Civic Intelligence

Charlotte Optometry Group, Pa

Plan context: Charlotte Optometry Group, Pa 401K Plan

EIN 56-1758117 • Waxhaw, NC • 11 filings • 3 plans

412 Pondview CourtWaxhaw, NC 28173
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$192,168

2009 Contributions

$31,695

Historical Graphs

Total Assets Over Time

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

$192,168$96,084$0199920032009YearValue
$192,168Latest year 2009

Participants Over Time

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

950199920042009YearValue
5Latest year 2009

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
200915$192,168$0-
Charlotte Optometry Group, Pa 401K Plan-5$192,168--
200817$0$0-
Charlotte Optometry Group, Pa 401K Plan-7---
200719$0$0-
Charlotte Optometry Group, Pa 401K Plan-9---
200618$177,122$31,695$3,962iApproximate average salary by contribution assumption: employee only about $99,047 at 4% or $66,031 at 6%; with 50% employer match about $66,031 at 4% or $44,021 at 6%; with 100% employer match about $49,523 at 4% or $33,016 at 6%.
Charlotte Optometry Group, Pa 401K Plan-8$177,122$31,695$3,962iApproximate average salary by contribution assumption: employee only about $99,047 at 4% or $66,031 at 6%; with 50% employer match about $66,031 at 4% or $44,021 at 6%; with 100% employer match about $49,523 at 4% or $33,016 at 6%.
200514$134,090$28,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Charlotte Optometry Group, Pa 401K Plan-4$134,090$28,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
200412$101,477$0-
Charlotte Optometry Group, Pa 401K Plan-2$101,477--
200312$95,383$0-
Charlotte Optometry Group, Pa 401K Plan-2$95,383--
200212$85,680$0-
Charlotte Optometry Group, Pa 401K Plan-2$85,680--
200112$101,189$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Charlotte Optometry Group, Pa 401K Plan-2$101,189$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
200012$95,159$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Charlotte Optometry Group, Pa 401K Plan-2$95,159$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
199912$97,945$44,899$22,450iApproximate average salary by contribution assumption: employee only about $561,238 at 4% or $374,158 at 6%; with 50% employer match about $374,158 at 4% or $249,439 at 6%; with 100% employer match about $280,619 at 4% or $187,079 at 6%.
Charlotte Optometry Group, Pa 401K Plan-2$97,945$44,899$22,450iApproximate average salary by contribution assumption: employee only about $561,238 at 4% or $374,158 at 6%; with 50% employer match about $374,158 at 4% or $249,439 at 6%; with 100% employer match about $280,619 at 4% or $187,079 at 6%.