401k Plan data: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST plan

BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST
Plan identification number	001

BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BRIAN P. OLOFSSON, M.D. has sponsored the creation of one or more 401k plans.

Company Name: BRIAN P. OLOFSSON, M.D.

Employer identification number (EIN): 363493366

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIAN P. OLOFSSON, MD 2024-10-07
001 2022-01-01 BRIAN P. OLOFSSON, MD 2023-10-03
001 2021-01-01 BRIAN P. OLOFSSON, MD 2022-10-14
001 2020-01-01 BRIAN P. OLOFSSON, MD 2021-10-05
001 2019-01-01 BRIAN P. OLOFSSON, MD 2020-10-01
001 2018-01-01 BRIAN P. OLOFSSON, MD 2019-10-10
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BRIAN P. OLOFSSON, MD
001 2013-01-01 BRIAN P. OLOFSSON, MD
001 2012-01-01 BRIAN P. OLOFSSON, MD
001 2011-01-01 BRIAN P. OLOFSSON, MD
001 2010-01-01 BRIAN P. OLOFSSON, MD
001 2009-01-01 BRIAN P. OLOFSSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRIAN P. OLOFSSON, MD	2024-10-07
001	2022-01-01	BRIAN P. OLOFSSON, MD	2023-10-03
001	2021-01-01	BRIAN P. OLOFSSON, MD	2022-10-14
001	2020-01-01	BRIAN P. OLOFSSON, MD	2021-10-05
001	2019-01-01	BRIAN P. OLOFSSON, MD	2020-10-01
001	2018-01-01	BRIAN P. OLOFSSON, MD	2019-10-10
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BRIAN P. OLOFSSON, MD
001	2013-01-01	BRIAN P. OLOFSSON, MD
001	2012-01-01	BRIAN P. OLOFSSON, MD
001	2011-01-01	BRIAN P. OLOFSSON, MD
001	2010-01-01	BRIAN P. OLOFSSON, MD
001	2009-01-01	BRIAN P. OLOFSSON

Financial Data on BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2025 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-10-10	0
Total expenses incurred by plan in this plan year	2025-10-10	0
Net assets as of the end of the plan year	2025-10-10	1268099
Total assets as of the beginning of the plan year	2025-10-10	1133420
Value of plan covered by a fidelity bond	2025-10-10	500000
Participant contributions to plan in this plan year	2025-10-10	30000
Other income to plan in this plan year	2025-10-10	78534
Plan net income in this plan year	2025-10-10	134679
Net assets as of the end of the plan year	2025-10-10	1268099
Net assets as of the beginning of the plan year	2025-10-10	1133420
Employer contributions to plan in this plan year	2025-10-10	26145
2023 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$120,846
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,133,420
Total plan assets at beginning of year	2023-12-31	$1,012,574
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$30,000
Other income received	2023-12-31	$60,636
Net income (gross income less expenses)	2023-12-31	$120,846
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,133,420
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,012,574
Total contributions received or receivable from employer(s)	2023-12-31	$30,210
Value of corrective distributions	2023-12-31	$0
2022 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-62,492
Expenses. Total of all expenses incurred	2022-12-31	$16,907
Benefits paid (including direct rollovers)	2022-12-31	$16,907
Total plan assets at end of year	2022-12-31	$1,012,574
Total plan assets at beginning of year	2022-12-31	$1,091,973
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$27,000
Other income received	2022-12-31	$-138,896
Net income (gross income less expenses)	2022-12-31	$-79,399
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,012,574
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,091,973
Total contributions received or receivable from employer(s)	2022-12-31	$49,404
2021 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$82,544
Expenses. Total of all expenses incurred	2021-12-31	$18,350
Benefits paid (including direct rollovers)	2021-12-31	$18,350
Total plan assets at end of year	2021-12-31	$1,091,973
Total plan assets at beginning of year	2021-12-31	$1,027,779
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$26,000
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$26,647
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$64,194
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,091,973
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,027,779
Total contributions received or receivable from employer(s)	2021-12-31	$29,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$138,274
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,027,779
Total plan assets at beginning of year	2020-12-31	$889,505
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$64,980
Net income (gross income less expenses)	2020-12-31	$138,274
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,027,779
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$889,505
Total contributions received or receivable from employer(s)	2020-12-31	$47,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$206,328
Expenses. Total of all expenses incurred	2019-12-31	$4,000
Benefits paid (including direct rollovers)	2019-12-31	$4,000
Total plan assets at end of year	2019-12-31	$889,505
Total plan assets at beginning of year	2019-12-31	$687,177
Value of fidelity bond covering the plan	2019-12-31	$70,000
Total contributions received or receivable from participants	2019-12-31	$26,000
Other income received	2019-12-31	$133,107
Net income (gross income less expenses)	2019-12-31	$202,328
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$889,505
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$687,177
Total contributions received or receivable from employer(s)	2019-12-31	$47,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$17,247
Expenses. Total of all expenses incurred	2018-12-31	$4,000
Benefits paid (including direct rollovers)	2018-12-31	$4,000
Total plan assets at end of year	2018-12-31	$687,177
Total plan assets at beginning of year	2018-12-31	$673,930
Value of fidelity bond covering the plan	2018-12-31	$70,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$-55,150
Net income (gross income less expenses)	2018-12-31	$13,247
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$687,177
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$673,930
Total contributions received or receivable from employer(s)	2018-12-31	$47,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$93,260
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$673,930
Total plan assets at beginning of year	2017-12-31	$580,670
Total contributions received or receivable from participants	2017-12-31	$24,575
Other income received	2017-12-31	$26,290
Net income (gross income less expenses)	2017-12-31	$93,260
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$673,930
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$580,670
Total contributions received or receivable from employer(s)	2017-12-31	$42,395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$70,111
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$580,670
Total plan assets at beginning of year	2016-12-31	$510,559
Value of fidelity bond covering the plan	2016-12-31	$82,000
Total contributions received or receivable from participants	2016-12-31	$24,850
Other income received	2016-12-31	$4,876
Net income (gross income less expenses)	2016-12-31	$70,111
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$580,670
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$510,559
Total contributions received or receivable from employer(s)	2016-12-31	$40,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$50,217
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$510,559
Total plan assets at beginning of year	2015-12-31	$460,342
Value of fidelity bond covering the plan	2015-12-31	$82,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-11,590
Net income (gross income less expenses)	2015-12-31	$50,217
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$510,559
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$460,342
Total contributions received or receivable from employer(s)	2015-12-31	$37,807
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$60,013
Expenses. Total of all expenses incurred	2014-12-31	$1,277
Benefits paid (including direct rollovers)	2014-12-31	$1,277
Total plan assets at end of year	2014-12-31	$460,342
Total plan assets at beginning of year	2014-12-31	$401,606
Value of fidelity bond covering the plan	2014-12-31	$82,000
Total contributions received or receivable from participants	2014-12-31	$24,300
Other income received	2014-12-31	$-1,816
Net income (gross income less expenses)	2014-12-31	$58,736
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$460,342
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$401,606
Total contributions received or receivable from employer(s)	2014-12-31	$37,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$69,681
Total plan assets at end of year	2013-12-31	$401,606
Total plan assets at beginning of year	2013-12-31	$331,925
Value of fidelity bond covering the plan	2013-12-31	$82,000
Total contributions received or receivable from participants	2013-12-31	$24,250
Other income received	2013-12-31	$8,078
Net income (gross income less expenses)	2013-12-31	$69,681
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$401,606
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$331,925
Total contributions received or receivable from employer(s)	2013-12-31	$37,353
2012 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$51,312
Total plan assets at end of year	2012-12-31	$331,925
Total plan assets at beginning of year	2012-12-31	$280,613
Value of fidelity bond covering the plan	2012-12-31	$82,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Other income received	2012-12-31	$-6,412
Net income (gross income less expenses)	2012-12-31	$51,312
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$331,925
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$280,613
Total contributions received or receivable from employer(s)	2012-12-31	$35,224
2011 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$62,953
Total plan assets at end of year	2011-12-31	$280,613
Total plan assets at beginning of year	2011-12-31	$217,660
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$962
Net income (gross income less expenses)	2011-12-31	$62,953
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$280,613
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$217,660
Total contributions received or receivable from employer(s)	2011-12-31	$39,991
2010 : BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$59,528
Expenses. Total of all expenses incurred	2010-12-31	$236
Benefits paid (including direct rollovers)	2010-12-31	$236
Total plan assets at end of year	2010-12-31	$217,660
Total plan assets at beginning of year	2010-12-31	$158,368
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Other income received	2010-12-31	$-1,683
Net income (gross income less expenses)	2010-12-31	$59,292
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$217,660
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$158,368
Total contributions received or receivable from employer(s)	2010-12-31	$39,211

Form 5500 Responses for BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST

2023: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BRIAN P. OLOFSSON,M.D. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRIAN P. OLOFSSON, M.D.
Employer identification number (EIN):	363493366
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)