Civic Intelligence

Optimal Outcomes LLC

Plan context: Optimal Outcomes LLC 401(K) Plan

EIN 91-2060499 • St. Petersburg, FL • 16 filings • 1 plans

435 5th Ave N.Suite 200St. Petersburg, FL 33701
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,198,846

2024 Contributions

$104,634

Historical Graphs

Total Assets Over Time

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

$3,198,846$1,599,423$0200920172024YearValue
$3,198,846Latest year 2024

Participants Over Time

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

1890200920172024YearValue
18Latest 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
2024118$3,198,846$104,634$5,813iApproximate average salary by contribution assumption: employee only about $145,325 at 4% or $96,883 at 6%; with 50% employer match about $96,883 at 4% or $64,589 at 6%; with 100% employer match about $72,663 at 4% or $48,442 at 6%.
Optimal Outcomes LLC 401(K) Plan-18$3,198,846$104,634$5,813iApproximate average salary by contribution assumption: employee only about $145,325 at 4% or $96,883 at 6%; with 50% employer match about $96,883 at 4% or $64,589 at 6%; with 100% employer match about $72,663 at 4% or $48,442 at 6%.
2023115$2,669,260$99,044$6,603iApproximate average salary by contribution assumption: employee only about $165,073 at 4% or $110,049 at 6%; with 50% employer match about $110,049 at 4% or $73,366 at 6%; with 100% employer match about $82,537 at 4% or $55,024 at 6%.
Optimal Outcomes LLC 401(K) Plan-15$2,669,260$99,044$6,603iApproximate average salary by contribution assumption: employee only about $165,073 at 4% or $110,049 at 6%; with 50% employer match about $110,049 at 4% or $73,366 at 6%; with 100% employer match about $82,537 at 4% or $55,024 at 6%.
2022113$2,131,185$78,877$6,067iApproximate average salary by contribution assumption: employee only about $151,687 at 4% or $101,124 at 6%; with 50% employer match about $101,124 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
Optimal Outcomes LLC 401(K) Plan-13$2,131,185$78,877$6,067iApproximate average salary by contribution assumption: employee only about $151,687 at 4% or $101,124 at 6%; with 50% employer match about $101,124 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
2021114$2,564,804$136,654$9,761iApproximate average salary by contribution assumption: employee only about $244,025 at 4% or $162,683 at 6%; with 50% employer match about $162,683 at 4% or $108,456 at 6%; with 100% employer match about $122,013 at 4% or $81,342 at 6%.
Optimal Outcomes LLC 401(K) Plan-14$2,564,804$136,654$9,761iApproximate average salary by contribution assumption: employee only about $244,025 at 4% or $162,683 at 6%; with 50% employer match about $162,683 at 4% or $108,456 at 6%; with 100% employer match about $122,013 at 4% or $81,342 at 6%.
2020114$2,089,091$135,646$9,689iApproximate average salary by contribution assumption: employee only about $242,225 at 4% or $161,483 at 6%; with 50% employer match about $161,483 at 4% or $107,656 at 6%; with 100% employer match about $121,113 at 4% or $80,742 at 6%.
Optimal Outcomes LLC 401(K) Plan-14$2,089,091$135,646$9,689iApproximate average salary by contribution assumption: employee only about $242,225 at 4% or $161,483 at 6%; with 50% employer match about $161,483 at 4% or $107,656 at 6%; with 100% employer match about $121,113 at 4% or $80,742 at 6%.
2019114$1,622,362$99,466$7,105iApproximate average salary by contribution assumption: employee only about $177,618 at 4% or $118,412 at 6%; with 50% employer match about $118,412 at 4% or $78,941 at 6%; with 100% employer match about $88,809 at 4% or $59,206 at 6%.
Optimal Outcomes LLC 401(K) Plan-14$1,622,362$99,466$7,105iApproximate average salary by contribution assumption: employee only about $177,618 at 4% or $118,412 at 6%; with 50% employer match about $118,412 at 4% or $78,941 at 6%; with 100% employer match about $88,809 at 4% or $59,206 at 6%.
2018111$1,223,932$109,835$9,985iApproximate average salary by contribution assumption: employee only about $249,625 at 4% or $166,417 at 6%; with 50% employer match about $166,417 at 4% or $110,944 at 6%; with 100% employer match about $124,813 at 4% or $83,208 at 6%.
Optimal Outcomes LLC 401(K) Plan-11$1,223,932$109,835$9,985iApproximate average salary by contribution assumption: employee only about $249,625 at 4% or $166,417 at 6%; with 50% employer match about $166,417 at 4% or $110,944 at 6%; with 100% employer match about $124,813 at 4% or $83,208 at 6%.
2017112$1,200,695$117,231$9,769iApproximate average salary by contribution assumption: employee only about $244,231 at 4% or $162,821 at 6%; with 50% employer match about $162,821 at 4% or $108,547 at 6%; with 100% employer match about $122,116 at 4% or $81,410 at 6%.
Optimal Outcomes LLC 401(K) Plan-12$1,200,695$117,231$9,769iApproximate average salary by contribution assumption: employee only about $244,231 at 4% or $162,821 at 6%; with 50% employer match about $162,821 at 4% or $108,547 at 6%; with 100% employer match about $122,116 at 4% or $81,410 at 6%.
2016112$891,909$141,983$11,832iApproximate average salary by contribution assumption: employee only about $295,798 at 4% or $197,199 at 6%; with 50% employer match about $197,199 at 4% or $131,466 at 6%; with 100% employer match about $147,899 at 4% or $98,599 at 6%.
Optimal Outcomes LLC 401(K) Plan-12$891,909$141,983$11,832iApproximate average salary by contribution assumption: employee only about $295,798 at 4% or $197,199 at 6%; with 50% employer match about $197,199 at 4% or $131,466 at 6%; with 100% employer match about $147,899 at 4% or $98,599 at 6%.
2015113$744,616$127,931$9,841iApproximate average salary by contribution assumption: employee only about $246,021 at 4% or $164,014 at 6%; with 50% employer match about $164,014 at 4% or $109,343 at 6%; with 100% employer match about $123,011 at 4% or $82,007 at 6%.
Optimal Outcomes LLC 401(K) Plan-13$744,616$127,931$9,841iApproximate average salary by contribution assumption: employee only about $246,021 at 4% or $164,014 at 6%; with 50% employer match about $164,014 at 4% or $109,343 at 6%; with 100% employer match about $123,011 at 4% or $82,007 at 6%.
2014111$627,001$120,003$10,909iApproximate average salary by contribution assumption: employee only about $272,734 at 4% or $181,823 at 6%; with 50% employer match about $181,823 at 4% or $121,215 at 6%; with 100% employer match about $136,367 at 4% or $90,911 at 6%.
Optimal Outcomes LLC 401(K) Plan-11$627,001$120,003$10,909iApproximate average salary by contribution assumption: employee only about $272,734 at 4% or $181,823 at 6%; with 50% employer match about $181,823 at 4% or $121,215 at 6%; with 100% employer match about $136,367 at 4% or $90,911 at 6%.
2013115$484,980$100,104$6,674iApproximate average salary by contribution assumption: employee only about $166,840 at 4% or $111,227 at 6%; with 50% employer match about $111,227 at 4% or $74,151 at 6%; with 100% employer match about $83,420 at 4% or $55,613 at 6%.
Optimal Outcomes LLC 401(K) Plan-15$484,980$100,104$6,674iApproximate average salary by contribution assumption: employee only about $166,840 at 4% or $111,227 at 6%; with 50% employer match about $111,227 at 4% or $74,151 at 6%; with 100% employer match about $83,420 at 4% or $55,613 at 6%.
2012110$303,056$91,076$9,108iApproximate average salary by contribution assumption: employee only about $227,690 at 4% or $151,793 at 6%; with 50% employer match about $151,793 at 4% or $101,196 at 6%; with 100% employer match about $113,845 at 4% or $75,897 at 6%.
Optimal Outcomes LLC 401(K) Plan-10$303,056$91,076$9,108iApproximate average salary by contribution assumption: employee only about $227,690 at 4% or $151,793 at 6%; with 50% employer match about $151,793 at 4% or $101,196 at 6%; with 100% employer match about $113,845 at 4% or $75,897 at 6%.
201119$196,445$71,992$7,999iApproximate average salary by contribution assumption: employee only about $199,978 at 4% or $133,319 at 6%; with 50% employer match about $133,319 at 4% or $88,879 at 6%; with 100% employer match about $99,989 at 4% or $66,659 at 6%.
Optimal Outcomes LLC 401(K) Plan-9$196,445$71,992$7,999iApproximate average salary by contribution assumption: employee only about $199,978 at 4% or $133,319 at 6%; with 50% employer match about $133,319 at 4% or $88,879 at 6%; with 100% employer match about $99,989 at 4% or $66,659 at 6%.
201019$130,284$78,617$8,735iApproximate average salary by contribution assumption: employee only about $218,381 at 4% or $145,587 at 6%; with 50% employer match about $145,587 at 4% or $97,058 at 6%; with 100% employer match about $109,190 at 4% or $72,794 at 6%.
Optimal Outcomes LLC 401(K) Plan-9$130,284$78,617$8,735iApproximate average salary by contribution assumption: employee only about $218,381 at 4% or $145,587 at 6%; with 50% employer match about $145,587 at 4% or $97,058 at 6%; with 100% employer match about $109,190 at 4% or $72,794 at 6%.
200919$40,317$40,298$4,478iApproximate average salary by contribution assumption: employee only about $111,939 at 4% or $74,626 at 6%; with 50% employer match about $74,626 at 4% or $49,751 at 6%; with 100% employer match about $55,969 at 4% or $37,313 at 6%.
Optimal Outcomes LLC 401(K) Plan-9$40,317$40,298$4,478iApproximate average salary by contribution assumption: employee only about $111,939 at 4% or $74,626 at 6%; with 50% employer match about $74,626 at 4% or $49,751 at 6%; with 100% employer match about $55,969 at 4% or $37,313 at 6%.