Chad L. Olson Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Chad L. Olson Enterprises, INC.
  • Sponsor EIN: 208987838
  • Sponsor Address: 2031 STOCKTON DR., SANFORD, FL, 32771
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$1.5M$26,100$31,000
20241$1.4M$21,750$30,500
20231$1.0M$15,370$25,000
20221$943,640$19,720$27,000

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