· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OLSON NEAVES & COMPANY, P.C. — FORREST W. OLSON, CPA, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250702084133NAL0019448064001
OLSON NEAVES & COMPANY, P.C.
Form 5500-SF
FILING_RECEIVED
FORREST W. OLSON, CPA, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
22
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OLSON NEAVES & COMPANY, P.C.
.
Find decision makers
Plan sponsor
Name
OLSON NEAVES & COMPANY, P.C.
EIN
73-1086123
Address
1900 N.W. EXPRESSWAY, SUITE 910 · OKLAHOMA CITY, OK · 73118
Phone
(405) 842-4418
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-07-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GAINSPOLETTI AND ASSOCIATES, CPA, LLC
GAINSPOLETTI AND ASSOCIATES, CPA, LLC 401(K) PLAN
$4.8M · 13 participants
ARLEDGE & ASSOCIATES, P.C.
ARLEDGE & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN & TRUST
$4.8M · 33 participants
WAGNER, DUYS & WOOD LLLP
WAGNER, DUYS & WOOD LLLP 401(K) PLAN
$4.8M · 36 participants
GORT & KRAKER, P.C.
GORT & KRAKER, P.C. PROFIT SHARING PLAN
$4.8M · 5 participants
GREENE FINNEY CAULEY, LLP
GREENE FINNEY RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.8M · 47 participants
WALTER, WOLFE, LEACH & NII, LLP
WALTER, WOLFE, LEACH & NII, LLP 401(K) RETIREMENT PLAN
$4.8M · 23 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B
