Bates Financial Services Inc
Plan context: Bates Financial Services 401K Plan
EIN 37-1296044 • 10 filings • 4 plans
Current Snapshot
Latest Year
2003
2003 Participants
9
2003 Assets
$828,860
2003 Contributions
$62,214
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 |
|---|---|---|---|---|---|
| 2003 | 2 | 9 | $828,860 | $62,214 | $6,913iApproximate average salary by contribution assumption: employee only about $172,817 at 4% or $115,211 at 6%; with 50% employer match about $115,211 at 4% or $76,807 at 6%; with 100% employer match about $86,408 at 4% or $57,606 at 6%. |
| Bates Financial Services 401K Plan | - | 8 | $499,262 | $29,187 | $3,648iApproximate average salary by contribution assumption: employee only about $91,209 at 4% or $60,806 at 6%; with 50% employer match about $60,806 at 4% or $40,538 at 6%; with 100% employer match about $45,605 at 4% or $30,403 at 6%. |
| BATES FINANCIAL GROUP MONEY PURCHASE PLAN | - | 9 | $329,598 | $33,027 | $3,670iApproximate average salary by contribution assumption: employee only about $91,742 at 4% or $61,161 at 6%; with 50% employer match about $61,161 at 4% or $40,774 at 6%; with 100% employer match about $45,871 at 4% or $30,581 at 6%. |
| 2002 | 2 | 10 | $0 | $0 | - |
| Bates Financial Services 401K Plan | - | 6 | - | - | - |
| BATES FINANCIAL GROUP MONEY PURCHASE PLAN | - | 10 | - | - | - |
| 2001 | 2 | 10 | $0 | $0 | - |
| Bates Financial Group Money Purchase Pension Plan | - | 10 | - | - | - |
| Bates Financial Services 401K Plan | - | 9 | - | - | - |
| 2000 | 2 | 7 | $0 | $0 | - |
| Bates Financial Group Money Purchase Pension Plan | - | 7 | - | - | - |
| Bates Financial Services 401K Plan | - | 7 | - | - | - |
| 1999 | 2 | 0 | $871,938 | $102,242 | - |
| Bates Financial Services 401K Plan | - | 0 | $558,754 | $47,366 | - |
| Bates Financial Group Money Purchase Pension Plan | - | 0 | $313,184 | $54,876 | - |