2023 Form 5500 filing — Optim Group Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240415151730NAL0002200017001) for Optim Group Retirement Plan, reported by Optim Group, LLC under EIN 66-0734485 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240415151730NAL0002200017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Optim Group, LLC
- EIN
- 66-0734485
- Plan number
- 001
- Location
- Rio Piedras, PR
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $629,963
- Net assets (EOY)
- $629,963
- Total income / additions
- $82,150
- Total expenses
- $8,624
- Net increase / (decrease)
- $73,526
- Schedule source
- Schedule I