Civic Intelligence

Fiduciary Wise LLC FBO of the Optical Foundry LLC

Plan context: Preferred Employer Plan FBO the Optical Foundry

EIN 37-1423328 • Gilbert, AZ • 10 filings • 3 plans

2487 South Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$4,138,908

2024 Contributions

$406,468

Historical Graphs

Total Assets Over Time

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

$4,138,908$2,069,454$0201620202024YearValue
$4,138,908Latest year 2024

Participants Over Time

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

70350201620202024YearValue
62Latest year 2024

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
2024162$4,138,908$406,468$6,556iApproximate average salary by contribution assumption: employee only about $163,898 at 4% or $109,266 at 6%; with 50% employer match about $109,266 at 4% or $72,844 at 6%; with 100% employer match about $81,949 at 4% or $54,633 at 6%.
Preferred Employer Plan FBO the Optical Foundry-62$4,138,908$406,468$6,556iApproximate average salary by contribution assumption: employee only about $163,898 at 4% or $109,266 at 6%; with 50% employer match about $109,266 at 4% or $72,844 at 6%; with 100% employer match about $81,949 at 4% or $54,633 at 6%.
2023270$3,749,798$394,024$5,629iApproximate average salary by contribution assumption: employee only about $140,723 at 4% or $93,815 at 6%; with 50% employer match about $93,815 at 4% or $62,543 at 6%; with 100% employer match about $70,361 at 4% or $46,908 at 6%.
Preferred Employer Plan FBO the Optical Foundry-70$3,749,798$146,317$2,090iApproximate average salary by contribution assumption: employee only about $52,256 at 4% or $34,837 at 6%; with 50% employer match about $34,837 at 4% or $23,225 at 6%; with 100% employer match about $26,128 at 4% or $17,419 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-0$0$247,707-
2022153$1,338,795$281,176$5,305iApproximate average salary by contribution assumption: employee only about $132,630 at 4% or $88,420 at 6%; with 50% employer match about $88,420 at 4% or $58,947 at 6%; with 100% employer match about $66,315 at 4% or $44,210 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-53$1,338,795$281,176$5,305iApproximate average salary by contribution assumption: employee only about $132,630 at 4% or $88,420 at 6%; with 50% employer match about $88,420 at 4% or $58,947 at 6%; with 100% employer match about $66,315 at 4% or $44,210 at 6%.
2021152$1,585,888$225,848$4,343iApproximate average salary by contribution assumption: employee only about $108,581 at 4% or $72,387 at 6%; with 50% employer match about $72,387 at 4% or $48,258 at 6%; with 100% employer match about $54,290 at 4% or $36,194 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-52$1,585,888$225,848$4,343iApproximate average salary by contribution assumption: employee only about $108,581 at 4% or $72,387 at 6%; with 50% employer match about $72,387 at 4% or $48,258 at 6%; with 100% employer match about $54,290 at 4% or $36,194 at 6%.
2020149$1,325,632$160,500$3,276iApproximate average salary by contribution assumption: employee only about $81,888 at 4% or $54,592 at 6%; with 50% employer match about $54,592 at 4% or $36,395 at 6%; with 100% employer match about $40,944 at 4% or $27,296 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-49$1,325,632$160,500$3,276iApproximate average salary by contribution assumption: employee only about $81,888 at 4% or $54,592 at 6%; with 50% employer match about $54,592 at 4% or $36,395 at 6%; with 100% employer match about $40,944 at 4% or $27,296 at 6%.
2019145$1,048,156$131,428$2,921iApproximate average salary by contribution assumption: employee only about $73,016 at 4% or $48,677 at 6%; with 50% employer match about $48,677 at 4% or $32,451 at 6%; with 100% employer match about $36,508 at 4% or $24,339 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-45$1,048,156$131,428$2,921iApproximate average salary by contribution assumption: employee only about $73,016 at 4% or $48,677 at 6%; with 50% employer match about $48,677 at 4% or $32,451 at 6%; with 100% employer match about $36,508 at 4% or $24,339 at 6%.
2018150$1,668,220$126,931$2,539iApproximate average salary by contribution assumption: employee only about $63,465 at 4% or $42,310 at 6%; with 50% employer match about $42,310 at 4% or $28,207 at 6%; with 100% employer match about $31,733 at 4% or $21,155 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-50$1,668,220$126,931$2,539iApproximate average salary by contribution assumption: employee only about $63,465 at 4% or $42,310 at 6%; with 50% employer match about $42,310 at 4% or $28,207 at 6%; with 100% employer match about $31,733 at 4% or $21,155 at 6%.
2017139$2,735,105$189,143$4,850iApproximate average salary by contribution assumption: employee only about $121,246 at 4% or $80,830 at 6%; with 50% employer match about $80,830 at 4% or $53,887 at 6%; with 100% employer match about $60,623 at 4% or $40,415 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-39$2,735,105$189,143$4,850iApproximate average salary by contribution assumption: employee only about $121,246 at 4% or $80,830 at 6%; with 50% employer match about $80,830 at 4% or $53,887 at 6%; with 100% employer match about $60,623 at 4% or $40,415 at 6%.
2016142$3,129,289$298,162$7,099iApproximate average salary by contribution assumption: employee only about $177,477 at 4% or $118,318 at 6%; with 50% employer match about $118,318 at 4% or $78,879 at 6%; with 100% employer match about $88,739 at 4% or $59,159 at 6%.
Ces Optical LLC Employees' 401(K) Ps Plan-42$3,129,289$298,162$7,099iApproximate average salary by contribution assumption: employee only about $177,477 at 4% or $118,318 at 6%; with 50% employer match about $118,318 at 4% or $78,879 at 6%; with 100% employer match about $88,739 at 4% or $59,159 at 6%.