Optima CPA Solutions LLC
Plan context: Optima CPA Solutions Retirement Plan
EIN 66-6043465 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$376,958
2024 Contributions
$32,400
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $376,958 | $32,400 | $16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%. |
| Optima CPA Solutions Retirement Plan | - | 2 | $376,958 | $32,400 | $16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%. |
| 2023 | 1 | 2 | $317,309 | $38,900 | $19,450iApproximate average salary by contribution assumption: employee only about $486,250 at 4% or $324,167 at 6%; with 50% employer match about $324,167 at 4% or $216,111 at 6%; with 100% employer match about $243,125 at 4% or $162,083 at 6%. |
| Optima CPA Solutions Retirement Plan | - | 2 | $317,309 | $38,900 | $19,450iApproximate average salary by contribution assumption: employee only about $486,250 at 4% or $324,167 at 6%; with 50% employer match about $324,167 at 4% or $216,111 at 6%; with 100% employer match about $243,125 at 4% or $162,083 at 6%. |
| 2022 | 1 | 2 | $243,918 | $64,331 | $32,166iApproximate average salary by contribution assumption: employee only about $804,138 at 4% or $536,092 at 6%; with 50% employer match about $536,092 at 4% or $357,394 at 6%; with 100% employer match about $402,069 at 4% or $268,046 at 6%. |
| Optima CPA Solutions Retirement Plan | - | 2 | $243,918 | $64,331 | $32,166iApproximate average salary by contribution assumption: employee only about $804,138 at 4% or $536,092 at 6%; with 50% employer match about $536,092 at 4% or $357,394 at 6%; with 100% employer match about $402,069 at 4% or $268,046 at 6%. |
| 2021 | 1 | 2 | $210,382 | $72,353 | $36,177iApproximate average salary by contribution assumption: employee only about $904,413 at 4% or $602,942 at 6%; with 50% employer match about $602,942 at 4% or $401,961 at 6%; with 100% employer match about $452,206 at 4% or $301,471 at 6%. |
| Optima CPA Solutions Retirement Plan | - | 2 | $210,382 | $72,353 | $36,177iApproximate average salary by contribution assumption: employee only about $904,413 at 4% or $602,942 at 6%; with 50% employer match about $602,942 at 4% or $401,961 at 6%; with 100% employer match about $452,206 at 4% or $301,471 at 6%. |
| 2020 | 1 | 1 | $245,865 | $70,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |
| Optima CPA Solutions Retirement Plan | - | 1 | $245,865 | $70,000 | $70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%. |