Civic Intelligence

Optimal Blue LLC

Plan context: Optimal Blue LLC 401(K) Profit Sharing Plan

EIN 75-3138163 • Plano, TX • 19 filings • 3 plans

5601 Democracy Drive, Suite 245Plano, TX 75024
Current Snapshot

Latest Year

2020

2020 Participants

290

2020 Assets

$11,356,612

2020 Contributions

$2,928,325

Historical Graphs

Total Assets Over Time

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

$11,356,612$5,678,306$0200620142019YearValue
$11,356,612Latest year 2019

Participants Over Time

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

2911460200620132019YearValue
290Latest year 2019

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
202020$0$0-
Optimal Blue LLC Comprehensive Welfare Benefits Plan-0---
Optimal Blue LLC 401(K) Profit Sharing Plan-0---
20192290$11,356,612$2,928,325$10,098iApproximate average salary by contribution assumption: employee only about $252,442 at 4% or $168,295 at 6%; with 50% employer match about $168,295 at 4% or $112,196 at 6%; with 100% employer match about $126,221 at 4% or $84,147 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-290$11,356,612$2,928,325$10,098iApproximate average salary by contribution assumption: employee only about $252,442 at 4% or $168,295 at 6%; with 50% employer match about $168,295 at 4% or $112,196 at 6%; with 100% employer match about $126,221 at 4% or $84,147 at 6%.
Optimal Blue LLC Comprehensive Welfare Benefits Plan-273---
20182291$6,569,960$2,406,016$8,268iApproximate average salary by contribution assumption: employee only about $206,702 at 4% or $137,802 at 6%; with 50% employer match about $137,802 at 4% or $91,868 at 6%; with 100% employer match about $103,351 at 4% or $68,901 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-265$6,569,960$2,406,016$9,079iApproximate average salary by contribution assumption: employee only about $226,983 at 4% or $151,322 at 6%; with 50% employer match about $151,322 at 4% or $100,881 at 6%; with 100% employer match about $113,491 at 4% or $75,661 at 6%.
Optimal Blue LLC Comprehensive Welfare Benefits Plan-291---
20172246$5,594,538$2,285,100$9,289iApproximate average salary by contribution assumption: employee only about $232,226 at 4% or $154,817 at 6%; with 50% employer match about $154,817 at 4% or $103,211 at 6%; with 100% employer match about $116,113 at 4% or $77,409 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-232$5,594,538$2,285,100$9,850iApproximate average salary by contribution assumption: employee only about $246,239 at 4% or $164,159 at 6%; with 50% employer match about $164,159 at 4% or $109,440 at 6%; with 100% employer match about $123,120 at 4% or $82,080 at 6%.
Optimal Blue LLC Comprehensive Welfare Benefits Plan-246---
20162229$3,911,366$771,575$3,369iApproximate average salary by contribution assumption: employee only about $84,233 at 4% or $56,155 at 6%; with 50% employer match about $56,155 at 4% or $37,437 at 6%; with 100% employer match about $42,117 at 4% or $28,078 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-212$3,911,366$771,575$3,640iApproximate average salary by contribution assumption: employee only about $90,988 at 4% or $60,658 at 6%; with 50% employer match about $60,658 at 4% or $40,439 at 6%; with 100% employer match about $45,494 at 4% or $30,329 at 6%.
Optimal Blue LLC Comprehensive Welfare Benefits Plan-229---
20151210$3,165,502$633,427$3,016iApproximate average salary by contribution assumption: employee only about $75,408 at 4% or $50,272 at 6%; with 50% employer match about $50,272 at 4% or $33,515 at 6%; with 100% employer match about $37,704 at 4% or $25,136 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-210$3,165,502$633,427$3,016iApproximate average salary by contribution assumption: employee only about $75,408 at 4% or $50,272 at 6%; with 50% employer match about $50,272 at 4% or $33,515 at 6%; with 100% employer match about $37,704 at 4% or $25,136 at 6%.
20141151$2,757,293$715,235$4,737iApproximate average salary by contribution assumption: employee only about $118,416 at 4% or $78,944 at 6%; with 50% employer match about $78,944 at 4% or $52,630 at 6%; with 100% employer match about $59,208 at 4% or $39,472 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-151$2,757,293$715,235$4,737iApproximate average salary by contribution assumption: employee only about $118,416 at 4% or $78,944 at 6%; with 50% employer match about $78,944 at 4% or $52,630 at 6%; with 100% employer match about $59,208 at 4% or $39,472 at 6%.
2013148$2,084,115$608,824$12,684iApproximate average salary by contribution assumption: employee only about $317,096 at 4% or $211,397 at 6%; with 50% employer match about $211,397 at 4% or $140,931 at 6%; with 100% employer match about $158,548 at 4% or $105,699 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-48$2,084,115$608,824$12,684iApproximate average salary by contribution assumption: employee only about $317,096 at 4% or $211,397 at 6%; with 50% employer match about $211,397 at 4% or $140,931 at 6%; with 100% employer match about $158,548 at 4% or $105,699 at 6%.
2011139$1,009,789$193,072$4,951iApproximate average salary by contribution assumption: employee only about $123,764 at 4% or $82,509 at 6%; with 50% employer match about $82,509 at 4% or $55,006 at 6%; with 100% employer match about $61,882 at 4% or $41,255 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-39$1,009,789$193,072$4,951iApproximate average salary by contribution assumption: employee only about $123,764 at 4% or $82,509 at 6%; with 50% employer match about $82,509 at 4% or $55,006 at 6%; with 100% employer match about $61,882 at 4% or $41,255 at 6%.
2010148$902,438$156,109$3,252iApproximate average salary by contribution assumption: employee only about $81,307 at 4% or $54,205 at 6%; with 50% employer match about $54,205 at 4% or $36,136 at 6%; with 100% employer match about $40,653 at 4% or $27,102 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-48$902,438$156,109$3,252iApproximate average salary by contribution assumption: employee only about $81,307 at 4% or $54,205 at 6%; with 50% employer match about $54,205 at 4% or $36,136 at 6%; with 100% employer match about $40,653 at 4% or $27,102 at 6%.
2009133$658,566$236,903$7,179iApproximate average salary by contribution assumption: employee only about $179,472 at 4% or $119,648 at 6%; with 50% employer match about $119,648 at 4% or $79,765 at 6%; with 100% employer match about $89,736 at 4% or $59,824 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-33$658,566$236,903$7,179iApproximate average salary by contribution assumption: employee only about $179,472 at 4% or $119,648 at 6%; with 50% employer match about $119,648 at 4% or $79,765 at 6%; with 100% employer match about $89,736 at 4% or $59,824 at 6%.
2008134$309,036$132,356$3,893iApproximate average salary by contribution assumption: employee only about $97,321 at 4% or $64,880 at 6%; with 50% employer match about $64,880 at 4% or $43,254 at 6%; with 100% employer match about $48,660 at 4% or $32,440 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-34$309,036$132,356$3,893iApproximate average salary by contribution assumption: employee only about $97,321 at 4% or $64,880 at 6%; with 50% employer match about $64,880 at 4% or $43,254 at 6%; with 100% employer match about $48,660 at 4% or $32,440 at 6%.
2007128$0$0-
Optimal Blue LLC 401(K) Profit Sharing Plan-28---
2006116$134,488$84,862$5,304iApproximate average salary by contribution assumption: employee only about $132,597 at 4% or $88,398 at 6%; with 50% employer match about $88,398 at 4% or $58,932 at 6%; with 100% employer match about $66,298 at 4% or $44,199 at 6%.
Optimal Blue LLC 401(K) Profit Sharing Plan-16$134,488$84,862$5,304iApproximate average salary by contribution assumption: employee only about $132,597 at 4% or $88,398 at 6%; with 50% employer match about $88,398 at 4% or $58,932 at 6%; with 100% employer match about $66,298 at 4% or $44,199 at 6%.