Civic Intelligence

Lisa Kit Yi Ko Optometrist Inc

Plan context: Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust

EIN 77-0434190 • San Jose, CA • 14 filings • 5 plans

618 Blossom Hill Road, Ste 100San Jose, CA 95123
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$816,638

2022 Contributions

$1,770

Historical Graphs

Total Assets Over Time

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

$816,638$408,319$0200820152021YearValue
$816,638Latest year 2021

Participants Over Time

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

210200820152021YearValue
1Latest year 2021

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
202210$0$1,770-
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-0$0$1,770-
202111$816,638$28,280$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-1$816,638$28,280$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
202011$694,697$28,280$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-1$694,697$28,280$28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%.
201911$584,280$27,250$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-1$584,280$27,250$27,250iApproximate average salary by contribution assumption: employee only about $681,250 at 4% or $454,167 at 6%; with 50% employer match about $454,167 at 4% or $302,778 at 6%; with 100% employer match about $340,625 at 4% or $227,083 at 6%.
201811$448,329$26,280$26,280iApproximate average salary by contribution assumption: employee only about $657,000 at 4% or $438,000 at 6%; with 50% employer match about $438,000 at 4% or $292,000 at 6%; with 100% employer match about $328,500 at 4% or $219,000 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-1$448,329$26,280$26,280iApproximate average salary by contribution assumption: employee only about $657,000 at 4% or $438,000 at 6%; with 50% employer match about $438,000 at 4% or $292,000 at 6%; with 100% employer match about $328,500 at 4% or $219,000 at 6%.
201711$453,943$25,100$25,100iApproximate average salary by contribution assumption: employee only about $627,500 at 4% or $418,333 at 6%; with 50% employer match about $418,333 at 4% or $278,889 at 6%; with 100% employer match about $313,750 at 4% or $209,167 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-1$453,943$25,100$25,100iApproximate average salary by contribution assumption: employee only about $627,500 at 4% or $418,333 at 6%; with 50% employer match about $418,333 at 4% or $278,889 at 6%; with 100% employer match about $313,750 at 4% or $209,167 at 6%.
201611$364,352$21,626$21,626iApproximate average salary by contribution assumption: employee only about $540,650 at 4% or $360,433 at 6%; with 50% employer match about $360,433 at 4% or $240,289 at 6%; with 100% employer match about $270,325 at 4% or $180,217 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-1$364,352$21,626$21,626iApproximate average salary by contribution assumption: employee only about $540,650 at 4% or $360,433 at 6%; with 50% employer match about $360,433 at 4% or $240,289 at 6%; with 100% employer match about $270,325 at 4% or $180,217 at 6%.
201512$381,245$24,337$12,169iApproximate average salary by contribution assumption: employee only about $304,213 at 4% or $202,808 at 6%; with 50% employer match about $202,808 at 4% or $135,206 at 6%; with 100% employer match about $152,106 at 4% or $101,404 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-2$381,245$24,337$12,169iApproximate average salary by contribution assumption: employee only about $304,213 at 4% or $202,808 at 6%; with 50% employer match about $202,808 at 4% or $135,206 at 6%; with 100% employer match about $152,106 at 4% or $101,404 at 6%.
201412$356,510$23,923$11,962iApproximate average salary by contribution assumption: employee only about $299,038 at 4% or $199,358 at 6%; with 50% employer match about $199,358 at 4% or $132,906 at 6%; with 100% employer match about $149,519 at 4% or $99,679 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-2$356,510$23,923$11,962iApproximate average salary by contribution assumption: employee only about $299,038 at 4% or $199,358 at 6%; with 50% employer match about $199,358 at 4% or $132,906 at 6%; with 100% employer match about $149,519 at 4% or $99,679 at 6%.
201312$314,419$24,299$12,150iApproximate average salary by contribution assumption: employee only about $303,738 at 4% or $202,492 at 6%; with 50% employer match about $202,492 at 4% or $134,994 at 6%; with 100% employer match about $151,869 at 4% or $101,246 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-2$314,419$24,299$12,150iApproximate average salary by contribution assumption: employee only about $303,738 at 4% or $202,492 at 6%; with 50% employer match about $202,492 at 4% or $134,994 at 6%; with 100% employer match about $151,869 at 4% or $101,246 at 6%.
201212$230,640$23,183$11,592iApproximate average salary by contribution assumption: employee only about $289,788 at 4% or $193,192 at 6%; with 50% employer match about $193,192 at 4% or $128,794 at 6%; with 100% employer match about $144,894 at 4% or $96,596 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-2$230,640$23,183$11,592iApproximate average salary by contribution assumption: employee only about $289,788 at 4% or $193,192 at 6%; with 50% employer match about $193,192 at 4% or $128,794 at 6%; with 100% employer match about $144,894 at 4% or $96,596 at 6%.
201012$172,674$24,614$12,307iApproximate average salary by contribution assumption: employee only about $307,675 at 4% or $205,117 at 6%; with 50% employer match about $205,117 at 4% or $136,744 at 6%; with 100% employer match about $153,838 at 4% or $102,558 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-2$172,674$24,614$12,307iApproximate average salary by contribution assumption: employee only about $307,675 at 4% or $205,117 at 6%; with 50% employer match about $205,117 at 4% or $136,744 at 6%; with 100% employer match about $153,838 at 4% or $102,558 at 6%.
200912$128,544$24,662$12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-2$128,544$24,662$12,331iApproximate average salary by contribution assumption: employee only about $308,275 at 4% or $205,517 at 6%; with 50% employer match about $205,517 at 4% or $137,011 at 6%; with 100% employer match about $154,138 at 4% or $102,758 at 6%.
200812$84,137$18,439$9,220iApproximate average salary by contribution assumption: employee only about $230,488 at 4% or $153,658 at 6%; with 50% employer match about $153,658 at 4% or $102,439 at 6%; with 100% employer match about $115,244 at 4% or $76,829 at 6%.
Lisa Kit Yi Ko Optometrist Inc 401 K Profit Sharing Plan Trust-2$84,137$18,439$9,220iApproximate average salary by contribution assumption: employee only about $230,488 at 4% or $153,658 at 6%; with 50% employer match about $153,658 at 4% or $102,439 at 6%; with 100% employer match about $115,244 at 4% or $76,829 at 6%.