Optomi, LLC 401(K) Plan — Form 5500 plan (Optomi, LLC)

Plain-English plan 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, Optomi, LLC 401(K) Plan is a benefit plan reported by Optomi, LLC under EIN 30-0747677 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,260 participants and $8,477,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Optomi, LLC
EIN
30-0747677
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
2,260
End-of-year plan assets
$8,477,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,260H, C20241003142017NAL0004911379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,477,998
Total liabilities (EOY)
$4
Net assets (EOY)
$8,477,994
Net assets (BOY)
$5,083,385

Income & contributions

Employer contributions
$469
Participant contributions
$2,931,354
Total contributions
$3,533,232
Total income / additions
$4,787,172

Expenses & distributions

Benefits paid
$1,315,383
Administrative expenses
$63,587
Total expenses
$1,392,563
Net increase / (decrease)
$3,394,609

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,777$02023
Northwestern Mutual Wealth Mgmt CoADVISOR$29,579not reported in the loaded dataset2023

Related Form 5500 pages