Civic Intelligence

Bernard Monetta, O.D. a Professional Corporation

Plan context: Robert Monetta Optometrist 401K Profit Sharing Plan

EIN 94-2925152 • San Francisco, CA • 19 filings • 5 plans

2532 Ocean AvenueSan Francisco, CA 94132
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$66,932

2019 Contributions

$5,000

Historical Graphs

Total Assets Over Time

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

$250,220$125,110$0199920112018YearValue
$66,932Latest year 2018

Participants Over Time

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

740199920112018YearValue
1Latest year 2018

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
201910$0$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-0$0--
201811$66,932$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-1$66,932--
201711$73,333$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-1$73,333$0-
201611$66,467$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-1$66,467$0-
201511$64,015$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-1$64,015$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201411$61,413$16,800$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-1$61,413$16,800$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
201311$43,205$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-1$43,205--
201211$40,960$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-1$40,960--
201111$37,968$8,334$8,334iApproximate average salary by contribution assumption: employee only about $208,350 at 4% or $138,900 at 6%; with 50% employer match about $138,900 at 4% or $92,600 at 6%; with 100% employer match about $104,175 at 4% or $69,450 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-1$37,968$8,334$8,334iApproximate average salary by contribution assumption: employee only about $208,350 at 4% or $138,900 at 6%; with 50% employer match about $138,900 at 4% or $92,600 at 6%; with 100% employer match about $104,175 at 4% or $69,450 at 6%.
201012$28,909$13,333$6,667iApproximate average salary by contribution assumption: employee only about $166,663 at 4% or $111,108 at 6%; with 50% employer match about $111,108 at 4% or $74,072 at 6%; with 100% employer match about $83,331 at 4% or $55,554 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-2$28,909$13,333$6,667iApproximate average salary by contribution assumption: employee only about $166,663 at 4% or $111,108 at 6%; with 50% employer match about $111,108 at 4% or $74,072 at 6%; with 100% employer match about $83,331 at 4% or $55,554 at 6%.
200911$14,333$14,045$14,045iApproximate average salary by contribution assumption: employee only about $351,125 at 4% or $234,083 at 6%; with 50% employer match about $234,083 at 4% or $156,056 at 6%; with 100% employer match about $175,563 at 4% or $117,042 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-1$14,333$14,045$14,045iApproximate average salary by contribution assumption: employee only about $351,125 at 4% or $234,083 at 6%; with 50% employer match about $234,083 at 4% or $156,056 at 6%; with 100% employer match about $175,563 at 4% or $117,042 at 6%.
200811$0$0-
ROBERT MONETTA, OPTOMETRIST 401K PROFIT SHARING PLAN-1---
200510$0$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-0---
200410$245,126$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-0$245,126--
200313$250,220$20,110$6,703iApproximate average salary by contribution assumption: employee only about $167,583 at 4% or $111,722 at 6%; with 50% employer match about $111,722 at 4% or $74,481 at 6%; with 100% employer match about $83,792 at 4% or $55,861 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-3$250,220$20,110$6,703iApproximate average salary by contribution assumption: employee only about $167,583 at 4% or $111,722 at 6%; with 50% employer match about $111,722 at 4% or $74,481 at 6%; with 100% employer match about $83,792 at 4% or $55,861 at 6%.
200217$178,046$37,427$5,347iApproximate average salary by contribution assumption: employee only about $133,668 at 4% or $89,112 at 6%; with 50% employer match about $89,112 at 4% or $59,408 at 6%; with 100% employer match about $66,834 at 4% or $44,556 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-7$178,046$37,427$5,347iApproximate average salary by contribution assumption: employee only about $133,668 at 4% or $89,112 at 6%; with 50% employer match about $89,112 at 4% or $59,408 at 6%; with 100% employer match about $66,834 at 4% or $44,556 at 6%.
200115$0$0-
Robert Monetta Optometrist 401K Profit Sharing Plan-5---
200014$154,690$21,603$5,401iApproximate average salary by contribution assumption: employee only about $135,019 at 4% or $90,013 at 6%; with 50% employer match about $90,013 at 4% or $60,008 at 6%; with 100% employer match about $67,509 at 4% or $45,006 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-4$154,690$21,603$5,401iApproximate average salary by contribution assumption: employee only about $135,019 at 4% or $90,013 at 6%; with 50% employer match about $90,013 at 4% or $60,008 at 6%; with 100% employer match about $67,509 at 4% or $45,006 at 6%.
199914$160,623$22,754$5,689iApproximate average salary by contribution assumption: employee only about $142,213 at 4% or $94,808 at 6%; with 50% employer match about $94,808 at 4% or $63,206 at 6%; with 100% employer match about $71,106 at 4% or $47,404 at 6%.
Robert Monetta Optometrist 401K Profit Sharing Plan-4$160,623$22,754$5,689iApproximate average salary by contribution assumption: employee only about $142,213 at 4% or $94,808 at 6%; with 50% employer match about $94,808 at 4% or $63,206 at 6%; with 100% employer match about $71,106 at 4% or $47,404 at 6%.