The Olson Financial Group Inc.
Plan context: The Olson Financial Group Inc. 401(K) Profit Sharing Plan
EIN 13-3872168 • Summit, NJ • 2 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
36
2009 Assets
$1,147,195
2009 Contributions
$140,263
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2009 | 1 | 36 | $1,147,195 | $140,263 | $3,896iApproximate average salary by contribution assumption: employee only about $97,405 at 4% or $64,937 at 6%; with 50% employer match about $64,937 at 4% or $43,291 at 6%; with 100% employer match about $48,702 at 4% or $32,468 at 6%. |
| The Olson Financial Group Inc. 401(K) Profit Sharing Plan | - | 36 | $1,147,195 | $140,263 | $3,896iApproximate average salary by contribution assumption: employee only about $97,405 at 4% or $64,937 at 6%; with 50% employer match about $64,937 at 4% or $43,291 at 6%; with 100% employer match about $48,702 at 4% or $32,468 at 6%. |
| 2008 | 1 | 32 | $830,937 | $194,847 | $6,089iApproximate average salary by contribution assumption: employee only about $152,224 at 4% or $101,483 at 6%; with 50% employer match about $101,483 at 4% or $67,655 at 6%; with 100% employer match about $76,112 at 4% or $50,741 at 6%. |
| The Olson Financial Group Inc. 401(K) Profit Sharing Plan | - | 32 | $830,937 | $194,847 | $6,089iApproximate average salary by contribution assumption: employee only about $152,224 at 4% or $101,483 at 6%; with 50% employer match about $101,483 at 4% or $67,655 at 6%; with 100% employer match about $76,112 at 4% or $50,741 at 6%. |