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Filing

Optimization Technology Inc. Salary Savings Plan

Optimization Technology Inc. • EIN 94-2898920 • Huntsville, AL • Plan year 2000

Company ProfileSource Archive
12125 N Shawdee Rd SEHuntsville, AL 35803-3707
Filing Insights

Participants

Down

43 → 25

-18 • -41.86%

Assets

Up

$1,393,234 → $1,467,813

$74,579 • 5.35%

Investment Management Fee

-

Admin expenses - • Total expenses $132,004

Filing Details

Context
Net investment result
$74,579
Pension payor EIN
63-6133229

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025116$8,811,658$107,200$6,700iApproximate average salary by contribution assumption: employee only about $167,500 at 4% or $111,667 at 6%; with 50% employer match about $111,667 at 4% or $74,444 at 6%; with 100% employer match about $83,750 at 4% or $55,833 at 6%.
Optimization Technology Inc. Salary Savings Plan-16$8,811,658$107,200$6,700iApproximate average salary by contribution assumption: employee only about $167,500 at 4% or $111,667 at 6%; with 50% employer match about $111,667 at 4% or $74,444 at 6%; with 100% employer match about $83,750 at 4% or $55,833 at 6%.
2024117$8,029,079$127,302$7,488iApproximate average salary by contribution assumption: employee only about $187,209 at 4% or $124,806 at 6%; with 50% employer match about $124,806 at 4% or $83,204 at 6%; with 100% employer match about $93,604 at 4% or $62,403 at 6%.
Optimization Technology Inc. Salary Savings Plan-17$8,029,079$127,302$7,488iApproximate average salary by contribution assumption: employee only about $187,209 at 4% or $124,806 at 6%; with 50% employer match about $124,806 at 4% or $83,204 at 6%; with 100% employer match about $93,604 at 4% or $62,403 at 6%.
2023118$7,497,118$178,395$9,911iApproximate average salary by contribution assumption: employee only about $247,771 at 4% or $165,181 at 6%; with 50% employer match about $165,181 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
Optimization Technology Inc. Salary Savings Plan-18$7,497,118$178,395$9,911iApproximate average salary by contribution assumption: employee only about $247,771 at 4% or $165,181 at 6%; with 50% employer match about $165,181 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
2022120$6,580,929$210,813$10,541iApproximate average salary by contribution assumption: employee only about $263,516 at 4% or $175,678 at 6%; with 50% employer match about $175,678 at 4% or $117,118 at 6%; with 100% employer match about $131,758 at 4% or $87,839 at 6%.
Optimization Technology Inc. Salary Savings Plan-20$6,580,929$210,813$10,541iApproximate average salary by contribution assumption: employee only about $263,516 at 4% or $175,678 at 6%; with 50% employer match about $175,678 at 4% or $117,118 at 6%; with 100% employer match about $131,758 at 4% or $87,839 at 6%.
2021121$7,477,603$188,688$8,985iApproximate average salary by contribution assumption: employee only about $224,629 at 4% or $149,752 at 6%; with 50% employer match about $149,752 at 4% or $99,835 at 6%; with 100% employer match about $112,314 at 4% or $74,876 at 6%.
Optimization Technology Inc. Salary Savings Plan-21$7,477,603$188,688$8,985iApproximate average salary by contribution assumption: employee only about $224,629 at 4% or $149,752 at 6%; with 50% employer match about $149,752 at 4% or $99,835 at 6%; with 100% employer match about $112,314 at 4% or $74,876 at 6%.
2020124$7,140,201$111,552$4,648iApproximate average salary by contribution assumption: employee only about $116,200 at 4% or $77,467 at 6%; with 50% employer match about $77,467 at 4% or $51,644 at 6%; with 100% employer match about $58,100 at 4% or $38,733 at 6%.
Optimization Technology Inc. Salary Savings Plan-24$7,140,201$111,552$4,648iApproximate average salary by contribution assumption: employee only about $116,200 at 4% or $77,467 at 6%; with 50% employer match about $77,467 at 4% or $51,644 at 6%; with 100% employer match about $58,100 at 4% or $38,733 at 6%.
2019123$6,223,089$115,862$5,037iApproximate average salary by contribution assumption: employee only about $125,937 at 4% or $83,958 at 6%; with 50% employer match about $83,958 at 4% or $55,972 at 6%; with 100% employer match about $62,968 at 4% or $41,979 at 6%.
Optimization Technology Inc. Salary Savings Plan-23$6,223,089$115,862$5,037iApproximate average salary by contribution assumption: employee only about $125,937 at 4% or $83,958 at 6%; with 50% employer match about $83,958 at 4% or $55,972 at 6%; with 100% employer match about $62,968 at 4% or $41,979 at 6%.
2018129$5,956,894$168,349$5,805iApproximate average salary by contribution assumption: employee only about $145,128 at 4% or $96,752 at 6%; with 50% employer match about $96,752 at 4% or $64,502 at 6%; with 100% employer match about $72,564 at 4% or $48,376 at 6%.
Optimization Technology Inc. Salary Savings Plan-29$5,956,894$168,349$5,805iApproximate average salary by contribution assumption: employee only about $145,128 at 4% or $96,752 at 6%; with 50% employer match about $96,752 at 4% or $64,502 at 6%; with 100% employer match about $72,564 at 4% or $48,376 at 6%.
2017130$6,162,554$210,699$7,023iApproximate average salary by contribution assumption: employee only about $175,583 at 4% or $117,055 at 6%; with 50% employer match about $117,055 at 4% or $78,037 at 6%; with 100% employer match about $87,791 at 4% or $58,528 at 6%.
Optimization Technology Inc. Salary Savings Plan-30$6,162,554$210,699$7,023iApproximate average salary by contribution assumption: employee only about $175,583 at 4% or $117,055 at 6%; with 50% employer match about $117,055 at 4% or $78,037 at 6%; with 100% employer match about $87,791 at 4% or $58,528 at 6%.
2016131$5,583,805$142,854$4,608iApproximate average salary by contribution assumption: employee only about $115,205 at 4% or $76,803 at 6%; with 50% employer match about $76,803 at 4% or $51,202 at 6%; with 100% employer match about $57,602 at 4% or $38,402 at 6%.
Optimization Technology Inc. Salary Savings Plan-31$5,583,805$142,854$4,608iApproximate average salary by contribution assumption: employee only about $115,205 at 4% or $76,803 at 6%; with 50% employer match about $76,803 at 4% or $51,202 at 6%; with 100% employer match about $57,602 at 4% or $38,402 at 6%.
2015130$5,322,760$236,984$7,899iApproximate average salary by contribution assumption: employee only about $197,487 at 4% or $131,658 at 6%; with 50% employer match about $131,658 at 4% or $87,772 at 6%; with 100% employer match about $98,743 at 4% or $65,829 at 6%.
Optimization Technology Inc. Salary Savings Plan-30$5,322,760$236,984$7,899iApproximate average salary by contribution assumption: employee only about $197,487 at 4% or $131,658 at 6%; with 50% employer match about $131,658 at 4% or $87,772 at 6%; with 100% employer match about $98,743 at 4% or $65,829 at 6%.
2014128$5,153,400$215,046$7,680iApproximate average salary by contribution assumption: employee only about $192,005 at 4% or $128,004 at 6%; with 50% employer match about $128,004 at 4% or $85,336 at 6%; with 100% employer match about $96,003 at 4% or $64,002 at 6%.
Optimization Technology Inc. Salary Savings Plan-28$5,153,400$215,046$7,680iApproximate average salary by contribution assumption: employee only about $192,005 at 4% or $128,004 at 6%; with 50% employer match about $128,004 at 4% or $85,336 at 6%; with 100% employer match about $96,003 at 4% or $64,002 at 6%.
2013142$5,602,023$304,696$7,255iApproximate average salary by contribution assumption: employee only about $181,367 at 4% or $120,911 at 6%; with 50% employer match about $120,911 at 4% or $80,607 at 6%; with 100% employer match about $90,683 at 4% or $60,456 at 6%.
Optimization Technology Inc. Salary Savings Plan-42$5,602,023$304,696$7,255iApproximate average salary by contribution assumption: employee only about $181,367 at 4% or $120,911 at 6%; with 50% employer match about $120,911 at 4% or $80,607 at 6%; with 100% employer match about $90,683 at 4% or $60,456 at 6%.
2012159$5,051,475$353,515$5,992iApproximate average salary by contribution assumption: employee only about $149,794 at 4% or $99,863 at 6%; with 50% employer match about $99,863 at 4% or $66,575 at 6%; with 100% employer match about $74,897 at 4% or $49,931 at 6%.
Optimization Technology Inc. Salary Savings Plan-59$5,051,475$353,515$5,992iApproximate average salary by contribution assumption: employee only about $149,794 at 4% or $99,863 at 6%; with 50% employer match about $99,863 at 4% or $66,575 at 6%; with 100% employer match about $74,897 at 4% or $49,931 at 6%.
2011161$4,598,617$688,632$11,289iApproximate average salary by contribution assumption: employee only about $282,226 at 4% or $188,151 at 6%; with 50% employer match about $188,151 at 4% or $125,434 at 6%; with 100% employer match about $141,113 at 4% or $94,075 at 6%.
Optimization Technology Inc. Salary Savings Plan-61$4,598,617$688,632$11,289iApproximate average salary by contribution assumption: employee only about $282,226 at 4% or $188,151 at 6%; with 50% employer match about $188,151 at 4% or $125,434 at 6%; with 100% employer match about $141,113 at 4% or $94,075 at 6%.
2010158$4,237,903$269,178$4,641iApproximate average salary by contribution assumption: employee only about $116,025 at 4% or $77,350 at 6%; with 50% employer match about $77,350 at 4% or $51,567 at 6%; with 100% employer match about $58,013 at 4% or $38,675 at 6%.
Optimization Technology Inc. Salary Savings Plan-58$4,237,903$269,178$4,641iApproximate average salary by contribution assumption: employee only about $116,025 at 4% or $77,350 at 6%; with 50% employer match about $77,350 at 4% or $51,567 at 6%; with 100% employer match about $58,013 at 4% or $38,675 at 6%.
2009154$3,578,414$305,263$5,653iApproximate average salary by contribution assumption: employee only about $141,325 at 4% or $94,217 at 6%; with 50% employer match about $94,217 at 4% or $62,811 at 6%; with 100% employer match about $70,663 at 4% or $47,108 at 6%.
Optimization Technology Inc. Salary Savings Plan-54$3,578,414$305,263$5,653iApproximate average salary by contribution assumption: employee only about $141,325 at 4% or $94,217 at 6%; with 50% employer match about $94,217 at 4% or $62,811 at 6%; with 100% employer match about $70,663 at 4% or $47,108 at 6%.
2008119$2,462,501$310,046$16,318iApproximate average salary by contribution assumption: employee only about $407,955 at 4% or $271,970 at 6%; with 50% employer match about $271,970 at 4% or $181,313 at 6%; with 100% employer match about $203,978 at 4% or $135,985 at 6%.
Optimization Technology Inc. Salary Savings Plan-19$2,462,501$310,046$16,318iApproximate average salary by contribution assumption: employee only about $407,955 at 4% or $271,970 at 6%; with 50% employer match about $271,970 at 4% or $181,313 at 6%; with 100% employer match about $203,978 at 4% or $135,985 at 6%.
2007120$3,385,384$280,395$14,020iApproximate average salary by contribution assumption: employee only about $350,494 at 4% or $233,663 at 6%; with 50% employer match about $233,663 at 4% or $155,775 at 6%; with 100% employer match about $175,247 at 4% or $116,831 at 6%.
Optimization Technology Inc. Salary Savings Plan-20$3,385,384$280,395$14,020iApproximate average salary by contribution assumption: employee only about $350,494 at 4% or $233,663 at 6%; with 50% employer match about $233,663 at 4% or $155,775 at 6%; with 100% employer match about $175,247 at 4% or $116,831 at 6%.
2006119$3,035,952$342,336$18,018iApproximate average salary by contribution assumption: employee only about $450,442 at 4% or $300,295 at 6%; with 50% employer match about $300,295 at 4% or $200,196 at 6%; with 100% employer match about $225,221 at 4% or $150,147 at 6%.
Optimization Technology Inc. Salary Savings Plan-19$3,035,952$342,336$18,018iApproximate average salary by contribution assumption: employee only about $450,442 at 4% or $300,295 at 6%; with 50% employer match about $300,295 at 4% or $200,196 at 6%; with 100% employer match about $225,221 at 4% or $150,147 at 6%.
2005121$2,693,977$336,063$16,003iApproximate average salary by contribution assumption: employee only about $400,075 at 4% or $266,717 at 6%; with 50% employer match about $266,717 at 4% or $177,811 at 6%; with 100% employer match about $200,038 at 4% or $133,358 at 6%.
Optimization Technology Inc. Salary Savings Plan-21$2,693,977$336,063$16,003iApproximate average salary by contribution assumption: employee only about $400,075 at 4% or $266,717 at 6%; with 50% employer match about $266,717 at 4% or $177,811 at 6%; with 100% employer match about $200,038 at 4% or $133,358 at 6%.
2004125$2,227,147$330,302$13,212iApproximate average salary by contribution assumption: employee only about $330,302 at 4% or $220,201 at 6%; with 50% employer match about $220,201 at 4% or $146,801 at 6%; with 100% employer match about $165,151 at 4% or $110,101 at 6%.
Optimization Technology Inc. Salary Savings Plan-25$2,227,147$330,302$13,212iApproximate average salary by contribution assumption: employee only about $330,302 at 4% or $220,201 at 6%; with 50% employer match about $220,201 at 4% or $146,801 at 6%; with 100% employer match about $165,151 at 4% or $110,101 at 6%.
2003124$1,778,071$312,861$13,036iApproximate average salary by contribution assumption: employee only about $325,897 at 4% or $217,265 at 6%; with 50% employer match about $217,265 at 4% or $144,843 at 6%; with 100% employer match about $162,948 at 4% or $108,632 at 6%.
Optimization Technology Inc. Salary Savings Plan-24$1,778,071$312,861$13,036iApproximate average salary by contribution assumption: employee only about $325,897 at 4% or $217,265 at 6%; with 50% employer match about $217,265 at 4% or $144,843 at 6%; with 100% employer match about $162,948 at 4% or $108,632 at 6%.
2002119$1,387,079$201,375$10,599iApproximate average salary by contribution assumption: employee only about $264,967 at 4% or $176,645 at 6%; with 50% employer match about $176,645 at 4% or $117,763 at 6%; with 100% employer match about $132,484 at 4% or $88,322 at 6%.
Optimization Technology Inc. Salary Savings Plan-19$1,387,079$201,375$10,599iApproximate average salary by contribution assumption: employee only about $264,967 at 4% or $176,645 at 6%; with 50% employer match about $176,645 at 4% or $117,763 at 6%; with 100% employer match about $132,484 at 4% or $88,322 at 6%.
200110$0$0-
Optimization Technology Inc. Salary Savings Plan-0---
2000125$1,467,813$257,434$10,297iApproximate average salary by contribution assumption: employee only about $257,434 at 4% or $171,623 at 6%; with 50% employer match about $171,623 at 4% or $114,415 at 6%; with 100% employer match about $128,717 at 4% or $85,811 at 6%.
Optimization Technology Inc. Salary Savings PlanCurrent25$1,467,813$257,434$10,297iApproximate average salary by contribution assumption: employee only about $257,434 at 4% or $171,623 at 6%; with 50% employer match about $171,623 at 4% or $114,415 at 6%; with 100% employer match about $128,717 at 4% or $85,811 at 6%.
1999119$1,393,234$189,423$9,970iApproximate average salary by contribution assumption: employee only about $249,241 at 4% or $166,161 at 6%; with 50% employer match about $166,161 at 4% or $110,774 at 6%; with 100% employer match about $124,620 at 4% or $83,080 at 6%.
Optimization Technology Inc. Salary Savings Plan-19$1,393,234$189,423$9,970iApproximate average salary by contribution assumption: employee only about $249,241 at 4% or $166,161 at 6%; with 50% employer match about $166,161 at 4% or $110,774 at 6%; with 100% employer match about $124,620 at 4% or $83,080 at 6%.
Schedule Details

Schedule D

Row 1
Filing Id
84037023244032
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372023244030002
DFE P1 Entity 01 Name
AMSOUTH BANK STABLE PRINCIPAL FD
DFE P1 Spons 01 Name
AMSOUTH BANK
DFE P1 Plan 01 EIN Plan number
636132854003
DFE P1 Entity 01 Code
C
DFE P1 Plan Interest End of year 01 Amount
$5,587
Row 2
Filing Id
84037023244032
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
10372023244030002

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,467,813$74,579 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,393,234$1,467,813Increase +$74,579 (5.35%)
Total liabilities$0$0No change $0
Net assets$1,393,234$1,467,813Increase +$74,579 (5.35%)

Contributions

Employer contributions$121,468
Participant contributions$135,966
Other contributions$0

Income & Expenses

Total income$206,583
Total expenses$132,004
Net income$74,579
Source fields
Schedule I source fields
Filing Id
84037023244032
Schedule I EIN
94-2898920
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$1,393,234
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,393,234
Small plan total assets at end of year
$1,467,813
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,467,813
Small plan employer contributions
$121,468
Small plan participant contributions
$135,966
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-50,851
Small plan total income
$206,583
Small plan total benefit distributions
$128,537
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$3,467
Small plan total expenses
$132,004
Small plan net income or loss
$74,579
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$17,220
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$1,000,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN63-6133229

Transfers

Distributed property value$0
Schedule R source fields
Payor 63-6133229
Filing Id
84037023244032
Schedule R EIN
94-2898920
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
63-6133229
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0