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| Plan Name | OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | OLSEN, MUHLBAUER & CO., L.L.P. |
| Employer identification number (EIN): | 420950074 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about OLSEN, MUHLBAUER & CO., L.L.P.
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 2006-08-04 |
| Company Identification Number: | 331823 |
| Legal Registered Office Address: |
1127 PLAZA DR PO BOX 545 CARROLL United States of America (USA) 51401 |
More information about OLSEN, MUHLBAUER & CO., L.L.P.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TAMMY BRUCH | 2024-09-23 | TAMMY BRUCH | 2024-09-23 |
| 001 | 2022-01-01 | TAMMY BRUCH | 2023-09-19 | TAMMY BRUCH | 2023-09-19 |
| 001 | 2021-01-01 | TAMMY BRUCH | 2022-05-19 | TAMMY BRUCH | 2022-05-19 |
| 001 | 2020-01-01 | TAMMY BRUCH | 2021-09-02 | TAMMY BRUCH | 2021-09-02 |
| 001 | 2019-01-01 | TAMMY BRUCH | 2020-04-23 | TAMMY BRUCH | 2020-04-23 |
| 001 | 2018-01-01 | TAMMY BRUCH | 2019-06-17 | TAMMY BRUCH | 2019-06-17 |
| 001 | 2017-01-01 | TAMMY BRUCH | 2018-05-14 | TAMMY BRUCH | 2018-05-14 |
| 001 | 2016-01-01 | TAMMY BRUCH | 2017-06-05 | TAMMY BRUCH | 2017-06-05 |
| 001 | 2015-01-01 | TAMMY BRUCH | 2016-04-26 | TAMMY BRUCH | 2016-04-26 |
| 001 | 2014-01-01 | TAMMY BRUCH | 2015-06-15 | TAMMY BRUCH | 2015-06-15 |
| 001 | 2013-01-01 | TAMMY BRUCH | 2014-04-23 | TAMMY BRUCH | 2014-04-23 |
| 001 | 2012-01-01 | TAMMY BRUCH | 2013-04-18 | TAMMY BRUCH | 2013-04-18 |
| 001 | 2011-01-01 | TAMMY BRUCH | 2012-07-18 | TAMMY BRUCH | 2012-07-18 |
| 001 | 2010-01-01 | KARLA FULTON | 2011-09-12 | KARLA FULTON | 2011-09-12 |
| Measure | Date | Value |
|---|---|---|
| 2025: OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-29 | 11 |
| Total number of particpants at end of year | 2025-09-29 | 11 |
| Number of Participants With Account Balances | 2025-09-29 | 11 |
| 2024: OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-23 | 12 |
| Total number of particpants at end of year | 2024-09-23 | 11 |
| Number of Participants With Account Balances | 2024-09-23 | 11 |
| 2022: OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-05-19 | 13 |
| Total number of particpants at end of year | 2022-05-19 | 13 |
| Number of Participants With Account Balances | 2022-05-19 | 13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-29 | 7975 |
| Net assets as of the end of the plan year | 2025-09-29 | 6165137 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 5315921 |
| Value of plan covered by a fidelity bond | 2025-09-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-29 | 159885 |
| Other expenses paid from plan in this plan year | 2025-09-29 | 0 |
| Other contributions to plan in this plan year | 2025-09-29 | 0 |
| Other income to plan in this plan year | 2025-09-29 | 647334 |
| Plan net income in this plan year | 2025-09-29 | 849216 |
| Net assets as of the end of the plan year | 2025-09-29 | 6165137 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 5315921 |
| Employer contributions to plan in this plan year | 2025-09-29 | 49972 |
| Fees paid to broker by Benefit Provider | 2025-09-29 | 13303 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-29 | 5195 |
| 2024 : OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 694066 |
| Net assets as of the end of the plan year | 2024-09-23 | 5315921 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 5097263 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 163252 |
| Other expenses paid from plan in this plan year | 2024-09-23 | 0 |
| Other contributions to plan in this plan year | 2024-09-23 | 0 |
| Other income to plan in this plan year | 2024-09-23 | 703026 |
| Plan net income in this plan year | 2024-09-23 | 218658 |
| Net assets as of the end of the plan year | 2024-09-23 | 5315921 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 5097263 |
| Employer contributions to plan in this plan year | 2024-09-23 | 46446 |
| Fees paid to broker by Benefit Provider | 2024-09-23 | 10969 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 4705 |
| 2022 : OLSEN, MUHLBAUER & CO., L.L.P. PENSION PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-05-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-19 | 90314 |
| Net assets as of the end of the plan year | 2022-05-19 | 5768231 |
| Total assets as of the beginning of the plan year | 2022-05-19 | 4813581 |
| Value of plan covered by a fidelity bond | 2022-05-19 | 500000 |
| Participant contributions to plan in this plan year | 2022-05-19 | 159945 |
| Other expenses paid from plan in this plan year | 2022-05-19 | 0 |
| Other contributions to plan in this plan year | 2022-05-19 | 0 |
| Other income to plan in this plan year | 2022-05-19 | 835077 |
| Plan net income in this plan year | 2022-05-19 | 954650 |
| Net assets as of the end of the plan year | 2022-05-19 | 5768231 |
| Net assets as of the beginning of the plan year | 2022-05-19 | 4813581 |
| Employer contributions to plan in this plan year | 2022-05-19 | 49942 |
| Fees paid to broker by Benefit Provider | 2022-05-19 | 10348 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-19 | 4868 |
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