401k Plan data: OLSON, ZALTMAN & ASSOCIATES PROFIT SHARING PLAN plan

OLSON, ZALTMAN & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	OLSON, ZALTMAN & ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

OLSON, ZALTMAN & ASSOCIATES 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
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.
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, ZALTMAN & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: OLSON, ZALTMAN & ASSOCIATES, LLC

Employer identification number (EIN): 251846610

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OLSON, ZALTMAN & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JERRY C. OLSON 2024-07-01 JERRY C OLSON 2024-07-01
001 2022-01-01 JERRY C. OLSON 2023-06-15
001 2021-01-01 JERRY C. OLSON 2022-06-06
001 2020-01-01 JERRY C. OLSON 2021-06-15 JERRY C OLSON 2021-06-15
001 2019-01-01 JERRY C. OLSON 2020-04-21
001 2018-01-01 JERRY C. OLSON 2019-04-16
001 2017-01-01 JERRY C. OLSON 2018-07-18
001 2016-01-01 JERRY C. OLSON 2017-05-12
001 2015-01-01 JERRY C. OLSON 2016-05-18
001 2014-01-01 JERRY C. OLSON 2015-07-15
001 2013-01-01 JERRY C. OLSON 2014-05-06
001 2012-01-01 JERRY C. OLSON 2013-05-14
001 2011-01-01 JERRY C. OLSON 2012-05-15
001 2010-01-01 JERRY C. OLSON 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JERRY C. OLSON	2024-07-01	JERRY C OLSON	2024-07-01
001	2022-01-01	JERRY C. OLSON	2023-06-15
001	2021-01-01	JERRY C. OLSON	2022-06-06
001	2020-01-01	JERRY C. OLSON	2021-06-15	JERRY C OLSON	2021-06-15
001	2019-01-01	JERRY C. OLSON	2020-04-21
001	2018-01-01	JERRY C. OLSON	2019-04-16
001	2017-01-01	JERRY C. OLSON	2018-07-18
001	2016-01-01	JERRY C. OLSON	2017-05-12
001	2015-01-01	JERRY C. OLSON	2016-05-18
001	2014-01-01	JERRY C. OLSON	2015-07-15
001	2013-01-01	JERRY C. OLSON	2014-05-06
001	2012-01-01	JERRY C. OLSON	2013-05-14
001	2011-01-01	JERRY C. OLSON	2012-05-15
001	2010-01-01	JERRY C. OLSON	2011-07-21

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Company Name:	OLSON, ZALTMAN & ASSOCIATES, LLC
Employer identification number (EIN):	251846610
NAIC Classification:	541600