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OPTIMA FOOT AND ANKLE RETIREMENT TRUST 401k Plan overview

Plan NameOPTIMA FOOT AND ANKLE RETIREMENT TRUST
Plan identification number 001

OPTIMA FOOT AND ANKLE RETIREMENT TRUST 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

OPTIMA FOOT AND ANKLE has sponsored the creation of one or more 401k plans.

Company Name:OPTIMA FOOT AND ANKLE
Employer identification number (EIN):931267282
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPTIMA FOOT AND ANKLE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-08-12
0012022-01-01KAREN SAVAGE2023-06-30
0012021-01-01KAREN SAVAGE2022-07-07
0012020-01-01KAREN SAVAGE2021-07-10
0012019-01-01KAREN L. SAVAGE2020-07-19
0012018-01-01KAREN SAVAGE2019-07-02
0012017-01-01KAREN SAVAGE2018-07-11
0012016-01-01KAREN L. SAVAGE2017-08-16
0012015-01-01KAREN SAVAGE2016-07-05
0012014-03-01KAREN SAVAGE2015-06-24 KAREN SAVAGE2015-06-24

Plan Statistics for OPTIMA FOOT AND ANKLE RETIREMENT TRUST

401k plan membership statisitcs for OPTIMA FOOT AND ANKLE RETIREMENT TRUST

Measure Date Value
2025: OPTIMA FOOT AND ANKLE RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-3013
Total number of particpants at end of year2025-06-3014
Number of Participants With Account Balances2025-06-3014
2024: OPTIMA FOOT AND ANKLE RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-1212
Total number of particpants at end of year2024-08-1213
Number of Participants With Account Balances2024-08-1213

Financial Data on OPTIMA FOOT AND ANKLE RETIREMENT TRUST

Measure Date Value
2025 : OPTIMA FOOT AND ANKLE RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-301730
Net assets as of the end of the plan year2025-06-301528476
Total assets as of the beginning of the plan year2025-06-301159892
Value of plan covered by a fidelity bond2025-06-3015000
Participant contributions to plan in this plan year2025-06-30117155
Value of participant loans at end of plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-30206467
Plan net income in this plan year2025-06-30368584
Net assets as of the end of the plan year2025-06-301528476
Net assets as of the beginning of the plan year2025-06-301159892
Employer contributions to plan in this plan year2025-06-3046692
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-301730
2024 : OPTIMA FOOT AND ANKLE RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-121566
Net assets as of the end of the plan year2024-08-121159892
Total assets as of the beginning of the plan year2024-08-12825305
Value of plan covered by a fidelity bond2024-08-1215000
Participant contributions to plan in this plan year2024-08-12110248
Value of participant loans at end of plan year2024-08-120
Other contributions to plan in this plan year2024-08-120
Other income to plan in this plan year2024-08-12184721
Plan net income in this plan year2024-08-12334587
Net assets as of the end of the plan year2024-08-121159892
Net assets as of the beginning of the plan year2024-08-12825305
Employer contributions to plan in this plan year2024-08-1241184
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-121566

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