Civic Intelligence

David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC

Plan context: David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan

EIN 27-0631471 • Vineyard Haven, MA • 16 filings • 2 plans

28 State RoadPO Box 519Vineyard Haven, MA 02568
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$150,747

2024 Contributions

$11,771

Historical Graphs

Total Assets Over Time

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

$1,266,896$633,448$0200920162023YearValue
$150,747Latest year 2023

Participants Over Time

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

530200920162023YearValue
2Latest 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
202410$0$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-0$0$0-
202312$150,747$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-2$150,747--
202212$139,883$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-2$139,883$0-
202112$165,345$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-2$165,345--
202013$1,266,896$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-3$1,266,896$0-
201913$1,192,746$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-3$1,192,746--
201815$1,064,785$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$1,064,785--
201715$1,174,910$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$1,174,910--
201615$1,057,563$0-
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$1,057,563$0-
201515$1,002,773$11,771$2,354iApproximate average salary by contribution assumption: employee only about $58,855 at 4% or $39,237 at 6%; with 50% employer match about $39,237 at 4% or $26,158 at 6%; with 100% employer match about $29,427 at 4% or $19,618 at 6%.
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$1,002,773$11,771$2,354iApproximate average salary by contribution assumption: employee only about $58,855 at 4% or $39,237 at 6%; with 50% employer match about $39,237 at 4% or $26,158 at 6%; with 100% employer match about $29,427 at 4% or $19,618 at 6%.
201415$988,531$38,441$7,688iApproximate average salary by contribution assumption: employee only about $192,205 at 4% or $128,137 at 6%; with 50% employer match about $128,137 at 4% or $85,424 at 6%; with 100% employer match about $96,103 at 4% or $64,068 at 6%.
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$988,531$38,441$7,688iApproximate average salary by contribution assumption: employee only about $192,205 at 4% or $128,137 at 6%; with 50% employer match about $128,137 at 4% or $85,424 at 6%; with 100% employer match about $96,103 at 4% or $64,068 at 6%.
201315$905,477$38,342$7,668iApproximate average salary by contribution assumption: employee only about $191,710 at 4% or $127,807 at 6%; with 50% employer match about $127,807 at 4% or $85,204 at 6%; with 100% employer match about $95,855 at 4% or $63,903 at 6%.
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$905,477$38,342$7,668iApproximate average salary by contribution assumption: employee only about $191,710 at 4% or $127,807 at 6%; with 50% employer match about $127,807 at 4% or $85,204 at 6%; with 100% employer match about $95,855 at 4% or $63,903 at 6%.
201215$734,883$36,228$7,246iApproximate average salary by contribution assumption: employee only about $181,140 at 4% or $120,760 at 6%; with 50% employer match about $120,760 at 4% or $80,507 at 6%; with 100% employer match about $90,570 at 4% or $60,380 at 6%.
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$734,883$36,228$7,246iApproximate average salary by contribution assumption: employee only about $181,140 at 4% or $120,760 at 6%; with 50% employer match about $120,760 at 4% or $80,507 at 6%; with 100% employer match about $90,570 at 4% or $60,380 at 6%.
201115$638,427$76,130$15,226iApproximate average salary by contribution assumption: employee only about $380,650 at 4% or $253,767 at 6%; with 50% employer match about $253,767 at 4% or $169,178 at 6%; with 100% employer match about $190,325 at 4% or $126,883 at 6%.
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$638,427$76,130$15,226iApproximate average salary by contribution assumption: employee only about $380,650 at 4% or $253,767 at 6%; with 50% employer match about $253,767 at 4% or $169,178 at 6%; with 100% employer match about $190,325 at 4% or $126,883 at 6%.
201015$789,903$65,526$13,105iApproximate average salary by contribution assumption: employee only about $327,630 at 4% or $218,420 at 6%; with 50% employer match about $218,420 at 4% or $145,613 at 6%; with 100% employer match about $163,815 at 4% or $109,210 at 6%.
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$789,903$65,526$13,105iApproximate average salary by contribution assumption: employee only about $327,630 at 4% or $218,420 at 6%; with 50% employer match about $218,420 at 4% or $145,613 at 6%; with 100% employer match about $163,815 at 4% or $109,210 at 6%.
200915$660,811$94,371$18,874iApproximate average salary by contribution assumption: employee only about $471,855 at 4% or $314,570 at 6%; with 50% employer match about $314,570 at 4% or $209,713 at 6%; with 100% employer match about $235,928 at 4% or $157,285 at 6%.
David M. Finkelstein, O.D. & Ryan Shea, O.D. LLC 401(K) Plan-5$660,811$94,371$18,874iApproximate average salary by contribution assumption: employee only about $471,855 at 4% or $314,570 at 6%; with 50% employer match about $314,570 at 4% or $209,713 at 6%; with 100% employer match about $235,928 at 4% or $157,285 at 6%.