Civic Intelligence

Carl M. Bates Chapter 13 Ttee

Plan context: Carl M. Bates Chapter 13 Trustee 401K Plan

EIN 01-0817759 • Richmond, VA • 20 filings • 1 plans

919 East Main StreetSuite 1601Richmond, VA 23219
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,228,808

2024 Contributions

$122,166

Historical Graphs

Total Assets Over Time

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

$1,228,808$614,404$0200520152024YearValue
$1,228,808Latest year 2024

Participants Over Time

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

1680200520152024YearValue
14Latest 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
2024114$1,228,808$122,166$8,726iApproximate average salary by contribution assumption: employee only about $218,154 at 4% or $145,436 at 6%; with 50% employer match about $145,436 at 4% or $96,957 at 6%; with 100% employer match about $109,077 at 4% or $72,718 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-14$1,228,808$122,166$8,726iApproximate average salary by contribution assumption: employee only about $218,154 at 4% or $145,436 at 6%; with 50% employer match about $145,436 at 4% or $96,957 at 6%; with 100% employer match about $109,077 at 4% or $72,718 at 6%.
2023115$1,157,179$125,080$8,339iApproximate average salary by contribution assumption: employee only about $208,467 at 4% or $138,978 at 6%; with 50% employer match about $138,978 at 4% or $92,652 at 6%; with 100% employer match about $104,233 at 4% or $69,489 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-15$1,157,179$125,080$8,339iApproximate average salary by contribution assumption: employee only about $208,467 at 4% or $138,978 at 6%; with 50% employer match about $138,978 at 4% or $92,652 at 6%; with 100% employer match about $104,233 at 4% or $69,489 at 6%.
2022115$1,012,573$120,289$8,019iApproximate average salary by contribution assumption: employee only about $200,482 at 4% or $133,654 at 6%; with 50% employer match about $133,654 at 4% or $89,103 at 6%; with 100% employer match about $100,241 at 4% or $66,827 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-15$1,012,573$120,289$8,019iApproximate average salary by contribution assumption: employee only about $200,482 at 4% or $133,654 at 6%; with 50% employer match about $133,654 at 4% or $89,103 at 6%; with 100% employer match about $100,241 at 4% or $66,827 at 6%.
2021113$1,021,426$124,751$9,596iApproximate average salary by contribution assumption: employee only about $239,906 at 4% or $159,937 at 6%; with 50% employer match about $159,937 at 4% or $106,625 at 6%; with 100% employer match about $119,953 at 4% or $79,969 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-13$1,021,426$124,751$9,596iApproximate average salary by contribution assumption: employee only about $239,906 at 4% or $159,937 at 6%; with 50% employer match about $159,937 at 4% or $106,625 at 6%; with 100% employer match about $119,953 at 4% or $79,969 at 6%.
2020115$879,430$109,970$7,331iApproximate average salary by contribution assumption: employee only about $183,283 at 4% or $122,189 at 6%; with 50% employer match about $122,189 at 4% or $81,459 at 6%; with 100% employer match about $91,642 at 4% or $61,094 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-15$879,430$109,970$7,331iApproximate average salary by contribution assumption: employee only about $183,283 at 4% or $122,189 at 6%; with 50% employer match about $122,189 at 4% or $81,459 at 6%; with 100% employer match about $91,642 at 4% or $61,094 at 6%.
2019114$758,568$92,797$6,628iApproximate average salary by contribution assumption: employee only about $165,709 at 4% or $110,473 at 6%; with 50% employer match about $110,473 at 4% or $73,648 at 6%; with 100% employer match about $82,854 at 4% or $55,236 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-14$758,568$92,797$6,628iApproximate average salary by contribution assumption: employee only about $165,709 at 4% or $110,473 at 6%; with 50% employer match about $110,473 at 4% or $73,648 at 6%; with 100% employer match about $82,854 at 4% or $55,236 at 6%.
2018114$636,262$106,680$7,620iApproximate average salary by contribution assumption: employee only about $190,500 at 4% or $127,000 at 6%; with 50% employer match about $127,000 at 4% or $84,667 at 6%; with 100% employer match about $95,250 at 4% or $63,500 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-14$636,262$106,680$7,620iApproximate average salary by contribution assumption: employee only about $190,500 at 4% or $127,000 at 6%; with 50% employer match about $127,000 at 4% or $84,667 at 6%; with 100% employer match about $95,250 at 4% or $63,500 at 6%.
2017115$582,697$99,502$6,633iApproximate average salary by contribution assumption: employee only about $165,837 at 4% or $110,558 at 6%; with 50% employer match about $110,558 at 4% or $73,705 at 6%; with 100% employer match about $82,918 at 4% or $55,279 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-15$582,697$99,502$6,633iApproximate average salary by contribution assumption: employee only about $165,837 at 4% or $110,558 at 6%; with 50% employer match about $110,558 at 4% or $73,705 at 6%; with 100% employer match about $82,918 at 4% or $55,279 at 6%.
2016110$486,933$105,689$10,569iApproximate average salary by contribution assumption: employee only about $264,223 at 4% or $176,148 at 6%; with 50% employer match about $176,148 at 4% or $117,432 at 6%; with 100% employer match about $132,111 at 4% or $88,074 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-10$486,933$105,689$10,569iApproximate average salary by contribution assumption: employee only about $264,223 at 4% or $176,148 at 6%; with 50% employer match about $176,148 at 4% or $117,432 at 6%; with 100% employer match about $132,111 at 4% or $88,074 at 6%.
2015112$566,475$98,321$8,193iApproximate average salary by contribution assumption: employee only about $204,835 at 4% or $136,557 at 6%; with 50% employer match about $136,557 at 4% or $91,038 at 6%; with 100% employer match about $102,418 at 4% or $68,278 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-12$566,475$98,321$8,193iApproximate average salary by contribution assumption: employee only about $204,835 at 4% or $136,557 at 6%; with 50% employer match about $136,557 at 4% or $91,038 at 6%; with 100% employer match about $102,418 at 4% or $68,278 at 6%.
2014111$520,766$92,133$8,376iApproximate average salary by contribution assumption: employee only about $209,393 at 4% or $139,595 at 6%; with 50% employer match about $139,595 at 4% or $93,064 at 6%; with 100% employer match about $104,697 at 4% or $69,798 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-11$520,766$92,133$8,376iApproximate average salary by contribution assumption: employee only about $209,393 at 4% or $139,595 at 6%; with 50% employer match about $139,595 at 4% or $93,064 at 6%; with 100% employer match about $104,697 at 4% or $69,798 at 6%.
2013112$465,324$88,377$7,365iApproximate average salary by contribution assumption: employee only about $184,119 at 4% or $122,746 at 6%; with 50% employer match about $122,746 at 4% or $81,831 at 6%; with 100% employer match about $92,059 at 4% or $61,373 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-12$465,324$88,377$7,365iApproximate average salary by contribution assumption: employee only about $184,119 at 4% or $122,746 at 6%; with 50% employer match about $122,746 at 4% or $81,831 at 6%; with 100% employer match about $92,059 at 4% or $61,373 at 6%.
2012114$384,835$85,650$6,118iApproximate average salary by contribution assumption: employee only about $152,946 at 4% or $101,964 at 6%; with 50% employer match about $101,964 at 4% or $67,976 at 6%; with 100% employer match about $76,473 at 4% or $50,982 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-14$384,835$85,650$6,118iApproximate average salary by contribution assumption: employee only about $152,946 at 4% or $101,964 at 6%; with 50% employer match about $101,964 at 4% or $67,976 at 6%; with 100% employer match about $76,473 at 4% or $50,982 at 6%.
2011116$293,995$69,193$4,325iApproximate average salary by contribution assumption: employee only about $108,114 at 4% or $72,076 at 6%; with 50% employer match about $72,076 at 4% or $48,051 at 6%; with 100% employer match about $54,057 at 4% or $36,038 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-16$293,995$69,193$4,325iApproximate average salary by contribution assumption: employee only about $108,114 at 4% or $72,076 at 6%; with 50% employer match about $72,076 at 4% or $48,051 at 6%; with 100% employer match about $54,057 at 4% or $36,038 at 6%.
2010111$262,788$57,927$5,266iApproximate average salary by contribution assumption: employee only about $131,652 at 4% or $87,768 at 6%; with 50% employer match about $87,768 at 4% or $58,512 at 6%; with 100% employer match about $65,826 at 4% or $43,884 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-11$262,788$57,927$5,266iApproximate average salary by contribution assumption: employee only about $131,652 at 4% or $87,768 at 6%; with 50% employer match about $87,768 at 4% or $58,512 at 6%; with 100% employer match about $65,826 at 4% or $43,884 at 6%.
2009110$210,818$54,894$5,489iApproximate average salary by contribution assumption: employee only about $137,235 at 4% or $91,490 at 6%; with 50% employer match about $91,490 at 4% or $60,993 at 6%; with 100% employer match about $68,618 at 4% or $45,745 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-10$210,818$54,894$5,489iApproximate average salary by contribution assumption: employee only about $137,235 at 4% or $91,490 at 6%; with 50% employer match about $91,490 at 4% or $60,993 at 6%; with 100% employer match about $68,618 at 4% or $45,745 at 6%.
2008110$156,235$43,835$4,384iApproximate average salary by contribution assumption: employee only about $109,588 at 4% or $73,058 at 6%; with 50% employer match about $73,058 at 4% or $48,706 at 6%; with 100% employer match about $54,794 at 4% or $36,529 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-10$156,235$43,835$4,384iApproximate average salary by contribution assumption: employee only about $109,588 at 4% or $73,058 at 6%; with 50% employer match about $73,058 at 4% or $48,706 at 6%; with 100% employer match about $54,794 at 4% or $36,529 at 6%.
200717$178,105$45,965$6,566iApproximate average salary by contribution assumption: employee only about $164,161 at 4% or $109,440 at 6%; with 50% employer match about $109,440 at 4% or $72,960 at 6%; with 100% employer match about $82,080 at 4% or $54,720 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-7$178,105$45,965$6,566iApproximate average salary by contribution assumption: employee only about $164,161 at 4% or $109,440 at 6%; with 50% employer match about $109,440 at 4% or $72,960 at 6%; with 100% employer match about $82,080 at 4% or $54,720 at 6%.
200617$140,789$122,151$17,450iApproximate average salary by contribution assumption: employee only about $436,254 at 4% or $290,836 at 6%; with 50% employer match about $290,836 at 4% or $193,890 at 6%; with 100% employer match about $218,127 at 4% or $145,418 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-7$140,789$122,151$17,450iApproximate average salary by contribution assumption: employee only about $436,254 at 4% or $290,836 at 6%; with 50% employer match about $290,836 at 4% or $193,890 at 6%; with 100% employer match about $218,127 at 4% or $145,418 at 6%.
200517$14,930$14,485$2,069iApproximate average salary by contribution assumption: employee only about $51,732 at 4% or $34,488 at 6%; with 50% employer match about $34,488 at 4% or $22,992 at 6%; with 100% employer match about $25,866 at 4% or $17,244 at 6%.
Carl M. Bates Chapter 13 Trustee 401K Plan-7$14,930$14,485$2,069iApproximate average salary by contribution assumption: employee only about $51,732 at 4% or $34,488 at 6%; with 50% employer match about $34,488 at 4% or $22,992 at 6%; with 100% employer match about $25,866 at 4% or $17,244 at 6%.
Carl M. Bates Chapter 13 Ttee | EIN 01-0817759 | 2024 Form 5500 Company Profile