How big is Lance Olson's plan?

Lance Olson's plan reported $46K in assets and 14 participants for 2022.

Original filing (PDF)20230609124717NAL0062464242001

Lance Olson

Name: Lance Olson — Lance Olson 401(k) Profit Sharing Plan, Form 5500 (2022)
Creator: Lance Olson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lance Olson 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lance Olson's Lance Olson 401(k) Profit Sharing Plan & Trust held $46K in plan assets for 14 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

People on this filing

Lance Olson signed Lance Olson's 2022 Form 5500 as plan administrator.

Lance Olson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lance Olson's EIN is 26-3089494.

EIN 26-3089494

Plan number 001

Plan year 2022

ACK ID 20230609124717NAL0062464242001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Lance Olson from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Lance Olson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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