Civic Intelligence

Optima Management Group LLC

Plan context: Optima Management Group LLC 401(K) Profit Sharing Plan & Trust

EIN 26-2254956 • Cleveland, OH • 17 filings • 5 plans

1375 E 9th St Ste 160Cleveland, OH 44114-1739
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$724,219

2024 Contributions

$60,219

Historical Graphs

Total Assets Over Time

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

$724,219$362,110$0200820162024YearValue
$724,219Latest year 2024

Participants Over Time

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

33170200820162024YearValue
7Latest year 2024

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
202417$724,219$60,219$8,603iApproximate average salary by contribution assumption: employee only about $215,068 at 4% or $143,379 at 6%; with 50% employer match about $143,379 at 4% or $95,586 at 6%; with 100% employer match about $107,534 at 4% or $71,689 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-7$724,219$60,219$8,603iApproximate average salary by contribution assumption: employee only about $215,068 at 4% or $143,379 at 6%; with 50% employer match about $143,379 at 4% or $95,586 at 6%; with 100% employer match about $107,534 at 4% or $71,689 at 6%.
202314$506,225$32,631$8,158iApproximate average salary by contribution assumption: employee only about $203,944 at 4% or $135,963 at 6%; with 50% employer match about $135,963 at 4% or $90,642 at 6%; with 100% employer match about $101,972 at 4% or $67,981 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-4$506,225$32,631$8,158iApproximate average salary by contribution assumption: employee only about $203,944 at 4% or $135,963 at 6%; with 50% employer match about $135,963 at 4% or $90,642 at 6%; with 100% employer match about $101,972 at 4% or $67,981 at 6%.
202214$366,812$35,946$8,987iApproximate average salary by contribution assumption: employee only about $224,663 at 4% or $149,775 at 6%; with 50% employer match about $149,775 at 4% or $99,850 at 6%; with 100% employer match about $112,331 at 4% or $74,888 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-4$366,812$35,946$8,987iApproximate average salary by contribution assumption: employee only about $224,663 at 4% or $149,775 at 6%; with 50% employer match about $149,775 at 4% or $99,850 at 6%; with 100% employer match about $112,331 at 4% or $74,888 at 6%.
202116$514,512$39,821$6,637iApproximate average salary by contribution assumption: employee only about $165,921 at 4% or $110,614 at 6%; with 50% employer match about $110,614 at 4% or $73,743 at 6%; with 100% employer match about $82,960 at 4% or $55,307 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-6$514,512$39,821$6,637iApproximate average salary by contribution assumption: employee only about $165,921 at 4% or $110,614 at 6%; with 50% employer match about $110,614 at 4% or $73,743 at 6%; with 100% employer match about $82,960 at 4% or $55,307 at 6%.
202016$451,874$36,106$6,018iApproximate average salary by contribution assumption: employee only about $150,442 at 4% or $100,294 at 6%; with 50% employer match about $100,294 at 4% or $66,863 at 6%; with 100% employer match about $75,221 at 4% or $50,147 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-6$451,874$36,106$6,018iApproximate average salary by contribution assumption: employee only about $150,442 at 4% or $100,294 at 6%; with 50% employer match about $100,294 at 4% or $66,863 at 6%; with 100% employer match about $75,221 at 4% or $50,147 at 6%.
201916$281,529$34,598$5,766iApproximate average salary by contribution assumption: employee only about $144,158 at 4% or $96,106 at 6%; with 50% employer match about $96,106 at 4% or $64,070 at 6%; with 100% employer match about $72,079 at 4% or $48,053 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-6$281,529$34,598$5,766iApproximate average salary by contribution assumption: employee only about $144,158 at 4% or $96,106 at 6%; with 50% employer match about $96,106 at 4% or $64,070 at 6%; with 100% employer match about $72,079 at 4% or $48,053 at 6%.
201818$283,925$44,033$5,504iApproximate average salary by contribution assumption: employee only about $137,603 at 4% or $91,735 at 6%; with 50% employer match about $91,735 at 4% or $61,157 at 6%; with 100% employer match about $68,802 at 4% or $45,868 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-8$283,925$44,033$5,504iApproximate average salary by contribution assumption: employee only about $137,603 at 4% or $91,735 at 6%; with 50% employer match about $91,735 at 4% or $61,157 at 6%; with 100% employer match about $68,802 at 4% or $45,868 at 6%.
201719$319,091$43,821$4,869iApproximate average salary by contribution assumption: employee only about $121,725 at 4% or $81,150 at 6%; with 50% employer match about $81,150 at 4% or $54,100 at 6%; with 100% employer match about $60,863 at 4% or $40,575 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-9$319,091$43,821$4,869iApproximate average salary by contribution assumption: employee only about $121,725 at 4% or $81,150 at 6%; with 50% employer match about $81,150 at 4% or $54,100 at 6%; with 100% employer match about $60,863 at 4% or $40,575 at 6%.
201619$224,405$40,673$4,519iApproximate average salary by contribution assumption: employee only about $112,981 at 4% or $75,320 at 6%; with 50% employer match about $75,320 at 4% or $50,214 at 6%; with 100% employer match about $56,490 at 4% or $37,660 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-9$224,405$40,673$4,519iApproximate average salary by contribution assumption: employee only about $112,981 at 4% or $75,320 at 6%; with 50% employer match about $75,320 at 4% or $50,214 at 6%; with 100% employer match about $56,490 at 4% or $37,660 at 6%.
201519$176,563$39,703$4,411iApproximate average salary by contribution assumption: employee only about $110,286 at 4% or $73,524 at 6%; with 50% employer match about $73,524 at 4% or $49,016 at 6%; with 100% employer match about $55,143 at 4% or $36,762 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-9$176,563$39,703$4,411iApproximate average salary by contribution assumption: employee only about $110,286 at 4% or $73,524 at 6%; with 50% employer match about $73,524 at 4% or $49,016 at 6%; with 100% employer match about $55,143 at 4% or $36,762 at 6%.
201419$134,903$48,905$5,434iApproximate average salary by contribution assumption: employee only about $135,847 at 4% or $90,565 at 6%; with 50% employer match about $90,565 at 4% or $60,377 at 6%; with 100% employer match about $67,924 at 4% or $45,282 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-9$134,903$48,905$5,434iApproximate average salary by contribution assumption: employee only about $135,847 at 4% or $90,565 at 6%; with 50% employer match about $90,565 at 4% or $60,377 at 6%; with 100% employer match about $67,924 at 4% or $45,282 at 6%.
201316$77,785$37,247$6,208iApproximate average salary by contribution assumption: employee only about $155,196 at 4% or $103,464 at 6%; with 50% employer match about $103,464 at 4% or $68,976 at 6%; with 100% employer match about $77,598 at 4% or $51,732 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-6$77,785$37,247$6,208iApproximate average salary by contribution assumption: employee only about $155,196 at 4% or $103,464 at 6%; with 50% employer match about $103,464 at 4% or $68,976 at 6%; with 100% employer match about $77,598 at 4% or $51,732 at 6%.
201214$32,164$14,463$3,616iApproximate average salary by contribution assumption: employee only about $90,394 at 4% or $60,263 at 6%; with 50% employer match about $60,263 at 4% or $40,175 at 6%; with 100% employer match about $45,197 at 4% or $30,131 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-4$32,164$14,463$3,616iApproximate average salary by contribution assumption: employee only about $90,394 at 4% or $60,263 at 6%; with 50% employer match about $60,263 at 4% or $40,175 at 6%; with 100% employer match about $45,197 at 4% or $30,131 at 6%.
2011133$23,932$16,132$489iApproximate average salary by contribution assumption: employee only about $12,221 at 4% or $8,147 at 6%; with 50% employer match about $8,147 at 4% or $5,432 at 6%; with 100% employer match about $6,111 at 4% or $4,074 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-33$23,932$16,132$489iApproximate average salary by contribution assumption: employee only about $12,221 at 4% or $8,147 at 6%; with 50% employer match about $8,147 at 4% or $5,432 at 6%; with 100% employer match about $6,111 at 4% or $4,074 at 6%.
201012$4,476$5,213$2,607iApproximate average salary by contribution assumption: employee only about $65,163 at 4% or $43,442 at 6%; with 50% employer match about $43,442 at 4% or $28,961 at 6%; with 100% employer match about $32,581 at 4% or $21,721 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-2$4,476$5,213$2,607iApproximate average salary by contribution assumption: employee only about $65,163 at 4% or $43,442 at 6%; with 50% employer match about $43,442 at 4% or $28,961 at 6%; with 100% employer match about $32,581 at 4% or $21,721 at 6%.
200912$4,136$3,390$1,695iApproximate average salary by contribution assumption: employee only about $42,375 at 4% or $28,250 at 6%; with 50% employer match about $28,250 at 4% or $18,833 at 6%; with 100% employer match about $21,188 at 4% or $14,125 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-2$4,136$3,390$1,695iApproximate average salary by contribution assumption: employee only about $42,375 at 4% or $28,250 at 6%; with 50% employer match about $28,250 at 4% or $18,833 at 6%; with 100% employer match about $21,188 at 4% or $14,125 at 6%.
2008111$624$620$56iApproximate average salary by contribution assumption: employee only about $1,409 at 4% or $939 at 6%; with 50% employer match about $939 at 4% or $626 at 6%; with 100% employer match about $705 at 4% or $470 at 6%.
Optima Management Group LLC 401(K) Profit Sharing Plan & Trust-11$624$620$56iApproximate average salary by contribution assumption: employee only about $1,409 at 4% or $939 at 6%; with 50% employer match about $939 at 4% or $626 at 6%; with 100% employer match about $705 at 4% or $470 at 6%.