Optimal Capital Advisors LLC
Michigan
Michigan
Registered In
06/29/2006
Incorp. Date
Company Summary
Optimal Capital Advisors LLC in Michigan lists Joseph (Jay) Batcha of Traverse City, MI.
Overview
Registered In
Michigan
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
Joseph (Jay) Batcha
Registered Agent
|
12935 SW BAYSHORE DR STE 305, TRAVERSE CITY, MI 49684
(View Past Addresses)
|
Financials
Financial Information for Optimal Capital Advisors LLC
Form 5500
OPTIMAL CAPITAL ADVISORS, LLC
12935 S W Bay Shore Dr., Suite 305, Traverse City, Mi 49684 (231) 933-4677 EIN:20-4831553 Plan Admin:Jay Batcha| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameOPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$341,529 / $325,624 | 2022 | OPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN - Plan #002 | 3 / 2 | $341,529 / $325,624 |
| 2022 | Plan NameOPTIMAL CAPITAL ADVISORS 401K PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$47,506 / $37,797 | 2022 | OPTIMAL CAPITAL ADVISORS 401K PLAN - Plan #001 | 4 / 3 | $47,506 / $37,797 |
| 2021 | Plan NameOPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$257,834 / $341,529 | 2021 | OPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN - Plan #002 | 3 / 3 | $257,834 / $341,529 |
| 2021 | Plan NameOPTIMAL CAPITAL ADVISORS 401K PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$38,408 / $47,506 | 2021 | OPTIMAL CAPITAL ADVISORS 401K PLAN - Plan #001 | 4 / 4 | $38,408 / $47,506 |
| 2020 | Plan NameOPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$342,252 / $257,834 | 2020 | OPTIMAL CAPITAL ADVISORS CASH BALANCE PLAN - Plan #002 | 3 / 3 | $342,252 / $257,834 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OPTIMAL CAPITAL ADVISORS LLC
12935 S West Bay Shore Dr Ste 305, Traverse City, MI 49684-6258 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/27/2021 | Approved$45,885 Forgiven$46,292 LenderIndependent Bank Jobs4 | 02/27/2021 | $45,885 | $46,292 | Independent Bank | 4 |
| 04/14/2020 | Approved$15,157 Forgiven$15,250 LenderIndependent Bank Jobs2 | 04/14/2020 | $15,157 | $15,250 | Independent Bank | 2 |
PPP Loans based on Paycheck Protection Program.
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F.W. Cassedy & Bro., Inc.
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Mediscribe Corporation
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Michael Lawrence Smith, P.L.C.
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Midwest Storage Group, LLC
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Pirate's Cove Gwinnett County, Inc., a Michigan Corporation
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Slender You By Christy Sue, Inc.
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Sweat Shop Gym and Aerobics Inc.
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Tailored Systems, LTD.
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Tc Lodging, LLC
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Thornbury Royalty, LLC
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Tl Schaub Land, LLC
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Sources
The following government agencies have contributed data:
• Department of Licensing and Regulatory Affairs • U.S. Department of Labor • U.S. Small Business Administration
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