Back to filter
Original filing (PDF)20230629141214NAL0010067344001
JOHN E OLIVER
Form 5500-SF
FILING_RECEIVED
JOHN E OLIVER PROFIT SHARING PLAN PART QRP
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN E OLIVER.
Plan sponsor
Name
JOHN E OLIVER
EIN
06-1440527
Address
1225 S CALLE ROLPH · PALM SPRINGS, CA · 92264
Phone
(760) 416-4489
Industry
Finance & Insurancesee all
Plan administrator
Name
JOHN E OLIVER
EIN
06-1440527
City
PALM SPRINGS, CA
Phone
(760) 416-4489
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-29
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.