2023 Form 5500 filing — Optimal Computer Aided Engineering, Inc. Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250331154047NAL0006505633001) for Optimal Computer Aided Engineering, Inc. Retirement Savings Plan, reported by Optimal Computer Aided Engineering, Inc. under EIN 38-2714098 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,466,501
Participants174
Provider compensation$10.3K3 Schedule C row(s)$10,334
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250331154047NAL0006505633001
Plan sponsor
Optimal Computer Aided Engineering, Inc.
EIN
38-2714098
Plan number
001
Location
Plymouth, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$483.8K
Full reported line items
Total assets (EOY)
$6,466,501
Total liabilities (EOY)
$0
Net assets (EOY)
$6,466,501
Participant contributions
$483,762
Total income / additions
$1,544,374
Benefits paid
$1,422,571
Administrative expenses
$1,656
Total expenses
$1,425,881
Net increase / (decrease)
$118,493
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $8.7K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $1.7K · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250331154047NAL0006505633001 cover?
It is the 2023 Form 5500 filing for Optimal Computer Aided Engineering, Inc. Retirement Savings Plan, reported by Optimal Computer Aided Engineering, Inc. (EIN 38-2714098).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages