Civic Intelligence

Burke Optometry Inc.

Plan context: Burke Optometry Inc. 401(K) Plan

EIN 45-2992673 • Lodi, CA • 14 filings • 3 plans

441 S Ham LaneSte BLodi, CA 95242
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$482,674

2024 Contributions

$47,840

Historical Graphs

Total Assets Over Time

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

$605,265$302,633$0201120182024YearValue
$482,674Latest year 2024

Participants Over Time

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

1160201120182024YearValue
8Latest 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
202418$482,674$47,840$5,980iApproximate average salary by contribution assumption: employee only about $149,500 at 4% or $99,667 at 6%; with 50% employer match about $99,667 at 4% or $66,444 at 6%; with 100% employer match about $74,750 at 4% or $49,833 at 6%.
Burke Optometry Inc. 401(K) Plan-8$482,674$47,840$5,980iApproximate average salary by contribution assumption: employee only about $149,500 at 4% or $99,667 at 6%; with 50% employer match about $99,667 at 4% or $66,444 at 6%; with 100% employer match about $74,750 at 4% or $49,833 at 6%.
202318$408,377$57,496$7,187iApproximate average salary by contribution assumption: employee only about $179,675 at 4% or $119,783 at 6%; with 50% employer match about $119,783 at 4% or $79,856 at 6%; with 100% employer match about $89,838 at 4% or $59,892 at 6%.
Burke Optometry Inc. 401(K) Plan-8$408,377$57,496$7,187iApproximate average salary by contribution assumption: employee only about $179,675 at 4% or $119,783 at 6%; with 50% employer match about $119,783 at 4% or $79,856 at 6%; with 100% employer match about $89,838 at 4% or $59,892 at 6%.
202218$365,309$29,872$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
Burke Optometry Inc. 401(K) Plan-8$365,309$29,872$3,734iApproximate average salary by contribution assumption: employee only about $93,350 at 4% or $62,233 at 6%; with 50% employer match about $62,233 at 4% or $41,489 at 6%; with 100% employer match about $46,675 at 4% or $31,117 at 6%.
202118$300,169$32,652$4,082iApproximate average salary by contribution assumption: employee only about $102,038 at 4% or $68,025 at 6%; with 50% employer match about $68,025 at 4% or $45,350 at 6%; with 100% employer match about $51,019 at 4% or $34,013 at 6%.
Burke Optometry Inc. 401(K) Plan-8$300,169$32,652$4,082iApproximate average salary by contribution assumption: employee only about $102,038 at 4% or $68,025 at 6%; with 50% employer match about $68,025 at 4% or $45,350 at 6%; with 100% employer match about $51,019 at 4% or $34,013 at 6%.
2020111$225,999$0-
Burke Optometry Inc. 401(K) Plan-11$225,999--
2019110$339,131$21,346$2,135iApproximate average salary by contribution assumption: employee only about $53,365 at 4% or $35,577 at 6%; with 50% employer match about $35,577 at 4% or $23,718 at 6%; with 100% employer match about $26,683 at 4% or $17,788 at 6%.
Burke Optometry Inc. 401(K) Plan-10$339,131$21,346$2,135iApproximate average salary by contribution assumption: employee only about $53,365 at 4% or $35,577 at 6%; with 50% employer match about $35,577 at 4% or $23,718 at 6%; with 100% employer match about $26,683 at 4% or $17,788 at 6%.
201817$605,265$26,476$3,782iApproximate average salary by contribution assumption: employee only about $94,557 at 4% or $63,038 at 6%; with 50% employer match about $63,038 at 4% or $42,025 at 6%; with 100% employer match about $47,279 at 4% or $31,519 at 6%.
Burke Optometry Inc. 401(K) Plan-7$605,265$26,476$3,782iApproximate average salary by contribution assumption: employee only about $94,557 at 4% or $63,038 at 6%; with 50% employer match about $63,038 at 4% or $42,025 at 6%; with 100% employer match about $47,279 at 4% or $31,519 at 6%.
201717$583,557$20,322$2,903iApproximate average salary by contribution assumption: employee only about $72,579 at 4% or $48,386 at 6%; with 50% employer match about $48,386 at 4% or $32,257 at 6%; with 100% employer match about $36,289 at 4% or $24,193 at 6%.
Burke Optometry Inc. 401(K) Plan-7$583,557$20,322$2,903iApproximate average salary by contribution assumption: employee only about $72,579 at 4% or $48,386 at 6%; with 50% employer match about $48,386 at 4% or $32,257 at 6%; with 100% employer match about $36,289 at 4% or $24,193 at 6%.
201617$427,025$14,115$2,016iApproximate average salary by contribution assumption: employee only about $50,411 at 4% or $33,607 at 6%; with 50% employer match about $33,607 at 4% or $22,405 at 6%; with 100% employer match about $25,205 at 4% or $16,804 at 6%.
Burke Optometry Inc. 401(K) Plan-7$427,025$14,115$2,016iApproximate average salary by contribution assumption: employee only about $50,411 at 4% or $33,607 at 6%; with 50% employer match about $33,607 at 4% or $22,405 at 6%; with 100% employer match about $25,205 at 4% or $16,804 at 6%.
201517$420,876$11,668$1,667iApproximate average salary by contribution assumption: employee only about $41,671 at 4% or $27,781 at 6%; with 50% employer match about $27,781 at 4% or $18,521 at 6%; with 100% employer match about $20,836 at 4% or $13,890 at 6%.
Burke Optometry Inc. 401(K) Plan-7$420,876$11,668$1,667iApproximate average salary by contribution assumption: employee only about $41,671 at 4% or $27,781 at 6%; with 50% employer match about $27,781 at 4% or $18,521 at 6%; with 100% employer match about $20,836 at 4% or $13,890 at 6%.
201414$385,983$1,527$382iApproximate average salary by contribution assumption: employee only about $9,544 at 4% or $6,363 at 6%; with 50% employer match about $6,363 at 4% or $4,242 at 6%; with 100% employer match about $4,772 at 4% or $3,181 at 6%.
Burke Optometry Inc. 401(K) Plan-4$385,983$1,527$382iApproximate average salary by contribution assumption: employee only about $9,544 at 4% or $6,363 at 6%; with 50% employer match about $6,363 at 4% or $4,242 at 6%; with 100% employer match about $4,772 at 4% or $3,181 at 6%.
201314$439,458$0-
Burke Optometry Inc. 401(K) Plan-4$439,458--
201211$336,339$0-
Burke Optometry Inc. 401(K) Plan-1$336,339--
201111$258,198$308,644$308,644iApproximate average salary by contribution assumption: employee only about $7,716,100 at 4% or $5,144,067 at 6%; with 50% employer match about $5,144,067 at 4% or $3,429,378 at 6%; with 100% employer match about $3,858,050 at 4% or $2,572,033 at 6%.
Burke Optometry Inc. 401(K) Plan-1$258,198$308,644$308,644iApproximate average salary by contribution assumption: employee only about $7,716,100 at 4% or $5,144,067 at 6%; with 50% employer match about $5,144,067 at 4% or $3,429,378 at 6%; with 100% employer match about $3,858,050 at 4% or $2,572,033 at 6%.