OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC.
Plan context: OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. 401(K) PLAN
EIN 73-0664688 • Santa Anna, CA • 17 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$86,708
2024 Contributions
$24,078
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $86,708 | $24,078 | $8,026iApproximate average salary by contribution assumption: employee only about $200,650 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,883 at 6%. |
| OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. 401(K) PLAN | - | 3 | $86,708 | $24,078 | $8,026iApproximate average salary by contribution assumption: employee only about $200,650 at 4% or $133,767 at 6%; with 50% employer match about $133,767 at 4% or $89,178 at 6%; with 100% employer match about $100,325 at 4% or $66,883 at 6%. |
| 2023 | 1 | 5 | $59,466 | $21,676 | $4,335iApproximate average salary by contribution assumption: employee only about $108,380 at 4% or $72,253 at 6%; with 50% employer match about $72,253 at 4% or $48,169 at 6%; with 100% employer match about $54,190 at 4% or $36,127 at 6%. |
| OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. 401(K) PLAN | - | 5 | $59,466 | $21,676 | $4,335iApproximate average salary by contribution assumption: employee only about $108,380 at 4% or $72,253 at 6%; with 50% employer match about $72,253 at 4% or $48,169 at 6%; with 100% employer match about $54,190 at 4% or $36,127 at 6%. |
| 2022 | 1 | 4 | $34,878 | $19,016 | $4,754iApproximate average salary by contribution assumption: employee only about $118,850 at 4% or $79,233 at 6%; with 50% employer match about $79,233 at 4% or $52,822 at 6%; with 100% employer match about $59,425 at 4% or $39,617 at 6%. |
| OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. 401(K) PLAN | - | 4 | $34,878 | $19,016 | $4,754iApproximate average salary by contribution assumption: employee only about $118,850 at 4% or $79,233 at 6%; with 50% employer match about $79,233 at 4% or $52,822 at 6%; with 100% employer match about $59,425 at 4% or $39,617 at 6%. |
| 2021 | 1 | 4 | $30,988 | $18,956 | $4,739iApproximate average salary by contribution assumption: employee only about $118,475 at 4% or $78,983 at 6%; with 50% employer match about $78,983 at 4% or $52,656 at 6%; with 100% employer match about $59,238 at 4% or $39,492 at 6%. |
| OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. 401(K) PLAN | - | 4 | $30,988 | $18,956 | $4,739iApproximate average salary by contribution assumption: employee only about $118,475 at 4% or $78,983 at 6%; with 50% employer match about $78,983 at 4% or $52,656 at 6%; with 100% employer match about $59,238 at 4% or $39,492 at 6%. |
| 2020 | 1 | 2 | $10,254 | $8,158 | $4,079iApproximate average salary by contribution assumption: employee only about $101,975 at 4% or $67,983 at 6%; with 50% employer match about $67,983 at 4% or $45,322 at 6%; with 100% employer match about $50,988 at 4% or $33,992 at 6%. |
| OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. 401(K) PLAN | - | 2 | $10,254 | $8,158 | $4,079iApproximate average salary by contribution assumption: employee only about $101,975 at 4% or $67,983 at 6%; with 50% employer match about $67,983 at 4% or $45,322 at 6%; with 100% employer match about $50,988 at 4% or $33,992 at 6%. |
| 2019 | 1 | 2 | $7,654 | $960 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. 401(K) PLAN | - | 2 | $7,654 | $960 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| 2018 | 1 | 4 | $4,312 | $15,908 | $3,977iApproximate average salary by contribution assumption: employee only about $99,425 at 4% or $66,283 at 6%; with 50% employer match about $66,283 at 4% or $44,189 at 6%; with 100% employer match about $49,713 at 4% or $33,142 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. | - | 4 | $4,312 | $15,908 | $3,977iApproximate average salary by contribution assumption: employee only about $99,425 at 4% or $66,283 at 6%; with 50% employer match about $66,283 at 4% or $44,189 at 6%; with 100% employer match about $49,713 at 4% or $33,142 at 6%. |
| 2017 | 1 | 5 | $46,736 | $23,821 | $4,764iApproximate average salary by contribution assumption: employee only about $119,105 at 4% or $79,403 at 6%; with 50% employer match about $79,403 at 4% or $52,936 at 6%; with 100% employer match about $59,553 at 4% or $39,702 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. | - | 5 | $46,736 | $23,821 | $4,764iApproximate average salary by contribution assumption: employee only about $119,105 at 4% or $79,403 at 6%; with 50% employer match about $79,403 at 4% or $52,936 at 6%; with 100% employer match about $59,553 at 4% or $39,702 at 6%. |
| 2016 | 1 | 6 | $29,337 | $15,006 | $2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-OPTOMETRIC EXTENSION PROGRAM FOUNDATION, INC. | - | 6 | $29,337 | $15,006 | $2,501iApproximate average salary by contribution assumption: employee only about $62,525 at 4% or $41,683 at 6%; with 50% employer match about $41,683 at 4% or $27,789 at 6%; with 100% employer match about $31,263 at 4% or $20,842 at 6%. |
| 2015 | 1 | 5 | $154,836 | $12,241 | $2,448iApproximate average salary by contribution assumption: employee only about $61,205 at 4% or $40,803 at 6%; with 50% employer match about $40,803 at 4% or $27,202 at 6%; with 100% employer match about $30,602 at 4% or $20,402 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-OPTOMETRIC EXTENSION | - | 5 | $154,836 | $12,241 | $2,448iApproximate average salary by contribution assumption: employee only about $61,205 at 4% or $40,803 at 6%; with 50% employer match about $40,803 at 4% or $27,202 at 6%; with 100% employer match about $30,602 at 4% or $20,402 at 6%. |
| 2014 | 1 | 5 | $149,464 | $28,518 | $5,704iApproximate average salary by contribution assumption: employee only about $142,590 at 4% or $95,060 at 6%; with 50% employer match about $95,060 at 4% or $63,373 at 6%; with 100% employer match about $71,295 at 4% or $47,530 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 5 | $149,464 | $28,518 | $5,704iApproximate average salary by contribution assumption: employee only about $142,590 at 4% or $95,060 at 6%; with 50% employer match about $95,060 at 4% or $63,373 at 6%; with 100% employer match about $71,295 at 4% or $47,530 at 6%. |
| 2013 | 1 | 7 | $217,514 | $51,164 | $7,309iApproximate average salary by contribution assumption: employee only about $182,729 at 4% or $121,819 at 6%; with 50% employer match about $121,819 at 4% or $81,213 at 6%; with 100% employer match about $91,364 at 4% or $60,910 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 7 | $217,514 | $51,164 | $7,309iApproximate average salary by contribution assumption: employee only about $182,729 at 4% or $121,819 at 6%; with 50% employer match about $121,819 at 4% or $81,213 at 6%; with 100% employer match about $91,364 at 4% or $60,910 at 6%. |
| 2012 | 1 | 7 | $270,724 | $47,179 | $6,740iApproximate average salary by contribution assumption: employee only about $168,496 at 4% or $112,331 at 6%; with 50% employer match about $112,331 at 4% or $74,887 at 6%; with 100% employer match about $84,248 at 4% or $56,165 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 7 | $270,724 | $47,179 | $6,740iApproximate average salary by contribution assumption: employee only about $168,496 at 4% or $112,331 at 6%; with 50% employer match about $112,331 at 4% or $74,887 at 6%; with 100% employer match about $84,248 at 4% or $56,165 at 6%. |
| 2011 | 1 | 6 | $199,487 | $48,975 | $8,163iApproximate average salary by contribution assumption: employee only about $204,063 at 4% or $136,042 at 6%; with 50% employer match about $136,042 at 4% or $90,694 at 6%; with 100% employer match about $102,031 at 4% or $68,021 at 6%. |
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | - | 6 | $199,487 | $48,975 | $8,163iApproximate average salary by contribution assumption: employee only about $204,063 at 4% or $136,042 at 6%; with 50% employer match about $136,042 at 4% or $90,694 at 6%; with 100% employer match about $102,031 at 4% or $68,021 at 6%. |
| 2009 | 1 | 0 | $0 | $30,676 | - |
| OEP 403(B) PLAN | - | 0 | $0 | $30,676 | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| OEP 403B PLAN | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| OEP 403B PLAN | - | 0 | - | - | - |