Civic Intelligence

Kristopher R. Skromme, O.D.

Plan context: Two Trees Optometry 401(K) Plan

EIN 47-3002143 • Ventura, CA • 10 filings • 2 plans

801 S Victoria AveSte 206Ventura, CA 93003
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$808,773

2024 Contributions

$231,554

Historical Graphs

Total Assets Over Time

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

$808,773$404,387$0201620202024YearValue
$808,773Latest year 2024

Participants Over Time

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

1580201620202024YearValue
15Latest 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
2024215$808,773$231,554$15,437iApproximate average salary by contribution assumption: employee only about $385,923 at 4% or $257,282 at 6%; with 50% employer match about $257,282 at 4% or $171,521 at 6%; with 100% employer match about $192,962 at 4% or $128,641 at 6%.
Two Trees Optometry 401(K) Plan-15$678,997$101,778$6,785iApproximate average salary by contribution assumption: employee only about $169,630 at 4% or $113,087 at 6%; with 50% employer match about $113,087 at 4% or $75,391 at 6%; with 100% employer match about $84,815 at 4% or $56,543 at 6%.
TWO TREES OPTOMETRY CASH BALANCE PENSION PLAN-4$129,776$129,776$32,444iApproximate average salary by contribution assumption: employee only about $811,100 at 4% or $540,733 at 6%; with 50% employer match about $540,733 at 4% or $360,489 at 6%; with 100% employer match about $405,550 at 4% or $270,367 at 6%.
2023112$497,294$90,596$7,550iApproximate average salary by contribution assumption: employee only about $188,742 at 4% or $125,828 at 6%; with 50% employer match about $125,828 at 4% or $83,885 at 6%; with 100% employer match about $94,371 at 4% or $62,914 at 6%.
Two Trees Optometry 401(K) Plan-12$497,294$90,596$7,550iApproximate average salary by contribution assumption: employee only about $188,742 at 4% or $125,828 at 6%; with 50% employer match about $125,828 at 4% or $83,885 at 6%; with 100% employer match about $94,371 at 4% or $62,914 at 6%.
2022113$323,059$66,033$5,079iApproximate average salary by contribution assumption: employee only about $126,987 at 4% or $84,658 at 6%; with 50% employer match about $84,658 at 4% or $56,438 at 6%; with 100% employer match about $63,493 at 4% or $42,329 at 6%.
Two Trees Optometry 401(K) Plan-13$323,059$66,033$5,079iApproximate average salary by contribution assumption: employee only about $126,987 at 4% or $84,658 at 6%; with 50% employer match about $84,658 at 4% or $56,438 at 6%; with 100% employer match about $63,493 at 4% or $42,329 at 6%.
2021111$365,454$62,479$5,680iApproximate average salary by contribution assumption: employee only about $141,998 at 4% or $94,665 at 6%; with 50% employer match about $94,665 at 4% or $63,110 at 6%; with 100% employer match about $70,999 at 4% or $47,333 at 6%.
Two Trees Optometry 401(K) Plan-11$365,454$62,479$5,680iApproximate average salary by contribution assumption: employee only about $141,998 at 4% or $94,665 at 6%; with 50% employer match about $94,665 at 4% or $63,110 at 6%; with 100% employer match about $70,999 at 4% or $47,333 at 6%.
202018$334,252$63,303$7,913iApproximate average salary by contribution assumption: employee only about $197,822 at 4% or $131,881 at 6%; with 50% employer match about $131,881 at 4% or $87,921 at 6%; with 100% employer match about $98,911 at 4% or $65,941 at 6%.
Two Trees Optometry 401(K) Plan-8$334,252$63,303$7,913iApproximate average salary by contribution assumption: employee only about $197,822 at 4% or $131,881 at 6%; with 50% employer match about $131,881 at 4% or $87,921 at 6%; with 100% employer match about $98,911 at 4% or $65,941 at 6%.
201919$221,086$57,853$6,428iApproximate average salary by contribution assumption: employee only about $160,703 at 4% or $107,135 at 6%; with 50% employer match about $107,135 at 4% or $71,423 at 6%; with 100% employer match about $80,351 at 4% or $53,568 at 6%.
Two Trees Optometry 401(K) Plan-9$221,086$57,853$6,428iApproximate average salary by contribution assumption: employee only about $160,703 at 4% or $107,135 at 6%; with 50% employer match about $107,135 at 4% or $71,423 at 6%; with 100% employer match about $80,351 at 4% or $53,568 at 6%.
201817$137,437$64,563$9,223iApproximate average salary by contribution assumption: employee only about $230,582 at 4% or $153,721 at 6%; with 50% employer match about $153,721 at 4% or $102,481 at 6%; with 100% employer match about $115,291 at 4% or $76,861 at 6%.
Two Trees Optometry 401(K) Plan-7$137,437$64,563$9,223iApproximate average salary by contribution assumption: employee only about $230,582 at 4% or $153,721 at 6%; with 50% employer match about $153,721 at 4% or $102,481 at 6%; with 100% employer match about $115,291 at 4% or $76,861 at 6%.
201716$84,345$44,955$7,493iApproximate average salary by contribution assumption: employee only about $187,313 at 4% or $124,875 at 6%; with 50% employer match about $124,875 at 4% or $83,250 at 6%; with 100% employer match about $93,656 at 4% or $62,438 at 6%.
Two Trees Optometry 401(K) Plan-6$84,345$44,955$7,493iApproximate average salary by contribution assumption: employee only about $187,313 at 4% or $124,875 at 6%; with 50% employer match about $124,875 at 4% or $83,250 at 6%; with 100% employer match about $93,656 at 4% or $62,438 at 6%.
201615$38,340$38,340$7,668iApproximate average salary by contribution assumption: employee only about $191,700 at 4% or $127,800 at 6%; with 50% employer match about $127,800 at 4% or $85,200 at 6%; with 100% employer match about $95,850 at 4% or $63,900 at 6%.
Two Trees Optometry 401(K) Plan-5$38,340$38,340$7,668iApproximate average salary by contribution assumption: employee only about $191,700 at 4% or $127,800 at 6%; with 50% employer match about $127,800 at 4% or $85,200 at 6%; with 100% employer match about $95,850 at 4% or $63,900 at 6%.