Optima Diversified Insurance Agency, LLC
San Rafael, CA, 94901
- Plans
- 2
- Total participants
- 40
- Filing years
- 2022, 2021, 2020
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2022 | Form 5500-SF | 001 | Optima Financial 401(K) Profit Sharing Plan | 0 |
| 2022 | Form 5500-SF | 001 | Optima Financial 401(K) Profit Sharing Plan | 0 |
| 2022 | Form 5500-SF | 002 | Optima Financial Cash Balance Plan | 0 |
| 2021 | Form 5500-SF | 001 | Optima Financial 401(K) Profit Sharing Plan | 11 |
| 2021 | Form 5500-SF | 002 | Optima Financial Cash Balance Plan | 12 |
| 2020 | Form 5500-SF | 001 | Optima Financial 401(K) Profit Sharing Plan | 9 |
| 2020 | Form 5500-SF | 002 | Optima Financial Cash Balance Plan | 8 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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