Civic Intelligence

Optimum Design Associates

Plan context: Optimum Design Associates 401(K) Profit Sharing Plan & Trust

EIN 94-3288119 • Pleasanton, CA • 17 filings • 2 plans

1807 Santa Rita Rd., Unit H-361Pleasanton, CA 94566
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$3,093,249

2024 Contributions

$295,952

Historical Graphs

Total Assets Over Time

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

$3,429,062$1,714,531$0200820162023YearValue
$3,093,249Latest year 2023

Participants Over Time

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

45230200820162023YearValue
31Latest year 2023

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
202410$0$295,952-
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-0$0$295,952-
2023131$3,093,249$336,439$10,853iApproximate average salary by contribution assumption: employee only about $271,322 at 4% or $180,881 at 6%; with 50% employer match about $180,881 at 4% or $120,587 at 6%; with 100% employer match about $135,661 at 4% or $90,441 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-31$3,093,249$336,439$10,853iApproximate average salary by contribution assumption: employee only about $271,322 at 4% or $180,881 at 6%; with 50% employer match about $180,881 at 4% or $120,587 at 6%; with 100% employer match about $135,661 at 4% or $90,441 at 6%.
2022128$2,665,363$161,440$5,766iApproximate average salary by contribution assumption: employee only about $144,143 at 4% or $96,095 at 6%; with 50% employer match about $96,095 at 4% or $64,063 at 6%; with 100% employer match about $72,071 at 4% or $48,048 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-28$2,665,363$161,440$5,766iApproximate average salary by contribution assumption: employee only about $144,143 at 4% or $96,095 at 6%; with 50% employer match about $96,095 at 4% or $64,063 at 6%; with 100% employer match about $72,071 at 4% or $48,048 at 6%.
2021128$3,224,859$115,496$4,125iApproximate average salary by contribution assumption: employee only about $103,121 at 4% or $68,748 at 6%; with 50% employer match about $68,748 at 4% or $45,832 at 6%; with 100% employer match about $51,561 at 4% or $34,374 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-28$3,224,859$115,496$4,125iApproximate average salary by contribution assumption: employee only about $103,121 at 4% or $68,748 at 6%; with 50% employer match about $68,748 at 4% or $45,832 at 6%; with 100% employer match about $51,561 at 4% or $34,374 at 6%.
2020139$3,429,062$146,007$3,744iApproximate average salary by contribution assumption: employee only about $93,594 at 4% or $62,396 at 6%; with 50% employer match about $62,396 at 4% or $41,597 at 6%; with 100% employer match about $46,797 at 4% or $31,198 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-39$3,429,062$146,007$3,744iApproximate average salary by contribution assumption: employee only about $93,594 at 4% or $62,396 at 6%; with 50% employer match about $62,396 at 4% or $41,597 at 6%; with 100% employer match about $46,797 at 4% or $31,198 at 6%.
2019142$3,234,151$240,893$5,736iApproximate average salary by contribution assumption: employee only about $143,389 at 4% or $95,592 at 6%; with 50% employer match about $95,592 at 4% or $63,728 at 6%; with 100% employer match about $71,694 at 4% or $47,796 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-42$3,234,151$240,893$5,736iApproximate average salary by contribution assumption: employee only about $143,389 at 4% or $95,592 at 6%; with 50% employer match about $95,592 at 4% or $63,728 at 6%; with 100% employer match about $71,694 at 4% or $47,796 at 6%.
2018145$3,366,339$300,298$6,673iApproximate average salary by contribution assumption: employee only about $166,832 at 4% or $111,221 at 6%; with 50% employer match about $111,221 at 4% or $74,148 at 6%; with 100% employer match about $83,416 at 4% or $55,611 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-45$3,366,339$300,298$6,673iApproximate average salary by contribution assumption: employee only about $166,832 at 4% or $111,221 at 6%; with 50% employer match about $111,221 at 4% or $74,148 at 6%; with 100% employer match about $83,416 at 4% or $55,611 at 6%.
2017143$3,374,723$306,062$7,118iApproximate average salary by contribution assumption: employee only about $177,943 at 4% or $118,629 at 6%; with 50% employer match about $118,629 at 4% or $79,086 at 6%; with 100% employer match about $88,972 at 4% or $59,314 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-43$3,374,723$306,062$7,118iApproximate average salary by contribution assumption: employee only about $177,943 at 4% or $118,629 at 6%; with 50% employer match about $118,629 at 4% or $79,086 at 6%; with 100% employer match about $88,972 at 4% or $59,314 at 6%.
2016138$2,710,246$466,238$12,269iApproximate average salary by contribution assumption: employee only about $306,736 at 4% or $204,490 at 6%; with 50% employer match about $204,490 at 4% or $136,327 at 6%; with 100% employer match about $153,368 at 4% or $102,245 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-38$2,710,246$466,238$12,269iApproximate average salary by contribution assumption: employee only about $306,736 at 4% or $204,490 at 6%; with 50% employer match about $204,490 at 4% or $136,327 at 6%; with 100% employer match about $153,368 at 4% or $102,245 at 6%.
2015140$2,160,519$244,188$6,105iApproximate average salary by contribution assumption: employee only about $152,618 at 4% or $101,745 at 6%; with 50% employer match about $101,745 at 4% or $67,830 at 6%; with 100% employer match about $76,309 at 4% or $50,873 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-40$2,160,519$244,188$6,105iApproximate average salary by contribution assumption: employee only about $152,618 at 4% or $101,745 at 6%; with 50% employer match about $101,745 at 4% or $67,830 at 6%; with 100% employer match about $76,309 at 4% or $50,873 at 6%.
2014140$1,977,868$167,146$4,179iApproximate average salary by contribution assumption: employee only about $104,466 at 4% or $69,644 at 6%; with 50% employer match about $69,644 at 4% or $46,429 at 6%; with 100% employer match about $52,233 at 4% or $34,822 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-40$1,977,868$167,146$4,179iApproximate average salary by contribution assumption: employee only about $104,466 at 4% or $69,644 at 6%; with 50% employer match about $69,644 at 4% or $46,429 at 6%; with 100% employer match about $52,233 at 4% or $34,822 at 6%.
2013139$1,990,877$159,963$4,102iApproximate average salary by contribution assumption: employee only about $102,540 at 4% or $68,360 at 6%; with 50% employer match about $68,360 at 4% or $45,574 at 6%; with 100% employer match about $51,270 at 4% or $34,180 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-39$1,990,877$159,963$4,102iApproximate average salary by contribution assumption: employee only about $102,540 at 4% or $68,360 at 6%; with 50% employer match about $68,360 at 4% or $45,574 at 6%; with 100% employer match about $51,270 at 4% or $34,180 at 6%.
2012142$1,912,402$133,223$3,172iApproximate average salary by contribution assumption: employee only about $79,299 at 4% or $52,866 at 6%; with 50% employer match about $52,866 at 4% or $35,244 at 6%; with 100% employer match about $39,650 at 4% or $26,433 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-42$1,912,402$133,223$3,172iApproximate average salary by contribution assumption: employee only about $79,299 at 4% or $52,866 at 6%; with 50% employer match about $52,866 at 4% or $35,244 at 6%; with 100% employer match about $39,650 at 4% or $26,433 at 6%.
2011142$1,694,116$221,821$5,281iApproximate average salary by contribution assumption: employee only about $132,036 at 4% or $88,024 at 6%; with 50% employer match about $88,024 at 4% or $58,683 at 6%; with 100% employer match about $66,018 at 4% or $44,012 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-42$1,694,116$221,821$5,281iApproximate average salary by contribution assumption: employee only about $132,036 at 4% or $88,024 at 6%; with 50% employer match about $88,024 at 4% or $58,683 at 6%; with 100% employer match about $66,018 at 4% or $44,012 at 6%.
2010145$1,665,625$137,953$3,066iApproximate average salary by contribution assumption: employee only about $76,641 at 4% or $51,094 at 6%; with 50% employer match about $51,094 at 4% or $34,062 at 6%; with 100% employer match about $38,320 at 4% or $25,547 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-45$1,665,625$137,953$3,066iApproximate average salary by contribution assumption: employee only about $76,641 at 4% or $51,094 at 6%; with 50% employer match about $51,094 at 4% or $34,062 at 6%; with 100% employer match about $38,320 at 4% or $25,547 at 6%.
2009140$1,356,557$904,668$22,617iApproximate average salary by contribution assumption: employee only about $565,418 at 4% or $376,945 at 6%; with 50% employer match about $376,945 at 4% or $251,297 at 6%; with 100% employer match about $282,709 at 4% or $188,473 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-40$1,356,557$904,668$22,617iApproximate average salary by contribution assumption: employee only about $565,418 at 4% or $376,945 at 6%; with 50% employer match about $376,945 at 4% or $251,297 at 6%; with 100% employer match about $282,709 at 4% or $188,473 at 6%.
2008126$154,124$177,930$6,843iApproximate average salary by contribution assumption: employee only about $171,087 at 4% or $114,058 at 6%; with 50% employer match about $114,058 at 4% or $76,038 at 6%; with 100% employer match about $85,543 at 4% or $57,029 at 6%.
Optimum Design Associates 401(K) Profit Sharing Plan & Trust-26$154,124$177,930$6,843iApproximate average salary by contribution assumption: employee only about $171,087 at 4% or $114,058 at 6%; with 50% employer match about $114,058 at 4% or $76,038 at 6%; with 100% employer match about $85,543 at 4% or $57,029 at 6%.