Original filing (PDF)20250415172441NAL0006343968001

OLSEN ASSOCIATES INC

Name: OLSEN ASSOCIATES INC — OLSEN ASSOCIATES INC PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: OLSEN ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

OLSEN ASSOCIATES INC PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLSEN ASSOCIATES INC.

Plan sponsor

Name

OLSEN ASSOCIATES INC

EIN

59-2223174

Address

2618 HERSCHEL STREET · JACKSONVILLE, FL · 32204

Phone

(904) 387-6114

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-11-27

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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