Civic Intelligence

Optimum Employer Solutions

Plan context: Optimum Employer Solutions Retirement Plan

EIN 76-0828247 • Santa Ana, CA • 7 filings • 3 plans

2530 Red Hill AveSuite 200Santa Ana, CA 92705
Current Snapshot

Latest Year

2016

2016 Participants

660

2016 Assets

$14,746,628

2016 Contributions

$3,275,859

Historical Graphs

Total Assets Over Time

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

$14,746,628$7,373,314$0201220142016YearValue
$14,746,628Latest year 2016

Participants Over Time

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

6603300201220142016YearValue
660Latest year 2016

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
20162660$14,746,628$3,275,859$4,963iApproximate average salary by contribution assumption: employee only about $124,086 at 4% or $82,724 at 6%; with 50% employer match about $82,724 at 4% or $55,149 at 6%; with 100% employer match about $62,043 at 4% or $41,362 at 6%.
Optimum Employer Solutions Retirement Plan-660$14,746,628$3,275,859$4,963iApproximate average salary by contribution assumption: employee only about $124,086 at 4% or $82,724 at 6%; with 50% employer match about $82,724 at 4% or $55,149 at 6%; with 100% employer match about $62,043 at 4% or $41,362 at 6%.
Optimum Employer Solutions Welfare Benefits Plan-515---
20152314$5,311,624$1,752,460$5,581iApproximate average salary by contribution assumption: employee only about $139,527 at 4% or $93,018 at 6%; with 50% employer match about $93,018 at 4% or $62,012 at 6%; with 100% employer match about $69,764 at 4% or $46,509 at 6%.
Optimum Employer Solutions Retirement Plan-314$5,311,624$1,752,460$5,581iApproximate average salary by contribution assumption: employee only about $139,527 at 4% or $93,018 at 6%; with 50% employer match about $93,018 at 4% or $62,012 at 6%; with 100% employer match about $69,764 at 4% or $46,509 at 6%.
Optimum Employer Solutions Welfare Benefits Plan-237---
20141132$2,980,773$2,008,197$15,214iApproximate average salary by contribution assumption: employee only about $380,340 at 4% or $253,560 at 6%; with 50% employer match about $253,560 at 4% or $169,040 at 6%; with 100% employer match about $190,170 at 4% or $126,780 at 6%.
Optimum Employer Solutions Retirement Plan-132$2,980,773$2,008,197$15,214iApproximate average salary by contribution assumption: employee only about $380,340 at 4% or $253,560 at 6%; with 50% employer match about $253,560 at 4% or $169,040 at 6%; with 100% employer match about $190,170 at 4% or $126,780 at 6%.
2013198$658,917$251,781$2,569iApproximate average salary by contribution assumption: employee only about $64,230 at 4% or $42,820 at 6%; with 50% employer match about $42,820 at 4% or $28,547 at 6%; with 100% employer match about $32,115 at 4% or $21,410 at 6%.
Optimum Employer Solutions Retirement Plan-98$658,917$251,781$2,569iApproximate average salary by contribution assumption: employee only about $64,230 at 4% or $42,820 at 6%; with 50% employer match about $42,820 at 4% or $28,547 at 6%; with 100% employer match about $32,115 at 4% or $21,410 at 6%.
2012113$325,467$78,098$6,008iApproximate average salary by contribution assumption: employee only about $150,188 at 4% or $100,126 at 6%; with 50% employer match about $100,126 at 4% or $66,750 at 6%; with 100% employer match about $75,094 at 4% or $50,063 at 6%.
Optimum Employer Solutions Retirement Plan-13$325,467$78,098$6,008iApproximate average salary by contribution assumption: employee only about $150,188 at 4% or $100,126 at 6%; with 50% employer match about $100,126 at 4% or $66,750 at 6%; with 100% employer match about $75,094 at 4% or $50,063 at 6%.