Original filing (PDF)20251010101749NAL0004496547001

OLNESS & ASSOCIATES, P.C., CERTIFIED PUBLIC ACCOUNTANTS

Name: OLNESS & ASSOCIATES, P.C., CERTIFIED PUBLIC ACCOUNTANTS — OLNESS & ASSOCIATES, P.C., CPAS 401K PLAN, Form 5500 (2024)
Creator: OLNESS & ASSOCIATES, P.C., CERTIFIED PUBLIC ACCOUNTANTS

Form 5500-SF

FILING_RECEIVED

OLNESS & ASSOCIATES, P.C., CPAS 401K 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 OLNESS & ASSOCIATES, P.C., CERTIFIED PUBLIC ACCOUNTANTS.

Plan sponsor

Name

OLNESS & ASSOCIATES, P.C., CERTIFIED PUBLIC ACCOUNTANTS

EIN

81-0485423

Address

15 AVANTA WAY STE 1 · BILLINGS, MT · 591026872

Phone

(406) 252-6230

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-10

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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