Olson Duncan Insurance Service Inc.
Plan context: Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan
EIN 95-3789951 • Torrance, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
29
2025 Assets
$4,184,496
2025 Contributions
$298,963
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 29 | $4,184,496 | $298,963 | $10,309iApproximate average salary by contribution assumption: employee only about $257,727 at 4% or $171,818 at 6%; with 50% employer match about $171,818 at 4% or $114,545 at 6%; with 100% employer match about $128,863 at 4% or $85,909 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 29 | $4,184,496 | $298,963 | $10,309iApproximate average salary by contribution assumption: employee only about $257,727 at 4% or $171,818 at 6%; with 50% employer match about $171,818 at 4% or $114,545 at 6%; with 100% employer match about $128,863 at 4% or $85,909 at 6%. |
| 2024 | 1 | 26 | $4,404,178 | $339,850 | $13,071iApproximate average salary by contribution assumption: employee only about $326,779 at 4% or $217,853 at 6%; with 50% employer match about $217,853 at 4% or $145,235 at 6%; with 100% employer match about $163,389 at 4% or $108,926 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 26 | $4,404,178 | $339,850 | $13,071iApproximate average salary by contribution assumption: employee only about $326,779 at 4% or $217,853 at 6%; with 50% employer match about $217,853 at 4% or $145,235 at 6%; with 100% employer match about $163,389 at 4% or $108,926 at 6%. |
| 2023 | 1 | 23 | $3,672,628 | $302,550 | $13,154iApproximate average salary by contribution assumption: employee only about $328,859 at 4% or $219,239 at 6%; with 50% employer match about $219,239 at 4% or $146,159 at 6%; with 100% employer match about $164,429 at 4% or $109,620 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 23 | $3,672,628 | $302,550 | $13,154iApproximate average salary by contribution assumption: employee only about $328,859 at 4% or $219,239 at 6%; with 50% employer match about $219,239 at 4% or $146,159 at 6%; with 100% employer match about $164,429 at 4% or $109,620 at 6%. |
| 2022 | 1 | 23 | $3,089,681 | $122,978 | $5,347iApproximate average salary by contribution assumption: employee only about $133,672 at 4% or $89,114 at 6%; with 50% employer match about $89,114 at 4% or $59,410 at 6%; with 100% employer match about $66,836 at 4% or $44,557 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 23 | $3,089,681 | $122,978 | $5,347iApproximate average salary by contribution assumption: employee only about $133,672 at 4% or $89,114 at 6%; with 50% employer match about $89,114 at 4% or $59,410 at 6%; with 100% employer match about $66,836 at 4% or $44,557 at 6%. |
| 2021 | 1 | 23 | $3,135,858 | $394,747 | $17,163iApproximate average salary by contribution assumption: employee only about $429,073 at 4% or $286,049 at 6%; with 50% employer match about $286,049 at 4% or $190,699 at 6%; with 100% employer match about $214,536 at 4% or $143,024 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 23 | $3,135,858 | $394,747 | $17,163iApproximate average salary by contribution assumption: employee only about $429,073 at 4% or $286,049 at 6%; with 50% employer match about $286,049 at 4% or $190,699 at 6%; with 100% employer match about $214,536 at 4% or $143,024 at 6%. |
| 2020 | 1 | 21 | $3,055,254 | $187,674 | $8,937iApproximate average salary by contribution assumption: employee only about $223,421 at 4% or $148,948 at 6%; with 50% employer match about $148,948 at 4% or $99,298 at 6%; with 100% employer match about $111,711 at 4% or $74,474 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 21 | $3,055,254 | $187,674 | $8,937iApproximate average salary by contribution assumption: employee only about $223,421 at 4% or $148,948 at 6%; with 50% employer match about $148,948 at 4% or $99,298 at 6%; with 100% employer match about $111,711 at 4% or $74,474 at 6%. |
| 2019 | 1 | 22 | $2,372,725 | $232,509 | $10,569iApproximate average salary by contribution assumption: employee only about $264,215 at 4% or $176,143 at 6%; with 50% employer match about $176,143 at 4% or $117,429 at 6%; with 100% employer match about $132,107 at 4% or $88,072 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 22 | $2,372,725 | $232,509 | $10,569iApproximate average salary by contribution assumption: employee only about $264,215 at 4% or $176,143 at 6%; with 50% employer match about $176,143 at 4% or $117,429 at 6%; with 100% employer match about $132,107 at 4% or $88,072 at 6%. |
| 2018 | 1 | 21 | $1,980,370 | $201,869 | $9,613iApproximate average salary by contribution assumption: employee only about $240,320 at 4% or $160,213 at 6%; with 50% employer match about $160,213 at 4% or $106,809 at 6%; with 100% employer match about $120,160 at 4% or $80,107 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 21 | $1,980,370 | $201,869 | $9,613iApproximate average salary by contribution assumption: employee only about $240,320 at 4% or $160,213 at 6%; with 50% employer match about $160,213 at 4% or $106,809 at 6%; with 100% employer match about $120,160 at 4% or $80,107 at 6%. |
| 2017 | 1 | 20 | $3,871,369 | $177,995 | $8,900iApproximate average salary by contribution assumption: employee only about $222,494 at 4% or $148,329 at 6%; with 50% employer match about $148,329 at 4% or $98,886 at 6%; with 100% employer match about $111,247 at 4% or $74,165 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 20 | $3,871,369 | $177,995 | $8,900iApproximate average salary by contribution assumption: employee only about $222,494 at 4% or $148,329 at 6%; with 50% employer match about $148,329 at 4% or $98,886 at 6%; with 100% employer match about $111,247 at 4% or $74,165 at 6%. |
| 2016 | 1 | 20 | $3,373,411 | $197,258 | $9,863iApproximate average salary by contribution assumption: employee only about $246,573 at 4% or $164,382 at 6%; with 50% employer match about $164,382 at 4% or $109,588 at 6%; with 100% employer match about $123,286 at 4% or $82,191 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 20 | $3,373,411 | $197,258 | $9,863iApproximate average salary by contribution assumption: employee only about $246,573 at 4% or $164,382 at 6%; with 50% employer match about $164,382 at 4% or $109,588 at 6%; with 100% employer match about $123,286 at 4% or $82,191 at 6%. |
| 2015 | 1 | 17 | $3,756,737 | $106,923 | $6,290iApproximate average salary by contribution assumption: employee only about $157,240 at 4% or $104,826 at 6%; with 50% employer match about $104,826 at 4% or $69,884 at 6%; with 100% employer match about $78,620 at 4% or $52,413 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 17 | $3,756,737 | $106,923 | $6,290iApproximate average salary by contribution assumption: employee only about $157,240 at 4% or $104,826 at 6%; with 50% employer match about $104,826 at 4% or $69,884 at 6%; with 100% employer match about $78,620 at 4% or $52,413 at 6%. |
| 2014 | 1 | 15 | $3,736,429 | $152,412 | $10,161iApproximate average salary by contribution assumption: employee only about $254,020 at 4% or $169,347 at 6%; with 50% employer match about $169,347 at 4% or $112,898 at 6%; with 100% employer match about $127,010 at 4% or $84,673 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 15 | $3,736,429 | $152,412 | $10,161iApproximate average salary by contribution assumption: employee only about $254,020 at 4% or $169,347 at 6%; with 50% employer match about $169,347 at 4% or $112,898 at 6%; with 100% employer match about $127,010 at 4% or $84,673 at 6%. |
| 2013 | 1 | 14 | $3,398,913 | $159,652 | $11,404iApproximate average salary by contribution assumption: employee only about $285,093 at 4% or $190,062 at 6%; with 50% employer match about $190,062 at 4% or $126,708 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 14 | $3,398,913 | $159,652 | $11,404iApproximate average salary by contribution assumption: employee only about $285,093 at 4% or $190,062 at 6%; with 50% employer match about $190,062 at 4% or $126,708 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%. |
| 2012 | 1 | 16 | $3,005,892 | $159,902 | $9,994iApproximate average salary by contribution assumption: employee only about $249,847 at 4% or $166,565 at 6%; with 50% employer match about $166,565 at 4% or $111,043 at 6%; with 100% employer match about $124,923 at 4% or $83,282 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 16 | $3,005,892 | $159,902 | $9,994iApproximate average salary by contribution assumption: employee only about $249,847 at 4% or $166,565 at 6%; with 50% employer match about $166,565 at 4% or $111,043 at 6%; with 100% employer match about $124,923 at 4% or $83,282 at 6%. |
| 2011 | 1 | 17 | $2,648,542 | $172,492 | $10,147iApproximate average salary by contribution assumption: employee only about $253,665 at 4% or $169,110 at 6%; with 50% employer match about $169,110 at 4% or $112,740 at 6%; with 100% employer match about $126,832 at 4% or $84,555 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 17 | $2,648,542 | $172,492 | $10,147iApproximate average salary by contribution assumption: employee only about $253,665 at 4% or $169,110 at 6%; with 50% employer match about $169,110 at 4% or $112,740 at 6%; with 100% employer match about $126,832 at 4% or $84,555 at 6%. |
| 2010 | 1 | 16 | $2,496,459 | $153,090 | $9,568iApproximate average salary by contribution assumption: employee only about $239,203 at 4% or $159,469 at 6%; with 50% employer match about $159,469 at 4% or $106,313 at 6%; with 100% employer match about $119,602 at 4% or $79,734 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 16 | $2,496,459 | $153,090 | $9,568iApproximate average salary by contribution assumption: employee only about $239,203 at 4% or $159,469 at 6%; with 50% employer match about $159,469 at 4% or $106,313 at 6%; with 100% employer match about $119,602 at 4% or $79,734 at 6%. |
| 2009 | 1 | 16 | $2,051,697 | $189,174 | $11,823iApproximate average salary by contribution assumption: employee only about $295,584 at 4% or $197,056 at 6%; with 50% employer match about $197,056 at 4% or $131,371 at 6%; with 100% employer match about $147,792 at 4% or $98,528 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 16 | $2,051,697 | $189,174 | $11,823iApproximate average salary by contribution assumption: employee only about $295,584 at 4% or $197,056 at 6%; with 50% employer match about $197,056 at 4% or $131,371 at 6%; with 100% employer match about $147,792 at 4% or $98,528 at 6%. |
| 2008 | 1 | 13 | $1,532,551 | $189,432 | $14,572iApproximate average salary by contribution assumption: employee only about $364,292 at 4% or $242,862 at 6%; with 50% employer match about $242,862 at 4% or $161,908 at 6%; with 100% employer match about $182,146 at 4% or $121,431 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 13 | $1,532,551 | $189,432 | $14,572iApproximate average salary by contribution assumption: employee only about $364,292 at 4% or $242,862 at 6%; with 50% employer match about $242,862 at 4% or $161,908 at 6%; with 100% employer match about $182,146 at 4% or $121,431 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 13 | $1,873,955 | $197,366 | $15,182iApproximate average salary by contribution assumption: employee only about $379,550 at 4% or $253,033 at 6%; with 50% employer match about $253,033 at 4% or $168,689 at 6%; with 100% employer match about $189,775 at 4% or $126,517 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 13 | $1,873,955 | $197,366 | $15,182iApproximate average salary by contribution assumption: employee only about $379,550 at 4% or $253,033 at 6%; with 50% employer match about $253,033 at 4% or $168,689 at 6%; with 100% employer match about $189,775 at 4% or $126,517 at 6%. |
| 2005 | 1 | 13 | $1,434,071 | $116,962 | $8,997iApproximate average salary by contribution assumption: employee only about $224,927 at 4% or $149,951 at 6%; with 50% employer match about $149,951 at 4% or $99,968 at 6%; with 100% employer match about $112,463 at 4% or $74,976 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 13 | $1,434,071 | $116,962 | $8,997iApproximate average salary by contribution assumption: employee only about $224,927 at 4% or $149,951 at 6%; with 50% employer match about $149,951 at 4% or $99,968 at 6%; with 100% employer match about $112,463 at 4% or $74,976 at 6%. |
| 2004 | 1 | 9 | $1,214,712 | $138,818 | $15,424iApproximate average salary by contribution assumption: employee only about $385,606 at 4% or $257,070 at 6%; with 50% employer match about $257,070 at 4% or $171,380 at 6%; with 100% employer match about $192,803 at 4% or $128,535 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 9 | $1,214,712 | $138,818 | $15,424iApproximate average salary by contribution assumption: employee only about $385,606 at 4% or $257,070 at 6%; with 50% employer match about $257,070 at 4% or $171,380 at 6%; with 100% employer match about $192,803 at 4% or $128,535 at 6%. |
| 2003 | 1 | 9 | $0 | $0 | - |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 8 | $1,050,748 | $55,645 | $6,956iApproximate average salary by contribution assumption: employee only about $173,891 at 4% or $115,927 at 6%; with 50% employer match about $115,927 at 4% or $77,285 at 6%; with 100% employer match about $86,945 at 4% or $57,964 at 6%. |
| Olson Duncan Insurance Service Inc. 401(K) Profit Sharing Plan | - | 8 | $1,050,748 | $55,645 | $6,956iApproximate average salary by contribution assumption: employee only about $173,891 at 4% or $115,927 at 6%; with 50% employer match about $115,927 at 4% or $77,285 at 6%; with 100% employer match about $86,945 at 4% or $57,964 at 6%. |