Civic Intelligence

Jonathan Joe O.D., A Prof. Optometric Corp.

Plan context: Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan

EIN 95-4886529 • Walnut, CA • 21 filings • 1 plans

20687 Amar Road, Suite # 6Walnut, CA 91789
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,749,610

2025 Contributions

$72,883

Historical Graphs

Total Assets Over Time

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

$1,749,610$874,805$0200520152025YearValue
$1,749,610Latest year 2025

Participants Over Time

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

320200520152025YearValue
3Latest year 2025

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
202513$1,749,610$72,883$24,294iApproximate average salary by contribution assumption: employee only about $607,358 at 4% or $404,906 at 6%; with 50% employer match about $404,906 at 4% or $269,937 at 6%; with 100% employer match about $303,679 at 4% or $202,453 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$1,749,610$72,883$24,294iApproximate average salary by contribution assumption: employee only about $607,358 at 4% or $404,906 at 6%; with 50% employer match about $404,906 at 4% or $269,937 at 6%; with 100% employer match about $303,679 at 4% or $202,453 at 6%.
202413$1,476,100$71,734$23,911iApproximate average salary by contribution assumption: employee only about $597,783 at 4% or $398,522 at 6%; with 50% employer match about $398,522 at 4% or $265,681 at 6%; with 100% employer match about $298,892 at 4% or $199,261 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$1,476,100$71,734$23,911iApproximate average salary by contribution assumption: employee only about $597,783 at 4% or $398,522 at 6%; with 50% employer match about $398,522 at 4% or $265,681 at 6%; with 100% employer match about $298,892 at 4% or $199,261 at 6%.
202313$1,243,552$58,592$19,531iApproximate average salary by contribution assumption: employee only about $488,267 at 4% or $325,511 at 6%; with 50% employer match about $325,511 at 4% or $217,007 at 6%; with 100% employer match about $244,133 at 4% or $162,756 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$1,243,552$58,592$19,531iApproximate average salary by contribution assumption: employee only about $488,267 at 4% or $325,511 at 6%; with 50% employer match about $325,511 at 4% or $217,007 at 6%; with 100% employer match about $244,133 at 4% or $162,756 at 6%.
202213$970,012$57,714$19,238iApproximate average salary by contribution assumption: employee only about $480,950 at 4% or $320,633 at 6%; with 50% employer match about $320,633 at 4% or $213,756 at 6%; with 100% employer match about $240,475 at 4% or $160,317 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$970,012$57,714$19,238iApproximate average salary by contribution assumption: employee only about $480,950 at 4% or $320,633 at 6%; with 50% employer match about $320,633 at 4% or $213,756 at 6%; with 100% employer match about $240,475 at 4% or $160,317 at 6%.
202113$1,114,533$57,107$19,036iApproximate average salary by contribution assumption: employee only about $475,892 at 4% or $317,261 at 6%; with 50% employer match about $317,261 at 4% or $211,507 at 6%; with 100% employer match about $237,946 at 4% or $158,631 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$1,114,533$57,107$19,036iApproximate average salary by contribution assumption: employee only about $475,892 at 4% or $317,261 at 6%; with 50% employer match about $317,261 at 4% or $211,507 at 6%; with 100% employer match about $237,946 at 4% or $158,631 at 6%.
202013$919,733$34,924$11,641iApproximate average salary by contribution assumption: employee only about $291,033 at 4% or $194,022 at 6%; with 50% employer match about $194,022 at 4% or $129,348 at 6%; with 100% employer match about $145,517 at 4% or $97,011 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$919,733$34,924$11,641iApproximate average salary by contribution assumption: employee only about $291,033 at 4% or $194,022 at 6%; with 50% employer match about $194,022 at 4% or $129,348 at 6%; with 100% employer match about $145,517 at 4% or $97,011 at 6%.
201913$766,913$31,597$10,532iApproximate average salary by contribution assumption: employee only about $263,308 at 4% or $175,539 at 6%; with 50% employer match about $175,539 at 4% or $117,026 at 6%; with 100% employer match about $131,654 at 4% or $87,769 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$766,913$31,597$10,532iApproximate average salary by contribution assumption: employee only about $263,308 at 4% or $175,539 at 6%; with 50% employer match about $175,539 at 4% or $117,026 at 6%; with 100% employer match about $131,654 at 4% or $87,769 at 6%.
201813$595,167$30,605$10,202iApproximate average salary by contribution assumption: employee only about $255,042 at 4% or $170,028 at 6%; with 50% employer match about $170,028 at 4% or $113,352 at 6%; with 100% employer match about $127,521 at 4% or $85,014 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$595,167$30,605$10,202iApproximate average salary by contribution assumption: employee only about $255,042 at 4% or $170,028 at 6%; with 50% employer match about $170,028 at 4% or $113,352 at 6%; with 100% employer match about $127,521 at 4% or $85,014 at 6%.
201713$607,577$30,549$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$607,577$30,549$10,183iApproximate average salary by contribution assumption: employee only about $254,575 at 4% or $169,717 at 6%; with 50% employer match about $169,717 at 4% or $113,144 at 6%; with 100% employer match about $127,288 at 4% or $84,858 at 6%.
201613$496,463$30,481$10,160iApproximate average salary by contribution assumption: employee only about $254,008 at 4% or $169,339 at 6%; with 50% employer match about $169,339 at 4% or $112,893 at 6%; with 100% employer match about $127,004 at 4% or $84,669 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$496,463$30,481$10,160iApproximate average salary by contribution assumption: employee only about $254,008 at 4% or $169,339 at 6%; with 50% employer match about $169,339 at 4% or $112,893 at 6%; with 100% employer match about $127,004 at 4% or $84,669 at 6%.
201513$441,134$30,398$10,133iApproximate average salary by contribution assumption: employee only about $253,317 at 4% or $168,878 at 6%; with 50% employer match about $168,878 at 4% or $112,585 at 6%; with 100% employer match about $126,658 at 4% or $84,439 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$441,134$30,398$10,133iApproximate average salary by contribution assumption: employee only about $253,317 at 4% or $168,878 at 6%; with 50% employer match about $168,878 at 4% or $112,585 at 6%; with 100% employer match about $126,658 at 4% or $84,439 at 6%.
201413$400,547$30,321$10,107iApproximate average salary by contribution assumption: employee only about $252,675 at 4% or $168,450 at 6%; with 50% employer match about $168,450 at 4% or $112,300 at 6%; with 100% employer match about $126,338 at 4% or $84,225 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$400,547$30,321$10,107iApproximate average salary by contribution assumption: employee only about $252,675 at 4% or $168,450 at 6%; with 50% employer match about $168,450 at 4% or $112,300 at 6%; with 100% employer match about $126,338 at 4% or $84,225 at 6%.
201313$331,797$30,286$10,095iApproximate average salary by contribution assumption: employee only about $252,383 at 4% or $168,256 at 6%; with 50% employer match about $168,256 at 4% or $112,170 at 6%; with 100% employer match about $126,192 at 4% or $84,128 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$331,797$30,286$10,095iApproximate average salary by contribution assumption: employee only about $252,383 at 4% or $168,256 at 6%; with 50% employer match about $168,256 at 4% or $112,170 at 6%; with 100% employer match about $126,192 at 4% or $84,128 at 6%.
201213$237,688$30,208$10,069iApproximate average salary by contribution assumption: employee only about $251,733 at 4% or $167,822 at 6%; with 50% employer match about $167,822 at 4% or $111,881 at 6%; with 100% employer match about $125,867 at 4% or $83,911 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$237,688$30,208$10,069iApproximate average salary by contribution assumption: employee only about $251,733 at 4% or $167,822 at 6%; with 50% employer match about $167,822 at 4% or $111,881 at 6%; with 100% employer match about $125,867 at 4% or $83,911 at 6%.
201112$204,071$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-2$204,071$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201013$256,915$42,391$14,130iApproximate average salary by contribution assumption: employee only about $353,258 at 4% or $235,506 at 6%; with 50% employer match about $235,506 at 4% or $157,004 at 6%; with 100% employer match about $176,629 at 4% or $117,753 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$256,915$42,391$14,130iApproximate average salary by contribution assumption: employee only about $353,258 at 4% or $235,506 at 6%; with 50% employer match about $235,506 at 4% or $157,004 at 6%; with 100% employer match about $176,629 at 4% or $117,753 at 6%.
200912$186,786$81,696$40,848iApproximate average salary by contribution assumption: employee only about $1,021,200 at 4% or $680,800 at 6%; with 50% employer match about $680,800 at 4% or $453,867 at 6%; with 100% employer match about $510,600 at 4% or $340,400 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-2$186,786$81,696$40,848iApproximate average salary by contribution assumption: employee only about $1,021,200 at 4% or $680,800 at 6%; with 50% employer match about $680,800 at 4% or $453,867 at 6%; with 100% employer match about $510,600 at 4% or $340,400 at 6%.
200812$72,201$34,357$17,179iApproximate average salary by contribution assumption: employee only about $429,463 at 4% or $286,308 at 6%; with 50% employer match about $286,308 at 4% or $190,872 at 6%; with 100% employer match about $214,731 at 4% or $143,154 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-2$72,201$34,357$17,179iApproximate average salary by contribution assumption: employee only about $429,463 at 4% or $286,308 at 6%; with 50% employer match about $286,308 at 4% or $190,872 at 6%; with 100% employer match about $214,731 at 4% or $143,154 at 6%.
200713$102,196$28,111$9,370iApproximate average salary by contribution assumption: employee only about $234,258 at 4% or $156,172 at 6%; with 50% employer match about $156,172 at 4% or $104,115 at 6%; with 100% employer match about $117,129 at 4% or $78,086 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-3$102,196$28,111$9,370iApproximate average salary by contribution assumption: employee only about $234,258 at 4% or $156,172 at 6%; with 50% employer match about $156,172 at 4% or $104,115 at 6%; with 100% employer match about $117,129 at 4% or $78,086 at 6%.
200611$56,363$28,500$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-1$56,363$28,500$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
200511$27,500$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Jonathan Joe O.D., a Professional Optometric Corp Retirement Plan-1$27,500$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.