Civic Intelligence

Excel Eyecare Optometry

Plan context: Excel Eyecare Optometry 401(K) Profit Sharing Plan

EIN 51-0619267 • San Diego, CA • 22 filings • 4 plans

9975 Carmel Mountain Road #G6San Diego, CA 92129
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,641,952

2024 Contributions

$330,806

Historical Graphs

Total Assets Over Time

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

$2,641,952$1,320,976$0200920172024YearValue
$2,641,952Latest year 2024

Participants Over Time

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

1160200920172024YearValue
4Latest 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
202424$2,641,952$330,806$82,702iApproximate average salary by contribution assumption: employee only about $2,067,538 at 4% or $1,378,358 at 6%; with 50% employer match about $1,378,358 at 4% or $918,906 at 6%; with 100% employer match about $1,033,769 at 4% or $689,179 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-4$1,403,150$48,039$12,010iApproximate average salary by contribution assumption: employee only about $300,244 at 4% or $200,163 at 6%; with 50% employer match about $200,163 at 4% or $133,442 at 6%; with 100% employer match about $150,122 at 4% or $100,081 at 6%.
EXCEL EYECARE OPTOMETRY CASH BALANCE PLAN-4$1,238,802$282,767$70,692iApproximate average salary by contribution assumption: employee only about $1,767,294 at 4% or $1,178,196 at 6%; with 50% employer match about $1,178,196 at 4% or $785,464 at 6%; with 100% employer match about $883,647 at 4% or $589,098 at 6%.
202325$2,117,635$313,329$62,666iApproximate average salary by contribution assumption: employee only about $1,566,645 at 4% or $1,044,430 at 6%; with 50% employer match about $1,044,430 at 4% or $696,287 at 6%; with 100% employer match about $783,323 at 4% or $522,215 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-5$1,239,340$49,759$9,952iApproximate average salary by contribution assumption: employee only about $248,795 at 4% or $165,863 at 6%; with 50% employer match about $165,863 at 4% or $110,576 at 6%; with 100% employer match about $124,397 at 4% or $82,932 at 6%.
EXCEL EYECARE OPTOMETRY CASH BALANCE PLAN-5$878,295$263,570$52,714iApproximate average salary by contribution assumption: employee only about $1,317,850 at 4% or $878,567 at 6%; with 50% employer match about $878,567 at 4% or $585,711 at 6%; with 100% employer match about $658,925 at 4% or $439,283 at 6%.
2022311$1,604,982$318,989$28,999iApproximate average salary by contribution assumption: employee only about $724,975 at 4% or $483,317 at 6%; with 50% employer match about $483,317 at 4% or $322,211 at 6%; with 100% employer match about $362,488 at 4% or $241,658 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-11$1,044,524$37,489$3,408iApproximate average salary by contribution assumption: employee only about $85,202 at 4% or $56,802 at 6%; with 50% employer match about $56,802 at 4% or $37,868 at 6%; with 100% employer match about $42,601 at 4% or $28,401 at 6%.
EXCEL EYECARE OPTOMETRY CASH BALANCE PLAN-4$560,458$281,500$70,375iApproximate average salary by contribution assumption: employee only about $1,759,375 at 4% or $1,172,917 at 6%; with 50% employer match about $1,172,917 at 4% or $781,944 at 6%; with 100% employer match about $879,688 at 4% or $586,458 at 6%.
EXCEL EYECARE OPTOMETRY PROFIT SHARING PLAN-0$0$0-
2021310$1,514,656$385,566$38,557iApproximate average salary by contribution assumption: employee only about $963,915 at 4% or $642,610 at 6%; with 50% employer match about $642,610 at 4% or $428,407 at 6%; with 100% employer match about $481,958 at 4% or $321,305 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-10$1,221,617$92,527$9,253iApproximate average salary by contribution assumption: employee only about $231,318 at 4% or $154,212 at 6%; with 50% employer match about $154,212 at 4% or $102,808 at 6%; with 100% employer match about $115,659 at 4% or $77,106 at 6%.
EXCEL EYECARE OPTOMETRY CASH BALANCE PLAN-4$283,039$283,039$70,760iApproximate average salary by contribution assumption: employee only about $1,768,994 at 4% or $1,179,329 at 6%; with 50% employer match about $1,179,329 at 4% or $786,219 at 6%; with 100% employer match about $884,497 at 4% or $589,665 at 6%.
EXCEL EYECARE OPTOMETRY PROFIT SHARING PLAN-6$10,000$10,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
202019$1,018,288$104,772$11,641iApproximate average salary by contribution assumption: employee only about $291,033 at 4% or $194,022 at 6%; with 50% employer match about $194,022 at 4% or $129,348 at 6%; with 100% employer match about $145,517 at 4% or $97,011 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-9$1,018,288$104,772$11,641iApproximate average salary by contribution assumption: employee only about $291,033 at 4% or $194,022 at 6%; with 50% employer match about $194,022 at 4% or $129,348 at 6%; with 100% employer match about $145,517 at 4% or $97,011 at 6%.
201919$796,779$98,255$10,917iApproximate average salary by contribution assumption: employee only about $272,931 at 4% or $181,954 at 6%; with 50% employer match about $181,954 at 4% or $121,302 at 6%; with 100% employer match about $136,465 at 4% or $90,977 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-9$796,779$98,255$10,917iApproximate average salary by contribution assumption: employee only about $272,931 at 4% or $181,954 at 6%; with 50% employer match about $181,954 at 4% or $121,302 at 6%; with 100% employer match about $136,465 at 4% or $90,977 at 6%.
2018110$594,883$98,098$9,810iApproximate average salary by contribution assumption: employee only about $245,245 at 4% or $163,497 at 6%; with 50% employer match about $163,497 at 4% or $108,998 at 6%; with 100% employer match about $122,622 at 4% or $81,748 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-10$594,883$98,098$9,810iApproximate average salary by contribution assumption: employee only about $245,245 at 4% or $163,497 at 6%; with 50% employer match about $163,497 at 4% or $108,998 at 6%; with 100% employer match about $122,622 at 4% or $81,748 at 6%.
2017111$537,326$119,503$10,864iApproximate average salary by contribution assumption: employee only about $271,598 at 4% or $181,065 at 6%; with 50% employer match about $181,065 at 4% or $120,710 at 6%; with 100% employer match about $135,799 at 4% or $90,533 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-11$537,326$119,503$10,864iApproximate average salary by contribution assumption: employee only about $271,598 at 4% or $181,065 at 6%; with 50% employer match about $181,065 at 4% or $120,710 at 6%; with 100% employer match about $135,799 at 4% or $90,533 at 6%.
201617$347,105$94,910$13,559iApproximate average salary by contribution assumption: employee only about $338,964 at 4% or $225,976 at 6%; with 50% employer match about $225,976 at 4% or $150,651 at 6%; with 100% employer match about $169,482 at 4% or $112,988 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-7$347,105$94,910$13,559iApproximate average salary by contribution assumption: employee only about $338,964 at 4% or $225,976 at 6%; with 50% employer match about $225,976 at 4% or $150,651 at 6%; with 100% employer match about $169,482 at 4% or $112,988 at 6%.
201517$232,318$50,421$7,203iApproximate average salary by contribution assumption: employee only about $180,075 at 4% or $120,050 at 6%; with 50% employer match about $120,050 at 4% or $80,033 at 6%; with 100% employer match about $90,038 at 4% or $60,025 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-7$232,318$50,421$7,203iApproximate average salary by contribution assumption: employee only about $180,075 at 4% or $120,050 at 6%; with 50% employer match about $120,050 at 4% or $80,033 at 6%; with 100% employer match about $90,038 at 4% or $60,025 at 6%.
201415$183,323$44,973$8,995iApproximate average salary by contribution assumption: employee only about $224,865 at 4% or $149,910 at 6%; with 50% employer match about $149,910 at 4% or $99,940 at 6%; with 100% employer match about $112,433 at 4% or $74,955 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-5$183,323$44,973$8,995iApproximate average salary by contribution assumption: employee only about $224,865 at 4% or $149,910 at 6%; with 50% employer match about $149,910 at 4% or $99,940 at 6%; with 100% employer match about $112,433 at 4% or $74,955 at 6%.
201313$129,537$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-3$129,537$17,500$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
201214$99,873$32,539$8,135iApproximate average salary by contribution assumption: employee only about $203,369 at 4% or $135,579 at 6%; with 50% employer match about $135,579 at 4% or $90,386 at 6%; with 100% employer match about $101,684 at 4% or $67,790 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-4$99,873$32,539$8,135iApproximate average salary by contribution assumption: employee only about $203,369 at 4% or $135,579 at 6%; with 50% employer match about $135,579 at 4% or $90,386 at 6%; with 100% employer match about $101,684 at 4% or $67,790 at 6%.
201115$67,934$26,678$5,336iApproximate average salary by contribution assumption: employee only about $133,390 at 4% or $88,927 at 6%; with 50% employer match about $88,927 at 4% or $59,284 at 6%; with 100% employer match about $66,695 at 4% or $44,463 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-5$67,934$26,678$5,336iApproximate average salary by contribution assumption: employee only about $133,390 at 4% or $88,927 at 6%; with 50% employer match about $88,927 at 4% or $59,284 at 6%; with 100% employer match about $66,695 at 4% or $44,463 at 6%.
201013$41,253$20,635$6,878iApproximate average salary by contribution assumption: employee only about $171,958 at 4% or $114,639 at 6%; with 50% employer match about $114,639 at 4% or $76,426 at 6%; with 100% employer match about $85,979 at 4% or $57,319 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-3$41,253$20,635$6,878iApproximate average salary by contribution assumption: employee only about $171,958 at 4% or $114,639 at 6%; with 50% employer match about $114,639 at 4% or $76,426 at 6%; with 100% employer match about $85,979 at 4% or $57,319 at 6%.
200912$20,615$20,615$10,308iApproximate average salary by contribution assumption: employee only about $257,688 at 4% or $171,792 at 6%; with 50% employer match about $171,792 at 4% or $114,528 at 6%; with 100% employer match about $128,844 at 4% or $85,896 at 6%.
Excel Eyecare Optometry 401(K) Profit Sharing Plan-2$20,615$20,615$10,308iApproximate average salary by contribution assumption: employee only about $257,688 at 4% or $171,792 at 6%; with 50% employer match about $171,792 at 4% or $114,528 at 6%; with 100% employer match about $128,844 at 4% or $85,896 at 6%.