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

Plan NameBRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST
Plan identification number 002

BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

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. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BRIAN P. OLOFSSON, MD2024-10-07
0022022-01-01BRIAN P. OLOFSSON, MD2023-10-03
0022021-01-01BRIAN P. OLOFSSON, MD2022-10-14
0022020-01-01BRIAN P. OLOFSSON, MD2021-10-05
0022019-01-01BRIAN P. OLOFSSON, MD2020-10-01
0022018-01-01BRIAN P. OLOFSSON, MD2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01BRIAN P. OLOFSSON, MD
0022013-01-01BRIAN P. OLOFSSON, MD
0022012-01-01BRIAN P. OLOFSSON, MD
0022011-01-01BRIAN P. OLOFSSON, MD
0022010-01-01BRIAN P. OLOFSSON, MD
0022009-01-01BRIAN P. OLOFSSON

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

Measure Date Value
2025 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-100
Net assets as of the end of the plan year2025-10-102161090
Total assets as of the beginning of the plan year2025-10-101870410
Value of plan covered by a fidelity bond2025-10-10500000
Other income to plan in this plan year2025-10-10153399
Plan net income in this plan year2025-10-10290680
Net assets as of the end of the plan year2025-10-102161090
Net assets as of the beginning of the plan year2025-10-101870410
Employer contributions to plan in this plan year2025-10-10137281
2023 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$310,091
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$1,870,410
Total plan assets at beginning of year2023-12-31$1,560,319
Value of fidelity bond covering the plan2023-12-31$200,000
Total contributions received or receivable from participants2023-12-31$0
Other income received2023-12-31$178,722
Net income (gross income less expenses)2023-12-31$310,091
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,870,410
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,560,319
Total contributions received or receivable from employer(s)2023-12-31$131,369
Value of corrective distributions2023-12-31$0
2022 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total income from all sources2022-12-31$-110,080
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$1,560,319
Total plan assets at beginning of year2022-12-31$1,670,399
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-235,080
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-110,080
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,560,319
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,670,399
Total contributions received or receivable from employer(s)2022-12-31$125,000
2021 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$285,349
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$1,670,399
Total plan assets at beginning of year2021-12-31$1,385,050
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$149,005
Net income (gross income less expenses)2021-12-31$285,349
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,670,399
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,385,050
Total contributions received or receivable from employer(s)2021-12-31$136,344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$268,072
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,385,050
Total plan assets at beginning of year2020-12-31$1,116,978
Value of fidelity bond covering the plan2020-12-31$150,000
Other income received2020-12-31$154,638
Net income (gross income less expenses)2020-12-31$268,072
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,385,050
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,116,978
Total contributions received or receivable from employer(s)2020-12-31$113,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$191,943
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,116,978
Total plan assets at beginning of year2019-12-31$925,035
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$80,803
Net income (gross income less expenses)2019-12-31$191,943
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,116,978
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$925,035
Total contributions received or receivable from employer(s)2019-12-31$111,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$56,070
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$925,035
Total plan assets at beginning of year2018-12-31$868,965
Value of fidelity bond covering the plan2018-12-31$90,000
Other income received2018-12-31$-28,795
Net income (gross income less expenses)2018-12-31$56,070
Net plan assets at end of year (total assets less liabilities)2018-12-31$925,035
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$868,965
Total contributions received or receivable from employer(s)2018-12-31$84,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$95,991
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$868,965
Total plan assets at beginning of year2017-12-31$772,974
Value of fidelity bond covering the plan2017-12-31$82,000
Other income received2017-12-31$12,109
Net income (gross income less expenses)2017-12-31$95,991
Net plan assets at end of year (total assets less liabilities)2017-12-31$868,965
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$772,974
Total contributions received or receivable from employer(s)2017-12-31$83,882
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$110,560
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$772,974
Total plan assets at beginning of year2016-12-31$662,414
Value of fidelity bond covering the plan2016-12-31$82,000
Other income received2016-12-31$29,036
Net income (gross income less expenses)2016-12-31$110,560
Net plan assets at end of year (total assets less liabilities)2016-12-31$772,974
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$662,414
Total contributions received or receivable from employer(s)2016-12-31$81,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$77,251
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$662,414
Total plan assets at beginning of year2015-12-31$585,163
Value of fidelity bond covering the plan2015-12-31$82,000
Other income received2015-12-31$-2,400
Net income (gross income less expenses)2015-12-31$77,251
Net plan assets at end of year (total assets less liabilities)2015-12-31$662,414
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$585,163
Total contributions received or receivable from employer(s)2015-12-31$79,651
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$84,242
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$585,163
Total plan assets at beginning of year2014-12-31$500,921
Value of fidelity bond covering the plan2014-12-31$82,000
Other income received2014-12-31$5,205
Net income (gross income less expenses)2014-12-31$84,242
Net plan assets at end of year (total assets less liabilities)2014-12-31$585,163
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$500,921
Total contributions received or receivable from employer(s)2014-12-31$79,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$77,650
Total plan assets at end of year2013-12-31$500,921
Total plan assets at beginning of year2013-12-31$423,271
Value of fidelity bond covering the plan2013-12-31$82,000
Other income received2013-12-31$162
Net income (gross income less expenses)2013-12-31$77,650
Net plan assets at end of year (total assets less liabilities)2013-12-31$500,921
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$423,271
Total contributions received or receivable from employer(s)2013-12-31$77,488
2012 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$80,290
Total plan assets at end of year2012-12-31$423,271
Total plan assets at beginning of year2012-12-31$342,981
Value of fidelity bond covering the plan2012-12-31$82,000
Other income received2012-12-31$5,424
Net income (gross income less expenses)2012-12-31$80,290
Net plan assets at end of year (total assets less liabilities)2012-12-31$423,271
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$342,981
Total contributions received or receivable from employer(s)2012-12-31$74,866
2011 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$71,936
Total plan assets at end of year2011-12-31$342,981
Total plan assets at beginning of year2011-12-31$271,045
Value of fidelity bond covering the plan2011-12-31$60,000
Other income received2011-12-31$-174
Net income (gross income less expenses)2011-12-31$71,936
Net plan assets at end of year (total assets less liabilities)2011-12-31$342,981
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$271,045
Total contributions received or receivable from employer(s)2011-12-31$72,110
2010 : BRIAN P. OLOFSSON,M.D. RETIREMENT PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$77,332
Total plan assets at end of year2010-12-31$271,045
Total plan assets at beginning of year2010-12-31$193,713
Value of fidelity bond covering the plan2010-12-31$40,000
Other income received2010-12-31$5,874
Net income (gross income less expenses)2010-12-31$77,332
Net plan assets at end of year (total assets less liabilities)2010-12-31$271,045
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$193,713
Total contributions received or receivable from employer(s)2010-12-31$71,458

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

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

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