Civic Intelligence

Olson Wealth Group LLC

Plan context: Olson Wealth Group 401(K) Plan

EIN 41-1965177 • Bloomington, MN • 25 filings • 4 plans

8500 Normandale Lake BlvdSte 970Bloomington, MN 55437
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$3,826,598

2025 Contributions

$80,675

Historical Graphs

Total Assets Over Time

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

$3,826,598$1,913,299$0200120132024YearValue
$3,826,598Latest year 2024

Participants Over Time

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

630200120132024YearValue
4Latest 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
202510$0$80,675-
Olson Wealth Group 401(K) Plan-0$0$80,675-
202414$3,826,598$77,033$19,258iApproximate average salary by contribution assumption: employee only about $481,456 at 4% or $320,971 at 6%; with 50% employer match about $320,971 at 4% or $213,981 at 6%; with 100% employer match about $240,728 at 4% or $160,485 at 6%.
Olson Wealth Group 401(K) Plan-4$3,826,598$77,033$19,258iApproximate average salary by contribution assumption: employee only about $481,456 at 4% or $320,971 at 6%; with 50% employer match about $320,971 at 4% or $213,981 at 6%; with 100% employer match about $240,728 at 4% or $160,485 at 6%.
202315$3,428,850$111,367$22,273iApproximate average salary by contribution assumption: employee only about $556,835 at 4% or $371,223 at 6%; with 50% employer match about $371,223 at 4% or $247,482 at 6%; with 100% employer match about $278,418 at 4% or $185,612 at 6%.
Olson Wealth Group 401(K) Plan-5$3,428,850$111,367$22,273iApproximate average salary by contribution assumption: employee only about $556,835 at 4% or $371,223 at 6%; with 50% employer match about $371,223 at 4% or $247,482 at 6%; with 100% employer match about $278,418 at 4% or $185,612 at 6%.
202216$2,899,815$100,177$16,696iApproximate average salary by contribution assumption: employee only about $417,404 at 4% or $278,269 at 6%; with 50% employer match about $278,269 at 4% or $185,513 at 6%; with 100% employer match about $208,702 at 4% or $139,135 at 6%.
Olson Wealth Group 401(K) Plan-6$2,899,815$100,177$16,696iApproximate average salary by contribution assumption: employee only about $417,404 at 4% or $278,269 at 6%; with 50% employer match about $278,269 at 4% or $185,513 at 6%; with 100% employer match about $208,702 at 4% or $139,135 at 6%.
202115$3,327,298$1,442,226$288,445iApproximate average salary by contribution assumption: employee only about $7,211,130 at 4% or $4,807,420 at 6%; with 50% employer match about $4,807,420 at 4% or $3,204,947 at 6%; with 100% employer match about $3,605,565 at 4% or $2,403,710 at 6%.
Olson Wealth Group 401(K) Plan-5$3,327,298$1,442,226$288,445iApproximate average salary by contribution assumption: employee only about $7,211,130 at 4% or $4,807,420 at 6%; with 50% employer match about $4,807,420 at 4% or $3,204,947 at 6%; with 100% employer match about $3,605,565 at 4% or $2,403,710 at 6%.
202015$1,673,927$82,335$16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%.
Olson Wealth Group 401(K) Plan-5$1,673,927$82,335$16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%.
201915$1,426,588$65,152$13,030iApproximate average salary by contribution assumption: employee only about $325,760 at 4% or $217,173 at 6%; with 50% employer match about $217,173 at 4% or $144,782 at 6%; with 100% employer match about $162,880 at 4% or $108,587 at 6%.
Olson Wealth Group 401(K) Plan-5$1,426,588$65,152$13,030iApproximate average salary by contribution assumption: employee only about $325,760 at 4% or $217,173 at 6%; with 50% employer match about $217,173 at 4% or $144,782 at 6%; with 100% employer match about $162,880 at 4% or $108,587 at 6%.
201813$1,098,651$93,268$31,089iApproximate average salary by contribution assumption: employee only about $777,233 at 4% or $518,156 at 6%; with 50% employer match about $518,156 at 4% or $345,437 at 6%; with 100% employer match about $388,617 at 4% or $259,078 at 6%.
Olson Wealth Group 401(K) Plan-3$1,098,651$93,268$31,089iApproximate average salary by contribution assumption: employee only about $777,233 at 4% or $518,156 at 6%; with 50% employer match about $518,156 at 4% or $345,437 at 6%; with 100% employer match about $388,617 at 4% or $259,078 at 6%.
201713$1,099,610$57,237$19,079iApproximate average salary by contribution assumption: employee only about $476,975 at 4% or $317,983 at 6%; with 50% employer match about $317,983 at 4% or $211,989 at 6%; with 100% employer match about $238,488 at 4% or $158,992 at 6%.
Olson Wealth Group 401(K) Plan-3$1,099,610$57,237$19,079iApproximate average salary by contribution assumption: employee only about $476,975 at 4% or $317,983 at 6%; with 50% employer match about $317,983 at 4% or $211,989 at 6%; with 100% employer match about $238,488 at 4% or $158,992 at 6%.
201612$892,362$62,821$31,411iApproximate average salary by contribution assumption: employee only about $785,263 at 4% or $523,508 at 6%; with 50% employer match about $523,508 at 4% or $349,006 at 6%; with 100% employer match about $392,631 at 4% or $261,754 at 6%.
Olson Wealth Group 401(K) Plan-2$892,362$62,821$31,411iApproximate average salary by contribution assumption: employee only about $785,263 at 4% or $523,508 at 6%; with 50% employer match about $523,508 at 4% or $349,006 at 6%; with 100% employer match about $392,631 at 4% or $261,754 at 6%.
201511$769,972$59,499$59,499iApproximate average salary by contribution assumption: employee only about $1,487,475 at 4% or $991,650 at 6%; with 50% employer match about $991,650 at 4% or $661,100 at 6%; with 100% employer match about $743,738 at 4% or $495,825 at 6%.
Olson Wealth Group 401(K) Plan-1$769,972$59,499$59,499iApproximate average salary by contribution assumption: employee only about $1,487,475 at 4% or $991,650 at 6%; with 50% employer match about $991,650 at 4% or $661,100 at 6%; with 100% employer match about $743,738 at 4% or $495,825 at 6%.
201413$783,684$40,947$13,649iApproximate average salary by contribution assumption: employee only about $341,225 at 4% or $227,483 at 6%; with 50% employer match about $227,483 at 4% or $151,656 at 6%; with 100% employer match about $170,613 at 4% or $113,742 at 6%.
Olson Wealth Group 401(K) Plan-3$783,684$40,947$13,649iApproximate average salary by contribution assumption: employee only about $341,225 at 4% or $227,483 at 6%; with 50% employer match about $227,483 at 4% or $151,656 at 6%; with 100% employer match about $170,613 at 4% or $113,742 at 6%.
201313$690,345$36,835$12,278iApproximate average salary by contribution assumption: employee only about $306,958 at 4% or $204,639 at 6%; with 50% employer match about $204,639 at 4% or $136,426 at 6%; with 100% employer match about $153,479 at 4% or $102,319 at 6%.
Olson Wealth Group 401(K) Plan-3$690,345$36,835$12,278iApproximate average salary by contribution assumption: employee only about $306,958 at 4% or $204,639 at 6%; with 50% employer match about $204,639 at 4% or $136,426 at 6%; with 100% employer match about $153,479 at 4% or $102,319 at 6%.
201212$510,201$61,018$30,509iApproximate average salary by contribution assumption: employee only about $762,725 at 4% or $508,483 at 6%; with 50% employer match about $508,483 at 4% or $338,989 at 6%; with 100% employer match about $381,363 at 4% or $254,242 at 6%.
Olson Wealth Group 401(K) Plan-2$510,201$61,018$30,509iApproximate average salary by contribution assumption: employee only about $762,725 at 4% or $508,483 at 6%; with 50% employer match about $508,483 at 4% or $338,989 at 6%; with 100% employer match about $381,363 at 4% or $254,242 at 6%.
201112$393,998$60,023$30,012iApproximate average salary by contribution assumption: employee only about $750,288 at 4% or $500,192 at 6%; with 50% employer match about $500,192 at 4% or $333,461 at 6%; with 100% employer match about $375,144 at 4% or $250,096 at 6%.
Olson Wealth Group 401(K) Plan-2$393,998$60,023$30,012iApproximate average salary by contribution assumption: employee only about $750,288 at 4% or $500,192 at 6%; with 50% employer match about $500,192 at 4% or $333,461 at 6%; with 100% employer match about $375,144 at 4% or $250,096 at 6%.
201012$350,780$44,450$22,225iApproximate average salary by contribution assumption: employee only about $555,625 at 4% or $370,417 at 6%; with 50% employer match about $370,417 at 4% or $246,944 at 6%; with 100% employer match about $277,813 at 4% or $185,208 at 6%.
Olson Wealth Group 401(K) Plan-2$350,780$44,450$22,225iApproximate average salary by contribution assumption: employee only about $555,625 at 4% or $370,417 at 6%; with 50% employer match about $370,417 at 4% or $246,944 at 6%; with 100% employer match about $277,813 at 4% or $185,208 at 6%.
200913$258,802$37,494$12,498iApproximate average salary by contribution assumption: employee only about $312,450 at 4% or $208,300 at 6%; with 50% employer match about $208,300 at 4% or $138,867 at 6%; with 100% employer match about $156,225 at 4% or $104,150 at 6%.
Olson Wealth Group 401(K) Plan-3$258,802$37,494$12,498iApproximate average salary by contribution assumption: employee only about $312,450 at 4% or $208,300 at 6%; with 50% employer match about $208,300 at 4% or $138,867 at 6%; with 100% employer match about $156,225 at 4% or $104,150 at 6%.
200812$485,493$77,899$38,950iApproximate average salary by contribution assumption: employee only about $973,738 at 4% or $649,158 at 6%; with 50% employer match about $649,158 at 4% or $432,772 at 6%; with 100% employer match about $486,869 at 4% or $324,579 at 6%.
Olson Wealth Group 401(K) Plan-2$485,493$77,899$38,950iApproximate average salary by contribution assumption: employee only about $973,738 at 4% or $649,158 at 6%; with 50% employer match about $649,158 at 4% or $432,772 at 6%; with 100% employer match about $486,869 at 4% or $324,579 at 6%.
200714$728,318$77,476$19,369iApproximate average salary by contribution assumption: employee only about $484,225 at 4% or $322,817 at 6%; with 50% employer match about $322,817 at 4% or $215,211 at 6%; with 100% employer match about $242,113 at 4% or $161,408 at 6%.
Olson Wealth Group 401(K) Plan-4$728,318$77,476$19,369iApproximate average salary by contribution assumption: employee only about $484,225 at 4% or $322,817 at 6%; with 50% employer match about $322,817 at 4% or $215,211 at 6%; with 100% employer match about $242,113 at 4% or $161,408 at 6%.
200613$632,265$76,588$25,529iApproximate average salary by contribution assumption: employee only about $638,233 at 4% or $425,489 at 6%; with 50% employer match about $425,489 at 4% or $283,659 at 6%; with 100% employer match about $319,117 at 4% or $212,744 at 6%.
Olson Wealth Group 401(K) Plan-3$632,265$76,588$25,529iApproximate average salary by contribution assumption: employee only about $638,233 at 4% or $425,489 at 6%; with 50% employer match about $425,489 at 4% or $283,659 at 6%; with 100% employer match about $319,117 at 4% or $212,744 at 6%.
200513$524,945$74,588$24,863iApproximate average salary by contribution assumption: employee only about $621,567 at 4% or $414,378 at 6%; with 50% employer match about $414,378 at 4% or $276,252 at 6%; with 100% employer match about $310,783 at 4% or $207,189 at 6%.
Olson Wealth Group 401(K) Plan-3$524,945$74,588$24,863iApproximate average salary by contribution assumption: employee only about $621,567 at 4% or $414,378 at 6%; with 50% employer match about $414,378 at 4% or $276,252 at 6%; with 100% employer match about $310,783 at 4% or $207,189 at 6%.
200414$417,627$57,577$14,394iApproximate average salary by contribution assumption: employee only about $359,856 at 4% or $239,904 at 6%; with 50% employer match about $239,904 at 4% or $159,936 at 6%; with 100% employer match about $179,928 at 4% or $119,952 at 6%.
Olson Wealth Group 401(K) Plan-4$417,627$57,577$14,394iApproximate average salary by contribution assumption: employee only about $359,856 at 4% or $239,904 at 6%; with 50% employer match about $239,904 at 4% or $159,936 at 6%; with 100% employer match about $179,928 at 4% or $119,952 at 6%.
200313$314,528$58,707$19,569iApproximate average salary by contribution assumption: employee only about $489,225 at 4% or $326,150 at 6%; with 50% employer match about $326,150 at 4% or $217,433 at 6%; with 100% employer match about $244,613 at 4% or $163,075 at 6%.
Olson Wealth Group 401(K) Plan-3$314,528$58,707$19,569iApproximate average salary by contribution assumption: employee only about $489,225 at 4% or $326,150 at 6%; with 50% employer match about $326,150 at 4% or $217,433 at 6%; with 100% employer match about $244,613 at 4% or $163,075 at 6%.
200214$194,839$46,975$11,744iApproximate average salary by contribution assumption: employee only about $293,594 at 4% or $195,729 at 6%; with 50% employer match about $195,729 at 4% or $130,486 at 6%; with 100% employer match about $146,797 at 4% or $97,865 at 6%.
Olson Wealth Group 401(K) Plan-4$194,839$46,975$11,744iApproximate average salary by contribution assumption: employee only about $293,594 at 4% or $195,729 at 6%; with 50% employer match about $195,729 at 4% or $130,486 at 6%; with 100% employer match about $146,797 at 4% or $97,865 at 6%.
200114$186,116$44,290$11,073iApproximate average salary by contribution assumption: employee only about $276,813 at 4% or $184,542 at 6%; with 50% employer match about $184,542 at 4% or $123,028 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%.
Olson Wealth Group 401(K) Plan-4$186,116$44,290$11,073iApproximate average salary by contribution assumption: employee only about $276,813 at 4% or $184,542 at 6%; with 50% employer match about $184,542 at 4% or $123,028 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%.
Olson Wealth Group LLC | EIN 41-1965177 | 2025 Form 5500 Company Profile