Civic Intelligence

Optim Group LLC

Plan context: Optim Group Retirement Plan

EIN 66-0734485 • 12 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$693,410

2024 Contributions

$17,942

Historical Graphs

Total Assets Over Time

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

$693,410$346,705$0201320192024YearValue
$693,410Latest year 2024

Participants Over Time

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

420201320192024YearValue
4Latest 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
202414$693,410$0-
Optim Group Retirement Plan-4$693,410--
202314$629,963$0-
Optim Group Retirement Plan-4$629,963--
202214$556,437$0-
Optim Group Retirement Plan-4$556,437--
202114$659,611$0-
Optim Group Retirement Plan-4$659,611--
202014$583,497$0-
Optim Group Retirement Plan-4$583,497--
201914$584,492$0-
Optim Group Retirement Plan-4$584,492--
201814$496,600$0-
Optim Group Retirement Plan-4$496,600--
201714$533,901$17,942$4,486iApproximate average salary by contribution assumption: employee only about $112,138 at 4% or $74,758 at 6%; with 50% employer match about $74,758 at 4% or $49,839 at 6%; with 100% employer match about $56,069 at 4% or $37,379 at 6%.
Optim Group Retirement Plan-4$533,901$17,942$4,486iApproximate average salary by contribution assumption: employee only about $112,138 at 4% or $74,758 at 6%; with 50% employer match about $74,758 at 4% or $49,839 at 6%; with 100% employer match about $56,069 at 4% or $37,379 at 6%.
201614$452,635$42,940$10,735iApproximate average salary by contribution assumption: employee only about $268,375 at 4% or $178,917 at 6%; with 50% employer match about $178,917 at 4% or $119,278 at 6%; with 100% employer match about $134,188 at 4% or $89,458 at 6%.
Optim Group Retirement Plan-4$452,635$42,940$10,735iApproximate average salary by contribution assumption: employee only about $268,375 at 4% or $178,917 at 6%; with 50% employer match about $178,917 at 4% or $119,278 at 6%; with 100% employer match about $134,188 at 4% or $89,458 at 6%.
201514$373,411$111,338$27,835iApproximate average salary by contribution assumption: employee only about $695,863 at 4% or $463,908 at 6%; with 50% employer match about $463,908 at 4% or $309,272 at 6%; with 100% employer match about $347,931 at 4% or $231,954 at 6%.
Optim Group Retirement Plan-4$373,411$111,338$27,835iApproximate average salary by contribution assumption: employee only about $695,863 at 4% or $463,908 at 6%; with 50% employer match about $463,908 at 4% or $309,272 at 6%; with 100% employer match about $347,931 at 4% or $231,954 at 6%.
201414$271,636$109,975$27,494iApproximate average salary by contribution assumption: employee only about $687,344 at 4% or $458,229 at 6%; with 50% employer match about $458,229 at 4% or $305,486 at 6%; with 100% employer match about $343,672 at 4% or $229,115 at 6%.
Optim Group Retirement Plan-4$271,636$109,975$27,494iApproximate average salary by contribution assumption: employee only about $687,344 at 4% or $458,229 at 6%; with 50% employer match about $458,229 at 4% or $305,486 at 6%; with 100% employer match about $343,672 at 4% or $229,115 at 6%.
201313$153,000$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Optim Group Retirement Plan-3$153,000$153,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.