Civic Intelligence

Jt Bates Insurance Group

Plan context: Jt Bates Insurance Group 401K Plan

EIN 27-3238697 • Hilliard, OH • 9 filings • 1 plans

3191 Amity RdHilliard, OH 43026
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$747,526

2024 Contributions

$113,962

Historical Graphs

Total Assets Over Time

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

$747,526$373,763$0201620202024YearValue
$747,526Latest year 2024

Participants Over Time

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

1790201620202024YearValue
17Latest 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
2024117$747,526$113,962$6,704iApproximate average salary by contribution assumption: employee only about $167,591 at 4% or $111,727 at 6%; with 50% employer match about $111,727 at 4% or $74,485 at 6%; with 100% employer match about $83,796 at 4% or $55,864 at 6%.
Jt Bates Insurance Group 401K Plan-17$747,526$113,962$6,704iApproximate average salary by contribution assumption: employee only about $167,591 at 4% or $111,727 at 6%; with 50% employer match about $111,727 at 4% or $74,485 at 6%; with 100% employer match about $83,796 at 4% or $55,864 at 6%.
2023115$570,733$131,151$8,743iApproximate average salary by contribution assumption: employee only about $218,585 at 4% or $145,723 at 6%; with 50% employer match about $145,723 at 4% or $97,149 at 6%; with 100% employer match about $109,293 at 4% or $72,862 at 6%.
Jt Bates Insurance Group 401K Plan-15$570,733$131,151$8,743iApproximate average salary by contribution assumption: employee only about $218,585 at 4% or $145,723 at 6%; with 50% employer match about $145,723 at 4% or $97,149 at 6%; with 100% employer match about $109,293 at 4% or $72,862 at 6%.
2022112$371,347$85,026$7,086iApproximate average salary by contribution assumption: employee only about $177,138 at 4% or $118,092 at 6%; with 50% employer match about $118,092 at 4% or $78,728 at 6%; with 100% employer match about $88,569 at 4% or $59,046 at 6%.
Jt Bates Insurance Group 401K Plan-12$371,347$85,026$7,086iApproximate average salary by contribution assumption: employee only about $177,138 at 4% or $118,092 at 6%; with 50% employer match about $118,092 at 4% or $78,728 at 6%; with 100% employer match about $88,569 at 4% or $59,046 at 6%.
2021110$362,555$90,349$9,035iApproximate average salary by contribution assumption: employee only about $225,873 at 4% or $150,582 at 6%; with 50% employer match about $150,582 at 4% or $100,388 at 6%; with 100% employer match about $112,936 at 4% or $75,291 at 6%.
Jt Bates Insurance Group 401K Plan-10$362,555$90,349$9,035iApproximate average salary by contribution assumption: employee only about $225,873 at 4% or $150,582 at 6%; with 50% employer match about $150,582 at 4% or $100,388 at 6%; with 100% employer match about $112,936 at 4% or $75,291 at 6%.
2020110$240,608$47,195$4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%.
Jt Bates Insurance Group 401K Plan-10$240,608$47,195$4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%.
201915$158,970$83,353$16,671iApproximate average salary by contribution assumption: employee only about $416,765 at 4% or $277,843 at 6%; with 50% employer match about $277,843 at 4% or $185,229 at 6%; with 100% employer match about $208,382 at 4% or $138,922 at 6%.
Jt Bates Insurance Group 401K Plan-5$158,970$83,353$16,671iApproximate average salary by contribution assumption: employee only about $416,765 at 4% or $277,843 at 6%; with 50% employer match about $277,843 at 4% or $185,229 at 6%; with 100% employer match about $208,382 at 4% or $138,922 at 6%.
201813$52,323$32,229$10,743iApproximate average salary by contribution assumption: employee only about $268,575 at 4% or $179,050 at 6%; with 50% employer match about $179,050 at 4% or $119,367 at 6%; with 100% employer match about $134,288 at 4% or $89,525 at 6%.
Jt Bates Insurance Group 401K Plan-3$52,323$32,229$10,743iApproximate average salary by contribution assumption: employee only about $268,575 at 4% or $179,050 at 6%; with 50% employer match about $179,050 at 4% or $119,367 at 6%; with 100% employer match about $134,288 at 4% or $89,525 at 6%.
201713$25,500$22,161$7,387iApproximate average salary by contribution assumption: employee only about $184,675 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,558 at 6%.
Jt Bates Insurance Group 401K Plan-3$25,500$22,161$7,387iApproximate average salary by contribution assumption: employee only about $184,675 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,558 at 6%.
201612$1,329$1,310$655iApproximate average salary by contribution assumption: employee only about $16,375 at 4% or $10,917 at 6%; with 50% employer match about $10,917 at 4% or $7,278 at 6%; with 100% employer match about $8,188 at 4% or $5,458 at 6%.
Jt Bates Insurance Group 401K Plan-2$1,329$1,310$655iApproximate average salary by contribution assumption: employee only about $16,375 at 4% or $10,917 at 6%; with 50% employer match about $10,917 at 4% or $7,278 at 6%; with 100% employer match about $8,188 at 4% or $5,458 at 6%.