Gates, Winden & Associates PC.
Plan context: Gates, Winden & Associates PC. 401K Plan
EIN 20-2504265 • Tulsa, OK • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$2,196,078
2024 Contributions
$138,922
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 | 14 | $2,196,078 | $138,922 | $9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 14 | $2,196,078 | $138,922 | $9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%. |
| 2023 | 1 | 14 | $1,811,093 | $147,641 | $10,546iApproximate average salary by contribution assumption: employee only about $263,645 at 4% or $175,763 at 6%; with 50% employer match about $175,763 at 4% or $117,175 at 6%; with 100% employer match about $131,822 at 4% or $87,882 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 14 | $1,811,093 | $147,641 | $10,546iApproximate average salary by contribution assumption: employee only about $263,645 at 4% or $175,763 at 6%; with 50% employer match about $175,763 at 4% or $117,175 at 6%; with 100% employer match about $131,822 at 4% or $87,882 at 6%. |
| 2022 | 1 | 14 | $1,387,179 | $123,716 | $8,837iApproximate average salary by contribution assumption: employee only about $220,921 at 4% or $147,281 at 6%; with 50% employer match about $147,281 at 4% or $98,187 at 6%; with 100% employer match about $110,461 at 4% or $73,640 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 14 | $1,387,179 | $123,716 | $8,837iApproximate average salary by contribution assumption: employee only about $220,921 at 4% or $147,281 at 6%; with 50% employer match about $147,281 at 4% or $98,187 at 6%; with 100% employer match about $110,461 at 4% or $73,640 at 6%. |
| 2021 | 1 | 14 | $1,594,264 | $243,186 | $17,370iApproximate average salary by contribution assumption: employee only about $434,261 at 4% or $289,507 at 6%; with 50% employer match about $289,507 at 4% or $193,005 at 6%; with 100% employer match about $217,130 at 4% or $144,754 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 14 | $1,594,264 | $243,186 | $17,370iApproximate average salary by contribution assumption: employee only about $434,261 at 4% or $289,507 at 6%; with 50% employer match about $289,507 at 4% or $193,005 at 6%; with 100% employer match about $217,130 at 4% or $144,754 at 6%. |
| 2020 | 1 | 12 | $1,297,201 | $106,035 | $8,836iApproximate average salary by contribution assumption: employee only about $220,906 at 4% or $147,271 at 6%; with 50% employer match about $147,271 at 4% or $98,181 at 6%; with 100% employer match about $110,453 at 4% or $73,635 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 12 | $1,297,201 | $106,035 | $8,836iApproximate average salary by contribution assumption: employee only about $220,906 at 4% or $147,271 at 6%; with 50% employer match about $147,271 at 4% or $98,181 at 6%; with 100% employer match about $110,453 at 4% or $73,635 at 6%. |
| 2019 | 1 | 13 | $1,056,984 | $134,161 | $10,320iApproximate average salary by contribution assumption: employee only about $258,002 at 4% or $172,001 at 6%; with 50% employer match about $172,001 at 4% or $114,668 at 6%; with 100% employer match about $129,001 at 4% or $86,001 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 13 | $1,056,984 | $134,161 | $10,320iApproximate average salary by contribution assumption: employee only about $258,002 at 4% or $172,001 at 6%; with 50% employer match about $172,001 at 4% or $114,668 at 6%; with 100% employer match about $129,001 at 4% or $86,001 at 6%. |
| 2018 | 1 | 13 | $748,702 | $127,142 | $9,780iApproximate average salary by contribution assumption: employee only about $244,504 at 4% or $163,003 at 6%; with 50% employer match about $163,003 at 4% or $108,668 at 6%; with 100% employer match about $122,252 at 4% or $81,501 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 13 | $748,702 | $127,142 | $9,780iApproximate average salary by contribution assumption: employee only about $244,504 at 4% or $163,003 at 6%; with 50% employer match about $163,003 at 4% or $108,668 at 6%; with 100% employer match about $122,252 at 4% or $81,501 at 6%. |
| 2017 | 1 | 12 | $744,699 | $98,257 | $8,188iApproximate average salary by contribution assumption: employee only about $204,702 at 4% or $136,468 at 6%; with 50% employer match about $136,468 at 4% or $90,979 at 6%; with 100% employer match about $102,351 at 4% or $68,234 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 12 | $744,699 | $98,257 | $8,188iApproximate average salary by contribution assumption: employee only about $204,702 at 4% or $136,468 at 6%; with 50% employer match about $136,468 at 4% or $90,979 at 6%; with 100% employer match about $102,351 at 4% or $68,234 at 6%. |
| 2016 | 1 | 11 | $533,126 | $89,252 | $8,114iApproximate average salary by contribution assumption: employee only about $202,845 at 4% or $135,230 at 6%; with 50% employer match about $135,230 at 4% or $90,154 at 6%; with 100% employer match about $101,423 at 4% or $67,615 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 11 | $533,126 | $89,252 | $8,114iApproximate average salary by contribution assumption: employee only about $202,845 at 4% or $135,230 at 6%; with 50% employer match about $135,230 at 4% or $90,154 at 6%; with 100% employer match about $101,423 at 4% or $67,615 at 6%. |
| 2015 | 1 | 11 | $453,349 | $93,805 | $8,528iApproximate average salary by contribution assumption: employee only about $213,193 at 4% or $142,129 at 6%; with 50% employer match about $142,129 at 4% or $94,753 at 6%; with 100% employer match about $106,597 at 4% or $71,064 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 11 | $453,349 | $93,805 | $8,528iApproximate average salary by contribution assumption: employee only about $213,193 at 4% or $142,129 at 6%; with 50% employer match about $142,129 at 4% or $94,753 at 6%; with 100% employer match about $106,597 at 4% or $71,064 at 6%. |
| 2014 | 1 | 9 | $374,563 | $82,539 | $9,171iApproximate average salary by contribution assumption: employee only about $229,275 at 4% or $152,850 at 6%; with 50% employer match about $152,850 at 4% or $101,900 at 6%; with 100% employer match about $114,638 at 4% or $76,425 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 9 | $374,563 | $82,539 | $9,171iApproximate average salary by contribution assumption: employee only about $229,275 at 4% or $152,850 at 6%; with 50% employer match about $152,850 at 4% or $101,900 at 6%; with 100% employer match about $114,638 at 4% or $76,425 at 6%. |
| 2013 | 1 | 8 | $279,565 | $235,933 | $29,492iApproximate average salary by contribution assumption: employee only about $737,291 at 4% or $491,527 at 6%; with 50% employer match about $491,527 at 4% or $327,685 at 6%; with 100% employer match about $368,645 at 4% or $245,764 at 6%. |
| Gates, Winden & Associates PC. 401K Plan | - | 8 | $279,565 | $235,933 | $29,492iApproximate average salary by contribution assumption: employee only about $737,291 at 4% or $491,527 at 6%; with 50% employer match about $491,527 at 4% or $327,685 at 6%; with 100% employer match about $368,645 at 4% or $245,764 at 6%. |