OpenERISA

Optima Tax Relief, LLC

Santa Ana, CA, 92707

EIN 27-2793788
Plans
2
Total participants
4,793
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
561490
Plan sponsors in CaliforniaAdministrative, Support & Waste Management

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Optima Tax Relief, LLC 401(K) Profit Sharing Plan363
2024Form 5500501Optima Tax Relief, LLC Health And Welfare Plan365
2023Form 5500001Optima Tax Relief, LLC 401(K) Profit Sharing Plan337
2023Form 5500501Optima Tax Relief, LLC Health And Welfare Plan334
2022Form 5500001Optima Tax Relief, LLC 401(K) Profit Sharing Plan509
2022Form 5500501Optima Tax Relief, LLC Health And Welfare Plan533
2021Form 5500001Optima Tax Relief, LLC 401(K) Profit Sharing Plan564
2021Form 5500501Optima Tax Relief, LLC Health And Welfare Plan594
2020Form 5500001Optima Tax Relief, LLC 401(K) Profit Sharing Plan585
2020Form 5500501Optima Tax Relief, LLC Health And Welfare Plan609

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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