Civic Intelligence

Joseph S. Moak, Jr., M.D.

Plan context: Joseph S. Moak, Jr., M.D. Defined Benefit Plan

EIN 72-1353809 • Brookhaven, MS • 14 filings • 3 plans

1040 D. A. Biglane DriveBrookhaven, MS 39601
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,762,808

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,762,808$881,404$0201120182024YearValue
$1,762,808Latest year 2024

Participants Over Time

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

740201120152024YearValue
6Latest 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
202416$1,762,808$30,000$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%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-6$1,762,808$30,000$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%.
202316$1,588,031$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-6$1,588,031$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
202216$1,417,791$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-6$1,417,791$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
202110$1,509,556$90,000-
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-0$1,509,556$90,000-
202010$1,277,202$75,000-
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-0$1,277,202$75,000-
201910$1,118,089$100,000-
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-0$1,118,089$100,000-
201810$906,520$75,000-
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-0$906,520$75,000-
201710$871,602$75,000-
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-0$871,602$75,000-
201610$726,889$150,000-
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-0$726,889$150,000-
201517$559,254$98,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-7$559,254$98,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201417$470,102$115,000$16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-7$470,102$115,000$16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%.
201317$348,392$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-7$348,392$80,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
201217$253,520$122,600$17,514iApproximate average salary by contribution assumption: employee only about $437,857 at 4% or $291,905 at 6%; with 50% employer match about $291,905 at 4% or $194,603 at 6%; with 100% employer match about $218,929 at 4% or $145,952 at 6%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-7$253,520$122,600$17,514iApproximate average salary by contribution assumption: employee only about $437,857 at 4% or $291,905 at 6%; with 50% employer match about $291,905 at 4% or $194,603 at 6%; with 100% employer match about $218,929 at 4% or $145,952 at 6%.
201117$127,413$127,413$18,202iApproximate average salary by contribution assumption: employee only about $455,046 at 4% or $303,364 at 6%; with 50% employer match about $303,364 at 4% or $202,243 at 6%; with 100% employer match about $227,523 at 4% or $151,682 at 6%.
Joseph S. Moak, Jr., M.D. Defined Benefit Plan-7$127,413$127,413$18,202iApproximate average salary by contribution assumption: employee only about $455,046 at 4% or $303,364 at 6%; with 50% employer match about $303,364 at 4% or $202,243 at 6%; with 100% employer match about $227,523 at 4% or $151,682 at 6%.