2023 Form 5500 filing — Section 403(B) Retirement Plan For Optimus Health Care, Inc.
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 20250430134719NAL0001941681001) for Section 403(B) Retirement Plan For Optimus Health Care, Inc., reported by Optimus Health Care, Inc. under EIN 06-0972166 and plan number 001. It reports 608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430134719NAL0001941681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Optimus Health Care, Inc.
- EIN
- 06-0972166
- Plan number
- 001
- Location
- Bridgeport, CT
- Participants
- 608
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,498,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,498,672
- Employer contributions
- $788,619
- Participant contributions
- $1,191,263
- Total income / additions
- $5,506,192
- Benefits paid
- $3,984,758
- Administrative expenses
- $66,378
- Total expenses
- $4,052,229
- Net increase / (decrease)
- $1,453,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $48,391 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,987 | $0 |