Civic Intelligence

Bates & Carey LLP

Plan context: Bates & Carey Profit Sharing Plan and Trust

EIN 36-4321906 • 28 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

94

2024 Assets

$61,722,919

2024 Contributions

$2,954,422

Historical Graphs

Total Assets Over Time

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

$61,722,919$30,861,460$0200020142024YearValue
$61,722,919Latest year 2024

Participants Over Time

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

115580200020122024YearValue
94Latest 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
2024194$61,722,919$2,954,422$31,430iApproximate average salary by contribution assumption: employee only about $785,751 at 4% or $523,834 at 6%; with 50% employer match about $523,834 at 4% or $349,222 at 6%; with 100% employer match about $392,875 at 4% or $261,917 at 6%.
Bates & Carey Profit Sharing Plan and Trust-94$61,722,919$2,954,422$31,430iApproximate average salary by contribution assumption: employee only about $785,751 at 4% or $523,834 at 6%; with 50% employer match about $523,834 at 4% or $349,222 at 6%; with 100% employer match about $392,875 at 4% or $261,917 at 6%.
2023188$55,311,221$3,140,987$35,693iApproximate average salary by contribution assumption: employee only about $892,326 at 4% or $594,884 at 6%; with 50% employer match about $594,884 at 4% or $396,589 at 6%; with 100% employer match about $446,163 at 4% or $297,442 at 6%.
Bates & Carey Profit Sharing Plan and Trust-88$55,311,221$3,140,987$35,693iApproximate average salary by contribution assumption: employee only about $892,326 at 4% or $594,884 at 6%; with 50% employer match about $594,884 at 4% or $396,589 at 6%; with 100% employer match about $446,163 at 4% or $297,442 at 6%.
2022186$47,293,458$3,481,457$40,482iApproximate average salary by contribution assumption: employee only about $1,012,051 at 4% or $674,701 at 6%; with 50% employer match about $674,701 at 4% or $449,801 at 6%; with 100% employer match about $506,026 at 4% or $337,350 at 6%.
Bates & Carey Profit Sharing Plan and Trust-86$47,293,458$3,481,457$40,482iApproximate average salary by contribution assumption: employee only about $1,012,051 at 4% or $674,701 at 6%; with 50% employer match about $674,701 at 4% or $449,801 at 6%; with 100% employer match about $506,026 at 4% or $337,350 at 6%.
2021197$52,992,953$2,902,772$29,925iApproximate average salary by contribution assumption: employee only about $748,137 at 4% or $498,758 at 6%; with 50% employer match about $498,758 at 4% or $332,505 at 6%; with 100% employer match about $374,069 at 4% or $249,379 at 6%.
Bates & Carey Profit Sharing Plan and Trust-97$52,992,953$2,902,772$29,925iApproximate average salary by contribution assumption: employee only about $748,137 at 4% or $498,758 at 6%; with 50% employer match about $498,758 at 4% or $332,505 at 6%; with 100% employer match about $374,069 at 4% or $249,379 at 6%.
2020196$43,903,349$2,139,337$22,285iApproximate average salary by contribution assumption: employee only about $557,119 at 4% or $371,413 at 6%; with 50% employer match about $371,413 at 4% or $247,608 at 6%; with 100% employer match about $278,560 at 4% or $185,706 at 6%.
Bates & Carey Profit Sharing Plan and Trust-96$43,903,349$2,139,337$22,285iApproximate average salary by contribution assumption: employee only about $557,119 at 4% or $371,413 at 6%; with 50% employer match about $371,413 at 4% or $247,608 at 6%; with 100% employer match about $278,560 at 4% or $185,706 at 6%.
2019178$36,412,277$1,939,795$24,869iApproximate average salary by contribution assumption: employee only about $621,729 at 4% or $414,486 at 6%; with 50% employer match about $414,486 at 4% or $276,324 at 6%; with 100% employer match about $310,865 at 4% or $207,243 at 6%.
Bates & Carey Profit Sharing Plan and Trust-78$36,412,277$1,939,795$24,869iApproximate average salary by contribution assumption: employee only about $621,729 at 4% or $414,486 at 6%; with 50% employer match about $414,486 at 4% or $276,324 at 6%; with 100% employer match about $310,865 at 4% or $207,243 at 6%.
2018179$29,805,207$1,859,434$23,537iApproximate average salary by contribution assumption: employee only about $588,428 at 4% or $392,286 at 6%; with 50% employer match about $392,286 at 4% or $261,524 at 6%; with 100% employer match about $294,214 at 4% or $196,143 at 6%.
Bates & Carey Profit Sharing Plan and Trust-79$29,805,207$1,859,434$23,537iApproximate average salary by contribution assumption: employee only about $588,428 at 4% or $392,286 at 6%; with 50% employer match about $392,286 at 4% or $261,524 at 6%; with 100% employer match about $294,214 at 4% or $196,143 at 6%.
2017175$31,849,997$2,002,855$26,705iApproximate average salary by contribution assumption: employee only about $667,618 at 4% or $445,079 at 6%; with 50% employer match about $445,079 at 4% or $296,719 at 6%; with 100% employer match about $333,809 at 4% or $222,539 at 6%.
Bates & Carey Profit Sharing Plan and Trust-75$31,849,997$2,002,855$26,705iApproximate average salary by contribution assumption: employee only about $667,618 at 4% or $445,079 at 6%; with 50% employer match about $445,079 at 4% or $296,719 at 6%; with 100% employer match about $333,809 at 4% or $222,539 at 6%.
2016168$27,089,076$2,064,948$30,367iApproximate average salary by contribution assumption: employee only about $759,172 at 4% or $506,115 at 6%; with 50% employer match about $506,115 at 4% or $337,410 at 6%; with 100% employer match about $379,586 at 4% or $253,057 at 6%.
Bates & Carey Profit Sharing Plan and Trust-68$27,089,076$2,064,948$30,367iApproximate average salary by contribution assumption: employee only about $759,172 at 4% or $506,115 at 6%; with 50% employer match about $506,115 at 4% or $337,410 at 6%; with 100% employer match about $379,586 at 4% or $253,057 at 6%.
2015167$23,899,926$1,802,179$26,898iApproximate average salary by contribution assumption: employee only about $672,455 at 4% or $448,303 at 6%; with 50% employer match about $448,303 at 4% or $298,869 at 6%; with 100% employer match about $336,227 at 4% or $224,152 at 6%.
Bates & Carey Profit Sharing Plan and Trust-67$23,899,926$1,802,179$26,898iApproximate average salary by contribution assumption: employee only about $672,455 at 4% or $448,303 at 6%; with 50% employer match about $448,303 at 4% or $298,869 at 6%; with 100% employer match about $336,227 at 4% or $224,152 at 6%.
2014166$23,909,398$1,996,270$30,247iApproximate average salary by contribution assumption: employee only about $756,163 at 4% or $504,109 at 6%; with 50% employer match about $504,109 at 4% or $336,072 at 6%; with 100% employer match about $378,081 at 4% or $252,054 at 6%.
Bates & Carey Profit Sharing Plan and Trust-66$23,909,398$1,996,270$30,247iApproximate average salary by contribution assumption: employee only about $756,163 at 4% or $504,109 at 6%; with 50% employer match about $504,109 at 4% or $336,072 at 6%; with 100% employer match about $378,081 at 4% or $252,054 at 6%.
2013172$29,045,002$2,827,544$39,271iApproximate average salary by contribution assumption: employee only about $981,786 at 4% or $654,524 at 6%; with 50% employer match about $654,524 at 4% or $436,349 at 6%; with 100% employer match about $490,893 at 4% or $327,262 at 6%.
Bates & Carey Profit Sharing Plan and Trust-72$29,045,002$2,827,544$39,271iApproximate average salary by contribution assumption: employee only about $981,786 at 4% or $654,524 at 6%; with 50% employer match about $654,524 at 4% or $436,349 at 6%; with 100% employer match about $490,893 at 4% or $327,262 at 6%.
20121115$22,917,533$2,378,398$20,682iApproximate average salary by contribution assumption: employee only about $517,043 at 4% or $344,695 at 6%; with 50% employer match about $344,695 at 4% or $229,797 at 6%; with 100% employer match about $258,522 at 4% or $172,348 at 6%.
Bates & Carey Profit Sharing Plan and Trust-115$22,917,533$2,378,398$20,682iApproximate average salary by contribution assumption: employee only about $517,043 at 4% or $344,695 at 6%; with 50% employer match about $344,695 at 4% or $229,797 at 6%; with 100% employer match about $258,522 at 4% or $172,348 at 6%.
20111102$19,288,076$2,278,198$22,335iApproximate average salary by contribution assumption: employee only about $558,382 at 4% or $372,255 at 6%; with 50% employer match about $372,255 at 4% or $248,170 at 6%; with 100% employer match about $279,191 at 4% or $186,127 at 6%.
Bates & Carey Profit Sharing Plan and Trust-102$19,288,076$2,278,198$22,335iApproximate average salary by contribution assumption: employee only about $558,382 at 4% or $372,255 at 6%; with 50% employer match about $372,255 at 4% or $248,170 at 6%; with 100% employer match about $279,191 at 4% or $186,127 at 6%.
2010197$17,901,383$2,194,204$22,621iApproximate average salary by contribution assumption: employee only about $565,516 at 4% or $377,011 at 6%; with 50% employer match about $377,011 at 4% or $251,341 at 6%; with 100% employer match about $282,758 at 4% or $188,505 at 6%.
Bates & Carey Profit Sharing Plan and Trust-97$17,901,383$2,194,204$22,621iApproximate average salary by contribution assumption: employee only about $565,516 at 4% or $377,011 at 6%; with 50% employer match about $377,011 at 4% or $251,341 at 6%; with 100% employer match about $282,758 at 4% or $188,505 at 6%.
2009198$13,964,969$1,910,335$19,493iApproximate average salary by contribution assumption: employee only about $487,330 at 4% or $324,887 at 6%; with 50% employer match about $324,887 at 4% or $216,591 at 6%; with 100% employer match about $243,665 at 4% or $162,443 at 6%.
Bates & Carey Profit Sharing Plan and Trust-98$13,964,969$1,910,335$19,493iApproximate average salary by contribution assumption: employee only about $487,330 at 4% or $324,887 at 6%; with 50% employer match about $324,887 at 4% or $216,591 at 6%; with 100% employer match about $243,665 at 4% or $162,443 at 6%.
2008188$9,652,172$1,769,325$20,106iApproximate average salary by contribution assumption: employee only about $502,649 at 4% or $335,099 at 6%; with 50% employer match about $335,099 at 4% or $223,400 at 6%; with 100% employer match about $251,325 at 4% or $167,550 at 6%.
Bates & Carey Profit Sharing Plan and Trust-88$9,652,172$1,769,325$20,106iApproximate average salary by contribution assumption: employee only about $502,649 at 4% or $335,099 at 6%; with 50% employer match about $335,099 at 4% or $223,400 at 6%; with 100% employer match about $251,325 at 4% or $167,550 at 6%.
2007187$0$0-
Bates & Carey Profit Sharing Plan and Trust-87---
2006178$9,503,451$1,387,824$17,793iApproximate average salary by contribution assumption: employee only about $444,815 at 4% or $296,544 at 6%; with 50% employer match about $296,544 at 4% or $197,696 at 6%; with 100% employer match about $222,408 at 4% or $148,272 at 6%.
Bates & Carey Profit Sharing Plan and Trust-78$9,503,451$1,387,824$17,793iApproximate average salary by contribution assumption: employee only about $444,815 at 4% or $296,544 at 6%; with 50% employer match about $296,544 at 4% or $197,696 at 6%; with 100% employer match about $222,408 at 4% or $148,272 at 6%.
2005171$7,231,122$1,177,440$16,584iApproximate average salary by contribution assumption: employee only about $414,592 at 4% or $276,394 at 6%; with 50% employer match about $276,394 at 4% or $184,263 at 6%; with 100% employer match about $207,296 at 4% or $138,197 at 6%.
Bates & Carey Profit Sharing Plan and Trust-71$7,231,122$1,177,440$16,584iApproximate average salary by contribution assumption: employee only about $414,592 at 4% or $276,394 at 6%; with 50% employer match about $276,394 at 4% or $184,263 at 6%; with 100% employer match about $207,296 at 4% or $138,197 at 6%.
2004168$5,726,093$1,058,341$15,564iApproximate average salary by contribution assumption: employee only about $389,096 at 4% or $259,397 at 6%; with 50% employer match about $259,397 at 4% or $172,932 at 6%; with 100% employer match about $194,548 at 4% or $129,699 at 6%.
Bates & Carey Profit Sharing Plan and Trust-68$5,726,093$1,058,341$15,564iApproximate average salary by contribution assumption: employee only about $389,096 at 4% or $259,397 at 6%; with 50% employer match about $259,397 at 4% or $172,932 at 6%; with 100% employer match about $194,548 at 4% or $129,699 at 6%.
2003159$0$0-
Bates & Carey Profit Sharing Plan and Trust-59---
2002249$3,004,182$759,853$15,507iApproximate average salary by contribution assumption: employee only about $387,680 at 4% or $258,453 at 6%; with 50% employer match about $258,453 at 4% or $172,302 at 6%; with 100% employer match about $193,840 at 4% or $129,227 at 6%.
Bates & Carey Profit Sharing Plan and Trust-49$3,004,182$744,635$15,197iApproximate average salary by contribution assumption: employee only about $379,916 at 4% or $253,277 at 6%; with 50% employer match about $253,277 at 4% or $168,851 at 6%; with 100% employer match about $189,958 at 4% or $126,639 at 6%.
Bates & Carey Plan & Trust-0-$15,218-
2001248$0$0-
Bates & Carey Plan & Trust-48---
Bates & Carey Profit Sharing Plan and Trust-47---
2000245$2,490,219$2,753,799$61,196iApproximate average salary by contribution assumption: employee only about $1,529,888 at 4% or $1,019,926 at 6%; with 50% employer match about $1,019,926 at 4% or $679,950 at 6%; with 100% employer match about $764,944 at 4% or $509,963 at 6%.
Bates & Carey Profit Sharing Plan and Trust-45$2,441,395$2,698,564$59,968iApproximate average salary by contribution assumption: employee only about $1,499,202 at 4% or $999,468 at 6%; with 50% employer match about $999,468 at 4% or $666,312 at 6%; with 100% employer match about $749,601 at 4% or $499,734 at 6%.
Bates & Carey Plan & Trust-33$48,824$55,235$1,674iApproximate average salary by contribution assumption: employee only about $41,845 at 4% or $27,896 at 6%; with 50% employer match about $27,896 at 4% or $18,598 at 6%; with 100% employer match about $20,922 at 4% or $13,948 at 6%.