Civic Intelligence

Joel R. Banks, O.D.

Plan context: Joel R. Banks, O.D. Retirement Plan

EIN 56-1380766 • Morehead City, NC • 30 filings • 3 plans

5001 Holly LaneMorehead City, NC 28557
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,161,602

2024 Contributions

$28,048

Historical Graphs

Total Assets Over Time

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

$2,161,602$1,080,801$0199920122024YearValue
$2,161,602Latest year 2024

Participants Over Time

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

740199920122024YearValue
7Latest 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
202417$2,161,602$28,048$4,007iApproximate average salary by contribution assumption: employee only about $100,171 at 4% or $66,781 at 6%; with 50% employer match about $66,781 at 4% or $44,521 at 6%; with 100% employer match about $50,086 at 4% or $33,390 at 6%.
Joel R. Banks, O.D. Retirement Plan-7$2,161,602$28,048$4,007iApproximate average salary by contribution assumption: employee only about $100,171 at 4% or $66,781 at 6%; with 50% employer match about $66,781 at 4% or $44,521 at 6%; with 100% employer match about $50,086 at 4% or $33,390 at 6%.
202317$1,937,394$59,928$8,561iApproximate average salary by contribution assumption: employee only about $214,029 at 4% or $142,686 at 6%; with 50% employer match about $142,686 at 4% or $95,124 at 6%; with 100% employer match about $107,014 at 4% or $71,343 at 6%.
Joel R. Banks, O.D. Retirement Plan-7$1,937,394$59,928$8,561iApproximate average salary by contribution assumption: employee only about $214,029 at 4% or $142,686 at 6%; with 50% employer match about $142,686 at 4% or $95,124 at 6%; with 100% employer match about $107,014 at 4% or $71,343 at 6%.
202216$1,727,932$34,631$5,772iApproximate average salary by contribution assumption: employee only about $144,296 at 4% or $96,197 at 6%; with 50% employer match about $96,197 at 4% or $64,131 at 6%; with 100% employer match about $72,148 at 4% or $48,099 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,727,932$34,631$5,772iApproximate average salary by contribution assumption: employee only about $144,296 at 4% or $96,197 at 6%; with 50% employer match about $96,197 at 4% or $64,131 at 6%; with 100% employer match about $72,148 at 4% or $48,099 at 6%.
202116$1,942,680$28,454$4,742iApproximate average salary by contribution assumption: employee only about $118,558 at 4% or $79,039 at 6%; with 50% employer match about $79,039 at 4% or $52,693 at 6%; with 100% employer match about $59,279 at 4% or $39,519 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,942,680$28,454$4,742iApproximate average salary by contribution assumption: employee only about $118,558 at 4% or $79,039 at 6%; with 50% employer match about $79,039 at 4% or $52,693 at 6%; with 100% employer match about $59,279 at 4% or $39,519 at 6%.
202015$1,762,299$26,719$5,344iApproximate average salary by contribution assumption: employee only about $133,595 at 4% or $89,063 at 6%; with 50% employer match about $89,063 at 4% or $59,376 at 6%; with 100% employer match about $66,798 at 4% or $44,532 at 6%.
Joel R. Banks, O.D. Retirement Plan-5$1,762,299$26,719$5,344iApproximate average salary by contribution assumption: employee only about $133,595 at 4% or $89,063 at 6%; with 50% employer match about $89,063 at 4% or $59,376 at 6%; with 100% employer match about $66,798 at 4% or $44,532 at 6%.
201916$1,696,414$28,469$4,745iApproximate average salary by contribution assumption: employee only about $118,621 at 4% or $79,081 at 6%; with 50% employer match about $79,081 at 4% or $52,720 at 6%; with 100% employer match about $59,310 at 4% or $39,540 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,696,414$28,469$4,745iApproximate average salary by contribution assumption: employee only about $118,621 at 4% or $79,081 at 6%; with 50% employer match about $79,081 at 4% or $52,720 at 6%; with 100% employer match about $59,310 at 4% or $39,540 at 6%.
201816$1,485,103$27,780$4,630iApproximate average salary by contribution assumption: employee only about $115,750 at 4% or $77,167 at 6%; with 50% employer match about $77,167 at 4% or $51,444 at 6%; with 100% employer match about $57,875 at 4% or $38,583 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,485,103$27,780$4,630iApproximate average salary by contribution assumption: employee only about $115,750 at 4% or $77,167 at 6%; with 50% employer match about $77,167 at 4% or $51,444 at 6%; with 100% employer match about $57,875 at 4% or $38,583 at 6%.
201716$1,509,272$20,905$3,484iApproximate average salary by contribution assumption: employee only about $87,104 at 4% or $58,069 at 6%; with 50% employer match about $58,069 at 4% or $38,713 at 6%; with 100% employer match about $43,552 at 4% or $29,035 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,509,272$20,905$3,484iApproximate average salary by contribution assumption: employee only about $87,104 at 4% or $58,069 at 6%; with 50% employer match about $58,069 at 4% or $38,713 at 6%; with 100% employer match about $43,552 at 4% or $29,035 at 6%.
201616$1,326,600$38,196$6,366iApproximate average salary by contribution assumption: employee only about $159,150 at 4% or $106,100 at 6%; with 50% employer match about $106,100 at 4% or $70,733 at 6%; with 100% employer match about $79,575 at 4% or $53,050 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,326,600$38,196$6,366iApproximate average salary by contribution assumption: employee only about $159,150 at 4% or $106,100 at 6%; with 50% employer match about $106,100 at 4% or $70,733 at 6%; with 100% employer match about $79,575 at 4% or $53,050 at 6%.
201516$1,211,116$37,330$6,222iApproximate average salary by contribution assumption: employee only about $155,542 at 4% or $103,694 at 6%; with 50% employer match about $103,694 at 4% or $69,130 at 6%; with 100% employer match about $77,771 at 4% or $51,847 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,211,116$37,330$6,222iApproximate average salary by contribution assumption: employee only about $155,542 at 4% or $103,694 at 6%; with 50% employer match about $103,694 at 4% or $69,130 at 6%; with 100% employer match about $77,771 at 4% or $51,847 at 6%.
201416$1,183,234$41,600$6,933iApproximate average salary by contribution assumption: employee only about $173,333 at 4% or $115,556 at 6%; with 50% employer match about $115,556 at 4% or $77,037 at 6%; with 100% employer match about $86,667 at 4% or $57,778 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,183,234$41,600$6,933iApproximate average salary by contribution assumption: employee only about $173,333 at 4% or $115,556 at 6%; with 50% employer match about $115,556 at 4% or $77,037 at 6%; with 100% employer match about $86,667 at 4% or $57,778 at 6%.
201316$1,075,893$45,985$7,664iApproximate average salary by contribution assumption: employee only about $191,604 at 4% or $127,736 at 6%; with 50% employer match about $127,736 at 4% or $85,157 at 6%; with 100% employer match about $95,802 at 4% or $63,868 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$1,075,893$45,985$7,664iApproximate average salary by contribution assumption: employee only about $191,604 at 4% or $127,736 at 6%; with 50% employer match about $127,736 at 4% or $85,157 at 6%; with 100% employer match about $95,802 at 4% or $63,868 at 6%.
201216$916,515$49,915$8,319iApproximate average salary by contribution assumption: employee only about $207,979 at 4% or $138,653 at 6%; with 50% employer match about $138,653 at 4% or $92,435 at 6%; with 100% employer match about $103,990 at 4% or $69,326 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$916,515$49,915$8,319iApproximate average salary by contribution assumption: employee only about $207,979 at 4% or $138,653 at 6%; with 50% employer match about $138,653 at 4% or $92,435 at 6%; with 100% employer match about $103,990 at 4% or $69,326 at 6%.
201116$803,813$68,267$11,378iApproximate average salary by contribution assumption: employee only about $284,446 at 4% or $189,631 at 6%; with 50% employer match about $189,631 at 4% or $126,420 at 6%; with 100% employer match about $142,223 at 4% or $94,815 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$803,813$68,267$11,378iApproximate average salary by contribution assumption: employee only about $284,446 at 4% or $189,631 at 6%; with 50% employer match about $189,631 at 4% or $126,420 at 6%; with 100% employer match about $142,223 at 4% or $94,815 at 6%.
201016$729,431$69,294$11,549iApproximate average salary by contribution assumption: employee only about $288,725 at 4% or $192,483 at 6%; with 50% employer match about $192,483 at 4% or $128,322 at 6%; with 100% employer match about $144,363 at 4% or $96,242 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$729,431$69,294$11,549iApproximate average salary by contribution assumption: employee only about $288,725 at 4% or $192,483 at 6%; with 50% employer match about $192,483 at 4% or $128,322 at 6%; with 100% employer match about $144,363 at 4% or $96,242 at 6%.
200916$628,154$66,305$11,051iApproximate average salary by contribution assumption: employee only about $276,271 at 4% or $184,181 at 6%; with 50% employer match about $184,181 at 4% or $122,787 at 6%; with 100% employer match about $138,135 at 4% or $92,090 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$628,154$66,305$11,051iApproximate average salary by contribution assumption: employee only about $276,271 at 4% or $184,181 at 6%; with 50% employer match about $184,181 at 4% or $122,787 at 6%; with 100% employer match about $138,135 at 4% or $92,090 at 6%.
200816$502,280$69,058$11,510iApproximate average salary by contribution assumption: employee only about $287,742 at 4% or $191,828 at 6%; with 50% employer match about $191,828 at 4% or $127,885 at 6%; with 100% employer match about $143,871 at 4% or $95,914 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$502,280$69,058$11,510iApproximate average salary by contribution assumption: employee only about $287,742 at 4% or $191,828 at 6%; with 50% employer match about $191,828 at 4% or $127,885 at 6%; with 100% employer match about $143,871 at 4% or $95,914 at 6%.
200716$0$0-
Joel R. Banks, O.D. Retirement Plan-6---
200616$521,891$61,691$10,282iApproximate average salary by contribution assumption: employee only about $257,046 at 4% or $171,364 at 6%; with 50% employer match about $171,364 at 4% or $114,243 at 6%; with 100% employer match about $128,523 at 4% or $85,682 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$521,891$61,691$10,282iApproximate average salary by contribution assumption: employee only about $257,046 at 4% or $171,364 at 6%; with 50% employer match about $171,364 at 4% or $114,243 at 6%; with 100% employer match about $128,523 at 4% or $85,682 at 6%.
200517$444,440$53,389$7,627iApproximate average salary by contribution assumption: employee only about $190,675 at 4% or $127,117 at 6%; with 50% employer match about $127,117 at 4% or $84,744 at 6%; with 100% employer match about $95,338 at 4% or $63,558 at 6%.
Joel R. Banks, O.D. Retirement Plan-7$444,440$53,389$7,627iApproximate average salary by contribution assumption: employee only about $190,675 at 4% or $127,117 at 6%; with 50% employer match about $127,117 at 4% or $84,744 at 6%; with 100% employer match about $95,338 at 4% or $63,558 at 6%.
200416$398,616$41,754$6,959iApproximate average salary by contribution assumption: employee only about $173,975 at 4% or $115,983 at 6%; with 50% employer match about $115,983 at 4% or $77,322 at 6%; with 100% employer match about $86,988 at 4% or $57,992 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$398,616$41,754$6,959iApproximate average salary by contribution assumption: employee only about $173,975 at 4% or $115,983 at 6%; with 50% employer match about $115,983 at 4% or $77,322 at 6%; with 100% employer match about $86,988 at 4% or $57,992 at 6%.
200316$336,053$35,355$5,893iApproximate average salary by contribution assumption: employee only about $147,313 at 4% or $98,208 at 6%; with 50% employer match about $98,208 at 4% or $65,472 at 6%; with 100% employer match about $73,656 at 4% or $49,104 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$336,053$35,355$5,893iApproximate average salary by contribution assumption: employee only about $147,313 at 4% or $98,208 at 6%; with 50% employer match about $98,208 at 4% or $65,472 at 6%; with 100% employer match about $73,656 at 4% or $49,104 at 6%.
200226$257,841$26,278$4,380iApproximate average salary by contribution assumption: employee only about $109,492 at 4% or $72,994 at 6%; with 50% employer match about $72,994 at 4% or $48,663 at 6%; with 100% employer match about $54,746 at 4% or $36,497 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$257,841$26,278$4,380iApproximate average salary by contribution assumption: employee only about $109,492 at 4% or $72,994 at 6%; with 50% employer match about $72,994 at 4% or $48,663 at 6%; with 100% employer match about $54,746 at 4% or $36,497 at 6%.
Joel R. Banks, O.D. Money Purchase Pension Plan-0---
200126$265,074$21,422$3,570iApproximate average salary by contribution assumption: employee only about $89,258 at 4% or $59,506 at 6%; with 50% employer match about $59,506 at 4% or $39,670 at 6%; with 100% employer match about $44,629 at 4% or $29,753 at 6%.
Joel R. Banks, O.D. Money Purchase Pension Plan-6$158,864$21,422$3,570iApproximate average salary by contribution assumption: employee only about $89,258 at 4% or $59,506 at 6%; with 50% employer match about $59,506 at 4% or $39,670 at 6%; with 100% employer match about $44,629 at 4% or $29,753 at 6%.
Joel R. Banks, O.D. Retirement Plan-6$106,210--
200027$263,683$18,966$2,709iApproximate average salary by contribution assumption: employee only about $67,736 at 4% or $45,157 at 6%; with 50% employer match about $45,157 at 4% or $30,105 at 6%; with 100% employer match about $33,868 at 4% or $22,579 at 6%.
Joel R. Banks, O.D. Money Purchase Pension Plan-7$140,988$18,966$2,709iApproximate average salary by contribution assumption: employee only about $67,736 at 4% or $45,157 at 6%; with 50% employer match about $45,157 at 4% or $30,105 at 6%; with 100% employer match about $33,868 at 4% or $22,579 at 6%.
Joel R. Banks, O.D. Retirement Plan-7$122,695--
199924$304,617$15,615$3,904iApproximate average salary by contribution assumption: employee only about $97,594 at 4% or $65,063 at 6%; with 50% employer match about $65,063 at 4% or $43,375 at 6%; with 100% employer match about $48,797 at 4% or $32,531 at 6%.
Joel R. Banks, O.D. Money Purchase Pension Plan-4$165,956$15,615$3,904iApproximate average salary by contribution assumption: employee only about $97,594 at 4% or $65,063 at 6%; with 50% employer match about $65,063 at 4% or $43,375 at 6%; with 100% employer match about $48,797 at 4% or $32,531 at 6%.
Joel R. Banks, O.D. Retirement Plan-4$138,661--