Civic Intelligence

Optivest Properties LLC

Plan context: OPTIVEST PROPERTIES LLC 401 K PROFIT SHARING PLAN TRUST

EIN 20-8086064 • Dana Point, CA • 16 filings • 4 plans

24921 Dana Point Harbor Dr SteDana Point, CA 92629
Current Snapshot

Latest Year

2023

2023 Participants

157

2023 Assets

$66,346

2023 Contributions

$52,904

Historical Graphs

Total Assets Over Time

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

$66,346$33,173$0200820112014YearValue
$66,346Latest year 2014

Participants Over Time

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

157790200820162023YearValue
157Latest year 2023

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
20231157$0$0-
Optivest Properties Welfare Benefit Plan-157---
20221124$0$0-
Optivest Properties Welfare Benefit Plan-124---
20211127$0$0-
Optivest Properties Welfare Benefit Plan-127---
20201123$0$0-
Optivest Properties Welfare Benefit Plan-123---
20191150$0$0-
Optivest Properties Welfare Benefit Plan-150---
20181142$0$0-
Optivest Properties Welfare Benefit Plan-142---
20171145$0$0-
Optivest Properties Welfare Benefit Plan-145---
20161137$0$0-
Optivest Properties Welfare Benefit Plan-137---
20151139$0$0-
Optivest Properties Welfare Benefit Plan-139---
2014110$66,346$52,904$5,290iApproximate average salary by contribution assumption: employee only about $132,260 at 4% or $88,173 at 6%; with 50% employer match about $88,173 at 4% or $58,782 at 6%; with 100% employer match about $66,130 at 4% or $44,087 at 6%.
OPTIVEST PROPERTIES LLC 401 K PROFIT SHARING PLAN TRUST-10$66,346$52,904$5,290iApproximate average salary by contribution assumption: employee only about $132,260 at 4% or $88,173 at 6%; with 50% employer match about $88,173 at 4% or $58,782 at 6%; with 100% employer match about $66,130 at 4% or $44,087 at 6%.
201315$12,623$12,307$2,461iApproximate average salary by contribution assumption: employee only about $61,535 at 4% or $41,023 at 6%; with 50% employer match about $41,023 at 4% or $27,349 at 6%; with 100% employer match about $30,768 at 4% or $20,512 at 6%.
OPTIVEST PROPERTIES LLC 401 K PROFIT SHARING PLAN TRUST-5$12,623$12,307$2,461iApproximate average salary by contribution assumption: employee only about $61,535 at 4% or $41,023 at 6%; with 50% employer match about $41,023 at 4% or $27,349 at 6%; with 100% employer match about $30,768 at 4% or $20,512 at 6%.
201215$7,195$5,728$1,146iApproximate average salary by contribution assumption: employee only about $28,640 at 4% or $19,093 at 6%; with 50% employer match about $19,093 at 4% or $12,729 at 6%; with 100% employer match about $14,320 at 4% or $9,547 at 6%.
OPTIVEST PROPERTIES LLC 401 K PROFIT SHARING PLAN TRUST-5$7,195$5,728$1,146iApproximate average salary by contribution assumption: employee only about $28,640 at 4% or $19,093 at 6%; with 50% employer match about $19,093 at 4% or $12,729 at 6%; with 100% employer match about $14,320 at 4% or $9,547 at 6%.
201115$12,721$4,904$981iApproximate average salary by contribution assumption: employee only about $24,520 at 4% or $16,347 at 6%; with 50% employer match about $16,347 at 4% or $10,898 at 6%; with 100% employer match about $12,260 at 4% or $8,173 at 6%.
OPTIVEST PROPERTIES LLC 401 K PROFIT SHARING PLAN TRUST-5$12,721$4,904$981iApproximate average salary by contribution assumption: employee only about $24,520 at 4% or $16,347 at 6%; with 50% employer match about $16,347 at 4% or $10,898 at 6%; with 100% employer match about $12,260 at 4% or $8,173 at 6%.
201011$7,746$2,497$2,497iApproximate average salary by contribution assumption: employee only about $62,425 at 4% or $41,617 at 6%; with 50% employer match about $41,617 at 4% or $27,744 at 6%; with 100% employer match about $31,213 at 4% or $20,808 at 6%.
OPTIVEST PROPERTIES LLC 401 K PROFIT SHARING PLAN TRUST-1$7,746$2,497$2,497iApproximate average salary by contribution assumption: employee only about $62,425 at 4% or $41,617 at 6%; with 50% employer match about $41,617 at 4% or $27,744 at 6%; with 100% employer match about $31,213 at 4% or $20,808 at 6%.
200913$5,756$3,746$1,249iApproximate average salary by contribution assumption: employee only about $31,217 at 4% or $20,811 at 6%; with 50% employer match about $20,811 at 4% or $13,874 at 6%; with 100% employer match about $15,608 at 4% or $10,406 at 6%.
OPTIVEST PROPERTIES LLC-3$5,756$3,746$1,249iApproximate average salary by contribution assumption: employee only about $31,217 at 4% or $20,811 at 6%; with 50% employer match about $20,811 at 4% or $13,874 at 6%; with 100% employer match about $15,608 at 4% or $10,406 at 6%.
2008184$1,487$1,534$18iApproximate average salary by contribution assumption: employee only about $457 at 4% or $304 at 6%; with 50% employer match about $304 at 4% or $203 at 6%; with 100% employer match about $228 at 4% or $152 at 6%.
OPTIVEST PROPERTIES LLC 401K PROFIT SHARING PLAN & TRUST-84$1,487$1,534$18iApproximate average salary by contribution assumption: employee only about $457 at 4% or $304 at 6%; with 50% employer match about $304 at 4% or $203 at 6%; with 100% employer match about $228 at 4% or $152 at 6%.