Civic Intelligence

Olson Financial Group

Plan context: Olson Financial Group 401K Profit Sharing Plan & Trust

EIN 01-0728395 • 3 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$291,588

2008 Contributions

$123,425

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$308,927$154,464$0200620072008YearValue
$291,588Latest year 2008

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530200620072008YearValue
5Latest year 2008

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200815$291,588$123,425$24,685iApproximate average salary by contribution assumption: employee only about $617,125 at 4% or $411,417 at 6%; with 50% employer match about $411,417 at 4% or $274,278 at 6%; with 100% employer match about $308,563 at 4% or $205,708 at 6%.
Olson Financial Group 401K Profit Sharing Plan & Trust-5$291,588$123,425$24,685iApproximate average salary by contribution assumption: employee only about $617,125 at 4% or $411,417 at 6%; with 50% employer match about $411,417 at 4% or $274,278 at 6%; with 100% employer match about $308,563 at 4% or $205,708 at 6%.
200715$308,927$140,817$28,163iApproximate average salary by contribution assumption: employee only about $704,085 at 4% or $469,390 at 6%; with 50% employer match about $469,390 at 4% or $312,927 at 6%; with 100% employer match about $352,043 at 4% or $234,695 at 6%.
Olson Financial Group 401K Profit Sharing Plan & Trust-5$308,927$140,817$28,163iApproximate average salary by contribution assumption: employee only about $704,085 at 4% or $469,390 at 6%; with 50% employer match about $469,390 at 4% or $312,927 at 6%; with 100% employer match about $352,043 at 4% or $234,695 at 6%.
200615$155,594$139,986$27,997iApproximate average salary by contribution assumption: employee only about $699,930 at 4% or $466,620 at 6%; with 50% employer match about $466,620 at 4% or $311,080 at 6%; with 100% employer match about $349,965 at 4% or $233,310 at 6%.
Olson Financial Group 401K Profit Sharing Plan & Trust-5$155,594$139,986$27,997iApproximate average salary by contribution assumption: employee only about $699,930 at 4% or $466,620 at 6%; with 50% employer match about $466,620 at 4% or $311,080 at 6%; with 100% employer match about $349,965 at 4% or $233,310 at 6%.