Original filing (PDF)20251105181200NAL0021954770001

LEE A. OLSON E.A. INC.

Name: LEE A. OLSON E.A. INC. — LEE A. OLSON E.A. INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEE A. OLSON E.A. INC.

Form 5500-SF

FILING_RECEIVED

LEE A. OLSON E.A. INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 LEE A. OLSON E.A. INC..

Plan sponsor

Name

LEE A. OLSON E.A. INC.

EIN

77-0017517

Address

16360 MONTEREY RD · SUITE 230 · MORGAN HILL, CA · 95037

Phone

(408) 779-7674

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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