How big is Optima Financial, Inc.'s plan?

Optima Financial, Inc.'s plan reported $99K in assets and 5 participants for 2024.

Original filing (PDF)20251002170534NAL0001712018001

Optima Financial, Inc.

Name: Optima Financial, Inc. — Optima Financial, Inc., Form 5500 (2024)
Creator: Optima Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Optima Financial, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Optima Financial, Inc.'s Optima Financial, Inc. 401(k) Profit Sharing Plan held $99K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

People on this filing

Jeffrey GORE signed Optima Financial, Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey GORE — 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

Optima Financial, Inc.'s EIN is 84-1464210.

EIN 84-1464210

Plan number 001

Plan year 2024

ACK ID 20251002170534NAL0001712018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Optima Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Optima Financial, 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 OPTIMA FINANCIAL, INC..

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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