Civic Intelligence

Bates, Carter & Co. LLP

Plan context: Bates, Carter & Co. LLP 401(K) Plan

EIN 20-8004844 • Gainesville, GA • 19 filings • 3 plans

525 Candler StreetGainesville, GA 30501
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$3,926,111

2024 Contributions

$192,997

Historical Graphs

Total Assets Over Time

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

$5,466,481$2,733,241$0200620162024YearValue
$3,926,111Latest year 2024

Participants Over Time

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

55280200620152024YearValue
42Latest 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
2024142$3,926,111$192,997$4,595iApproximate average salary by contribution assumption: employee only about $114,879 at 4% or $76,586 at 6%; with 50% employer match about $76,586 at 4% or $51,057 at 6%; with 100% employer match about $57,440 at 4% or $38,293 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-42$3,926,111$192,997$4,595iApproximate average salary by contribution assumption: employee only about $114,879 at 4% or $76,586 at 6%; with 50% employer match about $76,586 at 4% or $51,057 at 6%; with 100% employer match about $57,440 at 4% or $38,293 at 6%.
2023155$5,466,481$372,803$6,778iApproximate average salary by contribution assumption: employee only about $169,456 at 4% or $112,971 at 6%; with 50% employer match about $112,971 at 4% or $75,314 at 6%; with 100% employer match about $84,728 at 4% or $56,485 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-55$5,466,481$372,803$6,778iApproximate average salary by contribution assumption: employee only about $169,456 at 4% or $112,971 at 6%; with 50% employer match about $112,971 at 4% or $75,314 at 6%; with 100% employer match about $84,728 at 4% or $56,485 at 6%.
2022150$4,466,989$328,812$6,576iApproximate average salary by contribution assumption: employee only about $164,406 at 4% or $109,604 at 6%; with 50% employer match about $109,604 at 4% or $73,069 at 6%; with 100% employer match about $82,203 at 4% or $54,802 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-50$4,466,989$328,812$6,576iApproximate average salary by contribution assumption: employee only about $164,406 at 4% or $109,604 at 6%; with 50% employer match about $109,604 at 4% or $73,069 at 6%; with 100% employer match about $82,203 at 4% or $54,802 at 6%.
2021146$5,127,426$222,424$4,835iApproximate average salary by contribution assumption: employee only about $120,883 at 4% or $80,588 at 6%; with 50% employer match about $80,588 at 4% or $53,726 at 6%; with 100% employer match about $60,441 at 4% or $40,294 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-46$5,127,426$222,424$4,835iApproximate average salary by contribution assumption: employee only about $120,883 at 4% or $80,588 at 6%; with 50% employer match about $80,588 at 4% or $53,726 at 6%; with 100% employer match about $60,441 at 4% or $40,294 at 6%.
2020142$4,392,032$207,624$4,943iApproximate average salary by contribution assumption: employee only about $123,586 at 4% or $82,390 at 6%; with 50% employer match about $82,390 at 4% or $54,927 at 6%; with 100% employer match about $61,793 at 4% or $41,195 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-42$4,392,032$207,624$4,943iApproximate average salary by contribution assumption: employee only about $123,586 at 4% or $82,390 at 6%; with 50% employer match about $82,390 at 4% or $54,927 at 6%; with 100% employer match about $61,793 at 4% or $41,195 at 6%.
2019141$3,720,913$204,370$4,985iApproximate average salary by contribution assumption: employee only about $124,616 at 4% or $83,077 at 6%; with 50% employer match about $83,077 at 4% or $55,385 at 6%; with 100% employer match about $62,308 at 4% or $41,539 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-41$3,720,913$204,370$4,985iApproximate average salary by contribution assumption: employee only about $124,616 at 4% or $83,077 at 6%; with 50% employer match about $83,077 at 4% or $55,385 at 6%; with 100% employer match about $62,308 at 4% or $41,539 at 6%.
2018137$2,901,480$202,177$5,464iApproximate average salary by contribution assumption: employee only about $136,606 at 4% or $91,071 at 6%; with 50% employer match about $91,071 at 4% or $60,714 at 6%; with 100% employer match about $68,303 at 4% or $45,535 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-37$2,901,480$202,177$5,464iApproximate average salary by contribution assumption: employee only about $136,606 at 4% or $91,071 at 6%; with 50% employer match about $91,071 at 4% or $60,714 at 6%; with 100% employer match about $68,303 at 4% or $45,535 at 6%.
2017136$2,889,978$181,808$5,050iApproximate average salary by contribution assumption: employee only about $126,256 at 4% or $84,170 at 6%; with 50% employer match about $84,170 at 4% or $56,114 at 6%; with 100% employer match about $63,128 at 4% or $42,085 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-36$2,889,978$181,808$5,050iApproximate average salary by contribution assumption: employee only about $126,256 at 4% or $84,170 at 6%; with 50% employer match about $84,170 at 4% or $56,114 at 6%; with 100% employer match about $63,128 at 4% or $42,085 at 6%.
2016134$2,368,499$168,782$4,964iApproximate average salary by contribution assumption: employee only about $124,104 at 4% or $82,736 at 6%; with 50% employer match about $82,736 at 4% or $55,158 at 6%; with 100% employer match about $62,052 at 4% or $41,368 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-34$2,368,499$168,782$4,964iApproximate average salary by contribution assumption: employee only about $124,104 at 4% or $82,736 at 6%; with 50% employer match about $82,736 at 4% or $55,158 at 6%; with 100% employer match about $62,052 at 4% or $41,368 at 6%.
2015131$2,119,110$170,615$5,504iApproximate average salary by contribution assumption: employee only about $137,593 at 4% or $91,728 at 6%; with 50% employer match about $91,728 at 4% or $61,152 at 6%; with 100% employer match about $68,796 at 4% or $45,864 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-31$2,119,110$170,615$5,504iApproximate average salary by contribution assumption: employee only about $137,593 at 4% or $91,728 at 6%; with 50% employer match about $91,728 at 4% or $61,152 at 6%; with 100% employer match about $68,796 at 4% or $45,864 at 6%.
2014132$1,981,681$146,858$4,589iApproximate average salary by contribution assumption: employee only about $114,733 at 4% or $76,489 at 6%; with 50% employer match about $76,489 at 4% or $50,992 at 6%; with 100% employer match about $57,366 at 4% or $38,244 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-32$1,981,681$146,858$4,589iApproximate average salary by contribution assumption: employee only about $114,733 at 4% or $76,489 at 6%; with 50% employer match about $76,489 at 4% or $50,992 at 6%; with 100% employer match about $57,366 at 4% or $38,244 at 6%.
2013121$1,764,061$170,232$8,106iApproximate average salary by contribution assumption: employee only about $202,657 at 4% or $135,105 at 6%; with 50% employer match about $135,105 at 4% or $90,070 at 6%; with 100% employer match about $101,329 at 4% or $67,552 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-21$1,764,061$170,232$8,106iApproximate average salary by contribution assumption: employee only about $202,657 at 4% or $135,105 at 6%; with 50% employer match about $135,105 at 4% or $90,070 at 6%; with 100% employer match about $101,329 at 4% or $67,552 at 6%.
2012122$2,325,440$151,700$6,895iApproximate average salary by contribution assumption: employee only about $172,386 at 4% or $114,924 at 6%; with 50% employer match about $114,924 at 4% or $76,616 at 6%; with 100% employer match about $86,193 at 4% or $57,462 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-22$2,325,440$151,700$6,895iApproximate average salary by contribution assumption: employee only about $172,386 at 4% or $114,924 at 6%; with 50% employer match about $114,924 at 4% or $76,616 at 6%; with 100% employer match about $86,193 at 4% or $57,462 at 6%.
2011120$1,891,156$131,969$6,598iApproximate average salary by contribution assumption: employee only about $164,961 at 4% or $109,974 at 6%; with 50% employer match about $109,974 at 4% or $73,316 at 6%; with 100% employer match about $82,481 at 4% or $54,987 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-20$1,891,156$131,969$6,598iApproximate average salary by contribution assumption: employee only about $164,961 at 4% or $109,974 at 6%; with 50% employer match about $109,974 at 4% or $73,316 at 6%; with 100% employer match about $82,481 at 4% or $54,987 at 6%.
2010120$1,857,848$122,846$6,142iApproximate average salary by contribution assumption: employee only about $153,558 at 4% or $102,372 at 6%; with 50% employer match about $102,372 at 4% or $68,248 at 6%; with 100% employer match about $76,779 at 4% or $51,186 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-20$1,857,848$122,846$6,142iApproximate average salary by contribution assumption: employee only about $153,558 at 4% or $102,372 at 6%; with 50% employer match about $102,372 at 4% or $68,248 at 6%; with 100% employer match about $76,779 at 4% or $51,186 at 6%.
2009127$1,617,009$151,026$5,594iApproximate average salary by contribution assumption: employee only about $139,839 at 4% or $93,226 at 6%; with 50% employer match about $93,226 at 4% or $62,151 at 6%; with 100% employer match about $69,919 at 4% or $46,613 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-27$1,617,009$151,026$5,594iApproximate average salary by contribution assumption: employee only about $139,839 at 4% or $93,226 at 6%; with 50% employer match about $93,226 at 4% or $62,151 at 6%; with 100% employer match about $69,919 at 4% or $46,613 at 6%.
2008129$1,171,750$146,679$5,058iApproximate average salary by contribution assumption: employee only about $126,447 at 4% or $84,298 at 6%; with 50% employer match about $84,298 at 4% or $56,199 at 6%; with 100% employer match about $63,224 at 4% or $42,149 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-29$1,171,750$146,679$5,058iApproximate average salary by contribution assumption: employee only about $126,447 at 4% or $84,298 at 6%; with 50% employer match about $84,298 at 4% or $56,199 at 6%; with 100% employer match about $63,224 at 4% or $42,149 at 6%.
2007124$0$0-
Bates, Carter & Co. LLP 401(K) Plan-24---
2006125$1,334,633$133,437$5,337iApproximate average salary by contribution assumption: employee only about $133,437 at 4% or $88,958 at 6%; with 50% employer match about $88,958 at 4% or $59,305 at 6%; with 100% employer match about $66,719 at 4% or $44,479 at 6%.
Bates, Carter & Co. LLP 401(K) Plan-25$1,334,633$133,437$5,337iApproximate average salary by contribution assumption: employee only about $133,437 at 4% or $88,958 at 6%; with 50% employer match about $88,958 at 4% or $59,305 at 6%; with 100% employer match about $66,719 at 4% or $44,479 at 6%.