Optima Chemical Group, LLC 401(K) Plan — Form 5500 plan (Optima Chemical Group, 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, Optima Chemical Group, LLC 401(K) Plan is a benefit plan reported by Optima Chemical Group, LLC under EIN 58-2264211 and plan number 003. The latest loaded filing year is 2023. The filing reports 301 participants and $9,051,844 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Optima Chemical Group, LLC
EIN
58-2264211
Plan number
003
Plan type
2
Location
Douglas, GA
Latest filing year
2023
Participants
301
End-of-year plan assets
$9,051,844

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20240820125438NAL0005937378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,051,844
Total liabilities (EOY)
$0
Net assets (EOY)
$9,051,844
Net assets (BOY)
$8,535,186

Income & contributions

Employer contributions
$287,859
Participant contributions
$534,904
Total contributions
$822,763
Total income / additions
$2,148,690

Expenses & distributions

Benefits paid
$1,630,462
Administrative expenses
$1,570
Total expenses
$1,632,032
Net increase / (decrease)
$516,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyBROKER/ADVISER$0$20,9452023
Empower Annuity Ins Company Of AmerRECORDKEEPER$1,239$02023

Related Form 5500 pages