Joe L. Cole, M.D., P.A.
Plan context: Cole Retirement Savings Plan
EIN 74-2412796 • San Antonio, TX • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$848,128
2024 Contributions
$217
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $217 | - |
| Cole Retirement Savings Plan | - | 0 | $0 | $217 | - |
| 2023 | 1 | 3 | $848,128 | $1,835 | $612iApproximate average salary by contribution assumption: employee only about $15,292 at 4% or $10,194 at 6%; with 50% employer match about $10,194 at 4% or $6,796 at 6%; with 100% employer match about $7,646 at 4% or $5,097 at 6%. |
| Cole Retirement Savings Plan | - | 3 | $848,128 | $1,835 | $612iApproximate average salary by contribution assumption: employee only about $15,292 at 4% or $10,194 at 6%; with 50% employer match about $10,194 at 4% or $6,796 at 6%; with 100% employer match about $7,646 at 4% or $5,097 at 6%. |
| 2022 | 1 | 4 | $1,788,552 | $3,411 | $853iApproximate average salary by contribution assumption: employee only about $21,319 at 4% or $14,213 at 6%; with 50% employer match about $14,213 at 4% or $9,475 at 6%; with 100% employer match about $10,659 at 4% or $7,106 at 6%. |
| Cole Retirement Savings Plan | - | 4 | $1,788,552 | $3,411 | $853iApproximate average salary by contribution assumption: employee only about $21,319 at 4% or $14,213 at 6%; with 50% employer match about $14,213 at 4% or $9,475 at 6%; with 100% employer match about $10,659 at 4% or $7,106 at 6%. |
| 2021 | 1 | 4 | $2,080,341 | $4,969 | $1,242iApproximate average salary by contribution assumption: employee only about $31,056 at 4% or $20,704 at 6%; with 50% employer match about $20,704 at 4% or $13,803 at 6%; with 100% employer match about $15,528 at 4% or $10,352 at 6%. |
| Cole Retirement Savings Plan | - | 4 | $2,080,341 | $4,969 | $1,242iApproximate average salary by contribution assumption: employee only about $31,056 at 4% or $20,704 at 6%; with 50% employer match about $20,704 at 4% or $13,803 at 6%; with 100% employer match about $15,528 at 4% or $10,352 at 6%. |
| 2020 | 1 | 4 | $1,901,854 | $10,087 | $2,522iApproximate average salary by contribution assumption: employee only about $63,044 at 4% or $42,029 at 6%; with 50% employer match about $42,029 at 4% or $28,019 at 6%; with 100% employer match about $31,522 at 4% or $21,015 at 6%. |
| Cole Retirement Savings Plan | - | 4 | $1,901,854 | $10,087 | $2,522iApproximate average salary by contribution assumption: employee only about $63,044 at 4% or $42,029 at 6%; with 50% employer match about $42,029 at 4% or $28,019 at 6%; with 100% employer match about $31,522 at 4% or $21,015 at 6%. |
| 2019 | 1 | 4 | $1,747,997 | $10,276 | $2,569iApproximate average salary by contribution assumption: employee only about $64,225 at 4% or $42,817 at 6%; with 50% employer match about $42,817 at 4% or $28,544 at 6%; with 100% employer match about $32,113 at 4% or $21,408 at 6%. |
| Cole Retirement Savings Plan | - | 4 | $1,747,997 | $10,276 | $2,569iApproximate average salary by contribution assumption: employee only about $64,225 at 4% or $42,817 at 6%; with 50% employer match about $42,817 at 4% or $28,544 at 6%; with 100% employer match about $32,113 at 4% or $21,408 at 6%. |
| 2018 | 1 | 5 | $1,520,983 | $14,165 | $2,833iApproximate average salary by contribution assumption: employee only about $70,825 at 4% or $47,217 at 6%; with 50% employer match about $47,217 at 4% or $31,478 at 6%; with 100% employer match about $35,413 at 4% or $23,608 at 6%. |
| Cole Retirement Savings Plan | - | 5 | $1,520,983 | $14,165 | $2,833iApproximate average salary by contribution assumption: employee only about $70,825 at 4% or $47,217 at 6%; with 50% employer match about $47,217 at 4% or $31,478 at 6%; with 100% employer match about $35,413 at 4% or $23,608 at 6%. |
| 2017 | 1 | 5 | $1,573,962 | $19,356 | $3,871iApproximate average salary by contribution assumption: employee only about $96,780 at 4% or $64,520 at 6%; with 50% employer match about $64,520 at 4% or $43,013 at 6%; with 100% employer match about $48,390 at 4% or $32,260 at 6%. |
| Cole Retirement Savings Plan | - | 5 | $1,573,962 | $19,356 | $3,871iApproximate average salary by contribution assumption: employee only about $96,780 at 4% or $64,520 at 6%; with 50% employer match about $64,520 at 4% or $43,013 at 6%; with 100% employer match about $48,390 at 4% or $32,260 at 6%. |
| 2016 | 1 | 6 | $1,351,893 | $20,299 | $3,383iApproximate average salary by contribution assumption: employee only about $84,579 at 4% or $56,386 at 6%; with 50% employer match about $56,386 at 4% or $37,591 at 6%; with 100% employer match about $42,290 at 4% or $28,193 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $1,351,893 | $20,299 | $3,383iApproximate average salary by contribution assumption: employee only about $84,579 at 4% or $56,386 at 6%; with 50% employer match about $56,386 at 4% or $37,591 at 6%; with 100% employer match about $42,290 at 4% or $28,193 at 6%. |
| 2015 | 1 | 5 | $1,212,009 | $24,173 | $4,835iApproximate average salary by contribution assumption: employee only about $120,865 at 4% or $80,577 at 6%; with 50% employer match about $80,577 at 4% or $53,718 at 6%; with 100% employer match about $60,433 at 4% or $40,288 at 6%. |
| Cole Retirement Savings Plan | - | 5 | $1,212,009 | $24,173 | $4,835iApproximate average salary by contribution assumption: employee only about $120,865 at 4% or $80,577 at 6%; with 50% employer match about $80,577 at 4% or $53,718 at 6%; with 100% employer match about $60,433 at 4% or $40,288 at 6%. |
| 2014 | 1 | 6 | $1,214,805 | $50,781 | $8,464iApproximate average salary by contribution assumption: employee only about $211,588 at 4% or $141,058 at 6%; with 50% employer match about $141,058 at 4% or $94,039 at 6%; with 100% employer match about $105,794 at 4% or $70,529 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $1,214,805 | $50,781 | $8,464iApproximate average salary by contribution assumption: employee only about $211,588 at 4% or $141,058 at 6%; with 50% employer match about $141,058 at 4% or $94,039 at 6%; with 100% employer match about $105,794 at 4% or $70,529 at 6%. |
| 2013 | 1 | 6 | $1,111,972 | $34,853 | $5,809iApproximate average salary by contribution assumption: employee only about $145,221 at 4% or $96,814 at 6%; with 50% employer match about $96,814 at 4% or $64,543 at 6%; with 100% employer match about $72,610 at 4% or $48,407 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $1,111,972 | $34,853 | $5,809iApproximate average salary by contribution assumption: employee only about $145,221 at 4% or $96,814 at 6%; with 50% employer match about $96,814 at 4% or $64,543 at 6%; with 100% employer match about $72,610 at 4% or $48,407 at 6%. |
| 2012 | 1 | 6 | $877,413 | $29,512 | $4,919iApproximate average salary by contribution assumption: employee only about $122,967 at 4% or $81,978 at 6%; with 50% employer match about $81,978 at 4% or $54,652 at 6%; with 100% employer match about $61,483 at 4% or $40,989 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $877,413 | $29,512 | $4,919iApproximate average salary by contribution assumption: employee only about $122,967 at 4% or $81,978 at 6%; with 50% employer match about $81,978 at 4% or $54,652 at 6%; with 100% employer match about $61,483 at 4% or $40,989 at 6%. |
| 2011 | 1 | 6 | $757,156 | $35,646 | $5,941iApproximate average salary by contribution assumption: employee only about $148,525 at 4% or $99,017 at 6%; with 50% employer match about $99,017 at 4% or $66,011 at 6%; with 100% employer match about $74,263 at 4% or $49,508 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $757,156 | $35,646 | $5,941iApproximate average salary by contribution assumption: employee only about $148,525 at 4% or $99,017 at 6%; with 50% employer match about $99,017 at 4% or $66,011 at 6%; with 100% employer match about $74,263 at 4% or $49,508 at 6%. |
| 2010 | 1 | 6 | $752,067 | $36,741 | $6,124iApproximate average salary by contribution assumption: employee only about $153,088 at 4% or $102,058 at 6%; with 50% employer match about $102,058 at 4% or $68,039 at 6%; with 100% employer match about $76,544 at 4% or $51,029 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $752,067 | $36,741 | $6,124iApproximate average salary by contribution assumption: employee only about $153,088 at 4% or $102,058 at 6%; with 50% employer match about $102,058 at 4% or $68,039 at 6%; with 100% employer match about $76,544 at 4% or $51,029 at 6%. |
| 2009 | 1 | 6 | $637,444 | $55,250 | $9,208iApproximate average salary by contribution assumption: employee only about $230,208 at 4% or $153,472 at 6%; with 50% employer match about $153,472 at 4% or $102,315 at 6%; with 100% employer match about $115,104 at 4% or $76,736 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $637,444 | $55,250 | $9,208iApproximate average salary by contribution assumption: employee only about $230,208 at 4% or $153,472 at 6%; with 50% employer match about $153,472 at 4% or $102,315 at 6%; with 100% employer match about $115,104 at 4% or $76,736 at 6%. |
| 2008 | 1 | 6 | $456,403 | $42,719 | $7,120iApproximate average salary by contribution assumption: employee only about $177,996 at 4% or $118,664 at 6%; with 50% employer match about $118,664 at 4% or $79,109 at 6%; with 100% employer match about $88,998 at 4% or $59,332 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $456,403 | $42,719 | $7,120iApproximate average salary by contribution assumption: employee only about $177,996 at 4% or $118,664 at 6%; with 50% employer match about $118,664 at 4% or $79,109 at 6%; with 100% employer match about $88,998 at 4% or $59,332 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Cole Retirement Savings Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $552,270 | $41,702 | $6,950iApproximate average salary by contribution assumption: employee only about $173,758 at 4% or $115,839 at 6%; with 50% employer match about $115,839 at 4% or $77,226 at 6%; with 100% employer match about $86,879 at 4% or $57,919 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $552,270 | $41,702 | $6,950iApproximate average salary by contribution assumption: employee only about $173,758 at 4% or $115,839 at 6%; with 50% employer match about $115,839 at 4% or $77,226 at 6%; with 100% employer match about $86,879 at 4% or $57,919 at 6%. |
| 2005 | 1 | 6 | $459,421 | $50,672 | $8,445iApproximate average salary by contribution assumption: employee only about $211,133 at 4% or $140,756 at 6%; with 50% employer match about $140,756 at 4% or $93,837 at 6%; with 100% employer match about $105,567 at 4% or $70,378 at 6%. |
| Cole Retirement Savings Plan | - | 6 | $459,421 | $50,672 | $8,445iApproximate average salary by contribution assumption: employee only about $211,133 at 4% or $140,756 at 6%; with 50% employer match about $140,756 at 4% or $93,837 at 6%; with 100% employer match about $105,567 at 4% or $70,378 at 6%. |
| 2004 | 1 | 7 | $381,644 | $60,469 | $8,638iApproximate average salary by contribution assumption: employee only about $215,961 at 4% or $143,974 at 6%; with 50% employer match about $143,974 at 4% or $95,983 at 6%; with 100% employer match about $107,980 at 4% or $71,987 at 6%. |
| Cole Retirement Savings Plan | - | 7 | $381,644 | $60,469 | $8,638iApproximate average salary by contribution assumption: employee only about $215,961 at 4% or $143,974 at 6%; with 50% employer match about $143,974 at 4% or $95,983 at 6%; with 100% employer match about $107,980 at 4% or $71,987 at 6%. |
| 2003 | 1 | 9 | $289,392 | $55,834 | $6,204iApproximate average salary by contribution assumption: employee only about $155,094 at 4% or $103,396 at 6%; with 50% employer match about $103,396 at 4% or $68,931 at 6%; with 100% employer match about $77,547 at 4% or $51,698 at 6%. |
| Cole Retirement Savings Plan | - | 9 | $289,392 | $55,834 | $6,204iApproximate average salary by contribution assumption: employee only about $155,094 at 4% or $103,396 at 6%; with 50% employer match about $103,396 at 4% or $68,931 at 6%; with 100% employer match about $77,547 at 4% or $51,698 at 6%. |
| 2002 | 1 | 10 | $189,107 | $62,937 | $6,294iApproximate average salary by contribution assumption: employee only about $157,343 at 4% or $104,895 at 6%; with 50% employer match about $104,895 at 4% or $69,930 at 6%; with 100% employer match about $78,671 at 4% or $52,448 at 6%. |
| Cole Retirement Savings Plan | - | 10 | $189,107 | $62,937 | $6,294iApproximate average salary by contribution assumption: employee only about $157,343 at 4% or $104,895 at 6%; with 50% employer match about $104,895 at 4% or $69,930 at 6%; with 100% employer match about $78,671 at 4% or $52,448 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Cole Retirement Savings Plan | - | 5 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Cole Retirement Savings Plan | - | 6 | - | - | - |
| 1999 | 1 | 5 | $0 | $0 | - |
| Cole Retirement Savings Plan | - | 5 | - | - | - |