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DANIEL E OLSON STATE FARM INS SEP 401k Plan overview

Plan NameDANIEL E OLSON STATE FARM INS SEP
Plan identification number 001

DANIEL E OLSON STATE FARM INS SEP Benefits

401k Plan TypeDefined 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.
  • 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

DANIEL E OLSON has sponsored the creation of one or more 401k plans.

Company Name:DANIEL E OLSON
Employer identification number (EIN):411533695
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL E OLSON STATE FARM INS SEP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DANIEL E OLSON
0012016-01-01DANIEL E OLSON
0012014-01-01DANIEL E OLSON
0012013-01-01DANIEL E OLSON

Plan Statistics for DANIEL E OLSON STATE FARM INS SEP

401k plan membership statisitcs for DANIEL E OLSON STATE FARM INS SEP

Measure Date Value
2019: DANIEL E OLSON STATE FARM INS SEP 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-019
Total participants2019-01-019
Number of participants with account balances2019-01-016
2018: DANIEL E OLSON STATE FARM INS SEP 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-018
Total of all active and inactive participants2018-01-018
Total participants2018-01-018
Number of participants with account balances2018-01-018
2017: DANIEL E OLSON STATE FARM INS SEP 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0110
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
2016: DANIEL E OLSON STATE FARM INS SEP 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-019
2014: DANIEL E OLSON STATE FARM INS SEP 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: DANIEL E OLSON STATE FARM INS SEP 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018

Financial Data on DANIEL E OLSON STATE FARM INS SEP

Measure Date Value
2019 : DANIEL E OLSON STATE FARM INS SEP 2019 401k financial data
Total income from all sources2019-12-31$216,011
Total plan assets at end of year2019-12-31$972,692
Total plan assets at beginning of year2019-12-31$756,681
Other income received2019-12-31$181,011
Net income (gross income less expenses)2019-12-31$216,011
Net plan assets at end of year (total assets less liabilities)2019-12-31$972,692
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$756,681
Total contributions received or receivable from employer(s)2019-12-31$35,000
2018 : DANIEL E OLSON STATE FARM INS SEP 2018 401k financial data
Total income from all sources2018-12-31$1,301
Expenses. Total of all expenses incurred2018-12-31$16,937
Benefits paid (including direct rollovers)2018-12-31$16,937
Total plan assets at end of year2018-12-31$756,681
Total plan assets at beginning of year2018-12-31$772,317
Other income received2018-12-31$-33,699
Net income (gross income less expenses)2018-12-31$-15,636
Net plan assets at end of year (total assets less liabilities)2018-12-31$756,681
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$772,317
Total contributions received or receivable from employer(s)2018-12-31$35,000
2017 : DANIEL E OLSON STATE FARM INS SEP 2017 401k financial data
Total income from all sources2017-12-31$91,519
Total plan assets at end of year2017-12-31$772,317
Total plan assets at beginning of year2017-12-31$680,798
Other income received2017-12-31$56,519
Net income (gross income less expenses)2017-12-31$91,519
Net plan assets at end of year (total assets less liabilities)2017-12-31$772,317
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$680,798
Total contributions received or receivable from employer(s)2017-12-31$35,000
2016 : DANIEL E OLSON STATE FARM INS SEP 2016 401k financial data
Total income from all sources2016-12-31$111,465
Total plan assets at end of year2016-12-31$680,798
Total plan assets at beginning of year2016-12-31$569,333
Other income received2016-12-31$81,465
Net income (gross income less expenses)2016-12-31$111,465
Net plan assets at end of year (total assets less liabilities)2016-12-31$680,798
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$569,333
Total contributions received or receivable from employer(s)2016-12-31$30,000
2014 : DANIEL E OLSON STATE FARM INS SEP 2014 401k financial data
Total income from all sources2014-12-31$84,341
Total plan assets at end of year2014-12-31$559,679
Total plan assets at beginning of year2014-12-31$475,338
Other income received2014-12-31$54,341
Net income (gross income less expenses)2014-12-31$84,341
Net plan assets at end of year (total assets less liabilities)2014-12-31$559,679
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$475,338
Total contributions received or receivable from employer(s)2014-12-31$30,000
2013 : DANIEL E OLSON STATE FARM INS SEP 2013 401k financial data
Total income from all sources2013-12-31$117,258
Total plan assets at end of year2013-12-31$475,338
Total plan assets at beginning of year2013-12-31$358,080
Other income received2013-12-31$92,258
Net income (gross income less expenses)2013-12-31$117,258
Net plan assets at end of year (total assets less liabilities)2013-12-31$475,338
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$358,080
Total contributions received or receivable from employer(s)2013-12-31$25,000

Form 5500 Responses for DANIEL E OLSON STATE FARM INS SEP

2019: DANIEL E OLSON STATE FARM INS SEP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DANIEL E OLSON STATE FARM INS SEP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DANIEL E OLSON STATE FARM INS SEP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DANIEL E OLSON STATE FARM INS SEP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2014: DANIEL E OLSON STATE FARM INS SEP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DANIEL E OLSON STATE FARM INS SEP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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