Original filing (PDF)20251014190136NAL0001762227001

JAMES W. OLSEN

Name: JAMES W. OLSEN — JAMES W. OLSEN 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES W. OLSEN

Form 5500-SF

FILING_RECEIVED

JAMES W. OLSEN 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 JAMES W. OLSEN.

Plan sponsor

Name

JAMES W. OLSEN

EIN

72-1417794

Address

1601 BELLE CHASSE HWY. STE. 200 · GRETNA, LA · 700567065

Phone

(504) 361-7788

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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