Optima Diversified Insurance Agency, LLC
California
Registered In
01/11/2010
Incorp. Date
Company Summary
Optima Diversified Insurance Agency, LLC at 1101 5th Ave 350, San Rafael, Ca 94901 lists Bruce Donaldson of Summit, NJ as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Registered Agent Solutions, Inc.
Registered 1505 Agent
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5301 SOUTHWEST PKWY STE 400, AUSTIN, TX 78735
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Bruce Donaldson
Manager
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Showing current associates only (2 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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1101 5TH AVE 350, SAN RAFAEL, CA 94901
View Map
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86 SUMMIT AVE STE 303, SUMMIT, NJ 07901
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Optima Diversified Insurance Agency, LLC
Form 5500
OPTIMA DIVERSIFIED INSURANCE AGENCY, LLC
1101 5th Avenue, Suite 350, San Rafael, Ca 94901 (415) 515-5005 EIN:27-1896934 Plan Admin:Jon Salomon| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$43,552 / $0 | 2023 | OPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 2 / 0 | $43,552 / $0 |
| 2022 | Plan NameOPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 2 Assets BOY/EOY$664,141 / $43,552 | 2022 | OPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 16 / 2 | $664,141 / $43,552 |
| 2022 | Plan NameOPTIMA FINANCIAL CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 0 Assets BOY/EOY$1,203,403 / $0 | 2022 | OPTIMA FINANCIAL CASH BALANCE PLAN - Plan #002 | 12 / 0 | $1,203,403 / $0 |
| 2021 | Plan NameOPTIMA FINANCIAL CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,015,693 / $1,203,403 | 2021 | OPTIMA FINANCIAL CASH BALANCE PLAN - Plan #002 | 10 / 12 | $1,015,693 / $1,203,403 |
| 2021 | Plan NameOPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$532,389 / $664,141 | 2021 | OPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 14 / 15 | $532,389 / $664,141 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
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Optima Diversified Insurance Agency, LLC
Registered in New York
|
Albany, NY | View Report | |
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Optima Diversified Insurance Agency, LLC
Registered in Virginia
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San Rafael, CA Mechanicsville, VA | View Report | |
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Optima Diversified Insurance Agency, LLC
Registered in Florida
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Summit, NJ Tallahassee, FL | View Report | |
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Optima Diversified Insurance Agency, LLC
Registered in Massachusetts
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Summit, NJ Boston, MA (1 more) | View Report |
Person/City Match:Bruce Donaldson - Summit, NJ
|
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Simplicity Financial Distributors Inc.
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Charleston, WV Summit, NJ | View Report | |
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Algren Associates, Inc.
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Summit, NJ | View Report | |
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America's First Financial Corporation
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Insurmark, Inc.
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|
Phoenix, AZ Summit, NJ | View Report | |
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Simplicity Financial Distributors Inc.
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|
Boston, MA Summit, NJ | View Report | |
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Simplicity Financial Marketing Inc.
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Simplicity Life Inc.
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The Annuity Source, Inc.
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Total Financial & Insurance Services, LLC
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First Income Advisors, LLC
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Insurance Network America, Inc. Inc.
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Paul, MN | View Report | |
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Insurmark, Inc.
Registered in Minnesota
|
Paul, MN | View Report | |
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Simplicity Life Inc.
Registered in Minnesota
|
Paul, MN Summit, NJ | View Report | |
|
Was Insurance Llc LLC
Registered in Minnesota
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Omaha, NE Paul, MN (1 more) | View Report | |
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Advisors Financial Group, Inc.
Registered in North Carolina
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Raleigh, NC Summit, NJ | View Report | |
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America's First Financial Corporation
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report | |
|
Financial Security Associates, Inc.
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report | |
|
Lone Beacon Media LLC
Registered in North Carolina
|
Raleigh, NC Summit, NJ (1 more) | View Report | |
|
Simplicity Life Inc.
Registered in New Hampshire
|
Summit, NJ | View Report |
Address Match:86 Summit Ave Summit, NJ
Address Match:86 Summit Ave Ste 303 Summit, NJ
|
Futurity First Insurance Agency Inc.
Registered in New Mexico
|
Dover, DE Espanola, NM (1 more) | View Report | |
|
Independent Planners Group, LLC
Registered in Massachusetts
|
Summit, NJ Scottsdale, AZ | View Report | |
|
Lenz Financial Group, Inc.
Registered in Oregon
|
Portland, OR Summit, NJ | View Report | |
|
Lone Beacon Media LLC
Registered in Florida
|
Summit, NJ Lakewood Ranch, FL (1 more) | View Report | |
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Producer Resources Inc.
Registered in Massachusetts
|
Summit, NJ Downers Grove, IL | View Report | |
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The Sunderland Group of North Dakota, LTD.
Registered in Virginia
|
Mechanicsville, VA Summit, NJ (1 more) | View Report | |
|
Triton Brokerage Group, Inc.
Registered in Massachusetts
|
Boston, MA Summit, NJ (1 more) | View Report | |
|
Was Insurance, LLC
Registered in Massachusetts
|
Summit, NJ Elkhorn, NE (2 more) | View Report | |
|
Simplicity Financial Distributors Inc.
Registered in Idaho
|
Hartford, CT Summit, NJ | View Report | |
|
Simplicity Life Inc.
Registered in Idaho
|
Hartford, CT Summit, NJ | View Report | |
|
Insurmark, Inc.
Registered in North Carolina
|
Raleigh, NC Summit, NJ | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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