Civic Intelligence

Optima Inc.

Plan context: Optima Inc. Profit Sharing Plan and Trust

EIN 36-2964007 • Glencoe, IL • 27 filings • 4 plans

630 Vernon Ave Ste EGlencoe, IL 60022-1684
Current Snapshot

Latest Year

2024

2024 Participants

113

2024 Assets

$9,267,705

2024 Contributions

$1,029,274

Historical Graphs

Total Assets Over Time

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

$9,267,705$4,633,853$0199920122024YearValue
$9,267,705Latest year 2024

Participants Over Time

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

128640199920122024YearValue
113Latest 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
20242113$9,267,705$1,029,274$9,109iApproximate average salary by contribution assumption: employee only about $227,715 at 4% or $151,810 at 6%; with 50% employer match about $151,810 at 4% or $101,207 at 6%; with 100% employer match about $113,858 at 4% or $75,905 at 6%.
Optima Inc. Profit Sharing Plan and Trust-95$9,267,705$1,029,274$10,834iApproximate average salary by contribution assumption: employee only about $270,862 at 4% or $180,574 at 6%; with 50% employer match about $180,574 at 4% or $120,383 at 6%; with 100% employer match about $135,431 at 4% or $90,287 at 6%.
Optima Inc. Employee Benefits Plan-113---
2023199$8,457,009$1,467,364$14,822iApproximate average salary by contribution assumption: employee only about $370,546 at 4% or $247,031 at 6%; with 50% employer match about $247,031 at 4% or $164,687 at 6%; with 100% employer match about $185,273 at 4% or $123,515 at 6%.
Optima Inc. Profit Sharing Plan and Trust-99$8,457,009$1,467,364$14,822iApproximate average salary by contribution assumption: employee only about $370,546 at 4% or $247,031 at 6%; with 50% employer match about $247,031 at 4% or $164,687 at 6%; with 100% employer match about $185,273 at 4% or $123,515 at 6%.
20221128$6,155,022$1,003,501$7,840iApproximate average salary by contribution assumption: employee only about $195,996 at 4% or $130,664 at 6%; with 50% employer match about $130,664 at 4% or $87,109 at 6%; with 100% employer match about $97,998 at 4% or $65,332 at 6%.
Optima Inc. Profit Sharing Plan and Trust-128$6,155,022$1,003,501$7,840iApproximate average salary by contribution assumption: employee only about $195,996 at 4% or $130,664 at 6%; with 50% employer match about $130,664 at 4% or $87,109 at 6%; with 100% employer match about $97,998 at 4% or $65,332 at 6%.
20211102$6,466,183$756,183$7,414iApproximate average salary by contribution assumption: employee only about $185,339 at 4% or $123,559 at 6%; with 50% employer match about $123,559 at 4% or $82,373 at 6%; with 100% employer match about $92,669 at 4% or $61,780 at 6%.
Optima Inc. Profit Sharing Plan and Trust-102$6,466,183$756,183$7,414iApproximate average salary by contribution assumption: employee only about $185,339 at 4% or $123,559 at 6%; with 50% employer match about $123,559 at 4% or $82,373 at 6%; with 100% employer match about $92,669 at 4% or $61,780 at 6%.
2020191$5,390,692$647,223$7,112iApproximate average salary by contribution assumption: employee only about $177,809 at 4% or $118,539 at 6%; with 50% employer match about $118,539 at 4% or $79,026 at 6%; with 100% employer match about $88,904 at 4% or $59,270 at 6%.
Optima Inc. Profit Sharing Plan and Trust-91$5,390,692$647,223$7,112iApproximate average salary by contribution assumption: employee only about $177,809 at 4% or $118,539 at 6%; with 50% employer match about $118,539 at 4% or $79,026 at 6%; with 100% employer match about $88,904 at 4% or $59,270 at 6%.
2019156$4,086,134$348,739$6,227iApproximate average salary by contribution assumption: employee only about $155,687 at 4% or $103,791 at 6%; with 50% employer match about $103,791 at 4% or $69,194 at 6%; with 100% employer match about $77,844 at 4% or $51,896 at 6%.
Optima Inc. Profit Sharing Plan and Trust-56$4,086,134$348,739$6,227iApproximate average salary by contribution assumption: employee only about $155,687 at 4% or $103,791 at 6%; with 50% employer match about $103,791 at 4% or $69,194 at 6%; with 100% employer match about $77,844 at 4% or $51,896 at 6%.
2018139$3,123,757$249,398$6,395iApproximate average salary by contribution assumption: employee only about $159,871 at 4% or $106,580 at 6%; with 50% employer match about $106,580 at 4% or $71,054 at 6%; with 100% employer match about $79,935 at 4% or $53,290 at 6%.
Optima Inc. Profit Sharing Plan and Trust-39$3,123,757$249,398$6,395iApproximate average salary by contribution assumption: employee only about $159,871 at 4% or $106,580 at 6%; with 50% employer match about $106,580 at 4% or $71,054 at 6%; with 100% employer match about $79,935 at 4% or $53,290 at 6%.
2017135$3,172,256$333,086$9,517iApproximate average salary by contribution assumption: employee only about $237,919 at 4% or $158,612 at 6%; with 50% employer match about $158,612 at 4% or $105,742 at 6%; with 100% employer match about $118,959 at 4% or $79,306 at 6%.
Optima Inc. Profit Sharing Plan and Trust-35$3,172,256$333,086$9,517iApproximate average salary by contribution assumption: employee only about $237,919 at 4% or $158,612 at 6%; with 50% employer match about $158,612 at 4% or $105,742 at 6%; with 100% employer match about $118,959 at 4% or $79,306 at 6%.
2016134$2,462,250$193,915$5,703iApproximate average salary by contribution assumption: employee only about $142,585 at 4% or $95,056 at 6%; with 50% employer match about $95,056 at 4% or $63,371 at 6%; with 100% employer match about $71,292 at 4% or $47,528 at 6%.
Optima Inc. Profit Sharing Plan and Trust-34$2,462,250$193,915$5,703iApproximate average salary by contribution assumption: employee only about $142,585 at 4% or $95,056 at 6%; with 50% employer match about $95,056 at 4% or $63,371 at 6%; with 100% employer match about $71,292 at 4% or $47,528 at 6%.
2015135$2,224,019$152,840$4,367iApproximate average salary by contribution assumption: employee only about $109,171 at 4% or $72,781 at 6%; with 50% employer match about $72,781 at 4% or $48,521 at 6%; with 100% employer match about $54,586 at 4% or $36,390 at 6%.
Optima Inc. Profit Sharing Plan and Trust-35$2,224,019$152,840$4,367iApproximate average salary by contribution assumption: employee only about $109,171 at 4% or $72,781 at 6%; with 50% employer match about $72,781 at 4% or $48,521 at 6%; with 100% employer match about $54,586 at 4% or $36,390 at 6%.
2014139$2,160,958$108,124$2,772iApproximate average salary by contribution assumption: employee only about $69,310 at 4% or $46,207 at 6%; with 50% employer match about $46,207 at 4% or $30,805 at 6%; with 100% employer match about $34,655 at 4% or $23,103 at 6%.
Optima Inc. Profit Sharing Plan and Trust-39$2,160,958$108,124$2,772iApproximate average salary by contribution assumption: employee only about $69,310 at 4% or $46,207 at 6%; with 50% employer match about $46,207 at 4% or $30,805 at 6%; with 100% employer match about $34,655 at 4% or $23,103 at 6%.
2013137$2,283,665$103,933$2,809iApproximate average salary by contribution assumption: employee only about $70,225 at 4% or $46,817 at 6%; with 50% employer match about $46,817 at 4% or $31,211 at 6%; with 100% employer match about $35,113 at 4% or $23,408 at 6%.
Optima Inc. Profit Sharing Plan and Trust-37$2,283,665$103,933$2,809iApproximate average salary by contribution assumption: employee only about $70,225 at 4% or $46,817 at 6%; with 50% employer match about $46,817 at 4% or $31,211 at 6%; with 100% employer match about $35,113 at 4% or $23,408 at 6%.
2012139$1,918,931$120,250$3,083iApproximate average salary by contribution assumption: employee only about $77,083 at 4% or $51,389 at 6%; with 50% employer match about $51,389 at 4% or $34,259 at 6%; with 100% employer match about $38,542 at 4% or $25,694 at 6%.
Optima Inc. Profit Sharing Plan and Trust-39$1,918,931$120,250$3,083iApproximate average salary by contribution assumption: employee only about $77,083 at 4% or $51,389 at 6%; with 50% employer match about $51,389 at 4% or $34,259 at 6%; with 100% employer match about $38,542 at 4% or $25,694 at 6%.
2011134$1,616,956$137,003$4,030iApproximate average salary by contribution assumption: employee only about $100,738 at 4% or $67,158 at 6%; with 50% employer match about $67,158 at 4% or $44,772 at 6%; with 100% employer match about $50,369 at 4% or $33,579 at 6%.
Optima Inc. Profit Sharing Plan and Trust-34$1,616,956$137,003$4,030iApproximate average salary by contribution assumption: employee only about $100,738 at 4% or $67,158 at 6%; with 50% employer match about $67,158 at 4% or $44,772 at 6%; with 100% employer match about $50,369 at 4% or $33,579 at 6%.
2010137$1,551,566$147,971$3,999iApproximate average salary by contribution assumption: employee only about $99,980 at 4% or $66,654 at 6%; with 50% employer match about $66,654 at 4% or $44,436 at 6%; with 100% employer match about $49,990 at 4% or $33,327 at 6%.
Optima Inc. Profit Sharing Plan and Trust-37$1,551,566$147,971$3,999iApproximate average salary by contribution assumption: employee only about $99,980 at 4% or $66,654 at 6%; with 50% employer match about $66,654 at 4% or $44,436 at 6%; with 100% employer match about $49,990 at 4% or $33,327 at 6%.
2009139$1,463,672$172,618$4,426iApproximate average salary by contribution assumption: employee only about $110,653 at 4% or $73,768 at 6%; with 50% employer match about $73,768 at 4% or $49,179 at 6%; with 100% employer match about $55,326 at 4% or $36,884 at 6%.
Optima Inc. Profit Sharing Plan and Trust-39$1,463,672$172,618$4,426iApproximate average salary by contribution assumption: employee only about $110,653 at 4% or $73,768 at 6%; with 50% employer match about $73,768 at 4% or $49,179 at 6%; with 100% employer match about $55,326 at 4% or $36,884 at 6%.
2008157$1,074,828$255,677$4,486iApproximate average salary by contribution assumption: employee only about $112,139 at 4% or $74,759 at 6%; with 50% employer match about $74,759 at 4% or $49,840 at 6%; with 100% employer match about $56,070 at 4% or $37,380 at 6%.
Optima Inc. Profit Sharing Plan and Trust-57$1,074,828$255,677$4,486iApproximate average salary by contribution assumption: employee only about $112,139 at 4% or $74,759 at 6%; with 50% employer match about $74,759 at 4% or $49,840 at 6%; with 100% employer match about $56,070 at 4% or $37,380 at 6%.
2007169$1,601,114$344,514$4,993iApproximate average salary by contribution assumption: employee only about $124,824 at 4% or $83,216 at 6%; with 50% employer match about $83,216 at 4% or $55,477 at 6%; with 100% employer match about $62,412 at 4% or $41,608 at 6%.
Optima Inc. Profit Sharing Plan and Trust-69$1,601,114$344,514$4,993iApproximate average salary by contribution assumption: employee only about $124,824 at 4% or $83,216 at 6%; with 50% employer match about $83,216 at 4% or $55,477 at 6%; with 100% employer match about $62,412 at 4% or $41,608 at 6%.
2006155$1,235,899$240,396$4,371iApproximate average salary by contribution assumption: employee only about $109,271 at 4% or $72,847 at 6%; with 50% employer match about $72,847 at 4% or $48,565 at 6%; with 100% employer match about $54,635 at 4% or $36,424 at 6%.
Optima Inc. Profit Sharing Plan and Trust-55$1,235,899$240,396$4,371iApproximate average salary by contribution assumption: employee only about $109,271 at 4% or $72,847 at 6%; with 50% employer match about $72,847 at 4% or $48,565 at 6%; with 100% employer match about $54,635 at 4% or $36,424 at 6%.
2005132$913,715$154,281$4,821iApproximate average salary by contribution assumption: employee only about $120,532 at 4% or $80,355 at 6%; with 50% employer match about $80,355 at 4% or $53,570 at 6%; with 100% employer match about $60,266 at 4% or $40,177 at 6%.
Optima Inc. Profit Sharing Plan and Trust-32$913,715$154,281$4,821iApproximate average salary by contribution assumption: employee only about $120,532 at 4% or $80,355 at 6%; with 50% employer match about $80,355 at 4% or $53,570 at 6%; with 100% employer match about $60,266 at 4% or $40,177 at 6%.
2004125$825,110$129,980$5,199iApproximate average salary by contribution assumption: employee only about $129,980 at 4% or $86,653 at 6%; with 50% employer match about $86,653 at 4% or $57,769 at 6%; with 100% employer match about $64,990 at 4% or $43,327 at 6%.
Optima Inc. Profit Sharing Plan and Trust-25$825,110$129,980$5,199iApproximate average salary by contribution assumption: employee only about $129,980 at 4% or $86,653 at 6%; with 50% employer match about $86,653 at 4% or $57,769 at 6%; with 100% employer match about $64,990 at 4% or $43,327 at 6%.
2003128$641,838$128,947$4,605iApproximate average salary by contribution assumption: employee only about $115,131 at 4% or $76,754 at 6%; with 50% employer match about $76,754 at 4% or $51,169 at 6%; with 100% employer match about $57,566 at 4% or $38,377 at 6%.
Optima Inc. Profit Sharing Plan and Trust-28$641,838$128,947$4,605iApproximate average salary by contribution assumption: employee only about $115,131 at 4% or $76,754 at 6%; with 50% employer match about $76,754 at 4% or $51,169 at 6%; with 100% employer match about $57,566 at 4% or $38,377 at 6%.
2002131$410,618$99,423$3,207iApproximate average salary by contribution assumption: employee only about $80,180 at 4% or $53,453 at 6%; with 50% employer match about $53,453 at 4% or $35,635 at 6%; with 100% employer match about $40,090 at 4% or $26,727 at 6%.
Optima Inc. Profit Sharing Plan and Trust-31$410,618$99,423$3,207iApproximate average salary by contribution assumption: employee only about $80,180 at 4% or $53,453 at 6%; with 50% employer match about $53,453 at 4% or $35,635 at 6%; with 100% employer match about $40,090 at 4% or $26,727 at 6%.
2001129$401,686$79,143$2,729iApproximate average salary by contribution assumption: employee only about $68,227 at 4% or $45,484 at 6%; with 50% employer match about $45,484 at 4% or $30,323 at 6%; with 100% employer match about $34,113 at 4% or $22,742 at 6%.
Optima Inc. Profit Sharing Plan and Trust-29$401,686$79,143$2,729iApproximate average salary by contribution assumption: employee only about $68,227 at 4% or $45,484 at 6%; with 50% employer match about $45,484 at 4% or $30,323 at 6%; with 100% employer match about $34,113 at 4% or $22,742 at 6%.
2000125$0$0-
Optima Inc. Profit Sharing Plan and Trust-25---
1999124$381,001$64,545$2,689iApproximate average salary by contribution assumption: employee only about $67,234 at 4% or $44,823 at 6%; with 50% employer match about $44,823 at 4% or $29,882 at 6%; with 100% employer match about $33,617 at 4% or $22,411 at 6%.
Optima Inc. Profit Sharing Plan and Trust-24$381,001$64,545$2,689iApproximate average salary by contribution assumption: employee only about $67,234 at 4% or $44,823 at 6%; with 50% employer match about $44,823 at 4% or $29,882 at 6%; with 100% employer match about $33,617 at 4% or $22,411 at 6%.