David I. Bates & Associates Inc.
Plan context: David I. Bates & Associates 401K Savings Plan
EIN 34-1742814 • 6 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
6
2005 Assets
$646,239
2005 Contributions
$49,995
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 6 | $646,239 | $49,995 | $8,333iApproximate average salary by contribution assumption: employee only about $208,313 at 4% or $138,875 at 6%; with 50% employer match about $138,875 at 4% or $92,583 at 6%; with 100% employer match about $104,156 at 4% or $69,438 at 6%. |
| David I. Bates & Associates 401K Savings Plan | - | 6 | $646,239 | $49,995 | $8,333iApproximate average salary by contribution assumption: employee only about $208,313 at 4% or $138,875 at 6%; with 50% employer match about $138,875 at 4% or $92,583 at 6%; with 100% employer match about $104,156 at 4% or $69,438 at 6%. |
| 2004 | 1 | 5 | $645,781 | $41,296 | $8,259iApproximate average salary by contribution assumption: employee only about $206,480 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,827 at 6%. |
| David I. Bates & Associates 401K Savings Plan | - | 5 | $645,781 | $41,296 | $8,259iApproximate average salary by contribution assumption: employee only about $206,480 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,827 at 6%. |
| 2003 | 1 | 8 | $713,267 | $42,693 | $5,337iApproximate average salary by contribution assumption: employee only about $133,416 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%. |
| David I. Bates & Associates 401K Savings Plan | - | 8 | $713,267 | $42,693 | $5,337iApproximate average salary by contribution assumption: employee only about $133,416 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%. |
| 2002 | 1 | 9 | $558,307 | $50,257 | $5,584iApproximate average salary by contribution assumption: employee only about $139,603 at 4% or $93,069 at 6%; with 50% employer match about $93,069 at 4% or $62,046 at 6%; with 100% employer match about $69,801 at 4% or $46,534 at 6%. |
| David I. Bates & Associates 401K Savings Plan | - | 9 | $558,307 | $50,257 | $5,584iApproximate average salary by contribution assumption: employee only about $139,603 at 4% or $93,069 at 6%; with 50% employer match about $93,069 at 4% or $62,046 at 6%; with 100% employer match about $69,801 at 4% or $46,534 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| David I. Bates & Associates 401K Savings Plan | - | 11 | - | - | - |
| 1999 | 1 | 10 | $843,539 | $263,129 | $26,313iApproximate average salary by contribution assumption: employee only about $657,823 at 4% or $438,548 at 6%; with 50% employer match about $438,548 at 4% or $292,366 at 6%; with 100% employer match about $328,911 at 4% or $219,274 at 6%. |
| David I. Bates & Associates 401K Savings Plan | - | 10 | $843,539 | $263,129 | $26,313iApproximate average salary by contribution assumption: employee only about $657,823 at 4% or $438,548 at 6%; with 50% employer match about $438,548 at 4% or $292,366 at 6%; with 100% employer match about $328,911 at 4% or $219,274 at 6%. |