401k Plan data: LEE A. OLSON, E.A., INC. PROFIT SHARING PLAN plan

LEE A. OLSON, E.A., INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEE A. OLSON, E.A., INC. PROFIT SHARING PLAN
Plan identification number	001

LEE A. OLSON, E.A., INC. PROFIT SHARING PLAN 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
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.

401k Sponsoring company profile

LEE A. OLSON, E.A., INC. has sponsored the creation of one or more 401k plans.

Company Name: LEE A. OLSON, E.A., INC.

Employer identification number (EIN): 770017517

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Additional information about LEE A. OLSON, E.A., INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1984-05-02

Company Identification Number: C1245202

Legal Registered Office Address: 15585 D Monterey Rd

Morgan Hill
United States of America (USA)
95037

More information about LEE A. OLSON, E.A., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE A. OLSON, E.A., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 LEE OLSON 2024-01-22 LEE OLSON 2024-01-22
001 2021-10-01 LEE A OLSON 2023-01-20
001 2020-10-01 LEE OLSON 2022-04-27 LEE OLSON 2022-04-27
001 2019-10-01 LEE A OLSON 2021-01-25
001 2018-10-01 LEE A OLSON 2020-04-11
001 2017-10-01 LEE A OLSON 2019-01-23
001 2017-10-01 LEE OLSON 2019-01-23 LEE OLSON 2019-01-23
001 2016-10-01 LEE A OLSON 2018-01-18
001 2015-10-01 LEE A OLSON 2016-12-13
001 2014-10-01 LEE A OLSON 2016-06-28
001 2013-10-01 LEE OLSON 2015-07-10
001 2012-10-01 LEE OLSON 2014-07-08 LEE OLSON 2014-07-08
001 2011-10-01 LEE OLSON 2013-07-09
001 2010-10-01 LEE OLSON 2012-07-06
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	LEE OLSON	2024-01-22	LEE OLSON	2024-01-22
001	2021-10-01	LEE A OLSON	2023-01-20
001	2020-10-01	LEE OLSON	2022-04-27	LEE OLSON	2022-04-27
001	2019-10-01	LEE A OLSON	2021-01-25
001	2018-10-01	LEE A OLSON	2020-04-11
001	2017-10-01	LEE A OLSON	2019-01-23
001	2017-10-01	LEE OLSON	2019-01-23	LEE OLSON	2019-01-23
001	2016-10-01	LEE A OLSON	2018-01-18
001	2015-10-01	LEE A OLSON	2016-12-13
001	2014-10-01	LEE A OLSON	2016-06-28
001	2013-10-01	LEE OLSON	2015-07-10
001	2012-10-01	LEE OLSON	2014-07-08	LEE OLSON	2014-07-08
001	2011-10-01	LEE OLSON	2013-07-09
001	2010-10-01	LEE OLSON	2012-07-06
001	2008-10-01

Form 5500 Responses for LEE A. OLSON, E.A., INC. PROFIT SHARING PLAN

2008: LEE A. OLSON, E.A., INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	LEE A. OLSON, E.A., INC.
Employer identification number (EIN):	770017517
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1984-05-02
Company Identification Number:	C1245202
Legal Registered Office Address:	15585 D Monterey Rd Morgan Hill United States of America (USA) 95037