Civic Intelligence

Kathy a. Banks DMD

Plan context: Kathy a. Banks Retirememnt Plan

EIN 45-5058275 • Barnegat, NJ • 11 filings • 1 plans

249 South Main Street #4Barnegat, NJ 08005
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,328,375

2024 Contributions

$138,380

Historical Graphs

Total Assets Over Time

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

$2,328,375$1,164,188$0201420192024YearValue
$2,328,375Latest year 2024

Participants Over Time

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

1260201420192024YearValue
12Latest 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
2024112$2,328,375$138,380$11,532iApproximate average salary by contribution assumption: employee only about $288,292 at 4% or $192,194 at 6%; with 50% employer match about $192,194 at 4% or $128,130 at 6%; with 100% employer match about $144,146 at 4% or $96,097 at 6%.
Kathy a. Banks Retirememnt Plan-12$2,328,375$138,380$11,532iApproximate average salary by contribution assumption: employee only about $288,292 at 4% or $192,194 at 6%; with 50% employer match about $192,194 at 4% or $128,130 at 6%; with 100% employer match about $144,146 at 4% or $96,097 at 6%.
2023112$1,995,975$99,453$8,288iApproximate average salary by contribution assumption: employee only about $207,194 at 4% or $138,129 at 6%; with 50% employer match about $138,129 at 4% or $92,086 at 6%; with 100% employer match about $103,597 at 4% or $69,065 at 6%.
Kathy a. Banks Retirememnt Plan-12$1,995,975$99,453$8,288iApproximate average salary by contribution assumption: employee only about $207,194 at 4% or $138,129 at 6%; with 50% employer match about $138,129 at 4% or $92,086 at 6%; with 100% employer match about $103,597 at 4% or $69,065 at 6%.
2022110$1,622,636$119,430$11,943iApproximate average salary by contribution assumption: employee only about $298,575 at 4% or $199,050 at 6%; with 50% employer match about $199,050 at 4% or $132,700 at 6%; with 100% employer match about $149,288 at 4% or $99,525 at 6%.
Kathy a. Banks Retirememnt Plan-10$1,622,636$119,430$11,943iApproximate average salary by contribution assumption: employee only about $298,575 at 4% or $199,050 at 6%; with 50% employer match about $199,050 at 4% or $132,700 at 6%; with 100% employer match about $149,288 at 4% or $99,525 at 6%.
2021111$1,838,684$110,766$10,070iApproximate average salary by contribution assumption: employee only about $251,741 at 4% or $167,827 at 6%; with 50% employer match about $167,827 at 4% or $111,885 at 6%; with 100% employer match about $125,870 at 4% or $83,914 at 6%.
Kathy a. Banks Retirememnt Plan-11$1,838,684$110,766$10,070iApproximate average salary by contribution assumption: employee only about $251,741 at 4% or $167,827 at 6%; with 50% employer match about $167,827 at 4% or $111,885 at 6%; with 100% employer match about $125,870 at 4% or $83,914 at 6%.
2020111$1,539,169$207,847$18,895iApproximate average salary by contribution assumption: employee only about $472,380 at 4% or $314,920 at 6%; with 50% employer match about $314,920 at 4% or $209,946 at 6%; with 100% employer match about $236,190 at 4% or $157,460 at 6%.
Kathy a. Banks Retirememnt Plan-11$1,539,169$207,847$18,895iApproximate average salary by contribution assumption: employee only about $472,380 at 4% or $314,920 at 6%; with 50% employer match about $314,920 at 4% or $209,946 at 6%; with 100% employer match about $236,190 at 4% or $157,460 at 6%.
201919$1,172,294$124,357$13,817iApproximate average salary by contribution assumption: employee only about $345,436 at 4% or $230,291 at 6%; with 50% employer match about $230,291 at 4% or $153,527 at 6%; with 100% employer match about $172,718 at 4% or $115,145 at 6%.
Kathy a. Banks Retirememnt Plan-9$1,172,294$124,357$13,817iApproximate average salary by contribution assumption: employee only about $345,436 at 4% or $230,291 at 6%; with 50% employer match about $230,291 at 4% or $153,527 at 6%; with 100% employer match about $172,718 at 4% or $115,145 at 6%.
201819$882,980$102,172$11,352iApproximate average salary by contribution assumption: employee only about $283,811 at 4% or $189,207 at 6%; with 50% employer match about $189,207 at 4% or $126,138 at 6%; with 100% employer match about $141,906 at 4% or $94,604 at 6%.
Kathy a. Banks Retirememnt Plan-9$882,980$102,172$11,352iApproximate average salary by contribution assumption: employee only about $283,811 at 4% or $189,207 at 6%; with 50% employer match about $189,207 at 4% or $126,138 at 6%; with 100% employer match about $141,906 at 4% or $94,604 at 6%.
201718$858,543$98,839$12,355iApproximate average salary by contribution assumption: employee only about $308,872 at 4% or $205,915 at 6%; with 50% employer match about $205,915 at 4% or $137,276 at 6%; with 100% employer match about $154,436 at 4% or $102,957 at 6%.
Kathy a. Banks Retirememnt Plan-8$858,543$98,839$12,355iApproximate average salary by contribution assumption: employee only about $308,872 at 4% or $205,915 at 6%; with 50% employer match about $205,915 at 4% or $137,276 at 6%; with 100% employer match about $154,436 at 4% or $102,957 at 6%.
201615$674,337$95,134$19,027iApproximate average salary by contribution assumption: employee only about $475,670 at 4% or $317,113 at 6%; with 50% employer match about $317,113 at 4% or $211,409 at 6%; with 100% employer match about $237,835 at 4% or $158,557 at 6%.
Kathy a. Banks Retirememnt Plan-5$674,337$95,134$19,027iApproximate average salary by contribution assumption: employee only about $475,670 at 4% or $317,113 at 6%; with 50% employer match about $317,113 at 4% or $211,409 at 6%; with 100% employer match about $237,835 at 4% or $158,557 at 6%.
201515$550,791$97,381$19,476iApproximate average salary by contribution assumption: employee only about $486,905 at 4% or $324,603 at 6%; with 50% employer match about $324,603 at 4% or $216,402 at 6%; with 100% employer match about $243,453 at 4% or $162,302 at 6%.
Kathy a. Banks Retirememnt Plan-5$550,791$97,381$19,476iApproximate average salary by contribution assumption: employee only about $486,905 at 4% or $324,603 at 6%; with 50% employer match about $324,603 at 4% or $216,402 at 6%; with 100% employer match about $243,453 at 4% or $162,302 at 6%.
201414$470,881$457,579$114,395iApproximate average salary by contribution assumption: employee only about $2,859,869 at 4% or $1,906,579 at 6%; with 50% employer match about $1,906,579 at 4% or $1,271,053 at 6%; with 100% employer match about $1,429,934 at 4% or $953,290 at 6%.
Kathy a. Banks Retirememnt Plan-4$470,881$457,579$114,395iApproximate average salary by contribution assumption: employee only about $2,859,869 at 4% or $1,906,579 at 6%; with 50% employer match about $1,906,579 at 4% or $1,271,053 at 6%; with 100% employer match about $1,429,934 at 4% or $953,290 at 6%.