How big is Joel R. Banks, O.D.'s plan?

Joel R. Banks, O.D.'s plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250727121709NAL0000312115001

Joel R. Banks, O.D.

Name: Joel R. Banks, O.D. — Joel R. Banks, O.D. Retirement, Form 5500 (2024)
Creator: Joel R. Banks, O.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel R. Banks, O.D. Retirement Plan

Defined-contribution retirement plan · Joel R. Banks, O.D.'s Joel R. Banks, O.D. Retirement Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Joel R. Banks signed Joel R. Banks, O.D.'s 2024 Form 5500 as plan administrator.

Joel R. Banks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joel R. Banks, O.D.'s EIN is 56-1380766.

EIN 56-1380766

Plan number 001

Plan year 2024

ACK ID 20250727121709NAL0000312115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joel R. Banks, O.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joel R. Banks, O.D.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL R. BANKS, O.D..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score