Civic Intelligence

Spunky Optometry PC.

Plan context: Spunky Optometry PC. 401(K) Plan

EIN 20-3904783 • Newburgh, NY • 12 filings • 2 plans

1221 Route 300 Suite 103Newburgh, NY 12550
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,636,602

2023 Contributions

$78,556

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,636,602$818,301$0200820142023YearValue
$1,636,602Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200820142023YearValue
3Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202313$1,636,602$78,556$26,185iApproximate average salary by contribution assumption: employee only about $654,633 at 4% or $436,422 at 6%; with 50% employer match about $436,422 at 4% or $290,948 at 6%; with 100% employer match about $327,317 at 4% or $218,211 at 6%.
Spunky Optometry PC. 401(K) Plan-3$1,636,602$78,556$26,185iApproximate average salary by contribution assumption: employee only about $654,633 at 4% or $436,422 at 6%; with 50% employer match about $436,422 at 4% or $290,948 at 6%; with 100% employer match about $327,317 at 4% or $218,211 at 6%.
202213$1,258,771$71,645$23,882iApproximate average salary by contribution assumption: employee only about $597,042 at 4% or $398,028 at 6%; with 50% employer match about $398,028 at 4% or $265,352 at 6%; with 100% employer match about $298,521 at 4% or $199,014 at 6%.
Spunky Optometry PC. 401(K) Plan-3$1,258,771$71,645$23,882iApproximate average salary by contribution assumption: employee only about $597,042 at 4% or $398,028 at 6%; with 50% employer match about $398,028 at 4% or $265,352 at 6%; with 100% employer match about $298,521 at 4% or $199,014 at 6%.
201713$783,991$62,923$20,974iApproximate average salary by contribution assumption: employee only about $524,358 at 4% or $349,572 at 6%; with 50% employer match about $349,572 at 4% or $233,048 at 6%; with 100% employer match about $262,179 at 4% or $174,786 at 6%.
Spunky Optometry PC. 401(K) Plan-3$783,991$62,923$20,974iApproximate average salary by contribution assumption: employee only about $524,358 at 4% or $349,572 at 6%; with 50% employer match about $349,572 at 4% or $233,048 at 6%; with 100% employer match about $262,179 at 4% or $174,786 at 6%.
201613$597,688$60,045$20,015iApproximate average salary by contribution assumption: employee only about $500,375 at 4% or $333,583 at 6%; with 50% employer match about $333,583 at 4% or $222,389 at 6%; with 100% employer match about $250,188 at 4% or $166,792 at 6%.
Spunky Optometry PC. 401(K) Plan-3$597,688$60,045$20,015iApproximate average salary by contribution assumption: employee only about $500,375 at 4% or $333,583 at 6%; with 50% employer match about $333,583 at 4% or $222,389 at 6%; with 100% employer match about $250,188 at 4% or $166,792 at 6%.
201513$501,051$59,677$19,892iApproximate average salary by contribution assumption: employee only about $497,308 at 4% or $331,539 at 6%; with 50% employer match about $331,539 at 4% or $221,026 at 6%; with 100% employer match about $248,654 at 4% or $165,769 at 6%.
Spunky Optometry PC. 401(K) Plan-3$501,051$59,677$19,892iApproximate average salary by contribution assumption: employee only about $497,308 at 4% or $331,539 at 6%; with 50% employer match about $331,539 at 4% or $221,026 at 6%; with 100% employer match about $248,654 at 4% or $165,769 at 6%.
201413$441,149$52,276$17,425iApproximate average salary by contribution assumption: employee only about $435,633 at 4% or $290,422 at 6%; with 50% employer match about $290,422 at 4% or $193,615 at 6%; with 100% employer match about $217,817 at 4% or $145,211 at 6%.
Spunky Optometry PC. 401(K) Plan-3$441,149$52,276$17,425iApproximate average salary by contribution assumption: employee only about $435,633 at 4% or $290,422 at 6%; with 50% employer match about $290,422 at 4% or $193,615 at 6%; with 100% employer match about $217,817 at 4% or $145,211 at 6%.
201313$374,149$53,099$17,700iApproximate average salary by contribution assumption: employee only about $442,492 at 4% or $294,994 at 6%; with 50% employer match about $294,994 at 4% or $196,663 at 6%; with 100% employer match about $221,246 at 4% or $147,497 at 6%.
Spunky Optometry PC. 401(K) Plan-3$374,149$53,099$17,700iApproximate average salary by contribution assumption: employee only about $442,492 at 4% or $294,994 at 6%; with 50% employer match about $294,994 at 4% or $196,663 at 6%; with 100% employer match about $221,246 at 4% or $147,497 at 6%.
201213$251,207$48,524$16,175iApproximate average salary by contribution assumption: employee only about $404,367 at 4% or $269,578 at 6%; with 50% employer match about $269,578 at 4% or $179,719 at 6%; with 100% employer match about $202,183 at 4% or $134,789 at 6%.
Spunky Optometry PC. 401(K) Plan-3$251,207$48,524$16,175iApproximate average salary by contribution assumption: employee only about $404,367 at 4% or $269,578 at 6%; with 50% employer match about $269,578 at 4% or $179,719 at 6%; with 100% employer match about $202,183 at 4% or $134,789 at 6%.
201113$173,724$39,500$13,167iApproximate average salary by contribution assumption: employee only about $329,167 at 4% or $219,444 at 6%; with 50% employer match about $219,444 at 4% or $146,296 at 6%; with 100% employer match about $164,583 at 4% or $109,722 at 6%.
Spunky Optometry PC. 401(K) Plan-3$173,724$39,500$13,167iApproximate average salary by contribution assumption: employee only about $329,167 at 4% or $219,444 at 6%; with 50% employer match about $219,444 at 4% or $146,296 at 6%; with 100% employer match about $164,583 at 4% or $109,722 at 6%.
201013$146,288$46,203$15,401iApproximate average salary by contribution assumption: employee only about $385,025 at 4% or $256,683 at 6%; with 50% employer match about $256,683 at 4% or $171,122 at 6%; with 100% employer match about $192,513 at 4% or $128,342 at 6%.
Spunky Optometry PC. 401(K) Plan-3$146,288$46,203$15,401iApproximate average salary by contribution assumption: employee only about $385,025 at 4% or $256,683 at 6%; with 50% employer match about $256,683 at 4% or $171,122 at 6%; with 100% employer match about $192,513 at 4% or $128,342 at 6%.
200912$88,250$43,348$21,674iApproximate average salary by contribution assumption: employee only about $541,850 at 4% or $361,233 at 6%; with 50% employer match about $361,233 at 4% or $240,822 at 6%; with 100% employer match about $270,925 at 4% or $180,617 at 6%.
Spunky Optometry PC. 401(K) Plan-2$88,250$43,348$21,674iApproximate average salary by contribution assumption: employee only about $541,850 at 4% or $361,233 at 6%; with 50% employer match about $361,233 at 4% or $240,822 at 6%; with 100% employer match about $270,925 at 4% or $180,617 at 6%.
200812$32,682$32,192$16,096iApproximate average salary by contribution assumption: employee only about $402,400 at 4% or $268,267 at 6%; with 50% employer match about $268,267 at 4% or $178,844 at 6%; with 100% employer match about $201,200 at 4% or $134,133 at 6%.
Spunky Optometry PC. 401(K) Plan-2$32,682$32,192$16,096iApproximate average salary by contribution assumption: employee only about $402,400 at 4% or $268,267 at 6%; with 50% employer match about $268,267 at 4% or $178,844 at 6%; with 100% employer match about $201,200 at 4% or $134,133 at 6%.