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
2020	Plan NameOPTIMA FINANCIAL CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$998,983 / $1,015,693	2020	OPTIMA FINANCIAL CASH BALANCE PLAN - Plan #002	9 / 10	$998,983 / $1,015,693
2020	Plan NameOPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$442,717 / $532,389	2020	OPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$442,717 / $532,389
2019	Plan NameOPTIMA FINANCIAL CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$735,104 / $998,983	2019	OPTIMA FINANCIAL CASH BALANCE PLAN - Plan #002	9 / 9	$735,104 / $998,983
2019	Plan NameOPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$321,400 / $442,717	2019	OPTIMA FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001	10 / 10	$321,400 / $442,717