OPTIMA CAPITAL MANAGEMENT LLC
Plan context: OPTIMA CAPITAL MANAGEMENT LLC 401(K) PLAN
EIN 84-3178156 • Tempe, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$257,909
2025 Contributions
$60,360
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $257,909 | $60,360 | $12,072iApproximate average salary by contribution assumption: employee only about $301,800 at 4% or $201,200 at 6%; with 50% employer match about $201,200 at 4% or $134,133 at 6%; with 100% employer match about $150,900 at 4% or $100,600 at 6%. |
| OPTIMA CAPITAL MANAGEMENT LLC 401(K) PLAN | - | 5 | $257,909 | $60,360 | $12,072iApproximate average salary by contribution assumption: employee only about $301,800 at 4% or $201,200 at 6%; with 50% employer match about $201,200 at 4% or $134,133 at 6%; with 100% employer match about $150,900 at 4% or $100,600 at 6%. |
| 2024 | 1 | 6 | $159,213 | $54,931 | $9,155iApproximate average salary by contribution assumption: employee only about $228,879 at 4% or $152,586 at 6%; with 50% employer match about $152,586 at 4% or $101,724 at 6%; with 100% employer match about $114,440 at 4% or $76,293 at 6%. |
| OPTIMA CAPITAL MANAGEMENT LLC 401(K) PLAN | - | 6 | $159,213 | $54,931 | $9,155iApproximate average salary by contribution assumption: employee only about $228,879 at 4% or $152,586 at 6%; with 50% employer match about $152,586 at 4% or $101,724 at 6%; with 100% employer match about $114,440 at 4% or $76,293 at 6%. |
| 2023 | 1 | 6 | $75,820 | $45,725 | $7,621iApproximate average salary by contribution assumption: employee only about $190,521 at 4% or $127,014 at 6%; with 50% employer match about $127,014 at 4% or $84,676 at 6%; with 100% employer match about $95,260 at 4% or $63,507 at 6%. |
| OPTIMA CAPITAL MANAGEMENT LLC 401(K) PLAN | - | 6 | $75,820 | $45,725 | $7,621iApproximate average salary by contribution assumption: employee only about $190,521 at 4% or $127,014 at 6%; with 50% employer match about $127,014 at 4% or $84,676 at 6%; with 100% employer match about $95,260 at 4% or $63,507 at 6%. |
| 2022 | 1 | 4 | $19,094 | $20,620 | $5,155iApproximate average salary by contribution assumption: employee only about $128,875 at 4% or $85,917 at 6%; with 50% employer match about $85,917 at 4% or $57,278 at 6%; with 100% employer match about $64,438 at 4% or $42,958 at 6%. |
| OPTIMA CAPITAL MANAGEMENT LLC 401(K) PLAN | - | 4 | $19,094 | $20,620 | $5,155iApproximate average salary by contribution assumption: employee only about $128,875 at 4% or $85,917 at 6%; with 50% employer match about $85,917 at 4% or $57,278 at 6%; with 100% employer match about $64,438 at 4% or $42,958 at 6%. |