Logo

OPTIMIST INTERNATIONAL 401k Plan overview

Plan NameOPTIMIST INTERNATIONAL
Plan identification number 002

OPTIMIST INTERNATIONAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

OPTIMIST INTERNATIONAL has sponsored the creation of one or more 401k plans.

Company Name:OPTIMIST INTERNATIONAL
Employer identification number (EIN):430443279
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTIMIST INTERNATIONAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022013-01-01
0022012-01-01BENNY ELLERBE2013-04-17
0022011-01-01BENNY ELLERBE2012-07-09
0022010-01-01BENNY ELLERBE2011-10-17

Plan Statistics for OPTIMIST INTERNATIONAL

401k plan membership statisitcs for OPTIMIST INTERNATIONAL

Measure Date Value
2025: OPTIMIST INTERNATIONAL 2025 401k membership
Total number of particpants at beginning of year2025-09-2243
Total number of particpants at end of year2025-09-2241
Number of Participants With Account Balances2025-09-2239
2024: OPTIMIST INTERNATIONAL 2024 401k membership
Total number of particpants at beginning of year2024-07-0845
Total number of particpants at end of year2024-07-0843
Number of Participants With Account Balances2024-07-0841

Financial Data on OPTIMIST INTERNATIONAL

Measure Date Value
2025 : OPTIMIST INTERNATIONAL 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-220
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-22621072
Net assets as of the end of the plan year2025-09-223243048
Total assets as of the beginning of the plan year2025-09-223233192
Value of plan covered by a fidelity bond2025-09-221000000
Participant contributions to plan in this plan year2025-09-22135334
Value of participant loans at end of plan year2025-09-22109872
Other expenses paid from plan in this plan year2025-09-220
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-22394651
Plan net income in this plan year2025-09-229856
Net assets as of the end of the plan year2025-09-223243048
Net assets as of the beginning of the plan year2025-09-223233192
Value of contributions failed to transmitted timely2025-09-224806
Employer contributions to plan in this plan year2025-09-22100943
Fees paid to broker by Benefit Provider2025-09-225864
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-226410
2024 : OPTIMIST INTERNATIONAL 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-08339896
Net assets as of the end of the plan year2024-07-083233192
Total assets as of the beginning of the plan year2024-07-082925438
Value of plan covered by a fidelity bond2024-07-081000000
Participant contributions to plan in this plan year2024-07-08117027
Value of participant loans at end of plan year2024-07-08140594
Other expenses paid from plan in this plan year2024-07-080
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-08443153
Plan net income in this plan year2024-07-08307754
Net assets as of the end of the plan year2024-07-083233192
Net assets as of the beginning of the plan year2024-07-082925438
Employer contributions to plan in this plan year2024-07-0887470
Fees paid to broker by Benefit Provider2024-07-087812
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-086191

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup