Civic Intelligence

Optimum Investment Advisors LLC

Plan context: Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust

EIN 36-3673834 • Chicago, IL • 21 filings • 3 plans

20 S Clark StChicago, IL 60603-1802
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$790,157

2024 Contributions

$103,418

Historical Graphs

Total Assets Over Time

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

$2,009,641$1,004,821$0200420142023YearValue
$790,157Latest year 2023

Participants Over Time

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

24120200420142023YearValue
7Latest year 2023

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
202410$0$0-
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-0$0--
202317$790,157$103,418$14,774iApproximate average salary by contribution assumption: employee only about $369,350 at 4% or $246,233 at 6%; with 50% employer match about $246,233 at 4% or $164,156 at 6%; with 100% employer match about $184,675 at 4% or $123,117 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-7$790,157$103,418$14,774iApproximate average salary by contribution assumption: employee only about $369,350 at 4% or $246,233 at 6%; with 50% employer match about $246,233 at 4% or $164,156 at 6%; with 100% employer match about $184,675 at 4% or $123,117 at 6%.
202218$516,086$142,915$17,864iApproximate average salary by contribution assumption: employee only about $446,609 at 4% or $297,740 at 6%; with 50% employer match about $297,740 at 4% or $198,493 at 6%; with 100% employer match about $223,305 at 4% or $148,870 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-8$516,086$142,915$17,864iApproximate average salary by contribution assumption: employee only about $446,609 at 4% or $297,740 at 6%; with 50% employer match about $297,740 at 4% or $198,493 at 6%; with 100% employer match about $223,305 at 4% or $148,870 at 6%.
202119$1,973,964$114,815$12,757iApproximate average salary by contribution assumption: employee only about $318,931 at 4% or $212,620 at 6%; with 50% employer match about $212,620 at 4% or $141,747 at 6%; with 100% employer match about $159,465 at 4% or $106,310 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-9$1,973,964$114,815$12,757iApproximate average salary by contribution assumption: employee only about $318,931 at 4% or $212,620 at 6%; with 50% employer match about $212,620 at 4% or $141,747 at 6%; with 100% employer match about $159,465 at 4% or $106,310 at 6%.
2020110$1,714,806$153,480$15,348iApproximate average salary by contribution assumption: employee only about $383,700 at 4% or $255,800 at 6%; with 50% employer match about $255,800 at 4% or $170,533 at 6%; with 100% employer match about $191,850 at 4% or $127,900 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-10$1,714,806$153,480$15,348iApproximate average salary by contribution assumption: employee only about $383,700 at 4% or $255,800 at 6%; with 50% employer match about $255,800 at 4% or $170,533 at 6%; with 100% employer match about $191,850 at 4% or $127,900 at 6%.
2019110$2,009,641$146,817$14,682iApproximate average salary by contribution assumption: employee only about $367,043 at 4% or $244,695 at 6%; with 50% employer match about $244,695 at 4% or $163,130 at 6%; with 100% employer match about $183,521 at 4% or $122,348 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-10$2,009,641$146,817$14,682iApproximate average salary by contribution assumption: employee only about $367,043 at 4% or $244,695 at 6%; with 50% employer match about $244,695 at 4% or $163,130 at 6%; with 100% employer match about $183,521 at 4% or $122,348 at 6%.
2018112$1,711,643$101,146$8,429iApproximate average salary by contribution assumption: employee only about $210,721 at 4% or $140,481 at 6%; with 50% employer match about $140,481 at 4% or $93,654 at 6%; with 100% employer match about $105,360 at 4% or $70,240 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-12$1,711,643$101,146$8,429iApproximate average salary by contribution assumption: employee only about $210,721 at 4% or $140,481 at 6%; with 50% employer match about $140,481 at 4% or $93,654 at 6%; with 100% employer match about $105,360 at 4% or $70,240 at 6%.
2017113$1,821,771$116,250$8,942iApproximate average salary by contribution assumption: employee only about $223,558 at 4% or $149,038 at 6%; with 50% employer match about $149,038 at 4% or $99,359 at 6%; with 100% employer match about $111,779 at 4% or $74,519 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-13$1,821,771$116,250$8,942iApproximate average salary by contribution assumption: employee only about $223,558 at 4% or $149,038 at 6%; with 50% employer match about $149,038 at 4% or $99,359 at 6%; with 100% employer match about $111,779 at 4% or $74,519 at 6%.
2016113$1,498,467$133,050$10,235iApproximate average salary by contribution assumption: employee only about $255,865 at 4% or $170,577 at 6%; with 50% employer match about $170,577 at 4% or $113,718 at 6%; with 100% employer match about $127,933 at 4% or $85,288 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-13$1,498,467$133,050$10,235iApproximate average salary by contribution assumption: employee only about $255,865 at 4% or $170,577 at 6%; with 50% employer match about $170,577 at 4% or $113,718 at 6%; with 100% employer match about $127,933 at 4% or $85,288 at 6%.
2015112$1,368,051$97,100$8,092iApproximate average salary by contribution assumption: employee only about $202,292 at 4% or $134,861 at 6%; with 50% employer match about $134,861 at 4% or $89,907 at 6%; with 100% employer match about $101,146 at 4% or $67,431 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-12$1,368,051$97,100$8,092iApproximate average salary by contribution assumption: employee only about $202,292 at 4% or $134,861 at 6%; with 50% employer match about $134,861 at 4% or $89,907 at 6%; with 100% employer match about $101,146 at 4% or $67,431 at 6%.
2014112$1,333,313$111,867$9,322iApproximate average salary by contribution assumption: employee only about $233,056 at 4% or $155,371 at 6%; with 50% employer match about $155,371 at 4% or $103,581 at 6%; with 100% employer match about $116,528 at 4% or $77,685 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-12$1,333,313$111,867$9,322iApproximate average salary by contribution assumption: employee only about $233,056 at 4% or $155,371 at 6%; with 50% employer match about $155,371 at 4% or $103,581 at 6%; with 100% employer match about $116,528 at 4% or $77,685 at 6%.
2013111$1,189,038$100,043$9,095iApproximate average salary by contribution assumption: employee only about $227,370 at 4% or $151,580 at 6%; with 50% employer match about $151,580 at 4% or $101,054 at 6%; with 100% employer match about $113,685 at 4% or $75,790 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-11$1,189,038$100,043$9,095iApproximate average salary by contribution assumption: employee only about $227,370 at 4% or $151,580 at 6%; with 50% employer match about $151,580 at 4% or $101,054 at 6%; with 100% employer match about $113,685 at 4% or $75,790 at 6%.
2012114$997,331$103,760$7,411iApproximate average salary by contribution assumption: employee only about $185,286 at 4% or $123,524 at 6%; with 50% employer match about $123,524 at 4% or $82,349 at 6%; with 100% employer match about $92,643 at 4% or $61,762 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-14$997,331$103,760$7,411iApproximate average salary by contribution assumption: employee only about $185,286 at 4% or $123,524 at 6%; with 50% employer match about $123,524 at 4% or $82,349 at 6%; with 100% employer match about $92,643 at 4% or $61,762 at 6%.
2011117$923,913$451,311$26,548iApproximate average salary by contribution assumption: employee only about $663,693 at 4% or $442,462 at 6%; with 50% employer match about $442,462 at 4% or $294,975 at 6%; with 100% employer match about $331,846 at 4% or $221,231 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-17$923,913$451,311$26,548iApproximate average salary by contribution assumption: employee only about $663,693 at 4% or $442,462 at 6%; with 50% employer match about $442,462 at 4% or $294,975 at 6%; with 100% employer match about $331,846 at 4% or $221,231 at 6%.
2010124$1,842,999$805,187$33,549iApproximate average salary by contribution assumption: employee only about $838,736 at 4% or $559,158 at 6%; with 50% employer match about $559,158 at 4% or $372,772 at 6%; with 100% employer match about $419,368 at 4% or $279,579 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-24$1,842,999$805,187$33,549iApproximate average salary by contribution assumption: employee only about $838,736 at 4% or $559,158 at 6%; with 50% employer match about $559,158 at 4% or $372,772 at 6%; with 100% employer match about $419,368 at 4% or $279,579 at 6%.
2009124$885,789$185,564$7,732iApproximate average salary by contribution assumption: employee only about $193,296 at 4% or $128,864 at 6%; with 50% employer match about $128,864 at 4% or $85,909 at 6%; with 100% employer match about $96,648 at 4% or $64,432 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-24$885,789$185,564$7,732iApproximate average salary by contribution assumption: employee only about $193,296 at 4% or $128,864 at 6%; with 50% employer match about $128,864 at 4% or $85,909 at 6%; with 100% employer match about $96,648 at 4% or $64,432 at 6%.
2008121$588,715$167,580$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-21$588,715$167,580$7,980iApproximate average salary by contribution assumption: employee only about $199,500 at 4% or $133,000 at 6%; with 50% employer match about $133,000 at 4% or $88,667 at 6%; with 100% employer match about $99,750 at 4% or $66,500 at 6%.
2007120$905,688$211,295$10,565iApproximate average salary by contribution assumption: employee only about $264,119 at 4% or $176,079 at 6%; with 50% employer match about $176,079 at 4% or $117,386 at 6%; with 100% employer match about $132,059 at 4% or $88,040 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-20$905,688$211,295$10,565iApproximate average salary by contribution assumption: employee only about $264,119 at 4% or $176,079 at 6%; with 50% employer match about $176,079 at 4% or $117,386 at 6%; with 100% employer match about $132,059 at 4% or $88,040 at 6%.
2006123$671,465$184,610$8,027iApproximate average salary by contribution assumption: employee only about $200,663 at 4% or $133,775 at 6%; with 50% employer match about $133,775 at 4% or $89,184 at 6%; with 100% employer match about $100,332 at 4% or $66,888 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-23$671,465$184,610$8,027iApproximate average salary by contribution assumption: employee only about $200,663 at 4% or $133,775 at 6%; with 50% employer match about $133,775 at 4% or $89,184 at 6%; with 100% employer match about $100,332 at 4% or $66,888 at 6%.
2005124$784,464$141,803$5,908iApproximate average salary by contribution assumption: employee only about $147,711 at 4% or $98,474 at 6%; with 50% employer match about $98,474 at 4% or $65,650 at 6%; with 100% employer match about $73,856 at 4% or $49,237 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-24$784,464$141,803$5,908iApproximate average salary by contribution assumption: employee only about $147,711 at 4% or $98,474 at 6%; with 50% employer match about $98,474 at 4% or $65,650 at 6%; with 100% employer match about $73,856 at 4% or $49,237 at 6%.
2004122$717,673$164,930$7,497iApproximate average salary by contribution assumption: employee only about $187,420 at 4% or $124,947 at 6%; with 50% employer match about $124,947 at 4% or $83,298 at 6%; with 100% employer match about $93,710 at 4% or $62,473 at 6%.
Optimum Investment Advisors LLC 401(K) Profit Sharing Plan and Trust-22$717,673$164,930$7,497iApproximate average salary by contribution assumption: employee only about $187,420 at 4% or $124,947 at 6%; with 50% employer match about $124,947 at 4% or $83,298 at 6%; with 100% employer match about $93,710 at 4% or $62,473 at 6%.