How big is Beatriz R. Olson, M.D.'s plan?

Beatriz R. Olson, M.D.'s plan reported $795K in assets and 3 participants for 2024.

Original filing (PDF)20250519081647NAL0000454369001

Beatriz R. Olson, M.D.

Name: Beatriz R. Olson, M.D. — Beatriz R. Olson, M.D., Form 5500 (2024)
Creator: Beatriz R. Olson, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beatriz R. Olson, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · Beatriz R. Olson, M.D.'s Beatriz R. Olson, M.D. 401(k) Profit Sharing Plan held $795K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

Plan identifiers

Beatriz R. Olson, M.D.'s EIN is 06-1448394.

EIN 06-1448394

Plan number 001

Plan year 2024

ACK ID 20250519081647NAL0000454369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beatriz R. Olson, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beatriz R. Olson, M.D.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEATRIZ R. OLSON, M.D..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score