Civic Intelligence

Optimizely Inc.

Plan context: Optimizely Inc. 401(K) Plan

EIN 27-1597841 • San Francisco, CA • 19 filings • 7 plans

55 New Montgomery St, Ste 888San Francisco, CA 94105
Current Snapshot

Latest Year

2021

2021 Participants

62

2021 Assets

$23,230,931

2021 Contributions

$1,398,106

Historical Graphs

Total Assets Over Time

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

$23,230,931$11,615,466$0201020152020YearValue
$23,230,931Latest year 2020

Participants Over Time

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

3691850201020162021YearValue
62Latest year 2021

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
2021162$0$1,398,106$22,550iApproximate average salary by contribution assumption: employee only about $563,752 at 4% or $375,835 at 6%; with 50% employer match about $375,835 at 4% or $250,557 at 6%; with 100% employer match about $281,876 at 4% or $187,917 at 6%.
Optimizely Inc. 401(K) Plan-62-$1,398,106$22,550iApproximate average salary by contribution assumption: employee only about $563,752 at 4% or $375,835 at 6%; with 50% employer match about $375,835 at 4% or $250,557 at 6%; with 100% employer match about $281,876 at 4% or $187,917 at 6%.
20202160$23,230,931$4,437,892$27,737iApproximate average salary by contribution assumption: employee only about $693,421 at 4% or $462,280 at 6%; with 50% employer match about $462,280 at 4% or $308,187 at 6%; with 100% employer match about $346,710 at 4% or $231,140 at 6%.
Optimizely Inc. 401(K) Plan-160$23,230,931$4,437,892$27,737iApproximate average salary by contribution assumption: employee only about $693,421 at 4% or $462,280 at 6%; with 50% employer match about $462,280 at 4% or $308,187 at 6%; with 100% employer match about $346,710 at 4% or $231,140 at 6%.
Optimizely Inc. Welfare Benefits Plan-71---
20192369$19,201,972$4,894,243$13,264iApproximate average salary by contribution assumption: employee only about $331,588 at 4% or $221,059 at 6%; with 50% employer match about $221,059 at 4% or $147,373 at 6%; with 100% employer match about $165,794 at 4% or $110,529 at 6%.
Optimizely Inc. 401(K) Plan-369$19,201,972$4,894,243$13,264iApproximate average salary by contribution assumption: employee only about $331,588 at 4% or $221,059 at 6%; with 50% employer match about $221,059 at 4% or $147,373 at 6%; with 100% employer match about $165,794 at 4% or $110,529 at 6%.
Optimizely Inc. Welfare Benefits Plan-251---
20182316$12,243,069$4,593,873$14,538iApproximate average salary by contribution assumption: employee only about $363,439 at 4% or $242,293 at 6%; with 50% employer match about $242,293 at 4% or $161,529 at 6%; with 100% employer match about $181,720 at 4% or $121,146 at 6%.
Optimizely Inc. 401(K) Plan-316$12,243,069$4,593,873$14,538iApproximate average salary by contribution assumption: employee only about $363,439 at 4% or $242,293 at 6%; with 50% employer match about $242,293 at 4% or $161,529 at 6%; with 100% employer match about $181,720 at 4% or $121,146 at 6%.
Optimizely Inc. Welfare Benefits Plan-310---
20172292$9,517,349$3,000,821$10,277iApproximate average salary by contribution assumption: employee only about $256,920 at 4% or $171,280 at 6%; with 50% employer match about $171,280 at 4% or $114,186 at 6%; with 100% employer match about $128,460 at 4% or $85,640 at 6%.
Optimizely Inc. 401(K) Plan-292$9,517,349$3,000,821$10,277iApproximate average salary by contribution assumption: employee only about $256,920 at 4% or $171,280 at 6%; with 50% employer match about $171,280 at 4% or $114,186 at 6%; with 100% employer match about $128,460 at 4% or $85,640 at 6%.
Optimizely Inc. Welfare Benefits Plan-292---
20162310$6,327,394$2,591,546$8,360iApproximate average salary by contribution assumption: employee only about $208,996 at 4% or $139,330 at 6%; with 50% employer match about $139,330 at 4% or $92,887 at 6%; with 100% employer match about $104,498 at 4% or $69,665 at 6%.
Optimizely Inc. 401(K) Plan-275$6,327,394$2,591,546$9,424iApproximate average salary by contribution assumption: employee only about $235,595 at 4% or $157,063 at 6%; with 50% employer match about $157,063 at 4% or $104,709 at 6%; with 100% employer match about $117,798 at 4% or $78,532 at 6%.
Optimizely Inc. Welfare Benefits Plan-310---
20152324$3,997,032$2,379,283$7,343iApproximate average salary by contribution assumption: employee only about $183,587 at 4% or $122,391 at 6%; with 50% employer match about $122,391 at 4% or $81,594 at 6%; with 100% employer match about $91,793 at 4% or $61,196 at 6%.
Optimizely Inc. 401(K) Plan-324$3,997,032$2,379,283$7,343iApproximate average salary by contribution assumption: employee only about $183,587 at 4% or $122,391 at 6%; with 50% employer match about $122,391 at 4% or $81,594 at 6%; with 100% employer match about $91,793 at 4% or $61,196 at 6%.
Optimizely Inc. Welfare Benefits Plan-267---
20142300$1,737,194$1,237,094$4,124iApproximate average salary by contribution assumption: employee only about $103,091 at 4% or $68,727 at 6%; with 50% employer match about $68,727 at 4% or $45,818 at 6%; with 100% employer match about $51,546 at 4% or $34,364 at 6%.
Optimizely Inc. 401(K) Plan-273$1,737,194$1,237,094$4,531iApproximate average salary by contribution assumption: employee only about $113,287 at 4% or $75,525 at 6%; with 50% employer match about $75,525 at 4% or $50,350 at 6%; with 100% employer match about $56,643 at 4% or $37,762 at 6%.
Optimizely Inc. Welfare Benefits Plan-300---
20131129$506,252$322,128$2,497iApproximate average salary by contribution assumption: employee only about $62,428 at 4% or $41,619 at 6%; with 50% employer match about $41,619 at 4% or $27,746 at 6%; with 100% employer match about $31,214 at 4% or $20,809 at 6%.
Optimizely Inc. 401(K) Plan-129$506,252$322,128$2,497iApproximate average salary by contribution assumption: employee only about $62,428 at 4% or $41,619 at 6%; with 50% employer match about $41,619 at 4% or $27,746 at 6%; with 100% employer match about $31,214 at 4% or $20,809 at 6%.
2012139$144,522$96,078$2,464iApproximate average salary by contribution assumption: employee only about $61,588 at 4% or $41,059 at 6%; with 50% employer match about $41,059 at 4% or $27,373 at 6%; with 100% employer match about $30,794 at 4% or $20,529 at 6%.
Optimizely Inc. 401(K) Plan-39$144,522$96,078$2,464iApproximate average salary by contribution assumption: employee only about $61,588 at 4% or $41,059 at 6%; with 50% employer match about $41,059 at 4% or $27,373 at 6%; with 100% employer match about $30,794 at 4% or $20,529 at 6%.
201113$40,395$27,915$9,305iApproximate average salary by contribution assumption: employee only about $232,625 at 4% or $155,083 at 6%; with 50% employer match about $155,083 at 4% or $103,389 at 6%; with 100% employer match about $116,313 at 4% or $77,542 at 6%.
Optimizely Inc. 401(K) Plan-3$40,395$27,915$9,305iApproximate average salary by contribution assumption: employee only about $232,625 at 4% or $155,083 at 6%; with 50% employer match about $155,083 at 4% or $103,389 at 6%; with 100% employer match about $116,313 at 4% or $77,542 at 6%.
201012$12,311$12,094$6,047iApproximate average salary by contribution assumption: employee only about $151,175 at 4% or $100,783 at 6%; with 50% employer match about $100,783 at 4% or $67,189 at 6%; with 100% employer match about $75,588 at 4% or $50,392 at 6%.
Optimizely Inc. 401(K) Plan-2$12,311$12,094$6,047iApproximate average salary by contribution assumption: employee only about $151,175 at 4% or $100,783 at 6%; with 50% employer match about $100,783 at 4% or $67,189 at 6%; with 100% employer match about $75,588 at 4% or $50,392 at 6%.