Civic Intelligence

Advanced Optometry Kerry M Ree

Plan context: Advanced Optometry Kerry M Ree 401(K) Profit Sharing Plan & Trust

EIN 83-2841174 • Fayetteville, NC • 6 filings • 1 plans

131 Glensford Drive Ste 105Fayetteville, NC 28314
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$476,535

2024 Contributions

$205,556

Historical Graphs

Total Assets Over Time

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

$476,535$238,268$0201920222024YearValue
$476,535Latest year 2024

Participants Over Time

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

1890201920222024YearValue
18Latest 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
2024118$476,535$205,556$11,420iApproximate average salary by contribution assumption: employee only about $285,494 at 4% or $190,330 at 6%; with 50% employer match about $190,330 at 4% or $126,886 at 6%; with 100% employer match about $142,747 at 4% or $95,165 at 6%.
Advanced Optometry Kerry M Ree 401(K) Profit Sharing Plan & Trust-18$476,535$205,556$11,420iApproximate average salary by contribution assumption: employee only about $285,494 at 4% or $190,330 at 6%; with 50% employer match about $190,330 at 4% or $126,886 at 6%; with 100% employer match about $142,747 at 4% or $95,165 at 6%.
2023117$382,281$52,430$3,084iApproximate average salary by contribution assumption: employee only about $77,103 at 4% or $51,402 at 6%; with 50% employer match about $51,402 at 4% or $34,268 at 6%; with 100% employer match about $38,551 at 4% or $25,701 at 6%.
Advanced Optometry Kerry M Ree 401(K) Profit Sharing Plan & Trust-17$382,281$52,430$3,084iApproximate average salary by contribution assumption: employee only about $77,103 at 4% or $51,402 at 6%; with 50% employer match about $51,402 at 4% or $34,268 at 6%; with 100% employer match about $38,551 at 4% or $25,701 at 6%.
2022115$299,999$75,072$5,005iApproximate average salary by contribution assumption: employee only about $125,120 at 4% or $83,413 at 6%; with 50% employer match about $83,413 at 4% or $55,609 at 6%; with 100% employer match about $62,560 at 4% or $41,707 at 6%.
Advanced Optometry Kerry M Ree 401(K) Profit Sharing Plan & Trust-15$299,999$75,072$5,005iApproximate average salary by contribution assumption: employee only about $125,120 at 4% or $83,413 at 6%; with 50% employer match about $83,413 at 4% or $55,609 at 6%; with 100% employer match about $62,560 at 4% or $41,707 at 6%.
2021112$262,823$73,620$6,135iApproximate average salary by contribution assumption: employee only about $153,375 at 4% or $102,250 at 6%; with 50% employer match about $102,250 at 4% or $68,167 at 6%; with 100% employer match about $76,688 at 4% or $51,125 at 6%.
Advanced Optometry Kerry M Ree 401(K) Profit Sharing Plan & Trust-12$262,823$73,620$6,135iApproximate average salary by contribution assumption: employee only about $153,375 at 4% or $102,250 at 6%; with 50% employer match about $102,250 at 4% or $68,167 at 6%; with 100% employer match about $76,688 at 4% or $51,125 at 6%.
2020111$170,010$149,739$13,613iApproximate average salary by contribution assumption: employee only about $340,316 at 4% or $226,877 at 6%; with 50% employer match about $226,877 at 4% or $151,252 at 6%; with 100% employer match about $170,158 at 4% or $113,439 at 6%.
Advanced Optometry Kerry M Ree 401(K) Profit Sharing Plan & Trust-11$170,010$149,739$13,613iApproximate average salary by contribution assumption: employee only about $340,316 at 4% or $226,877 at 6%; with 50% employer match about $226,877 at 4% or $151,252 at 6%; with 100% employer match about $170,158 at 4% or $113,439 at 6%.
2019110$44,863$44,083$4,408iApproximate average salary by contribution assumption: employee only about $110,208 at 4% or $73,472 at 6%; with 50% employer match about $73,472 at 4% or $48,981 at 6%; with 100% employer match about $55,104 at 4% or $36,736 at 6%.
Advanced Optometry Kerry M Ree 401(K) Profit Sharing Plan & Trust-10$44,863$44,083$4,408iApproximate average salary by contribution assumption: employee only about $110,208 at 4% or $73,472 at 6%; with 50% employer match about $73,472 at 4% or $48,981 at 6%; with 100% employer match about $55,104 at 4% or $36,736 at 6%.