Optimum Employer Solutions Retirement Plan — Form 5500 plan (Optimum Employer Solutions)
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, Optimum Employer Solutions Retirement Plan is a benefit plan reported by Optimum Employer Solutions under EIN 76-0828248 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,359 participants and $91,693,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optimum Employer Solutions
- EIN
- 76-0828248
- Plan number
- 001
- Plan type
- 3
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 2,359
- End-of-year plan assets
- $91,693,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,359 | H, C | 20241014194659NAL0028176449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,693,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,693,490
- Net assets (BOY)
- $61,393,911
Income & contributions
- Employer contributions
- $3,163,450
- Participant contributions
- $9,242,814
- Total contributions
- $13,773,179
- Total income / additions
- $27,185,900
Expenses & distributions
- Benefits paid
- $6,362,986
- Administrative expenses
- $451,366
- Total expenses
- $6,872,630
- Net increase / (decrease)
- $20,313,270
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $367,575 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management | INVESTMENT MANAGEMENT | $51,764 | not reported in the loaded dataset | 2023 |
| Optimum Employer Solutions | PLAN ADMINISTRATOR | $32,027 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Optimum Employer Solutions
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Slavic Integrated Administration — Schedule C compensation
- Slavic Mutual Fund Management — Schedule C compensation
- Optimum Employer Solutions — Schedule C compensation