Civic Intelligence

Optimal Management Inc.

Plan context: Optimal Management Inc. Defined Benefit Plan

EIN 94-3302285 • 8 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

2

2006 Assets

$890,479

2006 Contributions

$102,305

Historical Graphs

Total Assets Over Time

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

$893,304$446,652$0199920022005YearValue
$890,479Latest year 2005

Participants Over Time

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

210199920022005YearValue
2Latest year 2005

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
200610$0$0-
Optimal Management Inc. Defined Benefit Plan-0---
200512$890,479$0-
Optimal Management Inc. Defined Benefit Plan-2$890,479--
200412$893,304$102,305$51,153iApproximate average salary by contribution assumption: employee only about $1,278,813 at 4% or $852,542 at 6%; with 50% employer match about $852,542 at 4% or $568,361 at 6%; with 100% employer match about $639,406 at 4% or $426,271 at 6%.
Optimal Management Inc. Defined Benefit Plan-2$893,304$102,305$51,153iApproximate average salary by contribution assumption: employee only about $1,278,813 at 4% or $852,542 at 6%; with 50% employer match about $852,542 at 4% or $568,361 at 6%; with 100% employer match about $639,406 at 4% or $426,271 at 6%.
200312$803,018$29,855$14,928iApproximate average salary by contribution assumption: employee only about $373,188 at 4% or $248,792 at 6%; with 50% employer match about $248,792 at 4% or $165,861 at 6%; with 100% employer match about $186,594 at 4% or $124,396 at 6%.
Optimal Management Inc. Defined Benefit Plan-2$803,018$29,855$14,928iApproximate average salary by contribution assumption: employee only about $373,188 at 4% or $248,792 at 6%; with 50% employer match about $248,792 at 4% or $165,861 at 6%; with 100% employer match about $186,594 at 4% or $124,396 at 6%.
200211$666,627$114,004$114,004iApproximate average salary by contribution assumption: employee only about $2,850,100 at 4% or $1,900,067 at 6%; with 50% employer match about $1,900,067 at 4% or $1,266,711 at 6%; with 100% employer match about $1,425,050 at 4% or $950,033 at 6%.
Optimal Management Inc. Defined Benefit Plan-1$666,627$114,004$114,004iApproximate average salary by contribution assumption: employee only about $2,850,100 at 4% or $1,900,067 at 6%; with 50% employer match about $1,900,067 at 4% or $1,266,711 at 6%; with 100% employer match about $1,425,050 at 4% or $950,033 at 6%.
200111$582,955$154,000$154,000iApproximate average salary by contribution assumption: employee only about $3,850,000 at 4% or $2,566,667 at 6%; with 50% employer match about $2,566,667 at 4% or $1,711,111 at 6%; with 100% employer match about $1,925,000 at 4% or $1,283,333 at 6%.
Optimal Management Inc. Defined Benefit Plan-1$582,955$154,000$154,000iApproximate average salary by contribution assumption: employee only about $3,850,000 at 4% or $2,566,667 at 6%; with 50% employer match about $2,566,667 at 4% or $1,711,111 at 6%; with 100% employer match about $1,925,000 at 4% or $1,283,333 at 6%.
200011$427,368$130,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
Optimal Management Inc. Defined Benefit Plan-1$427,368$130,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
199912$293,234$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Optimal Management Inc. Defined Benefit Plan-2$293,234$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.