Civic Intelligence

Kirby Bates Associates Inc.

Plan context: Kirby Bates Associates Inc. 401K Plan

EIN 26-4065514 • Bala Cynwyd, PA • 8 filings • 2 plans

150 Monument Road, Suite 207Pmb 0035Bala Cynwyd, PA 19004
Current Snapshot

Latest Year

2016

2016 Participants

16

2016 Assets

$2,264,540

2016 Contributions

$313,412

Historical Graphs

Total Assets Over Time

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

$2,264,540$1,132,270$0200920132016YearValue
$2,264,540Latest year 2016

Participants Over Time

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

1680200920132016YearValue
16Latest year 2016

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
2016116$2,264,540$313,412$19,588iApproximate average salary by contribution assumption: employee only about $489,706 at 4% or $326,471 at 6%; with 50% employer match about $326,471 at 4% or $217,647 at 6%; with 100% employer match about $244,853 at 4% or $163,235 at 6%.
Kirby Bates Associates Inc. 401K Plan-16$2,264,540$313,412$19,588iApproximate average salary by contribution assumption: employee only about $489,706 at 4% or $326,471 at 6%; with 50% employer match about $326,471 at 4% or $217,647 at 6%; with 100% employer match about $244,853 at 4% or $163,235 at 6%.
2015113$1,825,022$202,055$15,543iApproximate average salary by contribution assumption: employee only about $388,567 at 4% or $259,045 at 6%; with 50% employer match about $259,045 at 4% or $172,697 at 6%; with 100% employer match about $194,284 at 4% or $129,522 at 6%.
Kirby Bates Associates Inc. 401K Plan-13$1,825,022$202,055$15,543iApproximate average salary by contribution assumption: employee only about $388,567 at 4% or $259,045 at 6%; with 50% employer match about $259,045 at 4% or $172,697 at 6%; with 100% employer match about $194,284 at 4% or $129,522 at 6%.
201417$1,608,160$182,239$26,034iApproximate average salary by contribution assumption: employee only about $650,854 at 4% or $433,902 at 6%; with 50% employer match about $433,902 at 4% or $289,268 at 6%; with 100% employer match about $325,427 at 4% or $216,951 at 6%.
Kirby Bates Associates Inc. 401K Plan-7$1,608,160$182,239$26,034iApproximate average salary by contribution assumption: employee only about $650,854 at 4% or $433,902 at 6%; with 50% employer match about $433,902 at 4% or $289,268 at 6%; with 100% employer match about $325,427 at 4% or $216,951 at 6%.
2013111$1,499,477$95,594$8,690iApproximate average salary by contribution assumption: employee only about $217,259 at 4% or $144,839 at 6%; with 50% employer match about $144,839 at 4% or $96,560 at 6%; with 100% employer match about $108,630 at 4% or $72,420 at 6%.
Kirby Bates Associates Inc. 401K Plan-11$1,499,477$95,594$8,690iApproximate average salary by contribution assumption: employee only about $217,259 at 4% or $144,839 at 6%; with 50% employer match about $144,839 at 4% or $96,560 at 6%; with 100% employer match about $108,630 at 4% or $72,420 at 6%.
2012113$1,200,718$212,943$16,380iApproximate average salary by contribution assumption: employee only about $409,506 at 4% or $273,004 at 6%; with 50% employer match about $273,004 at 4% or $182,003 at 6%; with 100% employer match about $204,753 at 4% or $136,502 at 6%.
Kirby Bates Associates Inc. 401K Plan-13$1,200,718$212,943$16,380iApproximate average salary by contribution assumption: employee only about $409,506 at 4% or $273,004 at 6%; with 50% employer match about $273,004 at 4% or $182,003 at 6%; with 100% employer match about $204,753 at 4% or $136,502 at 6%.
2011112$927,043$102,278$8,523iApproximate average salary by contribution assumption: employee only about $213,079 at 4% or $142,053 at 6%; with 50% employer match about $142,053 at 4% or $94,702 at 6%; with 100% employer match about $106,540 at 4% or $71,026 at 6%.
Kirby Bates Associates Inc. 401K Plan-12$927,043$102,278$8,523iApproximate average salary by contribution assumption: employee only about $213,079 at 4% or $142,053 at 6%; with 50% employer match about $142,053 at 4% or $94,702 at 6%; with 100% employer match about $106,540 at 4% or $71,026 at 6%.
201018$837,753$196,981$24,623iApproximate average salary by contribution assumption: employee only about $615,566 at 4% or $410,377 at 6%; with 50% employer match about $410,377 at 4% or $273,585 at 6%; with 100% employer match about $307,783 at 4% or $205,189 at 6%.
Kirby Bates Associates Inc. 401K Plan-8$837,753$196,981$24,623iApproximate average salary by contribution assumption: employee only about $615,566 at 4% or $410,377 at 6%; with 50% employer match about $410,377 at 4% or $273,585 at 6%; with 100% employer match about $307,783 at 4% or $205,189 at 6%.
200919$579,077$167,653$18,628iApproximate average salary by contribution assumption: employee only about $465,703 at 4% or $310,469 at 6%; with 50% employer match about $310,469 at 4% or $206,979 at 6%; with 100% employer match about $232,851 at 4% or $155,234 at 6%.
Kirby Bates Associates Inc. 401K Plan-9$579,077$167,653$18,628iApproximate average salary by contribution assumption: employee only about $465,703 at 4% or $310,469 at 6%; with 50% employer match about $310,469 at 4% or $206,979 at 6%; with 100% employer match about $232,851 at 4% or $155,234 at 6%.