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OPTISOURCE 401(K) PLAN 401k Plan overview

Plan NameOPTISOURCE 401(K) PLAN
Plan identification number 001

OPTISOURCE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='371452879' AND PlanID='001'

401k Sponsoring company profile

OPTISOURCE, LLC has sponsored the creation of one or more 401k plans.

Company Name:OPTISOURCE, LLC
Employer identification number (EIN):371452879
NAIC Classification:424210
NAIC Description:Drugs and Druggists' Sundries Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTISOURCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SANDY OTTO2024-05-01 SANDY OTTO2024-05-01
0012022-01-01SANDY OTTO2023-02-01 SANDY OTTO2023-02-01
0012021-01-01SANDY OTTO2022-08-26 SANDY OTTO2022-08-26
0012020-01-01SANDY OTTO2021-10-12 SANDY OTTO2021-10-12

Financial Data on OPTISOURCE 401(K) PLAN

Measure Date Value
2025 : OPTISOURCE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-29100
Net assets as of the end of the plan year2025-04-29874371
Total assets as of the beginning of the plan year2025-04-29626765
Value of plan covered by a fidelity bond2025-04-2988000
Participant contributions to plan in this plan year2025-04-2998296
Other expenses paid from plan in this plan year2025-04-290
Other income to plan in this plan year2025-04-29105450
Plan net income in this plan year2025-04-29247606
Net assets as of the end of the plan year2025-04-29874371
Net assets as of the beginning of the plan year2025-04-29626765
Employer contributions to plan in this plan year2025-04-2943960
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29100
2024 : OPTISOURCE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-01100
Net assets as of the end of the plan year2024-05-01626765
Total assets as of the beginning of the plan year2024-05-01399801
Value of plan covered by a fidelity bond2024-05-0163000
Participant contributions to plan in this plan year2024-05-0193827
Other expenses paid from plan in this plan year2024-05-010
Other income to plan in this plan year2024-05-0192244
Plan net income in this plan year2024-05-01226964
Net assets as of the end of the plan year2024-05-01626765
Net assets as of the beginning of the plan year2024-05-01399801
Employer contributions to plan in this plan year2024-05-0140993
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-01100

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