Civic Intelligence

J. Bates and Son LLC

Plan context: J. Bates and Son LLC 401(K) Plan

EIN 20-4129961 • Clinton, MA • 21 filings • 2 plans

P.O. Box 997Clinton, MA 01510
Current Snapshot

Latest Year

2024

2024 Participants

75

2024 Assets

$4,481,407

2024 Contributions

$462,416

Historical Graphs

Total Assets Over Time

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

$4,481,407$2,240,704$0201020172024YearValue
$4,481,407Latest year 2024

Participants Over Time

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

76380201020172024YearValue
75Latest 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
2024175$4,481,407$462,416$6,166iApproximate average salary by contribution assumption: employee only about $154,139 at 4% or $102,759 at 6%; with 50% employer match about $102,759 at 4% or $68,506 at 6%; with 100% employer match about $77,069 at 4% or $51,380 at 6%.
J. Bates and Son LLC 401(K) Plan-75$4,481,407$462,416$6,166iApproximate average salary by contribution assumption: employee only about $154,139 at 4% or $102,759 at 6%; with 50% employer match about $102,759 at 4% or $68,506 at 6%; with 100% employer match about $77,069 at 4% or $51,380 at 6%.
2023176$3,690,755$213,958$2,815iApproximate average salary by contribution assumption: employee only about $70,381 at 4% or $46,921 at 6%; with 50% employer match about $46,921 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%.
J. Bates and Son LLC 401(K) Plan-76$3,690,755$213,958$2,815iApproximate average salary by contribution assumption: employee only about $70,381 at 4% or $46,921 at 6%; with 50% employer match about $46,921 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%.
2022168$3,078,666$201,850$2,968iApproximate average salary by contribution assumption: employee only about $74,210 at 4% or $49,473 at 6%; with 50% employer match about $49,473 at 4% or $32,982 at 6%; with 100% employer match about $37,105 at 4% or $24,737 at 6%.
J. Bates and Son LLC 401(K) Plan-68$3,078,666$201,850$2,968iApproximate average salary by contribution assumption: employee only about $74,210 at 4% or $49,473 at 6%; with 50% employer match about $49,473 at 4% or $32,982 at 6%; with 100% employer match about $37,105 at 4% or $24,737 at 6%.
2021170$3,532,375$248,334$3,548iApproximate average salary by contribution assumption: employee only about $88,691 at 4% or $59,127 at 6%; with 50% employer match about $59,127 at 4% or $39,418 at 6%; with 100% employer match about $44,345 at 4% or $29,564 at 6%.
J. Bates and Son LLC 401(K) Plan-70$3,532,375$248,334$3,548iApproximate average salary by contribution assumption: employee only about $88,691 at 4% or $59,127 at 6%; with 50% employer match about $59,127 at 4% or $39,418 at 6%; with 100% employer match about $44,345 at 4% or $29,564 at 6%.
2020159$2,983,856$158,725$2,690iApproximate average salary by contribution assumption: employee only about $67,256 at 4% or $44,838 at 6%; with 50% employer match about $44,838 at 4% or $29,892 at 6%; with 100% employer match about $33,628 at 4% or $22,419 at 6%.
J. Bates and Son LLC 401(K) Plan-59$2,983,856$158,725$2,690iApproximate average salary by contribution assumption: employee only about $67,256 at 4% or $44,838 at 6%; with 50% employer match about $44,838 at 4% or $29,892 at 6%; with 100% employer match about $33,628 at 4% or $22,419 at 6%.
2019154$2,491,541$114,962$2,129iApproximate average salary by contribution assumption: employee only about $53,223 at 4% or $35,482 at 6%; with 50% employer match about $35,482 at 4% or $23,655 at 6%; with 100% employer match about $26,612 at 4% or $17,741 at 6%.
J. Bates and Son LLC 401(K) Plan-54$2,491,541$114,962$2,129iApproximate average salary by contribution assumption: employee only about $53,223 at 4% or $35,482 at 6%; with 50% employer match about $35,482 at 4% or $23,655 at 6%; with 100% employer match about $26,612 at 4% or $17,741 at 6%.
2018152$1,999,941$157,632$3,031iApproximate average salary by contribution assumption: employee only about $75,785 at 4% or $50,523 at 6%; with 50% employer match about $50,523 at 4% or $33,682 at 6%; with 100% employer match about $37,892 at 4% or $25,262 at 6%.
J. Bates and Son LLC 401(K) Plan-52$1,999,941$157,632$3,031iApproximate average salary by contribution assumption: employee only about $75,785 at 4% or $50,523 at 6%; with 50% employer match about $50,523 at 4% or $33,682 at 6%; with 100% employer match about $37,892 at 4% or $25,262 at 6%.
2017148$1,995,402$144,127$3,003iApproximate average salary by contribution assumption: employee only about $75,066 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,363 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%.
J. Bates and Son LLC 401(K) Plan-48$1,995,402$144,127$3,003iApproximate average salary by contribution assumption: employee only about $75,066 at 4% or $50,044 at 6%; with 50% employer match about $50,044 at 4% or $33,363 at 6%; with 100% employer match about $37,533 at 4% or $25,022 at 6%.
2016142$1,610,269$290,559$6,918iApproximate average salary by contribution assumption: employee only about $172,952 at 4% or $115,301 at 6%; with 50% employer match about $115,301 at 4% or $76,867 at 6%; with 100% employer match about $86,476 at 4% or $57,651 at 6%.
J. Bates and Son LLC 401(K) Plan-42$1,610,269$290,559$6,918iApproximate average salary by contribution assumption: employee only about $172,952 at 4% or $115,301 at 6%; with 50% employer match about $115,301 at 4% or $76,867 at 6%; with 100% employer match about $86,476 at 4% or $57,651 at 6%.
2015213$888,835$34,595$2,661iApproximate average salary by contribution assumption: employee only about $66,529 at 4% or $44,353 at 6%; with 50% employer match about $44,353 at 4% or $29,568 at 6%; with 100% employer match about $33,264 at 4% or $22,176 at 6%.
J. Bates and Son LLC 401(K) Plan-13$888,835$32,673$2,513iApproximate average salary by contribution assumption: employee only about $62,833 at 4% or $41,888 at 6%; with 50% employer match about $41,888 at 4% or $27,926 at 6%; with 100% employer match about $31,416 at 4% or $20,944 at 6%.
J. Bates and Son LLC Pension Plan-0$0$1,922-
2014243$1,174,772$90,476$2,104iApproximate average salary by contribution assumption: employee only about $52,602 at 4% or $35,068 at 6%; with 50% employer match about $35,068 at 4% or $23,379 at 6%; with 100% employer match about $26,301 at 4% or $17,534 at 6%.
J. Bates and Son LLC 401(K) Plan-10$883,774$19,152$1,915iApproximate average salary by contribution assumption: employee only about $47,880 at 4% or $31,920 at 6%; with 50% employer match about $31,920 at 4% or $21,280 at 6%; with 100% employer match about $23,940 at 4% or $15,960 at 6%.
J. Bates and Son LLC Pension Plan-43$290,998$71,324$1,659iApproximate average salary by contribution assumption: employee only about $41,467 at 4% or $27,645 at 6%; with 50% employer match about $27,645 at 4% or $18,430 at 6%; with 100% employer match about $20,734 at 4% or $13,822 at 6%.
2013240$1,050,453$116,652$2,916iApproximate average salary by contribution assumption: employee only about $72,908 at 4% or $48,605 at 6%; with 50% employer match about $48,605 at 4% or $32,403 at 6%; with 100% employer match about $36,454 at 4% or $24,303 at 6%.
J. Bates and Son LLC 401(K) Plan-9$819,077$17,850$1,983iApproximate average salary by contribution assumption: employee only about $49,583 at 4% or $33,056 at 6%; with 50% employer match about $33,056 at 4% or $22,037 at 6%; with 100% employer match about $24,792 at 4% or $16,528 at 6%.
J. Bates and Son LLC Pension Plan-40$231,376$98,802$2,470iApproximate average salary by contribution assumption: employee only about $61,751 at 4% or $41,168 at 6%; with 50% employer match about $41,168 at 4% or $27,445 at 6%; with 100% employer match about $30,876 at 4% or $20,584 at 6%.
2012223$758,409$210,886$9,169iApproximate average salary by contribution assumption: employee only about $229,224 at 4% or $152,816 at 6%; with 50% employer match about $152,816 at 4% or $101,877 at 6%; with 100% employer match about $114,612 at 4% or $76,408 at 6%.
J. Bates and Son LLC 401(K) Plan-9$645,443$180,234$20,026iApproximate average salary by contribution assumption: employee only about $500,650 at 4% or $333,767 at 6%; with 50% employer match about $333,767 at 4% or $222,511 at 6%; with 100% employer match about $250,325 at 4% or $166,883 at 6%.
J. Bates and Son LLC Pension Plan-23$112,966$30,652$1,333iApproximate average salary by contribution assumption: employee only about $33,317 at 4% or $22,212 at 6%; with 50% employer match about $22,212 at 4% or $14,808 at 6%; with 100% employer match about $16,659 at 4% or $11,106 at 6%.
2011224$476,294$448,611$18,692iApproximate average salary by contribution assumption: employee only about $467,303 at 4% or $311,535 at 6%; with 50% employer match about $311,535 at 4% or $207,690 at 6%; with 100% employer match about $233,652 at 4% or $155,768 at 6%.
J. Bates and Son LLC 401(K) Plan-8$396,769$380,281$47,535iApproximate average salary by contribution assumption: employee only about $1,188,378 at 4% or $792,252 at 6%; with 50% employer match about $792,252 at 4% or $528,168 at 6%; with 100% employer match about $594,189 at 4% or $396,126 at 6%.
J. Bates and Son LLC Pension Plan-24$79,525$68,330$2,847iApproximate average salary by contribution assumption: employee only about $71,177 at 4% or $47,451 at 6%; with 50% employer match about $47,451 at 4% or $31,634 at 6%; with 100% employer match about $35,589 at 4% or $23,726 at 6%.
2010213$62,547$58,741$4,519iApproximate average salary by contribution assumption: employee only about $112,963 at 4% or $75,309 at 6%; with 50% employer match about $75,309 at 4% or $50,206 at 6%; with 100% employer match about $56,482 at 4% or $37,654 at 6%.
J. Bates and Son LLC 401(K) Plan-6$41,519$38,876$6,479iApproximate average salary by contribution assumption: employee only about $161,983 at 4% or $107,989 at 6%; with 50% employer match about $107,989 at 4% or $71,993 at 6%; with 100% employer match about $80,992 at 4% or $53,994 at 6%.
J. Bates and Son LLC Pension Plan-13$21,028$19,865$1,528iApproximate average salary by contribution assumption: employee only about $38,202 at 4% or $25,468 at 6%; with 50% employer match about $25,468 at 4% or $16,979 at 6%; with 100% employer match about $19,101 at 4% or $12,734 at 6%.