Civic Intelligence

Optima Engineering, P.A. Profit Sharing Plan

Plan context: Optima Engineering, P.A. Profit Sharing Plan

EIN 56-1784686 • Charlotte, NC • 31 filings • 6 plans

1927 S Tryon StreetSuite #300Charlotte, NC 28203-4688
Current Snapshot

Latest Year

2024

2024 Participants

103

2024 Assets

$33,109,161

2024 Contributions

$1,889,815

Historical Graphs

Total Assets Over Time

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

$33,109,161$16,554,581$0199920152024YearValue
$33,109,161Latest year 2024

Participants Over Time

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

103520199920122024YearValue
103Latest 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
20242103$33,109,161$1,889,815$18,348iApproximate average salary by contribution assumption: employee only about $458,693 at 4% or $305,795 at 6%; with 50% employer match about $305,795 at 4% or $203,864 at 6%; with 100% employer match about $229,346 at 4% or $152,898 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-103$22,543,161$1,376,641$13,365iApproximate average salary by contribution assumption: employee only about $334,136 at 4% or $222,757 at 6%; with 50% employer match about $222,757 at 4% or $148,505 at 6%; with 100% employer match about $167,068 at 4% or $111,379 at 6%.
OPTIMA ENGINEERING, P.A. EMPLOYEE STOCK OWNERSHIP PLAN-80$10,566,000$513,174$6,415iApproximate average salary by contribution assumption: employee only about $160,367 at 4% or $106,911 at 6%; with 50% employer match about $106,911 at 4% or $71,274 at 6%; with 100% employer match about $80,183 at 4% or $53,456 at 6%.
2023294$30,284,707$1,589,999$16,915iApproximate average salary by contribution assumption: employee only about $422,872 at 4% or $281,915 at 6%; with 50% employer match about $281,915 at 4% or $187,943 at 6%; with 100% employer match about $211,436 at 4% or $140,957 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-94$19,565,707$1,073,705$11,422iApproximate average salary by contribution assumption: employee only about $285,560 at 4% or $190,373 at 6%; with 50% employer match about $190,373 at 4% or $126,915 at 6%; with 100% employer match about $142,780 at 4% or $95,187 at 6%.
OPTIMA ENGINEERING, P.A. EMPLOYEE STOCK OWNERSHIP PLAN-77$10,719,000$516,294$6,705iApproximate average salary by contribution assumption: employee only about $167,628 at 4% or $111,752 at 6%; with 50% employer match about $111,752 at 4% or $74,501 at 6%; with 100% employer match about $83,814 at 4% or $55,876 at 6%.
2022289$20,396,566$1,664,196$18,699iApproximate average salary by contribution assumption: employee only about $467,471 at 4% or $311,647 at 6%; with 50% employer match about $311,647 at 4% or $207,765 at 6%; with 100% employer match about $233,735 at 4% or $155,824 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-89$14,753,566$1,142,210$12,834iApproximate average salary by contribution assumption: employee only about $320,846 at 4% or $213,897 at 6%; with 50% employer match about $213,897 at 4% or $142,598 at 6%; with 100% employer match about $160,423 at 4% or $106,949 at 6%.
OPTIMA ENGINEERING, P.A. EMPLOYEE STOCK OWNERSHIP PLAN-61$5,643,000$521,986$8,557iApproximate average salary by contribution assumption: employee only about $213,929 at 4% or $142,619 at 6%; with 50% employer match about $142,619 at 4% or $95,079 at 6%; with 100% employer match about $106,964 at 4% or $71,310 at 6%.
2021288$17,923,183$1,307,903$14,863iApproximate average salary by contribution assumption: employee only about $371,563 at 4% or $247,709 at 6%; with 50% employer match about $247,709 at 4% or $165,139 at 6%; with 100% employer match about $185,782 at 4% or $123,854 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-88$12,640,183$798,913$9,079iApproximate average salary by contribution assumption: employee only about $226,964 at 4% or $151,309 at 6%; with 50% employer match about $151,309 at 4% or $100,873 at 6%; with 100% employer match about $113,482 at 4% or $75,655 at 6%.
OPTIMA ENGINEERING, P.A. EMPLOYEE STOCK OWNERSHIP PLAN-55$5,283,000$508,990$9,254iApproximate average salary by contribution assumption: employee only about $231,359 at 4% or $154,239 at 6%; with 50% employer match about $154,239 at 4% or $102,826 at 6%; with 100% employer match about $115,680 at 4% or $77,120 at 6%.
2020287$18,132,148$1,615,083$18,564iApproximate average salary by contribution assumption: employee only about $464,104 at 4% or $309,403 at 6%; with 50% employer match about $309,403 at 4% or $206,269 at 6%; with 100% employer match about $232,052 at 4% or $154,701 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-87$14,923,158$1,106,093$12,714iApproximate average salary by contribution assumption: employee only about $317,843 at 4% or $211,895 at 6%; with 50% employer match about $211,895 at 4% or $141,263 at 6%; with 100% employer match about $158,921 at 4% or $105,948 at 6%.
OPTIMA ENGINEERING, P.A. EMPLOYEE STOCK OWNERSHIP PLAN-60$3,208,990$508,990$8,483iApproximate average salary by contribution assumption: employee only about $212,079 at 4% or $141,386 at 6%; with 50% employer match about $141,386 at 4% or $94,257 at 6%; with 100% employer match about $106,040 at 4% or $70,693 at 6%.
2019167$11,049,931$1,188,310$17,736iApproximate average salary by contribution assumption: employee only about $443,399 at 4% or $295,600 at 6%; with 50% employer match about $295,600 at 4% or $197,066 at 6%; with 100% employer match about $221,700 at 4% or $147,800 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-67$11,049,931$1,188,310$17,736iApproximate average salary by contribution assumption: employee only about $443,399 at 4% or $295,600 at 6%; with 50% employer match about $295,600 at 4% or $197,066 at 6%; with 100% employer match about $221,700 at 4% or $147,800 at 6%.
2018166$9,300,486$968,433$14,673iApproximate average salary by contribution assumption: employee only about $366,831 at 4% or $244,554 at 6%; with 50% employer match about $244,554 at 4% or $163,036 at 6%; with 100% employer match about $183,415 at 4% or $122,277 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-66$9,300,486$968,433$14,673iApproximate average salary by contribution assumption: employee only about $366,831 at 4% or $244,554 at 6%; with 50% employer match about $244,554 at 4% or $163,036 at 6%; with 100% employer match about $183,415 at 4% or $122,277 at 6%.
2017166$8,472,721$697,296$10,565iApproximate average salary by contribution assumption: employee only about $264,127 at 4% or $176,085 at 6%; with 50% employer match about $176,085 at 4% or $117,390 at 6%; with 100% employer match about $132,064 at 4% or $88,042 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-66$8,472,721$697,296$10,565iApproximate average salary by contribution assumption: employee only about $264,127 at 4% or $176,085 at 6%; with 50% employer match about $176,085 at 4% or $117,390 at 6%; with 100% employer match about $132,064 at 4% or $88,042 at 6%.
2016157$7,367,157$641,866$11,261iApproximate average salary by contribution assumption: employee only about $281,520 at 4% or $187,680 at 6%; with 50% employer match about $187,680 at 4% or $125,120 at 6%; with 100% employer match about $140,760 at 4% or $93,840 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-57$7,367,157$641,866$11,261iApproximate average salary by contribution assumption: employee only about $281,520 at 4% or $187,680 at 6%; with 50% employer match about $187,680 at 4% or $125,120 at 6%; with 100% employer match about $140,760 at 4% or $93,840 at 6%.
2015156$6,092,673$431,046$7,697iApproximate average salary by contribution assumption: employee only about $192,431 at 4% or $128,288 at 6%; with 50% employer match about $128,288 at 4% or $85,525 at 6%; with 100% employer match about $96,216 at 4% or $64,144 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-56$6,092,673$431,046$7,697iApproximate average salary by contribution assumption: employee only about $192,431 at 4% or $128,288 at 6%; with 50% employer match about $128,288 at 4% or $85,525 at 6%; with 100% employer match about $96,216 at 4% or $64,144 at 6%.
2014140$5,129,596$350,723$8,768iApproximate average salary by contribution assumption: employee only about $219,202 at 4% or $146,135 at 6%; with 50% employer match about $146,135 at 4% or $97,423 at 6%; with 100% employer match about $109,601 at 4% or $73,067 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-40$5,129,596$350,723$8,768iApproximate average salary by contribution assumption: employee only about $219,202 at 4% or $146,135 at 6%; with 50% employer match about $146,135 at 4% or $97,423 at 6%; with 100% employer match about $109,601 at 4% or $73,067 at 6%.
2013130$4,992,742$201,654$6,722iApproximate average salary by contribution assumption: employee only about $168,045 at 4% or $112,030 at 6%; with 50% employer match about $112,030 at 4% or $74,687 at 6%; with 100% employer match about $84,023 at 4% or $56,015 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-30$4,992,742$201,654$6,722iApproximate average salary by contribution assumption: employee only about $168,045 at 4% or $112,030 at 6%; with 50% employer match about $112,030 at 4% or $74,687 at 6%; with 100% employer match about $84,023 at 4% or $56,015 at 6%.
2012128$4,708,116$232,713$8,311iApproximate average salary by contribution assumption: employee only about $207,779 at 4% or $138,520 at 6%; with 50% employer match about $138,520 at 4% or $92,346 at 6%; with 100% employer match about $103,890 at 4% or $69,260 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-28$4,708,116$232,713$8,311iApproximate average salary by contribution assumption: employee only about $207,779 at 4% or $138,520 at 6%; with 50% employer match about $138,520 at 4% or $92,346 at 6%; with 100% employer match about $103,890 at 4% or $69,260 at 6%.
2011126$3,918,518$226,869$8,726iApproximate average salary by contribution assumption: employee only about $218,143 at 4% or $145,429 at 6%; with 50% employer match about $145,429 at 4% or $96,953 at 6%; with 100% employer match about $109,072 at 4% or $72,714 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-26$3,918,518$226,869$8,726iApproximate average salary by contribution assumption: employee only about $218,143 at 4% or $145,429 at 6%; with 50% employer match about $145,429 at 4% or $96,953 at 6%; with 100% employer match about $109,072 at 4% or $72,714 at 6%.
2010128$3,286,205$210,561$7,520iApproximate average salary by contribution assumption: employee only about $188,001 at 4% or $125,334 at 6%; with 50% employer match about $125,334 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-28$3,286,205$210,561$7,520iApproximate average salary by contribution assumption: employee only about $188,001 at 4% or $125,334 at 6%; with 50% employer match about $125,334 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.
2009130$3,287,531$273,453$9,115iApproximate average salary by contribution assumption: employee only about $227,878 at 4% or $151,918 at 6%; with 50% employer match about $151,918 at 4% or $101,279 at 6%; with 100% employer match about $113,939 at 4% or $75,959 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-30$3,287,531$273,453$9,115iApproximate average salary by contribution assumption: employee only about $227,878 at 4% or $151,918 at 6%; with 50% employer match about $151,918 at 4% or $101,279 at 6%; with 100% employer match about $113,939 at 4% or $75,959 at 6%.
2008130$0$0-
Optima Engineering, P.A. Profit Sharing Plan-30---
2007129$0$0-
Optima Engineering, P.A. Profit Sharing Plan-29---
2006124$2,800,067$336,213$14,009iApproximate average salary by contribution assumption: employee only about $350,222 at 4% or $233,481 at 6%; with 50% employer match about $233,481 at 4% or $155,654 at 6%; with 100% employer match about $175,111 at 4% or $116,741 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-24$2,800,067$336,213$14,009iApproximate average salary by contribution assumption: employee only about $350,222 at 4% or $233,481 at 6%; with 50% employer match about $233,481 at 4% or $155,654 at 6%; with 100% employer match about $175,111 at 4% or $116,741 at 6%.
2005123$0$0-
Optima Engineering, P.A. Profit Sharing Plan-23---
2004118$1,983,571$221,826$12,324iApproximate average salary by contribution assumption: employee only about $308,092 at 4% or $205,394 at 6%; with 50% employer match about $205,394 at 4% or $136,930 at 6%; with 100% employer match about $154,046 at 4% or $102,697 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-18$1,983,571$221,826$12,324iApproximate average salary by contribution assumption: employee only about $308,092 at 4% or $205,394 at 6%; with 50% employer match about $205,394 at 4% or $136,930 at 6%; with 100% employer match about $154,046 at 4% or $102,697 at 6%.
2003116$0$0-
Optima Engineering, P.A. Profit Sharing Plan-16---
2002117$1,262,947$240,516$14,148iApproximate average salary by contribution assumption: employee only about $353,700 at 4% or $235,800 at 6%; with 50% employer match about $235,800 at 4% or $157,200 at 6%; with 100% employer match about $176,850 at 4% or $117,900 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-17$1,262,947$240,516$14,148iApproximate average salary by contribution assumption: employee only about $353,700 at 4% or $235,800 at 6%; with 50% employer match about $235,800 at 4% or $157,200 at 6%; with 100% employer match about $176,850 at 4% or $117,900 at 6%.
2001117$0$0-
Optima Engineering, P.A. Profit Sharing Plan-17---
2000118$0$0-
Optima Engineering, P.A. Profit Sharing Plan-18---
1999115$768,893$150,350$10,023iApproximate average salary by contribution assumption: employee only about $250,583 at 4% or $167,056 at 6%; with 50% employer match about $167,056 at 4% or $111,370 at 6%; with 100% employer match about $125,292 at 4% or $83,528 at 6%.
Optima Engineering, P.A. Profit Sharing Plan-15$768,893$150,350$10,023iApproximate average salary by contribution assumption: employee only about $250,583 at 4% or $167,056 at 6%; with 50% employer match about $167,056 at 4% or $111,370 at 6%; with 100% employer match about $125,292 at 4% or $83,528 at 6%.