Civic Intelligence

Cates & Associates Inc

Plan context: Cates && Associates Inc 401K Profit Sharing Plan && Trust

EIN 31-1225864 • Owensville, OH • 13 filings • 6 plans

PO Box 685Owensville, OH 45160
Current Snapshot

Latest Year

2012

2012 Participants

6

2012 Assets

$8,003

2012 Contributions

$27,580

Historical Graphs

Total Assets Over Time

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

$708,683$354,342$0199920052011YearValue
$8,003Latest year 2011

Participants Over Time

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

25130199920062011YearValue
6Latest year 2011

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
201210$0$0-
Cates && Associates Inc 401K Profit Sharing Plan && Trust-0$0$0-
201116$8,003$0-
Cates && Associates Inc 401K Profit Sharing Plan && Trust-6$8,003$0-
201014$13,977$0-
Cates && Associates Inc 401K Profit Sharing Plan && Trust-4$13,977$0-
2009112$179,234$27,580$2,298iApproximate average salary by contribution assumption: employee only about $57,458 at 4% or $38,306 at 6%; with 50% employer match about $38,306 at 4% or $25,537 at 6%; with 100% employer match about $28,729 at 4% or $19,153 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-12$179,234$27,580$2,298iApproximate average salary by contribution assumption: employee only about $57,458 at 4% or $38,306 at 6%; with 50% employer match about $38,306 at 4% or $25,537 at 6%; with 100% employer match about $28,729 at 4% or $19,153 at 6%.
2008113$373,440$15,216$1,170iApproximate average salary by contribution assumption: employee only about $29,262 at 4% or $19,508 at 6%; with 50% employer match about $19,508 at 4% or $13,005 at 6%; with 100% employer match about $14,631 at 4% or $9,754 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-13$373,440$15,216$1,170iApproximate average salary by contribution assumption: employee only about $29,262 at 4% or $19,508 at 6%; with 50% employer match about $19,508 at 4% or $13,005 at 6%; with 100% employer match about $14,631 at 4% or $9,754 at 6%.
2007114$576,830$41,910$2,994iApproximate average salary by contribution assumption: employee only about $74,839 at 4% or $49,893 at 6%; with 50% employer match about $49,893 at 4% or $33,262 at 6%; with 100% employer match about $37,420 at 4% or $24,946 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-14$576,830$41,910$2,994iApproximate average salary by contribution assumption: employee only about $74,839 at 4% or $49,893 at 6%; with 50% employer match about $49,893 at 4% or $33,262 at 6%; with 100% employer match about $37,420 at 4% or $24,946 at 6%.
2006114$0$0-
Cates && Associates Inc 401K Profit Sharing Plan && Trust-14---
2005115$525,711$22,950$1,530iApproximate average salary by contribution assumption: employee only about $38,250 at 4% or $25,500 at 6%; with 50% employer match about $25,500 at 4% or $17,000 at 6%; with 100% employer match about $19,125 at 4% or $12,750 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-15$525,711$22,950$1,530iApproximate average salary by contribution assumption: employee only about $38,250 at 4% or $25,500 at 6%; with 50% employer match about $25,500 at 4% or $17,000 at 6%; with 100% employer match about $19,125 at 4% or $12,750 at 6%.
2004114$481,361$10,154$725iApproximate average salary by contribution assumption: employee only about $18,132 at 4% or $12,088 at 6%; with 50% employer match about $12,088 at 4% or $8,059 at 6%; with 100% employer match about $9,066 at 4% or $6,044 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-14$481,361$10,154$725iApproximate average salary by contribution assumption: employee only about $18,132 at 4% or $12,088 at 6%; with 50% employer match about $12,088 at 4% or $8,059 at 6%; with 100% employer match about $9,066 at 4% or $6,044 at 6%.
2002125$393,336$40,512$1,620iApproximate average salary by contribution assumption: employee only about $40,512 at 4% or $27,008 at 6%; with 50% employer match about $27,008 at 4% or $18,005 at 6%; with 100% employer match about $20,256 at 4% or $13,504 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-25$393,336$40,512$1,620iApproximate average salary by contribution assumption: employee only about $40,512 at 4% or $27,008 at 6%; with 50% employer match about $27,008 at 4% or $18,005 at 6%; with 100% employer match about $20,256 at 4% or $13,504 at 6%.
2001125$505,950$48,416$1,937iApproximate average salary by contribution assumption: employee only about $48,416 at 4% or $32,277 at 6%; with 50% employer match about $32,277 at 4% or $21,518 at 6%; with 100% employer match about $24,208 at 4% or $16,139 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-25$505,950$48,416$1,937iApproximate average salary by contribution assumption: employee only about $48,416 at 4% or $32,277 at 6%; with 50% employer match about $32,277 at 4% or $21,518 at 6%; with 100% employer match about $24,208 at 4% or $16,139 at 6%.
2000123$616,151$72,269$3,142iApproximate average salary by contribution assumption: employee only about $78,553 at 4% or $52,369 at 6%; with 50% employer match about $52,369 at 4% or $34,913 at 6%; with 100% employer match about $39,277 at 4% or $26,184 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-23$616,151$72,269$3,142iApproximate average salary by contribution assumption: employee only about $78,553 at 4% or $52,369 at 6%; with 50% employer match about $52,369 at 4% or $34,913 at 6%; with 100% employer match about $39,277 at 4% or $26,184 at 6%.
1999125$708,683$137,801$5,512iApproximate average salary by contribution assumption: employee only about $137,801 at 4% or $91,867 at 6%; with 50% employer match about $91,867 at 4% or $61,245 at 6%; with 100% employer match about $68,901 at 4% or $45,934 at 6%.
Cates && Associates Inc 401K Profit Sharing Plan && Trust-25$708,683$137,801$5,512iApproximate average salary by contribution assumption: employee only about $137,801 at 4% or $91,867 at 6%; with 50% employer match about $91,867 at 4% or $61,245 at 6%; with 100% employer match about $68,901 at 4% or $45,934 at 6%.