How many benefit plans does Optima Tax Relief, LLC report on Form 5500?

Optima Tax Relief, LLC (EIN 27-2793788) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Optima Tax Relief, LLC?

The Employer Identification Number (EIN) reported for Optima Tax Relief, LLC is 27-2793788.

What is the latest Form 5500 filing year for Optima Tax Relief, LLC?

The latest loaded Form 5500 filing year for Optima Tax Relief, LLC is 2023.

Optima Tax Relief, LLC — 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, Optima Tax Relief, LLC (EIN 27-2793788) is a plan sponsor located in Santa Ana, CA 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: 27-2793788
Location: Santa Ana, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,056,566
Total reported liabilities (EOY): $27,039
Total reported net assets (EOY): $13,029,527

Contributions & income

Employer contributions: $426,277
Participant contributions: $1,414,452
Total income / additions: $3,827,462

Expenses & distributions

Benefits paid / distributions: $1,396,169
Total expenses: $1,491,848
Net increase / (decrease): $2,335,614

Coverage

Total reported participants: 1,162
Plans with financial statements: 1
Plans with provider compensation: 1

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

Optima Tax Relief, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Optima Tax Relief, LLC 401(K) Profit Sharing Plan	001	625	$13,056,566	2023
Optima Tax Relief, LLC Health And Welfare Plan	501	537	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 Optima Tax Relief, LLC
Year	Plan	Participants	Schedules	Filing
2023	Optima Tax Relief, LLC Health And Welfare Plan	537	—	20240719194017NAL0007890913001
2023	Optima Tax Relief, LLC 401(K) Profit Sharing Plan	625	H, C	20240920121219NAL0004424803001