Original filing (PDF)20230928134243NAL0008000243001

OLSEN & OLSEN, PLLC DBA OLSEN ORTHODONTICS

Name: OLSEN & OLSEN, PLLC DBA OLSEN ORTHODONTICS — OLSEN & OLSEN PLLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: OLSEN & OLSEN, PLLC DBA OLSEN ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

OLSEN & OLSEN PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLSEN & OLSEN, PLLC DBA OLSEN ORTHODONTICS.

Plan sponsor

Name

OLSEN & OLSEN, PLLC DBA OLSEN ORTHODONTICS

EIN

27-2238638

Address

100 PAVILION WAY · SUITE H · SOUTHERN PINES, NC · 28387

Phone

(910) 246-3232

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2023-09-28

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

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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