Bates & Associates Inc.
Plan context: Bates & Associates Inc. Retirement Plan
EIN 32-0445857 • 9 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
6
2022 Assets
$407,991
2022 Contributions
$100,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Bates & Associates Inc. Retirement Plan | - | 0 | - | - | - |
| 2021 | 1 | 6 | $407,991 | $0 | - |
| Bates & Associates Inc. Retirement Plan | - | 6 | $407,991 | - | - |
| 2020 | 1 | 17 | $537,718 | $0 | - |
| Bates & Associates Inc. Retirement Plan | - | 17 | $537,718 | - | - |
| 2019 | 1 | 25 | $525,569 | $0 | - |
| Bates & Associates Inc. Retirement Plan | - | 25 | $525,569 | - | - |
| 2018 | 1 | 25 | $534,363 | $0 | - |
| Bates & Associates Inc. Retirement Plan | - | 25 | $534,363 | - | - |
| 2017 | 1 | 8 | $218,403 | $0 | - |
| Bates & Associates Inc. Retirement Plan | - | 8 | $218,403 | - | - |
| 2016 | 1 | 2 | $130,662 | $0 | - |
| Bates & Associates Inc. Retirement Plan | - | 2 | $130,662 | - | - |
| 2015 | 1 | 2 | $9,144 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Bates & Associates Inc. Retirement Plan | - | 2 | $9,144 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2014 | 1 | 1 | $63,356 | $139,781 | $139,781iApproximate average salary by contribution assumption: employee only about $3,494,525 at 4% or $2,329,683 at 6%; with 50% employer match about $2,329,683 at 4% or $1,553,122 at 6%; with 100% employer match about $1,747,263 at 4% or $1,164,842 at 6%. |
| Bates & Associates Inc. Retirement Plan | - | 1 | $63,356 | $139,781 | $139,781iApproximate average salary by contribution assumption: employee only about $3,494,525 at 4% or $2,329,683 at 6%; with 50% employer match about $2,329,683 at 4% or $1,553,122 at 6%; with 100% employer match about $1,747,263 at 4% or $1,164,842 at 6%. |