Section 403(B) Retirement Plan For Optimus Health Care, Inc. — Form 5500 plan (Optimus Health Care, Inc.)

Plain-English plan 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, Section 403(B) Retirement Plan For Optimus Health Care, Inc. is a benefit plan reported by Optimus Health Care, Inc. under EIN 06-0972166 and plan number 001. The latest loaded filing year is 2023. The filing reports 608 participants and $25,498,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Optimus Health Care, Inc.
EIN
06-0972166
Plan number
001
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
608
End-of-year plan assets
$25,498,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023608H, C20250430134719NAL0001941681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,498,672
Total liabilities (EOY)
$0
Net assets (EOY)
$25,498,672
Net assets (BOY)
$24,044,709

Income & contributions

Employer contributions
$788,619
Participant contributions
$1,191,263
Total contributions
$1,992,899
Total income / additions
$5,506,192

Expenses & distributions

Benefits paid
$3,984,758
Administrative expenses
$66,378
Total expenses
$4,052,229
Net increase / (decrease)
$1,453,963

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services LLCINVESTMENT ADVISOR$48,391not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,987$02023

Related Form 5500 pages