How many benefit plans does Optimizerx Corporation report on Form 5500?

Optimizerx Corporation (EIN 26-1265381) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Optimizerx Corporation?

The Employer Identification Number (EIN) reported for Optimizerx Corporation is 26-1265381.

What is the latest Form 5500 filing year for Optimizerx Corporation?

The latest loaded Form 5500 filing year for Optimizerx Corporation is 2023.

Optimizerx Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Optimizerx Corporation (EIN 26-1265381) is a plan sponsor located in Clarkston, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 26-1265381
Location: Clarkston, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,279,001
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,279,001

Contributions & income

Employer contributions: $562,983
Participant contributions: $1,105,257
Total income / additions: $3,544,360

Expenses & distributions

Benefits paid / distributions: $721,789
Total expenses: $758,909
Net increase / (decrease): $2,785,451

Coverage

Total reported participants: 223
Plans with financial statements: 1
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Optimizerx Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Optimizerx Corporation 401(K) Profit Sharing Plan	001	119	$9,279,001	2023
Optimizerx Corporation	501	104	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Optimizerx Corporation
Year	Plan	Participants	Schedules	Filing
2023	Optimizerx Corporation 401(K) Profit Sharing Plan	119	I	20240711111538NAL0032764418001
2023	Optimizerx Corporation	104	—	20250528162333NAL0012396560001