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LARRY VAN OLLEFEN — LARRY VAN OLLEFEN CASH BALANCE PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230901123231NAL0012011824001
LARRY VAN OLLEFEN
Form 5500-SF
FILING_RECEIVED
LARRY VAN OLLEFEN CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$297K
Net assets (EOY)
$297K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LARRY VAN OLLEFEN
.
Find decision makers
Plan sponsor
Name
LARRY VAN OLLEFEN
EIN
22-3651446
Address
2021 NEW RD, SUITE 12 · LINWOOD, NJ · 08221
Phone
(609) 653-7021
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-01
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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