Optim Group Retirement Plan — Form 5500 plan (Optim 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, Optim Group Retirement Plan is a benefit plan reported by Optim Group, LLC under EIN 66-0734485 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $629,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optim Group, LLC
- EIN
- 66-0734485
- Plan number
- 001
- Plan type
- 2
- Location
- Rio Piedras, PR
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $629,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240415151730NAL0002200017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $629,963
- Net assets (EOY)
- $629,963
- Net assets (BOY)
- $556,437
Income & contributions
- Total income / additions
- $82,150
Expenses & distributions
- Total expenses
- $8,624
- Net increase / (decrease)
- $73,526
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.