DANIEL E OLSON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL E OLSON STATE FARM INS SEP
Measure | Date | Value |
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2019: DANIEL E OLSON STATE FARM INS SEP 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 6 |
2018: DANIEL E OLSON STATE FARM INS SEP 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 8 |
Total participants | 2018-01-01 | 8 |
Number of participants with account balances | 2018-01-01 | 8 |
2017: DANIEL E OLSON STATE FARM INS SEP 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
2016: DANIEL E OLSON STATE FARM INS SEP 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 9 |
2014: DANIEL E OLSON STATE FARM INS SEP 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
2013: DANIEL E OLSON STATE FARM INS SEP 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Measure | Date | Value |
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2019 : DANIEL E OLSON STATE FARM INS SEP 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $216,011 |
Total plan assets at end of year | 2019-12-31 | $972,692 |
Total plan assets at beginning of year | 2019-12-31 | $756,681 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $1,301 |
Expenses. Total of all expenses incurred | 2018-12-31 | $16,937 |
Benefits paid (including direct rollovers) | 2018-12-31 | $16,937 |
Total plan assets at end of year | 2018-12-31 | $756,681 |
Total plan assets at beginning of year | 2018-12-31 | $772,317 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $91,519 |
Total plan assets at end of year | 2017-12-31 | $772,317 |
Total plan assets at beginning of year | 2017-12-31 | $680,798 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $111,465 |
Total plan assets at end of year | 2016-12-31 | $680,798 |
Total plan assets at beginning of year | 2016-12-31 | $569,333 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $84,341 |
Total plan assets at end of year | 2014-12-31 | $559,679 |
Total plan assets at beginning of year | 2014-12-31 | $475,338 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $117,258 |
Total plan assets at end of year | 2013-12-31 | $475,338 |
Total plan assets at beginning of year | 2013-12-31 | $358,080 |
Other income received | 2013-12-31 | $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 |
2019: DANIEL E OLSON STATE FARM INS SEP 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DANIEL E OLSON STATE FARM INS SEP 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DANIEL E OLSON STATE FARM INS SEP 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DANIEL E OLSON STATE FARM INS SEP 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DANIEL E OLSON STATE FARM INS SEP 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DANIEL E OLSON STATE FARM INS SEP 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
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