Original filing (PDF)20251013111746NAL0000528083001

KEVIN S. OLIN, PLLC

Name: KEVIN S. OLIN, PLLC — DEFINED BENEFIT PLAN FOR KEVIN OLIN, PH.D., Form 5500 (2024)
Creator: KEVIN S. OLIN, PLLC

Form 5500-SF

FILING_RECEIVED

DEFINED BENEFIT PLAN FOR KEVIN OLIN, PH.D.

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEVIN S. OLIN, PLLC.

Plan sponsor

Name

KEVIN S. OLIN, PLLC

EIN

27-0232479

Address

9754 E. TIMPANI LANE · MESA, AZ · 85212

Phone

(480) 538-2766

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Health Care & Social Assistance plans

ELLEN MCBRIDE, A PROF. CORP.

ELLEN MCBRIDE, A PROF. CORP. CASH BALANCE PLAN

$1.6M · 1 participants

LIANA URFER MD PA

LIANA URFER MD PA, 401(K) PROFIT SHARING PLAN

$1.6M · 2 participants

NIAMH M. HOLOHAN, M.D.

NIAMH M. HOLOHAN, M.D. DEFINED BENEFIT PENSION PLAN

$1.6M · 1 participants

PULMONOLOGY GROUP, LLC

PULMONOLOGY GROUP, LLC DEFINED BENEFIT PLAN

$1.6M · 5 participants

DR. BECKY BEATON, LLC

DR. BECKY BEATON, LLC 401(K) DEFINED BENEFIT PLAN