Civic Intelligence

Optima Tax Relief LLC

Plan context: Optima Tax Relief LLC 401(K) Profit Sharing Plan

EIN 27-2793788 • Santa Ana, CA • 22 filings • 3 plans

3100 S Harbor Blve Ste 250Santa Ana, CA 92704
Current Snapshot

Latest Year

2024

2024 Participants

365

2024 Assets

$15,910,316

2024 Contributions

$2,101,500

Historical Graphs

Total Assets Over Time

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

$15,910,316$7,955,158$0201220192024YearValue
$15,910,316Latest year 2024

Participants Over Time

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

6213110201220192024YearValue
365Latest 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
20242365$15,910,316$2,101,500$5,758iApproximate average salary by contribution assumption: employee only about $143,938 at 4% or $95,959 at 6%; with 50% employer match about $95,959 at 4% or $63,973 at 6%; with 100% employer match about $71,969 at 4% or $47,979 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-363$15,910,316$2,101,500$5,789iApproximate average salary by contribution assumption: employee only about $144,731 at 4% or $96,488 at 6%; with 50% employer match about $96,488 at 4% or $64,325 at 6%; with 100% employer match about $72,366 at 4% or $48,244 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-365---
20232337$13,056,566$1,889,601$5,607iApproximate average salary by contribution assumption: employee only about $140,178 at 4% or $93,452 at 6%; with 50% employer match about $93,452 at 4% or $62,301 at 6%; with 100% employer match about $70,089 at 4% or $46,726 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-337$13,056,566$1,889,601$5,607iApproximate average salary by contribution assumption: employee only about $140,178 at 4% or $93,452 at 6%; with 50% employer match about $93,452 at 4% or $62,301 at 6%; with 100% employer match about $70,089 at 4% or $46,726 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-334---
20222533$10,693,913$2,021,710$3,793iApproximate average salary by contribution assumption: employee only about $94,827 at 4% or $63,218 at 6%; with 50% employer match about $63,218 at 4% or $42,145 at 6%; with 100% employer match about $47,413 at 4% or $31,609 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-509$10,693,913$2,021,710$3,972iApproximate average salary by contribution assumption: employee only about $99,298 at 4% or $66,199 at 6%; with 50% employer match about $66,199 at 4% or $44,133 at 6%; with 100% employer match about $49,649 at 4% or $33,099 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-533---
20212594$12,155,137$2,075,487$3,494iApproximate average salary by contribution assumption: employee only about $87,352 at 4% or $58,235 at 6%; with 50% employer match about $58,235 at 4% or $38,823 at 6%; with 100% employer match about $43,676 at 4% or $29,117 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-564$12,155,137$2,075,487$3,680iApproximate average salary by contribution assumption: employee only about $91,999 at 4% or $61,332 at 6%; with 50% employer match about $61,332 at 4% or $40,888 at 6%; with 100% employer match about $45,999 at 4% or $30,666 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-594---
20202609$9,984,868$2,086,112$3,425iApproximate average salary by contribution assumption: employee only about $85,637 at 4% or $57,091 at 6%; with 50% employer match about $57,091 at 4% or $38,061 at 6%; with 100% employer match about $42,818 at 4% or $28,546 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-585$9,984,868$2,086,112$3,566iApproximate average salary by contribution assumption: employee only about $89,150 at 4% or $59,433 at 6%; with 50% employer match about $59,433 at 4% or $39,622 at 6%; with 100% employer match about $44,575 at 4% or $29,717 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-609---
20192621$7,792,197$1,980,329$3,189iApproximate average salary by contribution assumption: employee only about $79,723 at 4% or $53,149 at 6%; with 50% employer match about $53,149 at 4% or $35,433 at 6%; with 100% employer match about $39,862 at 4% or $26,574 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-595$7,792,197$1,980,329$3,328iApproximate average salary by contribution assumption: employee only about $83,207 at 4% or $55,471 at 6%; with 50% employer match about $55,471 at 4% or $36,981 at 6%; with 100% employer match about $41,604 at 4% or $27,736 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-621---
20182528$4,829,919$1,817,488$3,442iApproximate average salary by contribution assumption: employee only about $86,055 at 4% or $57,370 at 6%; with 50% employer match about $57,370 at 4% or $38,247 at 6%; with 100% employer match about $43,028 at 4% or $28,685 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-517$4,829,919$1,817,488$3,515iApproximate average salary by contribution assumption: employee only about $87,886 at 4% or $58,591 at 6%; with 50% employer match about $58,591 at 4% or $39,061 at 6%; with 100% employer match about $43,943 at 4% or $29,295 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-528---
20172501$3,624,690$1,276,688$2,548iApproximate average salary by contribution assumption: employee only about $63,707 at 4% or $42,471 at 6%; with 50% employer match about $42,471 at 4% or $28,314 at 6%; with 100% employer match about $31,853 at 4% or $21,236 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-437$3,624,690$1,276,688$2,921iApproximate average salary by contribution assumption: employee only about $73,037 at 4% or $48,691 at 6%; with 50% employer match about $48,691 at 4% or $32,461 at 6%; with 100% employer match about $36,519 at 4% or $24,346 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-501---
20162464$2,250,173$1,056,220$2,276iApproximate average salary by contribution assumption: employee only about $56,908 at 4% or $37,939 at 6%; with 50% employer match about $37,939 at 4% or $25,293 at 6%; with 100% employer match about $28,454 at 4% or $18,969 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-334$2,250,173$1,056,220$3,162iApproximate average salary by contribution assumption: employee only about $79,058 at 4% or $52,706 at 6%; with 50% employer match about $52,706 at 4% or $35,137 at 6%; with 100% employer match about $39,529 at 4% or $26,353 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-464---
20152391$1,275,848$784,505$2,006iApproximate average salary by contribution assumption: employee only about $50,160 at 4% or $33,440 at 6%; with 50% employer match about $33,440 at 4% or $22,293 at 6%; with 100% employer match about $25,080 at 4% or $16,720 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-341$1,275,848$784,505$2,301iApproximate average salary by contribution assumption: employee only about $57,515 at 4% or $38,343 at 6%; with 50% employer match about $38,343 at 4% or $25,562 at 6%; with 100% employer match about $28,758 at 4% or $19,172 at 6%.
Optima Tax Relief LLC Health and Welfare Plan-391---
20141358$0$0-
Optima Tax Relief LLC Health and Welfare Plan-358---
201211$11,298$10,732$10,732iApproximate average salary by contribution assumption: employee only about $268,300 at 4% or $178,867 at 6%; with 50% employer match about $178,867 at 4% or $119,244 at 6%; with 100% employer match about $134,150 at 4% or $89,433 at 6%.
Optima Tax Relief LLC 401(K) Profit Sharing Plan-1$11,298$10,732$10,732iApproximate average salary by contribution assumption: employee only about $268,300 at 4% or $178,867 at 6%; with 50% employer match about $178,867 at 4% or $119,244 at 6%; with 100% employer match about $134,150 at 4% or $89,433 at 6%.