Optimizerx Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Optimizerx Corporation)
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, Optimizerx Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Optimizerx Corporation under EIN 26-1265381 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $9,279,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optimizerx Corporation
- EIN
- 26-1265381
- Plan number
- 001
- Plan type
- 2
- Location
- Clarkston, MI
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $9,279,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | I | 20240711111538NAL0032764418001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,279,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,279,001
- Net assets (BOY)
- $6,493,550
Income & contributions
- Employer contributions
- $562,983
- Participant contributions
- $1,105,257
- Total income / additions
- $3,544,360
Expenses & distributions
- Benefits paid
- $721,789
- Administrative expenses
- $37,120
- Total expenses
- $758,909
- Net increase / (decrease)
- $2,785,451
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.