Original filing (PDF)20240710140701NAL0032224642001

OLSON & CAHILL TAX SERVICES INC

Name: OLSON & CAHILL TAX SERVICES INC — OLSON & CAHILL TAX SERVICES INC 401K PLAN, Form 5500 (2023)
Creator: OLSON & CAHILL TAX SERVICES INC

Form 5500-SF

FILING_RECEIVED

OLSON & CAHILL TAX SERVICES INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 OLSON & CAHILL TAX SERVICES INC.

Plan sponsor

Name

OLSON & CAHILL TAX SERVICES INC

EIN

46-0845595

Address

2130 MAIN STREET STE 190 · HUNTINGTON BEACH, CA · 92648

Phone

(714) 374-2053

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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