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OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameOPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN
Plan identification number 001

OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OPTIMUM PERFORMANCE TRAINING, INC. has sponsored the creation of one or more 401k plans.

Company Name:OPTIMUM PERFORMANCE TRAINING, INC.
Employer identification number (EIN):711053264
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01LEIGHANNE FITZGERALD2021-09-27
0012019-01-01LEIGHANNE FITZGERALD2020-08-06
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01LEIGHANNE FITZGERALD2016-07-13 LEIGHANNE FITZGERALD2016-07-13
0012014-01-01LEIGHANNE FITZGERALD2015-05-14 LEIGHANNE FITZGERALD2015-05-14
0012013-01-01LEIGHANNE FITZGERALD2014-07-17 LEIGHANNE FITZGERALD2014-07-17
0012012-12-15LEIGHANNE FITZGERALD2013-07-12 LEIGHANNE FITZGERALD2013-07-12

Financial Data on OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-250
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-25638491
Net assets as of the end of the plan year2025-09-251554776
Total assets as of the beginning of the plan year2025-09-251660547
Value of plan covered by a fidelity bond2025-09-25200000
Participant contributions to plan in this plan year2025-09-2585150
Value of participant loans at end of plan year2025-09-25100
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-25323890
Other income to plan in this plan year2025-09-2595099
Plan net income in this plan year2025-09-25-105771
Net assets as of the end of the plan year2025-09-251554776
Net assets as of the beginning of the plan year2025-09-251660547
Employer contributions to plan in this plan year2025-09-2528581
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-255600
2024 : OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-200
Total liabilities as of the end of the plan year2024-05-200
Total liabilities as of the beginning of the plan year2024-05-200
Total expenses incurred by plan in this plan year2024-05-20208183
Net assets as of the end of the plan year2024-05-201660547
Total assets as of the beginning of the plan year2024-05-201476578
Value of plan covered by a fidelity bond2024-05-20150000
Participant contributions to plan in this plan year2024-05-20132481
Value of participant loans at end of plan year2024-05-2040233
Other expenses paid from plan in this plan year2024-05-200
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-20207738
Plan net income in this plan year2024-05-20183969
Net assets as of the end of the plan year2024-05-201660547
Net assets as of the beginning of the plan year2024-05-201476578
Employer contributions to plan in this plan year2024-05-2051933
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-204831
2020 : OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$265,080
Expenses. Total of all expenses incurred2020-12-31$2,878
Total plan assets at end of year2020-12-31$1,191,456
Total plan assets at beginning of year2020-12-31$929,254
Value of fidelity bond covering the plan2020-12-31$125,000
Total contributions received or receivable from participants2020-12-31$126,234
Other income received2020-12-31$88,810
Net income (gross income less expenses)2020-12-31$262,202
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,191,456
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$929,254
Total contributions received or receivable from employer(s)2020-12-31$50,036
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,878
2019 : OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$288,610
Expenses. Total of all expenses incurred2019-12-31$162,105
Benefits paid (including direct rollovers)2019-12-31$159,580
Total plan assets at end of year2019-12-31$929,254
Total plan assets at beginning of year2019-12-31$802,749
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$119,425
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$129,888
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$126,505
Net plan assets at end of year (total assets less liabilities)2019-12-31$929,254
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$802,749
Total contributions received or receivable from employer(s)2019-12-31$39,297
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$76,148
Expenses. Total of all expenses incurred2018-12-31$55,398
Benefits paid (including direct rollovers)2018-12-31$52,667
Total plan assets at end of year2018-12-31$802,749
Total plan assets at beginning of year2018-12-31$781,999
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$106,025
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-60,945
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$20,750
Net plan assets at end of year (total assets less liabilities)2018-12-31$802,749
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$781,999
Total contributions received or receivable from employer(s)2018-12-31$31,068
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$386,605
Expenses. Total of all expenses incurred2017-12-31$3,479
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$781,999
Total plan assets at beginning of year2017-12-31$398,873
Value of fidelity bond covering the plan2017-12-31$40,000
Total contributions received or receivable from participants2017-12-31$121,815
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$139,696
Other income received2017-12-31$89,420
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$383,126
Net plan assets at end of year (total assets less liabilities)2017-12-31$781,999
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$398,873
Total contributions received or receivable from employer(s)2017-12-31$35,674
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,479
2016 : OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$157,067
Expenses. Total of all expenses incurred2016-12-31$3,544
Total plan assets at end of year2016-12-31$398,873
Total plan assets at beginning of year2016-12-31$245,350
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$98,959
Expenses. Other expenses not covered elsewhere2016-12-31$3,544
Other income received2016-12-31$25,379
Net income (gross income less expenses)2016-12-31$153,523
Net plan assets at end of year (total assets less liabilities)2016-12-31$398,873
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$245,350
Total contributions received or receivable from employer(s)2016-12-31$32,729

Form 5500 Responses for OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN

2020: OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OPTIMUM PERFORMANCE TRAINING 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number619196
Policy instance 1

Potentially related plans

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