Original filing (PDF)20250724132834NAL0013597730001

KIRK D. OLSON, PA

Name: KIRK D. OLSON, PA — KIRK D. OLSON, PA RETIREMENT TRUST, Form 5500 (2024)
Creator: KIRK D. OLSON, PA

Form 5500-SF

FILING_RECEIVED

KIRK D. OLSON, PA RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$592K

Net assets (EOY)

$592K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KIRK D. OLSON, PA

EIN

20-8330644all filings

Address

2916 N MIAMI AVENUE · STE 700 · MIAMI, FL · 33127

Phone

(786) 522-7000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

NOVEL APPLICATIONS OF VITAL IN

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$592K · 5 participants

M. WATTERSON ENTERPRISES, INC. DBA TEAM MARKETING, INC.

TEAM MARKETING, INC. 401(K) PROFIT SHARING PLAN

$592K · 4 participants

MERSEREAU, LAZENBY & ROCKAS, LLC

MERSEREAU, LAZENBY & ROCKAS, LLC 401(K) PROFIT SHARING PLAN

$592K · 20 participants

HANDLE WITH CARE PACKAGING STORE

HANDLE WITH CARE PACKAGING STORE RETIREMENT TRUST

$592K · 4 participants

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