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OPTIMA ASSET MANAGEMENT LLC

Company Details

Name: OPTIMA ASSET MANAGEMENT LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 20 Nov 2018 (6 years ago) (Companies founded in November 2018)
Entity Number: 5446380
ZIP code: 10153 (Companies in New York, 10153)
County: New York
Place of Formation: Delaware
Address: ATTN: KEITH M. BLOOMFIELD, 767 5TH AVENUE, 6TH FLOOR, NEW YORK, NY, United States, 10153

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 841788752 2024-06-21 OPTIMA ASSET MANAGEMENT LLC 30
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Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 812990
Sponsor’s telephone number 2124843040
Plan sponsor’s address 10 EAST 53RD STREET 29TH FLOOR, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2024-06-21
Name of individual signing GEOFFREY LEWIS
OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 841788752 2023-04-20 OPTIMA ASSET MANAGEMENT LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 812990
Sponsor’s telephone number 2124843040
Plan sponsor’s address 10 EAST 53RD STREET 32ND FLOOR, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2023-04-20
Name of individual signing GEOFFREY LEWIS
OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 841788752 2022-04-25 OPTIMA ASSET MANAGEMENT LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 812990
Sponsor’s telephone number 2124843040
Plan sponsor’s address 10 EAST 53RD STREET 32ND FLOOR, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2022-04-25
Name of individual signing GEOFFREY LEWIS
OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 841788752 2021-04-05 OPTIMA ASSET MANAGEMENT LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 812990
Sponsor’s telephone number 2124843040
Plan sponsor’s address 10 EAST 53RD STREET 29TH FLOOR, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2021-04-05
Name of individual signing GEOFFREY LEWIS
OPTIMA ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 841788752 2020-05-08 OPTIMA ASSET MANAGEMENT LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-07-01
Business code 812990
Sponsor’s telephone number 2124843040
Plan sponsor’s address 10 EAST 53RD STREET 29TH FLOOR, NEW YORK, NY, 10022

Signature of

Role Plan administrator
Date 2020-05-08
Name of individual signing GEOFFREY LEWIS

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent ATTN: KEITH M. BLOOMFIELD, 767 5TH AVENUE, 6TH FLOOR, NEW YORK, NY, United States, 10153

Filings

Filing Number Date Filed Type Effective Date
190702000869 2019-07-02 CERTIFICATE OF AMENDMENT 2019-07-02
181120000410 2018-11-20 APPLICATION OF AUTHORITY 2018-11-20

Date of last update: 22 Nov 2024

Sources: New York Secretary of State