Civic Intelligence

Optimal Plus Inc

Plan context: Optimal Plus Inc 401 K Profit Sharing Plan Trust

EIN 27-1185595 • San Jose, CA • 14 filings • 6 plans

2107 N. First Street #310San Jose, CA 95131
Current Snapshot

Latest Year

2020

2020 Participants

37

2020 Assets

$3,150,062

2020 Contributions

$664,452

Historical Graphs

Total Assets Over Time

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

$3,150,062$1,575,031$0201120162020YearValue
$3,150,062Latest year 2020

Participants Over Time

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

44220201120162020YearValue
37Latest year 2020

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
2020137$3,150,062$664,452$17,958iApproximate average salary by contribution assumption: employee only about $448,954 at 4% or $299,303 at 6%; with 50% employer match about $299,303 at 4% or $199,535 at 6%; with 100% employer match about $224,477 at 4% or $149,651 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-37$3,150,062$664,452$17,958iApproximate average salary by contribution assumption: employee only about $448,954 at 4% or $299,303 at 6%; with 50% employer match about $299,303 at 4% or $199,535 at 6%; with 100% employer match about $224,477 at 4% or $149,651 at 6%.
2019140$2,795,399$876,803$21,920iApproximate average salary by contribution assumption: employee only about $548,002 at 4% or $365,335 at 6%; with 50% employer match about $365,335 at 4% or $243,556 at 6%; with 100% employer match about $274,001 at 4% or $182,667 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-40$2,795,399$876,803$21,920iApproximate average salary by contribution assumption: employee only about $548,002 at 4% or $365,335 at 6%; with 50% employer match about $365,335 at 4% or $243,556 at 6%; with 100% employer match about $274,001 at 4% or $182,667 at 6%.
2018144$1,890,250$1,084,660$24,651iApproximate average salary by contribution assumption: employee only about $616,284 at 4% or $410,856 at 6%; with 50% employer match about $410,856 at 4% or $273,904 at 6%; with 100% employer match about $308,142 at 4% or $205,428 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-44$1,890,250$1,084,660$24,651iApproximate average salary by contribution assumption: employee only about $616,284 at 4% or $410,856 at 6%; with 50% employer match about $410,856 at 4% or $273,904 at 6%; with 100% employer match about $308,142 at 4% or $205,428 at 6%.
2017128$1,017,887$398,110$14,218iApproximate average salary by contribution assumption: employee only about $355,455 at 4% or $236,970 at 6%; with 50% employer match about $236,970 at 4% or $157,980 at 6%; with 100% employer match about $177,728 at 4% or $118,485 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-28$1,017,887$398,110$14,218iApproximate average salary by contribution assumption: employee only about $355,455 at 4% or $236,970 at 6%; with 50% employer match about $236,970 at 4% or $157,980 at 6%; with 100% employer match about $177,728 at 4% or $118,485 at 6%.
2016120$588,358$291,942$14,597iApproximate average salary by contribution assumption: employee only about $364,928 at 4% or $243,285 at 6%; with 50% employer match about $243,285 at 4% or $162,190 at 6%; with 100% employer match about $182,464 at 4% or $121,643 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-20$588,358$291,942$14,597iApproximate average salary by contribution assumption: employee only about $364,928 at 4% or $243,285 at 6%; with 50% employer match about $243,285 at 4% or $162,190 at 6%; with 100% employer match about $182,464 at 4% or $121,643 at 6%.
2015114$416,846$208,101$14,864iApproximate average salary by contribution assumption: employee only about $371,609 at 4% or $247,739 at 6%; with 50% employer match about $247,739 at 4% or $165,160 at 6%; with 100% employer match about $185,804 at 4% or $123,870 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-14$416,846$208,101$14,864iApproximate average salary by contribution assumption: employee only about $371,609 at 4% or $247,739 at 6%; with 50% employer match about $247,739 at 4% or $165,160 at 6%; with 100% employer match about $185,804 at 4% or $123,870 at 6%.
201427$226,838$108,841$15,549iApproximate average salary by contribution assumption: employee only about $388,718 at 4% or $259,145 at 6%; with 50% employer match about $259,145 at 4% or $172,763 at 6%; with 100% employer match about $194,359 at 4% or $129,573 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-7$216,127$98,858$14,123iApproximate average salary by contribution assumption: employee only about $353,064 at 4% or $235,376 at 6%; with 50% employer match about $235,376 at 4% or $156,917 at 6%; with 100% employer match about $176,532 at 4% or $117,688 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-2$10,711$9,983$4,992iApproximate average salary by contribution assumption: employee only about $124,788 at 4% or $83,192 at 6%; with 50% employer match about $83,192 at 4% or $55,461 at 6%; with 100% employer match about $62,394 at 4% or $41,596 at 6%.
2013316$245,534$145,804$9,113iApproximate average salary by contribution assumption: employee only about $227,819 at 4% or $151,879 at 6%; with 50% employer match about $151,879 at 4% or $101,253 at 6%; with 100% employer match about $113,909 at 4% or $75,940 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-5$122,767$72,902$14,580iApproximate average salary by contribution assumption: employee only about $364,510 at 4% or $243,007 at 6%; with 50% employer match about $243,007 at 4% or $162,004 at 6%; with 100% employer match about $182,255 at 4% or $121,503 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-5$122,767$72,902$14,580iApproximate average salary by contribution assumption: employee only about $364,510 at 4% or $243,007 at 6%; with 50% employer match about $243,007 at 4% or $162,004 at 6%; with 100% employer match about $182,255 at 4% or $121,503 at 6%.
401(K) PLAN-16---
2012212$35,569$24,962$2,080iApproximate average salary by contribution assumption: employee only about $52,004 at 4% or $34,669 at 6%; with 50% employer match about $34,669 at 4% or $23,113 at 6%; with 100% employer match about $26,002 at 4% or $17,335 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-4$35,569$24,962$6,241iApproximate average salary by contribution assumption: employee only about $156,013 at 4% or $104,008 at 6%; with 50% employer match about $104,008 at 4% or $69,339 at 6%; with 100% employer match about $78,006 at 4% or $52,004 at 6%.
401(K) PLAN-12---
201112$14,348$16,624$8,312iApproximate average salary by contribution assumption: employee only about $207,800 at 4% or $138,533 at 6%; with 50% employer match about $138,533 at 4% or $92,356 at 6%; with 100% employer match about $103,900 at 4% or $69,267 at 6%.
Optimal Plus Inc 401 K Profit Sharing Plan Trust-2$14,348$16,624$8,312iApproximate average salary by contribution assumption: employee only about $207,800 at 4% or $138,533 at 6%; with 50% employer match about $138,533 at 4% or $92,356 at 6%; with 100% employer match about $103,900 at 4% or $69,267 at 6%.