Civic Intelligence

Martin D. Olson Financial LLC

Plan context: Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust

EIN 26-1757534 • Salt Lake City, UT • 16 filings • 1 plans

1046 W. Turnberry CoveSalt Lake City, UT 84123
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$764,404

2024 Contributions

$37,891

Historical Graphs

Total Assets Over Time

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

$764,404$382,202$0200920172024YearValue
$764,404Latest year 2024

Participants Over Time

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

530200920172024YearValue
5Latest year 2024

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
202415$764,404$37,891$7,578iApproximate average salary by contribution assumption: employee only about $189,455 at 4% or $126,303 at 6%; with 50% employer match about $126,303 at 4% or $84,202 at 6%; with 100% employer match about $94,728 at 4% or $63,152 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-5$764,404$37,891$7,578iApproximate average salary by contribution assumption: employee only about $189,455 at 4% or $126,303 at 6%; with 50% employer match about $126,303 at 4% or $84,202 at 6%; with 100% employer match about $94,728 at 4% or $63,152 at 6%.
202315$627,736$94,401$18,880iApproximate average salary by contribution assumption: employee only about $472,005 at 4% or $314,670 at 6%; with 50% employer match about $314,670 at 4% or $209,780 at 6%; with 100% employer match about $236,003 at 4% or $157,335 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-5$627,736$94,401$18,880iApproximate average salary by contribution assumption: employee only about $472,005 at 4% or $314,670 at 6%; with 50% employer match about $314,670 at 4% or $209,780 at 6%; with 100% employer match about $236,003 at 4% or $157,335 at 6%.
202215$449,571$51,677$10,335iApproximate average salary by contribution assumption: employee only about $258,385 at 4% or $172,257 at 6%; with 50% employer match about $172,257 at 4% or $114,838 at 6%; with 100% employer match about $129,193 at 4% or $86,128 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-5$449,571$51,677$10,335iApproximate average salary by contribution assumption: employee only about $258,385 at 4% or $172,257 at 6%; with 50% employer match about $172,257 at 4% or $114,838 at 6%; with 100% employer match about $129,193 at 4% or $86,128 at 6%.
202114$515,503$252,518$63,130iApproximate average salary by contribution assumption: employee only about $1,578,238 at 4% or $1,052,158 at 6%; with 50% employer match about $1,052,158 at 4% or $701,439 at 6%; with 100% employer match about $789,119 at 4% or $526,079 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-4$515,503$252,518$63,130iApproximate average salary by contribution assumption: employee only about $1,578,238 at 4% or $1,052,158 at 6%; with 50% employer match about $1,052,158 at 4% or $701,439 at 6%; with 100% employer match about $789,119 at 4% or $526,079 at 6%.
202013$253,964$35,143$11,714iApproximate average salary by contribution assumption: employee only about $292,858 at 4% or $195,239 at 6%; with 50% employer match about $195,239 at 4% or $130,159 at 6%; with 100% employer match about $146,429 at 4% or $97,619 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$253,964$35,143$11,714iApproximate average salary by contribution assumption: employee only about $292,858 at 4% or $195,239 at 6%; with 50% employer match about $195,239 at 4% or $130,159 at 6%; with 100% employer match about $146,429 at 4% or $97,619 at 6%.
201913$176,824$29,297$9,766iApproximate average salary by contribution assumption: employee only about $244,142 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,071 at 4% or $81,381 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$176,824$29,297$9,766iApproximate average salary by contribution assumption: employee only about $244,142 at 4% or $162,761 at 6%; with 50% employer match about $162,761 at 4% or $108,507 at 6%; with 100% employer match about $122,071 at 4% or $81,381 at 6%.
201813$195,579$25,283$8,428iApproximate average salary by contribution assumption: employee only about $210,692 at 4% or $140,461 at 6%; with 50% employer match about $140,461 at 4% or $93,641 at 6%; with 100% employer match about $105,346 at 4% or $70,231 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$195,579$25,283$8,428iApproximate average salary by contribution assumption: employee only about $210,692 at 4% or $140,461 at 6%; with 50% employer match about $140,461 at 4% or $93,641 at 6%; with 100% employer match about $105,346 at 4% or $70,231 at 6%.
201713$171,700$26,724$8,908iApproximate average salary by contribution assumption: employee only about $222,700 at 4% or $148,467 at 6%; with 50% employer match about $148,467 at 4% or $98,978 at 6%; with 100% employer match about $111,350 at 4% or $74,233 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$171,700$26,724$8,908iApproximate average salary by contribution assumption: employee only about $222,700 at 4% or $148,467 at 6%; with 50% employer match about $148,467 at 4% or $98,978 at 6%; with 100% employer match about $111,350 at 4% or $74,233 at 6%.
201613$120,751$10,271$3,424iApproximate average salary by contribution assumption: employee only about $85,592 at 4% or $57,061 at 6%; with 50% employer match about $57,061 at 4% or $38,041 at 6%; with 100% employer match about $42,796 at 4% or $28,531 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$120,751$10,271$3,424iApproximate average salary by contribution assumption: employee only about $85,592 at 4% or $57,061 at 6%; with 50% employer match about $57,061 at 4% or $38,041 at 6%; with 100% employer match about $42,796 at 4% or $28,531 at 6%.
201513$111,221$20,733$6,911iApproximate average salary by contribution assumption: employee only about $172,775 at 4% or $115,183 at 6%; with 50% employer match about $115,183 at 4% or $76,789 at 6%; with 100% employer match about $86,388 at 4% or $57,592 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$111,221$20,733$6,911iApproximate average salary by contribution assumption: employee only about $172,775 at 4% or $115,183 at 6%; with 50% employer match about $115,183 at 4% or $76,789 at 6%; with 100% employer match about $86,388 at 4% or $57,592 at 6%.
201413$94,523$25,122$8,374iApproximate average salary by contribution assumption: employee only about $209,350 at 4% or $139,567 at 6%; with 50% employer match about $139,567 at 4% or $93,044 at 6%; with 100% employer match about $104,675 at 4% or $69,783 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$94,523$25,122$8,374iApproximate average salary by contribution assumption: employee only about $209,350 at 4% or $139,567 at 6%; with 50% employer match about $139,567 at 4% or $93,044 at 6%; with 100% employer match about $104,675 at 4% or $69,783 at 6%.
201312$64,587$3,290$1,645iApproximate average salary by contribution assumption: employee only about $41,125 at 4% or $27,417 at 6%; with 50% employer match about $27,417 at 4% or $18,278 at 6%; with 100% employer match about $20,563 at 4% or $13,708 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-2$64,587$3,290$1,645iApproximate average salary by contribution assumption: employee only about $41,125 at 4% or $27,417 at 6%; with 50% employer match about $27,417 at 4% or $18,278 at 6%; with 100% employer match about $20,563 at 4% or $13,708 at 6%.
201212$57,607$2,551$1,276iApproximate average salary by contribution assumption: employee only about $31,888 at 4% or $21,258 at 6%; with 50% employer match about $21,258 at 4% or $14,172 at 6%; with 100% employer match about $15,944 at 4% or $10,629 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-2$57,607$2,551$1,276iApproximate average salary by contribution assumption: employee only about $31,888 at 4% or $21,258 at 6%; with 50% employer match about $21,258 at 4% or $14,172 at 6%; with 100% employer match about $15,944 at 4% or $10,629 at 6%.
201113$55,396$3,112$1,037iApproximate average salary by contribution assumption: employee only about $25,933 at 4% or $17,289 at 6%; with 50% employer match about $17,289 at 4% or $11,526 at 6%; with 100% employer match about $12,967 at 4% or $8,644 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-3$55,396$3,112$1,037iApproximate average salary by contribution assumption: employee only about $25,933 at 4% or $17,289 at 6%; with 50% employer match about $17,289 at 4% or $11,526 at 6%; with 100% employer match about $12,967 at 4% or $8,644 at 6%.
201011$53,639$16,758$16,758iApproximate average salary by contribution assumption: employee only about $418,950 at 4% or $279,300 at 6%; with 50% employer match about $279,300 at 4% or $186,200 at 6%; with 100% employer match about $209,475 at 4% or $139,650 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-1$53,639$16,758$16,758iApproximate average salary by contribution assumption: employee only about $418,950 at 4% or $279,300 at 6%; with 50% employer match about $279,300 at 4% or $186,200 at 6%; with 100% employer match about $209,475 at 4% or $139,650 at 6%.
200912$33,698$3,016$1,508iApproximate average salary by contribution assumption: employee only about $37,700 at 4% or $25,133 at 6%; with 50% employer match about $25,133 at 4% or $16,756 at 6%; with 100% employer match about $18,850 at 4% or $12,567 at 6%.
Martin D. Olson Financial LLC 401(K) Profit Sharing Plan and Trust-2$33,698$3,016$1,508iApproximate average salary by contribution assumption: employee only about $37,700 at 4% or $25,133 at 6%; with 50% employer match about $25,133 at 4% or $16,756 at 6%; with 100% employer match about $18,850 at 4% or $12,567 at 6%.