Optimum Wealth Inc
Plan context: Optimum Wealth Inc. Pension Transfer Trust Plan
EIN 45-5023821 • 5 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$72,000
2016 Contributions
$190,518
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Optimum Wealth Inc. Pension Transfer Trust Plan | - | 0 | - | - | - |
| 2015 | 1 | 2 | $72,000 | $0 | - |
| Optimum Wealth Inc. Pension Transfer Trust Plan | - | 2 | $72,000 | - | - |
| 2014 | 1 | 2 | $120,000 | $0 | - |
| Optimum Wealth Inc. Pension Transfer Trust Plan | - | 2 | $120,000 | - | - |
| 2013 | 1 | 2 | $181,618 | $0 | - |
| Optimum Wealth Inc. Pension Transfer Trust Plan | - | 2 | $181,618 | - | - |
| 2012 | 1 | 2 | $181,618 | $190,518 | $95,259iApproximate average salary by contribution assumption: employee only about $2,381,475 at 4% or $1,587,650 at 6%; with 50% employer match about $1,587,650 at 4% or $1,058,433 at 6%; with 100% employer match about $1,190,738 at 4% or $793,825 at 6%. |
| Optimum Wealth Inc. Pension Transfer Trust Plan | - | 2 | $181,618 | $190,518 | $95,259iApproximate average salary by contribution assumption: employee only about $2,381,475 at 4% or $1,587,650 at 6%; with 50% employer match about $1,587,650 at 4% or $1,058,433 at 6%; with 100% employer match about $1,190,738 at 4% or $793,825 at 6%. |