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JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN
Plan identification number 001

JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES G. OLSEN, DDS PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES G. OLSEN, DDS PC
Employer identification number (EIN):383341041
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01JAMES OLSEN2019-09-10
0012017-01-01JAMES G OLSEN2018-05-10
0012016-01-01JAMES G OLSEN2017-09-13
0012015-01-01JAMES OLSEN2016-08-03
0012014-01-01JAMES OLSEN DDS2015-09-21
0012013-01-01JAMES OLSEN2014-07-09
0012012-01-01JAMES G OLSEN DDS2013-07-15 JAMES G OLSEN DDS2013-07-15
0012011-01-01JAMES OLSEN2012-06-04
0012010-01-01JAMES G. OLSEN2011-04-15

Plan Statistics for JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN

Measure Date Value
2025: JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2210
Total number of particpants at end of year2025-04-2211
Number of Participants With Account Balances2025-04-2211
2024: JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-187
Total number of particpants at end of year2024-07-189
Number of Participants With Account Balances2024-07-189

Financial Data on JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2210691
Net assets as of the end of the plan year2025-04-221221757
Total assets as of the beginning of the plan year2025-04-221002613
Value of plan covered by a fidelity bond2025-04-22175000
Participant contributions to plan in this plan year2025-04-2227075
Value of participant loans at end of plan year2025-04-228919
Other income to plan in this plan year2025-04-22140586
Plan net income in this plan year2025-04-22219144
Net assets as of the end of the plan year2025-04-221221757
Net assets as of the beginning of the plan year2025-04-221002613
Employer contributions to plan in this plan year2025-04-2262174
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2210691
2024 : JAMES G. OLSEN, DDS PC 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-188023
Net assets as of the end of the plan year2024-07-181002613
Total assets as of the beginning of the plan year2024-07-18764680
Value of plan covered by a fidelity bond2024-07-18175000
Participant contributions to plan in this plan year2024-07-1834719
Value of participant loans at end of plan year2024-07-182739
Other income to plan in this plan year2024-07-18152417
Plan net income in this plan year2024-07-18237933
Net assets as of the end of the plan year2024-07-181002613
Net assets as of the beginning of the plan year2024-07-18764680
Employer contributions to plan in this plan year2024-07-1858820
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-188023

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