Optiwealth, LLC

Wayland, MA

Massachusetts

Registered In

08/08/2012

Incorp. Date

Company Summary

Optiwealth, LLC at 59 Draper Rd, Wayland, Ma 01778 lists Ira G. Sager of Wayland, MA and Ira Sager as associates.

59 DRAPER RD, WAYLAND, MA 01778 View Map

Form 5500

59 Draper Road, Wayland, Ma 01778 (617) 721-3089 EIN:46-1081455 Plan Admin:Ira Sager

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOPTIWEALTH LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$838,991 / $722,806	2022	OPTIWEALTH LLC 401(K) PLAN - Plan #001	2 / 2	$838,991 / $722,806
2021	Plan NameOPTIWEALTH LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$729,562 / $838,991	2021	OPTIWEALTH LLC 401(K) PLAN - Plan #001	2 / 2	$729,562 / $838,991
2020	Plan NameOPTIWEALTH LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$460,969 / $729,562	2020	OPTIWEALTH LLC 401(K) PLAN - Plan #001	2 / 2	$460,969 / $729,562

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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