The Olive Law Firm, P.A. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: The Olive Law Firm, P.A.
  • Sponsor EIN: 561186391
  • Sponsor Address: P.O. BOX 31515, CHARLOTTE, NC, 28231
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $1.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20237$1.1M$35,709$90,040
20229$3.2M$89,399$105,917

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