Original filing (PDF)20251010101749NAL0004496547001

Olness & Associates, P.C., Certified Public Accountants

Name: Olness & Associates, P.C., Certified Public Accountants — Form 5500 Plan 001 (2024)
Creator: Olness & Associates, P.C., Certified Public Accountants
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olness & Associates, P.C., CPAS 401(k) Plan

401(k) retirement plan · Olness & Associates, P.C., Certified Public Accountants' Olness & Associates, P.C., CPAS 401(k) Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Olness & Associates, P.C., Certified Public Accountants' EIN is 81-0485423.

EIN 81-0485423

Plan number 001

Plan year 2024

ACK ID 20251010101749NAL0004496547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Olness & Associates, P.C., Certified Public Accountants from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Olness & Associates, P.C., Certified Public Accountants' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLNESS & ASSOCIATES, P.C., CERTIFIED PUBLIC ACCOUNTANTS.

Finding similar companies…

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score