How big is Optimal Health Concepts Inc.'s plan?

Optimal Health Concepts Inc.'s plan reported $180K in assets and 2 participants for 2023.

Original filing (PDF)20241005051024NAL0006254339001

Optimal Health Concepts Inc.

Name: Optimal Health Concepts Inc. — Form 5500 (2023)
Creator: Optimal Health Concepts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Optimal Health Concepts Inc. held $180K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

GREG Jones signed Optimal Health Concepts Inc.'s 2023 Form 5500 as plan administrator.

GREG Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Optimal Health Concepts Inc.'s EIN is 83-4668483.

EIN 83-4668483

Plan number 001

Plan year 2023

ACK ID 20241005051024NAL0006254339001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Optimal Health Concepts Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Optimal Health Concepts Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTIMAL HEALTH CONCEPTS INC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

OPTIMAL HEALTH CONCEPTS INC

EIN

all filings

Address

5528 HOLLY RIDGE DR · CAMARILLO, CA · 93012

Phone

(805) 807-5337

Industry

Retail Trade

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

2024-10-05

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 Retail Trade plans

Synergy Wellness Center, LLC

Synergy Wellness Center 401(k) Plan

$180K · 21 participants

Ahmed Elsayed Dental Corporation

Ahmed Elsayed Dental Corporation 401(k) Plan

$179K · 7 participants

Jivanjyot Inc.

Jivanjyot Inc. 401(k) P/S Plan

$181K · 5 participants

Torres Global, Inc.

Torres Global, Inc. 401(k) Plan

$181K · 3 participants

Sweat Equity Group, LLC

Sweat Equity Group 401(k) Plan

$182K · 21 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.