paid (including direct rollovers)	2015-12-31	$182,312
Total plan assets at end of year	2015-12-31	$5,427,759
Total plan assets at beginning of year	2015-12-31	$5,200,452
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$286,822
Contributions received from other sources (not participants or employers)	2015-12-31	$515
Other income received	2015-12-31	$45,557
Net income (gross income less expenses)	2015-12-31	$227,307
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,427,759
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,200,452
Assets. Value of participant loans	2015-12-31	$37,044
Total contributions received or receivable from employer(s)	2015-12-31	$94,469
Value of certain deemed distributions of participant loans	2015-12-31	$507
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$772,446
Expenses. Total of all expenses incurred	2014-12-31	$697,504
Benefits paid (including direct rollovers)	2014-12-31	$681,319
Total plan assets at end of year	2014-12-31	$5,200,452
Total plan assets at beginning of year	2014-12-31	$5,125,510
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$273,444
Expenses. Other expenses not covered elsewhere	2014-12-31	$16,185
Other income received	2014-12-31	$412,075
Net income (gross income less expenses)	2014-12-31	$74,942
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,200,452
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,125,510
Assets. Value of participant loans	2014-12-31	$89,163
Total contributions received or receivable from employer(s)	2014-12-31	$86,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$1,267,532
Expenses. Total of all expenses incurred	2013-12-31	$472,889
Benefits paid (including direct rollovers)	2013-12-31	$467,459
Total plan assets at end of year	2013-12-31	$5,125,510
Total plan assets at beginning of year	2013-12-31	$4,330,867
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$300,566
Expenses. Other expenses not covered elsewhere	2013-12-31	$5,430
Other income received	2013-12-31	$880,727
Net income (gross income less expenses)	2013-12-31	$794,643
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,125,510
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,330,867
Assets. Value of participant loans	2013-12-31	$79,997
Total contributions received or receivable from employer(s)	2013-12-31	$86,239
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$867,110
Expenses. Total of all expenses incurred	2012-12-31	$182,667
Benefits paid (including direct rollovers)	2012-12-31	$181,827
Total plan assets at end of year	2012-12-31	$4,330,867
Total plan assets at beginning of year	2012-12-31	$3,646,424
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$297,330
Expenses. Other expenses not covered elsewhere	2012-12-31	$840
Other income received	2012-12-31	$490,282
Net income (gross income less expenses)	2012-12-31	$684,443
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,330,867
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,646,424
Assets. Value of participant loans	2012-12-31	$46,435
Total contributions received or receivable from employer(s)	2012-12-31	$79,498
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$280,022
Expenses. Total of all expenses incurred	2011-12-31	$64,425
Benefits paid (including direct rollovers)	2011-12-31	$63,915
Total plan assets at end of year	2011-12-31	$3,646,424
Total plan assets at beginning of year	2011-12-31	$3,430,827
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$295,007
Expenses. Other expenses not covered elsewhere	2011-12-31	$510
Other income received	2011-12-31	$-97,169
Net income (gross income less expenses)	2011-12-31	$215,597
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,646,424
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,430,827
Assets. Value of participant loans	2011-12-31	$33,597
Total contributions received or receivable from employer(s)	2011-12-31	$82,184
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$736,203
Expenses. Total of all expenses incurred	2010-12-31	$89,759
Benefits paid (including direct rollovers)	2010-12-31	$88,694
Total plan assets at end of year	2010-12-31	$3,430,827
Total plan assets at beginning of year	2010-12-31	$2,784,383
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$302,284
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,065
Other income received	2010-12-31	$349,416
Net income (gross income less expenses)	2010-12-31	$646,444
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,430,827
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,784,383
Assets. Value of participant loans	2010-12-31	$28,561
Total contributions received or receivable from employer(s)	2010-12-31	$84,503
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST

2018: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OLSON & CEPURITIS, LTD. 401(K) SAVINGS PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OLSON & CEPURITIS, LTD.
Employer identification number (EIN):	363815586
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers