Civic Intelligence

Focus Optimal LLC

Plan context: Focus Optimal LLC 401 K Profit Sharing Plan Trust

EIN 26-3666456 • Framingham, MA • 14 filings • 2 plans

303 Worcester RdFramingham, MA 01701-5358
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$908,965

2023 Contributions

$282

Historical Graphs

Total Assets Over Time

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

$1,162,094$581,047$0201020172023YearValue
$908,965Latest year 2023

Participants Over Time

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

950201020172023YearValue
1Latest 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
202311$908,965$282$282iApproximate average salary by contribution assumption: employee only about $7,050 at 4% or $4,700 at 6%; with 50% employer match about $4,700 at 4% or $3,133 at 6%; with 100% employer match about $3,525 at 4% or $2,350 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-1$908,965$282$282iApproximate average salary by contribution assumption: employee only about $7,050 at 4% or $4,700 at 6%; with 50% employer match about $4,700 at 4% or $3,133 at 6%; with 100% employer match about $3,525 at 4% or $2,350 at 6%.
202212$1,013,506$9,509$4,755iApproximate average salary by contribution assumption: employee only about $118,863 at 4% or $79,242 at 6%; with 50% employer match about $79,242 at 4% or $52,828 at 6%; with 100% employer match about $59,431 at 4% or $39,621 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-2$1,013,506$9,509$4,755iApproximate average salary by contribution assumption: employee only about $118,863 at 4% or $79,242 at 6%; with 50% employer match about $79,242 at 4% or $52,828 at 6%; with 100% employer match about $59,431 at 4% or $39,621 at 6%.
202113$1,162,094$28,918$9,639iApproximate average salary by contribution assumption: employee only about $240,983 at 4% or $160,656 at 6%; with 50% employer match about $160,656 at 4% or $107,104 at 6%; with 100% employer match about $120,492 at 4% or $80,328 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-3$1,162,094$28,918$9,639iApproximate average salary by contribution assumption: employee only about $240,983 at 4% or $160,656 at 6%; with 50% employer match about $160,656 at 4% or $107,104 at 6%; with 100% employer match about $120,492 at 4% or $80,328 at 6%.
202018$1,016,898$50,027$6,253iApproximate average salary by contribution assumption: employee only about $156,334 at 4% or $104,223 at 6%; with 50% employer match about $104,223 at 4% or $69,482 at 6%; with 100% employer match about $78,167 at 4% or $52,111 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-8$1,016,898$50,027$6,253iApproximate average salary by contribution assumption: employee only about $156,334 at 4% or $104,223 at 6%; with 50% employer match about $104,223 at 4% or $69,482 at 6%; with 100% employer match about $78,167 at 4% or $52,111 at 6%.
201918$912,431$88,896$11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-8$912,431$88,896$11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%.
201817$780,033$81,940$11,706iApproximate average salary by contribution assumption: employee only about $292,643 at 4% or $195,095 at 6%; with 50% employer match about $195,095 at 4% or $130,063 at 6%; with 100% employer match about $146,321 at 4% or $97,548 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-7$780,033$81,940$11,706iApproximate average salary by contribution assumption: employee only about $292,643 at 4% or $195,095 at 6%; with 50% employer match about $195,095 at 4% or $130,063 at 6%; with 100% employer match about $146,321 at 4% or $97,548 at 6%.
201717$1,045,736$116,889$16,698iApproximate average salary by contribution assumption: employee only about $417,461 at 4% or $278,307 at 6%; with 50% employer match about $278,307 at 4% or $185,538 at 6%; with 100% employer match about $208,730 at 4% or $139,154 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-7$1,045,736$116,889$16,698iApproximate average salary by contribution assumption: employee only about $417,461 at 4% or $278,307 at 6%; with 50% employer match about $278,307 at 4% or $185,538 at 6%; with 100% employer match about $208,730 at 4% or $139,154 at 6%.
201616$844,524$122,100$20,350iApproximate average salary by contribution assumption: employee only about $508,750 at 4% or $339,167 at 6%; with 50% employer match about $339,167 at 4% or $226,111 at 6%; with 100% employer match about $254,375 at 4% or $169,583 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-6$844,524$122,100$20,350iApproximate average salary by contribution assumption: employee only about $508,750 at 4% or $339,167 at 6%; with 50% employer match about $339,167 at 4% or $226,111 at 6%; with 100% employer match about $254,375 at 4% or $169,583 at 6%.
201517$766,560$152,969$21,853iApproximate average salary by contribution assumption: employee only about $546,318 at 4% or $364,212 at 6%; with 50% employer match about $364,212 at 4% or $242,808 at 6%; with 100% employer match about $273,159 at 4% or $182,106 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-7$766,560$152,969$21,853iApproximate average salary by contribution assumption: employee only about $546,318 at 4% or $364,212 at 6%; with 50% employer match about $364,212 at 4% or $242,808 at 6%; with 100% employer match about $273,159 at 4% or $182,106 at 6%.
201419$683,112$154,671$17,186iApproximate average salary by contribution assumption: employee only about $429,642 at 4% or $286,428 at 6%; with 50% employer match about $286,428 at 4% or $190,952 at 6%; with 100% employer match about $214,821 at 4% or $143,214 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-9$683,112$154,671$17,186iApproximate average salary by contribution assumption: employee only about $429,642 at 4% or $286,428 at 6%; with 50% employer match about $286,428 at 4% or $190,952 at 6%; with 100% employer match about $214,821 at 4% or $143,214 at 6%.
201319$501,064$165,077$18,342iApproximate average salary by contribution assumption: employee only about $458,547 at 4% or $305,698 at 6%; with 50% employer match about $305,698 at 4% or $203,799 at 6%; with 100% employer match about $229,274 at 4% or $152,849 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-9$501,064$165,077$18,342iApproximate average salary by contribution assumption: employee only about $458,547 at 4% or $305,698 at 6%; with 50% employer match about $305,698 at 4% or $203,799 at 6%; with 100% employer match about $229,274 at 4% or $152,849 at 6%.
201216$283,026$93,185$15,531iApproximate average salary by contribution assumption: employee only about $388,271 at 4% or $258,847 at 6%; with 50% employer match about $258,847 at 4% or $172,565 at 6%; with 100% employer match about $194,135 at 4% or $129,424 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-6$283,026$93,185$15,531iApproximate average salary by contribution assumption: employee only about $388,271 at 4% or $258,847 at 6%; with 50% employer match about $258,847 at 4% or $172,565 at 6%; with 100% employer match about $194,135 at 4% or $129,424 at 6%.
201116$167,799$100,673$16,779iApproximate average salary by contribution assumption: employee only about $419,471 at 4% or $279,647 at 6%; with 50% employer match about $279,647 at 4% or $186,431 at 6%; with 100% employer match about $209,735 at 4% or $139,824 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-6$167,799$100,673$16,779iApproximate average salary by contribution assumption: employee only about $419,471 at 4% or $279,647 at 6%; with 50% employer match about $279,647 at 4% or $186,431 at 6%; with 100% employer match about $209,735 at 4% or $139,824 at 6%.
201016$78,901$77,924$12,987iApproximate average salary by contribution assumption: employee only about $324,683 at 4% or $216,456 at 6%; with 50% employer match about $216,456 at 4% or $144,304 at 6%; with 100% employer match about $162,342 at 4% or $108,228 at 6%.
Focus Optimal LLC 401 K Profit Sharing Plan Trust-6$78,901$77,924$12,987iApproximate average salary by contribution assumption: employee only about $324,683 at 4% or $216,456 at 6%; with 50% employer match about $216,456 at 4% or $144,304 at 6%; with 100% employer match about $162,342 at 4% or $108,228 at 6%.