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OPTIMA HOSPITALITY & IMPORT EX — OPTIMA HOSPITALITY & IMPORT EX 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240530081946NAL0013243169001
OPTIMA HOSPITALITY & IMPORT EX
Form 5500-SF
FILING_RECEIVED
OPTIMA HOSPITALITY & IMPORT EX 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
2
Plan assets (EOY)
$8K
Net assets (EOY)
$8K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OPTIMA HOSPITALITY & IMPORT EX
.
Find decision makers
Plan sponsor
Name
OPTIMA HOSPITALITY & IMPORT EX
EIN
45-5166851
Address
17945 SKY PARK CIR STE D · IRVINE, CA · 92614
Phone
(310) 490-1255
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
FETCHFIND
FETCHFIND 401(K) PLAN
$8K · 2 participants
MAGUIRE THERAPY SERVICES INC
MAGUIRE THERAPY SERVICES INC
$8K · 8 participants
ROWBERG DISTRIBUTOR USA INC
ROWBERG DISTRIBUTOR USA INC - 401K
$8K · 3 participants
REDLANDS PET CLINIC INC
REDLANDS PET CLINIC INC 401(K) PLAN
$8K · 9 participants
OAKLAND FUELS TANK WAGON LLC
OAKLAND FUELS
$8K · 24 participants
65
Knocking points off
Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HELPING HANDS MOVING SERVICE LLC
HELPING HANDS MOVING SERVICE 401(K) PLAN
$8K · 4 participants
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