Civic Intelligence

Wald Professional Optometric S

Plan context: Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust

EIN 81-4642129 • Newport Beach, CA • 9 filings • 2 plans

1101 Dove St Ste 225Newport Beach, CA 92660-2828
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$598,271

2025 Contributions

$110,044

Historical Graphs

Total Assets Over Time

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

$598,271$299,136$0201720212025YearValue
$598,271Latest year 2025

Participants Over Time

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

27140201720212025YearValue
26Latest year 2025

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
2025126$598,271$110,044$4,232iApproximate average salary by contribution assumption: employee only about $105,812 at 4% or $70,541 at 6%; with 50% employer match about $70,541 at 4% or $47,027 at 6%; with 100% employer match about $52,906 at 4% or $35,271 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-26$598,271$110,044$4,232iApproximate average salary by contribution assumption: employee only about $105,812 at 4% or $70,541 at 6%; with 50% employer match about $70,541 at 4% or $47,027 at 6%; with 100% employer match about $52,906 at 4% or $35,271 at 6%.
2024127$477,584$89,819$3,327iApproximate average salary by contribution assumption: employee only about $83,166 at 4% or $55,444 at 6%; with 50% employer match about $55,444 at 4% or $36,963 at 6%; with 100% employer match about $41,583 at 4% or $27,722 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-27$477,584$89,819$3,327iApproximate average salary by contribution assumption: employee only about $83,166 at 4% or $55,444 at 6%; with 50% employer match about $55,444 at 4% or $36,963 at 6%; with 100% employer match about $41,583 at 4% or $27,722 at 6%.
2023124$355,387$55,274$2,303iApproximate average salary by contribution assumption: employee only about $57,577 at 4% or $38,385 at 6%; with 50% employer match about $38,385 at 4% or $25,590 at 6%; with 100% employer match about $28,789 at 4% or $19,192 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-24$355,387$55,274$2,303iApproximate average salary by contribution assumption: employee only about $57,577 at 4% or $38,385 at 6%; with 50% employer match about $38,385 at 4% or $25,590 at 6%; with 100% employer match about $28,789 at 4% or $19,192 at 6%.
2022121$256,200$65,853$3,136iApproximate average salary by contribution assumption: employee only about $78,396 at 4% or $52,264 at 6%; with 50% employer match about $52,264 at 4% or $34,843 at 6%; with 100% employer match about $39,198 at 4% or $26,132 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-21$256,200$65,853$3,136iApproximate average salary by contribution assumption: employee only about $78,396 at 4% or $52,264 at 6%; with 50% employer match about $52,264 at 4% or $34,843 at 6%; with 100% employer match about $39,198 at 4% or $26,132 at 6%.
2021112$285,654$76,813$6,401iApproximate average salary by contribution assumption: employee only about $160,027 at 4% or $106,685 at 6%; with 50% employer match about $106,685 at 4% or $71,123 at 6%; with 100% employer match about $80,014 at 4% or $53,342 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-12$285,654$76,813$6,401iApproximate average salary by contribution assumption: employee only about $160,027 at 4% or $106,685 at 6%; with 50% employer match about $106,685 at 4% or $71,123 at 6%; with 100% employer match about $80,014 at 4% or $53,342 at 6%.
202019$282,786$62,554$6,950iApproximate average salary by contribution assumption: employee only about $173,761 at 4% or $115,841 at 6%; with 50% employer match about $115,841 at 4% or $77,227 at 6%; with 100% employer match about $86,881 at 4% or $57,920 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-9$282,786$62,554$6,950iApproximate average salary by contribution assumption: employee only about $173,761 at 4% or $115,841 at 6%; with 50% employer match about $115,841 at 4% or $77,227 at 6%; with 100% employer match about $86,881 at 4% or $57,920 at 6%.
2019116$309,847$87,292$5,456iApproximate average salary by contribution assumption: employee only about $136,394 at 4% or $90,929 at 6%; with 50% employer match about $90,929 at 4% or $60,619 at 6%; with 100% employer match about $68,197 at 4% or $45,465 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-16$309,847$87,292$5,456iApproximate average salary by contribution assumption: employee only about $136,394 at 4% or $90,929 at 6%; with 50% employer match about $90,929 at 4% or $60,619 at 6%; with 100% employer match about $68,197 at 4% or $45,465 at 6%.
2018116$182,027$62,029$3,877iApproximate average salary by contribution assumption: employee only about $96,920 at 4% or $64,614 at 6%; with 50% employer match about $64,614 at 4% or $43,076 at 6%; with 100% employer match about $48,460 at 4% or $32,307 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-16$182,027$62,029$3,877iApproximate average salary by contribution assumption: employee only about $96,920 at 4% or $64,614 at 6%; with 50% employer match about $64,614 at 4% or $43,076 at 6%; with 100% employer match about $48,460 at 4% or $32,307 at 6%.
2017114$156,281$146,892$10,492iApproximate average salary by contribution assumption: employee only about $262,307 at 4% or $174,871 at 6%; with 50% employer match about $174,871 at 4% or $116,581 at 6%; with 100% employer match about $131,154 at 4% or $87,436 at 6%.
Wald Professional Optometric S 401(K) Profit Sharing Plan & Trust-14$156,281$146,892$10,492iApproximate average salary by contribution assumption: employee only about $262,307 at 4% or $174,871 at 6%; with 50% employer match about $174,871 at 4% or $116,581 at 6%; with 100% employer match about $131,154 at 4% or $87,436 at 6%.