Optima Asset Management LLC
New York
New York
Registered In
11/20/2018
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Optima Asset Management LLC at New York County lists Optima Asset Management Llc of New York, NY as the associate.
- Registered In
- New York
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Foreign Limited Liability Company
- Status
- Not Available
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Optima Asset Management Llc
DOS Process
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767 5TH AVE FL 6TH, NEW YORK, NY 10153
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New York County
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Financial Information for Optima Asset Management LLC
Form 5500
OPTIMA ASSET MANAGEMENT LLC
10 East 53rd Street 29th Floor, New York, Ny 10022 (212) 484-3040 EIN:84-1788752 Plan Admin:Geoffrey Lewis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameOPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY30 / 27 Assets BOY/EOY$1,693,151 / $2,163,641 | 2023 | OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 30 / 27 | $1,693,151 / $2,163,641 |
| 2022 | Plan NameOPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY28 / 29 Assets BOY/EOY$1,981,749 / $1,693,151 | 2022 | OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 28 / 29 | $1,981,749 / $1,693,151 |
| 2021 | Plan NameOPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY25 / 27 Assets BOY/EOY$1,469,749 / $1,981,749 | 2021 | OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 25 / 27 | $1,469,749 / $1,981,749 |
| 2020 | Plan NameOPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY27 / 25 Assets BOY/EOY$1,066,765 / $1,469,749 | 2020 | OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 27 / 25 | $1,066,765 / $1,469,749 |
| 2019 | Plan NameOPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY22 / 27 Assets BOY/EOY$0 / $1,066,765 | 2019 | OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 22 / 27 | $0 / $1,066,765 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Optima Asset Management LLC
Registered in Florida
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New York, NY Palm Beach, FL (1 more) | View Report |
The following government agencies have contributed data:
New York Department of State U.S. Department of Labor
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