Civic Intelligence

San Ramon Optometric Group Inc.

Plan context: San Ramon Optometric Group Inc. 401(K) Plan & Trust

EIN 68-0526336 • San Ramon, CA • 19 filings • 4 plans

2723 Crow Canyon Rd Ste 102San Ramon, CA 94583-1635
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,620,377

2024 Contributions

$200,552

Historical Graphs

Total Assets Over Time

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

$3,620,377$1,810,189$0200620162024YearValue
$3,620,377Latest year 2024

Participants Over Time

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

1260200620152024YearValue
9Latest 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
202419$3,620,377$200,552$22,284iApproximate average salary by contribution assumption: employee only about $557,089 at 4% or $371,393 at 6%; with 50% employer match about $371,393 at 4% or $247,595 at 6%; with 100% employer match about $278,544 at 4% or $185,696 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-9$3,620,377$200,552$22,284iApproximate average salary by contribution assumption: employee only about $557,089 at 4% or $371,393 at 6%; with 50% employer match about $371,393 at 4% or $247,595 at 6%; with 100% employer match about $278,544 at 4% or $185,696 at 6%.
202319$3,466,354$177,534$19,726iApproximate average salary by contribution assumption: employee only about $493,150 at 4% or $328,767 at 6%; with 50% employer match about $328,767 at 4% or $219,178 at 6%; with 100% employer match about $246,575 at 4% or $164,383 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-9$3,466,354$177,534$19,726iApproximate average salary by contribution assumption: employee only about $493,150 at 4% or $328,767 at 6%; with 50% employer match about $328,767 at 4% or $219,178 at 6%; with 100% employer match about $246,575 at 4% or $164,383 at 6%.
202217$3,159,581$184,582$26,369iApproximate average salary by contribution assumption: employee only about $659,221 at 4% or $439,481 at 6%; with 50% employer match about $439,481 at 4% or $292,987 at 6%; with 100% employer match about $329,611 at 4% or $219,740 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$3,159,581$184,582$26,369iApproximate average salary by contribution assumption: employee only about $659,221 at 4% or $439,481 at 6%; with 50% employer match about $439,481 at 4% or $292,987 at 6%; with 100% employer match about $329,611 at 4% or $219,740 at 6%.
2021112$3,496,059$115,100$9,592iApproximate average salary by contribution assumption: employee only about $239,792 at 4% or $159,861 at 6%; with 50% employer match about $159,861 at 4% or $106,574 at 6%; with 100% employer match about $119,896 at 4% or $79,931 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-12$3,496,059$115,100$9,592iApproximate average salary by contribution assumption: employee only about $239,792 at 4% or $159,861 at 6%; with 50% employer match about $159,861 at 4% or $106,574 at 6%; with 100% employer match about $119,896 at 4% or $79,931 at 6%.
2020111$3,242,982$169,460$15,405iApproximate average salary by contribution assumption: employee only about $385,136 at 4% or $256,758 at 6%; with 50% employer match about $256,758 at 4% or $171,172 at 6%; with 100% employer match about $192,568 at 4% or $128,379 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-11$3,242,982$169,460$15,405iApproximate average salary by contribution assumption: employee only about $385,136 at 4% or $256,758 at 6%; with 50% employer match about $256,758 at 4% or $171,172 at 6%; with 100% employer match about $192,568 at 4% or $128,379 at 6%.
2019111$2,995,248$132,827$12,075iApproximate average salary by contribution assumption: employee only about $301,880 at 4% or $201,253 at 6%; with 50% employer match about $201,253 at 4% or $134,169 at 6%; with 100% employer match about $150,940 at 4% or $100,627 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-11$2,995,248$132,827$12,075iApproximate average salary by contribution assumption: employee only about $301,880 at 4% or $201,253 at 6%; with 50% employer match about $201,253 at 4% or $134,169 at 6%; with 100% employer match about $150,940 at 4% or $100,627 at 6%.
201819$2,358,348$156,998$17,444iApproximate average salary by contribution assumption: employee only about $436,106 at 4% or $290,737 at 6%; with 50% employer match about $290,737 at 4% or $193,825 at 6%; with 100% employer match about $218,053 at 4% or $145,369 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-9$2,358,348$156,998$17,444iApproximate average salary by contribution assumption: employee only about $436,106 at 4% or $290,737 at 6%; with 50% employer match about $290,737 at 4% or $193,825 at 6%; with 100% employer match about $218,053 at 4% or $145,369 at 6%.
201718$2,286,741$139,959$17,495iApproximate average salary by contribution assumption: employee only about $437,372 at 4% or $291,581 at 6%; with 50% employer match about $291,581 at 4% or $194,388 at 6%; with 100% employer match about $218,686 at 4% or $145,791 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-8$2,286,741$139,959$17,495iApproximate average salary by contribution assumption: employee only about $437,372 at 4% or $291,581 at 6%; with 50% employer match about $291,581 at 4% or $194,388 at 6%; with 100% employer match about $218,686 at 4% or $145,791 at 6%.
201617$1,845,392$131,704$18,815iApproximate average salary by contribution assumption: employee only about $470,371 at 4% or $313,581 at 6%; with 50% employer match about $313,581 at 4% or $209,054 at 6%; with 100% employer match about $235,186 at 4% or $156,790 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$1,845,392$131,704$18,815iApproximate average salary by contribution assumption: employee only about $470,371 at 4% or $313,581 at 6%; with 50% employer match about $313,581 at 4% or $209,054 at 6%; with 100% employer match about $235,186 at 4% or $156,790 at 6%.
201517$1,619,494$133,770$19,110iApproximate average salary by contribution assumption: employee only about $477,750 at 4% or $318,500 at 6%; with 50% employer match about $318,500 at 4% or $212,333 at 6%; with 100% employer match about $238,875 at 4% or $159,250 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$1,619,494$133,770$19,110iApproximate average salary by contribution assumption: employee only about $477,750 at 4% or $318,500 at 6%; with 50% employer match about $318,500 at 4% or $212,333 at 6%; with 100% employer match about $238,875 at 4% or $159,250 at 6%.
201417$1,505,289$128,996$18,428iApproximate average salary by contribution assumption: employee only about $460,700 at 4% or $307,133 at 6%; with 50% employer match about $307,133 at 4% or $204,756 at 6%; with 100% employer match about $230,350 at 4% or $153,567 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$1,505,289$128,996$18,428iApproximate average salary by contribution assumption: employee only about $460,700 at 4% or $307,133 at 6%; with 50% employer match about $307,133 at 4% or $204,756 at 6%; with 100% employer match about $230,350 at 4% or $153,567 at 6%.
201317$1,306,054$107,261$15,323iApproximate average salary by contribution assumption: employee only about $383,075 at 4% or $255,383 at 6%; with 50% employer match about $255,383 at 4% or $170,256 at 6%; with 100% employer match about $191,538 at 4% or $127,692 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$1,306,054$107,261$15,323iApproximate average salary by contribution assumption: employee only about $383,075 at 4% or $255,383 at 6%; with 50% employer match about $255,383 at 4% or $170,256 at 6%; with 100% employer match about $191,538 at 4% or $127,692 at 6%.
201217$1,095,683$121,727$17,390iApproximate average salary by contribution assumption: employee only about $434,739 at 4% or $289,826 at 6%; with 50% employer match about $289,826 at 4% or $193,217 at 6%; with 100% employer match about $217,370 at 4% or $144,913 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$1,095,683$121,727$17,390iApproximate average salary by contribution assumption: employee only about $434,739 at 4% or $289,826 at 6%; with 50% employer match about $289,826 at 4% or $193,217 at 6%; with 100% employer match about $217,370 at 4% or $144,913 at 6%.
201118$851,001$107,983$13,498iApproximate average salary by contribution assumption: employee only about $337,447 at 4% or $224,965 at 6%; with 50% employer match about $224,965 at 4% or $149,976 at 6%; with 100% employer match about $168,723 at 4% or $112,482 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-8$851,001$107,983$13,498iApproximate average salary by contribution assumption: employee only about $337,447 at 4% or $224,965 at 6%; with 50% employer match about $224,965 at 4% or $149,976 at 6%; with 100% employer match about $168,723 at 4% or $112,482 at 6%.
201017$732,230$91,382$13,055iApproximate average salary by contribution assumption: employee only about $326,364 at 4% or $217,576 at 6%; with 50% employer match about $217,576 at 4% or $145,051 at 6%; with 100% employer match about $163,182 at 4% or $108,788 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$732,230$91,382$13,055iApproximate average salary by contribution assumption: employee only about $326,364 at 4% or $217,576 at 6%; with 50% employer match about $217,576 at 4% or $145,051 at 6%; with 100% employer match about $163,182 at 4% or $108,788 at 6%.
200917$619,016$123,156$17,594iApproximate average salary by contribution assumption: employee only about $439,843 at 4% or $293,229 at 6%; with 50% employer match about $293,229 at 4% or $195,486 at 6%; with 100% employer match about $219,921 at 4% or $146,614 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-7$619,016$123,156$17,594iApproximate average salary by contribution assumption: employee only about $439,843 at 4% or $293,229 at 6%; with 50% employer match about $293,229 at 4% or $195,486 at 6%; with 100% employer match about $219,921 at 4% or $146,614 at 6%.
200815$415,500$89,226$17,845iApproximate average salary by contribution assumption: employee only about $446,130 at 4% or $297,420 at 6%; with 50% employer match about $297,420 at 4% or $198,280 at 6%; with 100% employer match about $223,065 at 4% or $148,710 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-5$415,500$89,226$17,845iApproximate average salary by contribution assumption: employee only about $446,130 at 4% or $297,420 at 6%; with 50% employer match about $297,420 at 4% or $198,280 at 6%; with 100% employer match about $223,065 at 4% or $148,710 at 6%.
200716$0$0-
San Ramon Optometric Group Inc. 401(K) Plan & Trust-6---
200616$62,328$62,328$10,388iApproximate average salary by contribution assumption: employee only about $259,700 at 4% or $173,133 at 6%; with 50% employer match about $173,133 at 4% or $115,422 at 6%; with 100% employer match about $129,850 at 4% or $86,567 at 6%.
San Ramon Optometric Group Inc. 401(K) Plan & Trust-6$62,328$62,328$10,388iApproximate average salary by contribution assumption: employee only about $259,700 at 4% or $173,133 at 6%; with 50% employer match about $173,133 at 4% or $115,422 at 6%; with 100% employer match about $129,850 at 4% or $86,567 at 6%.