Optimum Hit LLC 401k Profit Sharing Plan & Trust — Form 5500 plan (Optimum Healthcare It, LLC)
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, Optimum Hit LLC 401k Profit Sharing Plan & Trust is a benefit plan reported by Optimum Healthcare It, LLC under EIN 45-4481569 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $13,155,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optimum Healthcare It, LLC
- EIN
- 45-4481569
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville Beach, FL
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $13,155,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20241012120712NAL0039804592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,155,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,155,627
- Net assets (BOY)
- $10,246,650
Income & contributions
- Employer contributions
- $526,760
- Participant contributions
- $2,487,688
- Total contributions
- $3,723,106
- Total income / additions
- $5,803,915
Expenses & distributions
- Benefits paid
- $2,787,824
- Administrative expenses
- $85,612
- Total expenses
- $2,894,938
- Net increase / (decrease)
- $2,908,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $66,797 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $32,735 | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $7,259 | $9,995 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $10,998 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | OTHER | $42 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Optimum Healthcare It, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville Beach, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation