Civic Intelligence

Optima Fund Management LP

Plan context: Optima Fund Management 401K Profit Sharing Plan

EIN 13-3469194 • 21 filings • 2 plans

Current Snapshot

Latest Year

2019

2019 Participants

27

2019 Assets

$11,680,903

2019 Contributions

$237,135

Historical Graphs

Total Assets Over Time

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

$13,019,880$6,509,940$0199920102018YearValue
$11,680,903Latest year 2018

Participants Over Time

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

51260199920092018YearValue
27Latest year 2018

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
201910$0$237,135-
Optima Fund Management 401K Profit Sharing Plan-0-$237,135-
2018127$11,680,903$476,926$17,664iApproximate average salary by contribution assumption: employee only about $441,598 at 4% or $294,399 at 6%; with 50% employer match about $294,399 at 4% or $196,266 at 6%; with 100% employer match about $220,799 at 4% or $147,199 at 6%.
Optima Fund Management 401K Profit Sharing Plan-27$11,680,903$476,926$17,664iApproximate average salary by contribution assumption: employee only about $441,598 at 4% or $294,399 at 6%; with 50% employer match about $294,399 at 4% or $196,266 at 6%; with 100% employer match about $220,799 at 4% or $147,199 at 6%.
2017129$13,019,880$508,366$17,530iApproximate average salary by contribution assumption: employee only about $438,247 at 4% or $292,164 at 6%; with 50% employer match about $292,164 at 4% or $194,776 at 6%; with 100% employer match about $219,123 at 4% or $146,082 at 6%.
Optima Fund Management 401K Profit Sharing Plan-29$13,019,880$508,366$17,530iApproximate average salary by contribution assumption: employee only about $438,247 at 4% or $292,164 at 6%; with 50% employer match about $292,164 at 4% or $194,776 at 6%; with 100% employer match about $219,123 at 4% or $146,082 at 6%.
2016132$11,449,267$580,394$18,137iApproximate average salary by contribution assumption: employee only about $453,433 at 4% or $302,289 at 6%; with 50% employer match about $302,289 at 4% or $201,526 at 6%; with 100% employer match about $226,716 at 4% or $151,144 at 6%.
Optima Fund Management 401K Profit Sharing Plan-32$11,449,267$580,394$18,137iApproximate average salary by contribution assumption: employee only about $453,433 at 4% or $302,289 at 6%; with 50% employer match about $302,289 at 4% or $201,526 at 6%; with 100% employer match about $226,716 at 4% or $151,144 at 6%.
2015142$10,453,275$668,967$15,928iApproximate average salary by contribution assumption: employee only about $398,195 at 4% or $265,463 at 6%; with 50% employer match about $265,463 at 4% or $176,975 at 6%; with 100% employer match about $199,097 at 4% or $132,732 at 6%.
Optima Fund Management 401K Profit Sharing Plan-42$10,453,275$668,967$15,928iApproximate average salary by contribution assumption: employee only about $398,195 at 4% or $265,463 at 6%; with 50% employer match about $265,463 at 4% or $176,975 at 6%; with 100% employer match about $199,097 at 4% or $132,732 at 6%.
2014142$10,035,520$626,261$14,911iApproximate average salary by contribution assumption: employee only about $372,774 at 4% or $248,516 at 6%; with 50% employer match about $248,516 at 4% or $165,678 at 6%; with 100% employer match about $186,387 at 4% or $124,258 at 6%.
Optima Fund Management 401K Profit Sharing Plan-42$10,035,520$626,261$14,911iApproximate average salary by contribution assumption: employee only about $372,774 at 4% or $248,516 at 6%; with 50% employer match about $248,516 at 4% or $165,678 at 6%; with 100% employer match about $186,387 at 4% or $124,258 at 6%.
2013138$9,197,754$572,669$15,070iApproximate average salary by contribution assumption: employee only about $376,756 at 4% or $251,171 at 6%; with 50% employer match about $251,171 at 4% or $167,447 at 6%; with 100% employer match about $188,378 at 4% or $125,585 at 6%.
Optima Fund Management 401K Profit Sharing Plan-38$9,197,754$572,669$15,070iApproximate average salary by contribution assumption: employee only about $376,756 at 4% or $251,171 at 6%; with 50% employer match about $251,171 at 4% or $167,447 at 6%; with 100% employer match about $188,378 at 4% or $125,585 at 6%.
2012138$7,386,472$492,083$12,950iApproximate average salary by contribution assumption: employee only about $323,739 at 4% or $215,826 at 6%; with 50% employer match about $215,826 at 4% or $143,884 at 6%; with 100% employer match about $161,869 at 4% or $107,913 at 6%.
Optima Fund Management 401K Profit Sharing Plan-38$7,386,472$492,083$12,950iApproximate average salary by contribution assumption: employee only about $323,739 at 4% or $215,826 at 6%; with 50% employer match about $215,826 at 4% or $143,884 at 6%; with 100% employer match about $161,869 at 4% or $107,913 at 6%.
2011140$6,832,335$552,756$13,819iApproximate average salary by contribution assumption: employee only about $345,473 at 4% or $230,315 at 6%; with 50% employer match about $230,315 at 4% or $153,543 at 6%; with 100% employer match about $172,736 at 4% or $115,158 at 6%.
Optima Fund Management 401K Profit Sharing Plan-40$6,832,335$552,756$13,819iApproximate average salary by contribution assumption: employee only about $345,473 at 4% or $230,315 at 6%; with 50% employer match about $230,315 at 4% or $153,543 at 6%; with 100% employer match about $172,736 at 4% or $115,158 at 6%.
2010141$7,925,355$660,839$16,118iApproximate average salary by contribution assumption: employee only about $402,951 at 4% or $268,634 at 6%; with 50% employer match about $268,634 at 4% or $179,089 at 6%; with 100% employer match about $201,475 at 4% or $134,317 at 6%.
Optima Fund Management 401K Profit Sharing Plan-41$7,925,355$660,839$16,118iApproximate average salary by contribution assumption: employee only about $402,951 at 4% or $268,634 at 6%; with 50% employer match about $268,634 at 4% or $179,089 at 6%; with 100% employer match about $201,475 at 4% or $134,317 at 6%.
2009143$6,639,193$646,501$15,035iApproximate average salary by contribution assumption: employee only about $375,873 at 4% or $250,582 at 6%; with 50% employer match about $250,582 at 4% or $167,055 at 6%; with 100% employer match about $187,936 at 4% or $125,291 at 6%.
Optima Fund Management 401K Profit Sharing Plan-43$6,639,193$646,501$15,035iApproximate average salary by contribution assumption: employee only about $375,873 at 4% or $250,582 at 6%; with 50% employer match about $250,582 at 4% or $167,055 at 6%; with 100% employer match about $187,936 at 4% or $125,291 at 6%.
2008145$5,295,429$871,286$19,362iApproximate average salary by contribution assumption: employee only about $484,048 at 4% or $322,699 at 6%; with 50% employer match about $322,699 at 4% or $215,132 at 6%; with 100% employer match about $242,024 at 4% or $161,349 at 6%.
Optima Fund Management 401K Profit Sharing Plan-45$5,295,429$871,286$19,362iApproximate average salary by contribution assumption: employee only about $484,048 at 4% or $322,699 at 6%; with 50% employer match about $322,699 at 4% or $215,132 at 6%; with 100% employer match about $242,024 at 4% or $161,349 at 6%.
2007151$0$0-
Optima Fund Management 401K Profit Sharing Plan-51---
2006146$4,650,512$1,038,693$22,580iApproximate average salary by contribution assumption: employee only about $564,507 at 4% or $376,338 at 6%; with 50% employer match about $376,338 at 4% or $250,892 at 6%; with 100% employer match about $282,254 at 4% or $188,169 at 6%.
Optima Fund Management 401K Profit Sharing Plan-46$4,650,512$1,038,693$22,580iApproximate average salary by contribution assumption: employee only about $564,507 at 4% or $376,338 at 6%; with 50% employer match about $376,338 at 4% or $250,892 at 6%; with 100% employer match about $282,254 at 4% or $188,169 at 6%.
2005138$3,270,431$806,920$21,235iApproximate average salary by contribution assumption: employee only about $530,868 at 4% or $353,912 at 6%; with 50% employer match about $353,912 at 4% or $235,942 at 6%; with 100% employer match about $265,434 at 4% or $176,956 at 6%.
Optima Fund Management 401K Profit Sharing Plan-38$3,270,431$806,920$21,235iApproximate average salary by contribution assumption: employee only about $530,868 at 4% or $353,912 at 6%; with 50% employer match about $353,912 at 4% or $235,942 at 6%; with 100% employer match about $265,434 at 4% or $176,956 at 6%.
2004129$2,293,467$504,410$17,393iApproximate average salary by contribution assumption: employee only about $434,836 at 4% or $289,891 at 6%; with 50% employer match about $289,891 at 4% or $193,261 at 6%; with 100% employer match about $217,418 at 4% or $144,945 at 6%.
Optima Fund Management 401K Profit Sharing Plan-29$2,293,467$504,410$17,393iApproximate average salary by contribution assumption: employee only about $434,836 at 4% or $289,891 at 6%; with 50% employer match about $289,891 at 4% or $193,261 at 6%; with 100% employer match about $217,418 at 4% or $144,945 at 6%.
2003123$1,666,153$374,185$16,269iApproximate average salary by contribution assumption: employee only about $406,723 at 4% or $271,149 at 6%; with 50% employer match about $271,149 at 4% or $180,766 at 6%; with 100% employer match about $203,361 at 4% or $135,574 at 6%.
Optima Fund Management 401K Profit Sharing Plan-23$1,666,153$374,185$16,269iApproximate average salary by contribution assumption: employee only about $406,723 at 4% or $271,149 at 6%; with 50% employer match about $271,149 at 4% or $180,766 at 6%; with 100% employer match about $203,361 at 4% or $135,574 at 6%.
2002130$1,121,142$176,886$5,896iApproximate average salary by contribution assumption: employee only about $147,405 at 4% or $98,270 at 6%; with 50% employer match about $98,270 at 4% or $65,513 at 6%; with 100% employer match about $73,703 at 4% or $49,135 at 6%.
Optima Fund Management 401K Profit Sharing Plan-30$1,121,142$176,886$5,896iApproximate average salary by contribution assumption: employee only about $147,405 at 4% or $98,270 at 6%; with 50% employer match about $98,270 at 4% or $65,513 at 6%; with 100% employer match about $73,703 at 4% or $49,135 at 6%.
2001118$0$0-
Optima Fund Management 401K Profit Sharing Plan-18---
2000118$0$0-
Optima Fund Management 401K Profit Sharing Plan-18---
1999116$1,338,257$167,307$10,457iApproximate average salary by contribution assumption: employee only about $261,417 at 4% or $174,278 at 6%; with 50% employer match about $174,278 at 4% or $116,185 at 6%; with 100% employer match about $130,709 at 4% or $87,139 at 6%.
Optima Fund Management 401K Profit Sharing Plan-16$1,338,257$167,307$10,457iApproximate average salary by contribution assumption: employee only about $261,417 at 4% or $174,278 at 6%; with 50% employer match about $174,278 at 4% or $116,185 at 6%; with 100% employer match about $130,709 at 4% or $87,139 at 6%.