Civic Intelligence

Optima Management Group II LLC

Plan context: Optima Management Group II LLC 401 K Profit Sharing Plan Trust

EIN 26-3917373 • Cleveland, OH • 12 filings • 2 plans

1375 E 9th St Ste 160Cleveland, OH 44114-1726
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$26,641

2024 Contributions

$672

Historical Graphs

Total Assets Over Time

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

$35,537$17,769$0201320192024YearValue
$26,641Latest year 2024

Participants Over Time

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

420201320192024YearValue
1Latest 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
202411$26,641$0-
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-1$26,641$0-
202311$23,095$0-
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-1$23,095$0-
202211$19,091$0-
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-1$19,091$0-
202111$23,476$0-
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-1$23,476$0-
202011$19,992$0-
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-1$19,992$0-
201911$16,412$0-
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-1$16,412$0-
201811$13,301$672$672iApproximate average salary by contribution assumption: employee only about $16,800 at 4% or $11,200 at 6%; with 50% employer match about $11,200 at 4% or $7,467 at 6%; with 100% employer match about $8,400 at 4% or $5,600 at 6%.
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-1$13,301$672$672iApproximate average salary by contribution assumption: employee only about $16,800 at 4% or $11,200 at 6%; with 50% employer match about $11,200 at 4% or $7,467 at 6%; with 100% employer match about $8,400 at 4% or $5,600 at 6%.
201712$35,537$4,778$2,389iApproximate average salary by contribution assumption: employee only about $59,725 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,544 at 6%; with 100% employer match about $29,863 at 4% or $19,908 at 6%.
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-2$35,537$4,778$2,389iApproximate average salary by contribution assumption: employee only about $59,725 at 4% or $39,817 at 6%; with 50% employer match about $39,817 at 4% or $26,544 at 6%; with 100% employer match about $29,863 at 4% or $19,908 at 6%.
201612$26,259$6,910$3,455iApproximate average salary by contribution assumption: employee only about $86,375 at 4% or $57,583 at 6%; with 50% employer match about $57,583 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-2$26,259$6,910$3,455iApproximate average salary by contribution assumption: employee only about $86,375 at 4% or $57,583 at 6%; with 50% employer match about $57,583 at 4% or $38,389 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
201512$17,853$8,720$4,360iApproximate average salary by contribution assumption: employee only about $109,000 at 4% or $72,667 at 6%; with 50% employer match about $72,667 at 4% or $48,444 at 6%; with 100% employer match about $54,500 at 4% or $36,333 at 6%.
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-2$17,853$8,720$4,360iApproximate average salary by contribution assumption: employee only about $109,000 at 4% or $72,667 at 6%; with 50% employer match about $72,667 at 4% or $48,444 at 6%; with 100% employer match about $54,500 at 4% or $36,333 at 6%.
201413$13,555$10,859$3,620iApproximate average salary by contribution assumption: employee only about $90,492 at 4% or $60,328 at 6%; with 50% employer match about $60,328 at 4% or $40,219 at 6%; with 100% employer match about $45,246 at 4% or $30,164 at 6%.
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-3$13,555$10,859$3,620iApproximate average salary by contribution assumption: employee only about $90,492 at 4% or $60,328 at 6%; with 50% employer match about $60,328 at 4% or $40,219 at 6%; with 100% employer match about $45,246 at 4% or $30,164 at 6%.
201314$3,618$3,497$874iApproximate average salary by contribution assumption: employee only about $21,856 at 4% or $14,571 at 6%; with 50% employer match about $14,571 at 4% or $9,714 at 6%; with 100% employer match about $10,928 at 4% or $7,285 at 6%.
Optima Management Group II LLC 401 K Profit Sharing Plan Trust-4$3,618$3,497$874iApproximate average salary by contribution assumption: employee only about $21,856 at 4% or $14,571 at 6%; with 50% employer match about $14,571 at 4% or $9,714 at 6%; with 100% employer match about $10,928 at 4% or $7,285 at 6%.