Civic Intelligence

Opti-Forms Inc.

Plan context: Opti-Forms Inc. 401(K) Profit Sharing Plan

EIN 33-0072693 • Temecula, CA • 21 filings • 5 plans

42310 Winchester Rd.Temecula, CA 92590
Current Snapshot

Latest Year

2020

2020 Participants

47

2020 Assets

$2,317,331

2020 Contributions

$183,521

Historical Graphs

Total Assets Over Time

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

$2,317,331$1,158,666$0200020102019YearValue
$2,317,331Latest year 2019

Participants Over Time

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

78390200020102019YearValue
47Latest year 2019

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
202010$0$183,521-
Opti-Forms Inc. 401(K) Profit Sharing Plan-0$0$183,521-
2019147$2,317,331$323,881$6,891iApproximate average salary by contribution assumption: employee only about $172,277 at 4% or $114,851 at 6%; with 50% employer match about $114,851 at 4% or $76,568 at 6%; with 100% employer match about $86,139 at 4% or $57,426 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-47$2,317,331$323,881$6,891iApproximate average salary by contribution assumption: employee only about $172,277 at 4% or $114,851 at 6%; with 50% employer match about $114,851 at 4% or $76,568 at 6%; with 100% employer match about $86,139 at 4% or $57,426 at 6%.
2018141$1,673,987$263,843$6,435iApproximate average salary by contribution assumption: employee only about $160,880 at 4% or $107,253 at 6%; with 50% employer match about $107,253 at 4% or $71,502 at 6%; with 100% employer match about $80,440 at 4% or $53,627 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-41$1,673,987$263,843$6,435iApproximate average salary by contribution assumption: employee only about $160,880 at 4% or $107,253 at 6%; with 50% employer match about $107,253 at 4% or $71,502 at 6%; with 100% employer match about $80,440 at 4% or $53,627 at 6%.
2017130$1,529,435$188,622$6,287iApproximate average salary by contribution assumption: employee only about $157,185 at 4% or $104,790 at 6%; with 50% employer match about $104,790 at 4% or $69,860 at 6%; with 100% employer match about $78,593 at 4% or $52,395 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-30$1,529,435$188,622$6,287iApproximate average salary by contribution assumption: employee only about $157,185 at 4% or $104,790 at 6%; with 50% employer match about $104,790 at 4% or $69,860 at 6%; with 100% employer match about $78,593 at 4% or $52,395 at 6%.
2016129$1,971,248$187,534$6,467iApproximate average salary by contribution assumption: employee only about $161,667 at 4% or $107,778 at 6%; with 50% employer match about $107,778 at 4% or $71,852 at 6%; with 100% employer match about $80,834 at 4% or $53,889 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-29$1,971,248$187,534$6,467iApproximate average salary by contribution assumption: employee only about $161,667 at 4% or $107,778 at 6%; with 50% employer match about $107,778 at 4% or $71,852 at 6%; with 100% employer match about $80,834 at 4% or $53,889 at 6%.
2015129$1,693,362$171,003$5,897iApproximate average salary by contribution assumption: employee only about $147,416 at 4% or $98,278 at 6%; with 50% employer match about $98,278 at 4% or $65,518 at 6%; with 100% employer match about $73,708 at 4% or $49,139 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-29$1,693,362$171,003$5,897iApproximate average salary by contribution assumption: employee only about $147,416 at 4% or $98,278 at 6%; with 50% employer match about $98,278 at 4% or $65,518 at 6%; with 100% employer match about $73,708 at 4% or $49,139 at 6%.
2014133$1,718,224$161,797$4,903iApproximate average salary by contribution assumption: employee only about $122,573 at 4% or $81,716 at 6%; with 50% employer match about $81,716 at 4% or $54,477 at 6%; with 100% employer match about $61,287 at 4% or $40,858 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-33$1,718,224$161,797$4,903iApproximate average salary by contribution assumption: employee only about $122,573 at 4% or $81,716 at 6%; with 50% employer match about $81,716 at 4% or $54,477 at 6%; with 100% employer match about $61,287 at 4% or $40,858 at 6%.
2013140$1,515,726$172,593$4,315iApproximate average salary by contribution assumption: employee only about $107,871 at 4% or $71,914 at 6%; with 50% employer match about $71,914 at 4% or $47,943 at 6%; with 100% employer match about $53,935 at 4% or $35,957 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-40$1,515,726$172,593$4,315iApproximate average salary by contribution assumption: employee only about $107,871 at 4% or $71,914 at 6%; with 50% employer match about $71,914 at 4% or $47,943 at 6%; with 100% employer match about $53,935 at 4% or $35,957 at 6%.
2012178$1,326,651$172,568$2,212iApproximate average salary by contribution assumption: employee only about $55,310 at 4% or $36,874 at 6%; with 50% employer match about $36,874 at 4% or $24,582 at 6%; with 100% employer match about $27,655 at 4% or $18,437 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-78$1,326,651$172,568$2,212iApproximate average salary by contribution assumption: employee only about $55,310 at 4% or $36,874 at 6%; with 50% employer match about $36,874 at 4% or $24,582 at 6%; with 100% employer match about $27,655 at 4% or $18,437 at 6%.
2011137$1,051,736$90,835$2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-37$1,051,736$90,835$2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%.
2010137$1,119,549$62,464$1,688iApproximate average salary by contribution assumption: employee only about $42,205 at 4% or $28,137 at 6%; with 50% employer match about $28,137 at 4% or $18,758 at 6%; with 100% employer match about $21,103 at 4% or $14,068 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-37$1,119,549$62,464$1,688iApproximate average salary by contribution assumption: employee only about $42,205 at 4% or $28,137 at 6%; with 50% employer match about $28,137 at 4% or $18,758 at 6%; with 100% employer match about $21,103 at 4% or $14,068 at 6%.
2009138$1,008,046$61,010$1,606iApproximate average salary by contribution assumption: employee only about $40,138 at 4% or $26,759 at 6%; with 50% employer match about $26,759 at 4% or $17,839 at 6%; with 100% employer match about $20,069 at 4% or $13,379 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-38$1,008,046$61,010$1,606iApproximate average salary by contribution assumption: employee only about $40,138 at 4% or $26,759 at 6%; with 50% employer match about $26,759 at 4% or $17,839 at 6%; with 100% employer match about $20,069 at 4% or $13,379 at 6%.
2008148$789,072$99,486$2,073iApproximate average salary by contribution assumption: employee only about $51,816 at 4% or $34,544 at 6%; with 50% employer match about $34,544 at 4% or $23,029 at 6%; with 100% employer match about $25,908 at 4% or $17,272 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-48$789,072$99,486$2,073iApproximate average salary by contribution assumption: employee only about $51,816 at 4% or $34,544 at 6%; with 50% employer match about $34,544 at 4% or $23,029 at 6%; with 100% employer match about $25,908 at 4% or $17,272 at 6%.
2007152$1,311,616$138,344$2,660iApproximate average salary by contribution assumption: employee only about $66,512 at 4% or $44,341 at 6%; with 50% employer match about $44,341 at 4% or $29,561 at 6%; with 100% employer match about $33,256 at 4% or $22,171 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-52$1,311,616$138,344$2,660iApproximate average salary by contribution assumption: employee only about $66,512 at 4% or $44,341 at 6%; with 50% employer match about $44,341 at 4% or $29,561 at 6%; with 100% employer match about $33,256 at 4% or $22,171 at 6%.
2006158$1,139,110$100,833$1,739iApproximate average salary by contribution assumption: employee only about $43,463 at 4% or $28,975 at 6%; with 50% employer match about $28,975 at 4% or $19,317 at 6%; with 100% employer match about $21,731 at 4% or $14,488 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-58$1,139,110$100,833$1,739iApproximate average salary by contribution assumption: employee only about $43,463 at 4% or $28,975 at 6%; with 50% employer match about $28,975 at 4% or $19,317 at 6%; with 100% employer match about $21,731 at 4% or $14,488 at 6%.
2005161$1,725,753$121,383$1,990iApproximate average salary by contribution assumption: employee only about $49,747 at 4% or $33,165 at 6%; with 50% employer match about $33,165 at 4% or $22,110 at 6%; with 100% employer match about $24,874 at 4% or $16,582 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-61$1,725,753$121,383$1,990iApproximate average salary by contribution assumption: employee only about $49,747 at 4% or $33,165 at 6%; with 50% employer match about $33,165 at 4% or $22,110 at 6%; with 100% employer match about $24,874 at 4% or $16,582 at 6%.
2004165$1,667,008$160,560$2,470iApproximate average salary by contribution assumption: employee only about $61,754 at 4% or $41,169 at 6%; with 50% employer match about $41,169 at 4% or $27,446 at 6%; with 100% employer match about $30,877 at 4% or $20,585 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-65$1,667,008$160,560$2,470iApproximate average salary by contribution assumption: employee only about $61,754 at 4% or $41,169 at 6%; with 50% employer match about $41,169 at 4% or $27,446 at 6%; with 100% employer match about $30,877 at 4% or $20,585 at 6%.
2003148$1,469,919$118,110$2,461iApproximate average salary by contribution assumption: employee only about $61,516 at 4% or $41,010 at 6%; with 50% employer match about $41,010 at 4% or $27,340 at 6%; with 100% employer match about $30,758 at 4% or $20,505 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-48$1,469,919$118,110$2,461iApproximate average salary by contribution assumption: employee only about $61,516 at 4% or $41,010 at 6%; with 50% employer match about $41,010 at 4% or $27,340 at 6%; with 100% employer match about $30,758 at 4% or $20,505 at 6%.
2002141$1,138,559$101,413$2,473iApproximate average salary by contribution assumption: employee only about $61,837 at 4% or $41,225 at 6%; with 50% employer match about $41,225 at 4% or $27,483 at 6%; with 100% employer match about $30,919 at 4% or $20,612 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-41$1,138,559$101,413$2,473iApproximate average salary by contribution assumption: employee only about $61,837 at 4% or $41,225 at 6%; with 50% employer match about $41,225 at 4% or $27,483 at 6%; with 100% employer match about $30,919 at 4% or $20,612 at 6%.
2001125$1,332,533$146,499$5,860iApproximate average salary by contribution assumption: employee only about $146,499 at 4% or $97,666 at 6%; with 50% employer match about $97,666 at 4% or $65,111 at 6%; with 100% employer match about $73,250 at 4% or $48,833 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-25$1,332,533$146,499$5,860iApproximate average salary by contribution assumption: employee only about $146,499 at 4% or $97,666 at 6%; with 50% employer match about $97,666 at 4% or $65,111 at 6%; with 100% employer match about $73,250 at 4% or $48,833 at 6%.
2000132$1,310,277$165,665$5,177iApproximate average salary by contribution assumption: employee only about $129,426 at 4% or $86,284 at 6%; with 50% employer match about $86,284 at 4% or $57,523 at 6%; with 100% employer match about $64,713 at 4% or $43,142 at 6%.
Opti-Forms Inc. 401(K) Profit Sharing Plan-32$1,310,277$165,665$5,177iApproximate average salary by contribution assumption: employee only about $129,426 at 4% or $86,284 at 6%; with 50% employer match about $86,284 at 4% or $57,523 at 6%; with 100% employer match about $64,713 at 4% or $43,142 at 6%.