Optima Diversified Insurance Agency, LLC

New York
Registered In
01/29/2015
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Optima Diversified Insurance Agency, LLC at Albany County lists C/O Registered Agent Solutions, Inc. of Albany, NY as the associate.

Overview

Registered In
New York
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Registered Agent Solutions, Inc. Registered Agent
99 WASHINGTON AVE STE 1008, ALBANY, NY 12260
C/O Registered Agent Solutions, Inc. DOS Process
99 WASHINGTON AVE STE 1008, ALBANY, NY 12260
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

Albany County View Map

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
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
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
San Rafael, CA Mechanicsville, VA View Report
Summit, NJ Tallahassee, FL View Report
Optima Diversified Insurance Agency, LLC Registered in California
San Rafael, CA Summit, NJ View Report
Optima Diversified Insurance Agency, LLC Registered in Massachusetts
Summit, NJ Boston, MA (1 more) View Report

Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor
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