Civic Intelligence

Bates Financial Group Inc.

Plan context: BATES FINANCIAL SERVICES 401(K) PLAN

EIN 38-3662632 • Rockford, IL • 22 filings • 4 plans

8437 Northern AvenueRockford, IL 61107
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$304,158

2024 Contributions

$63,480

Historical Graphs

Total Assets Over Time

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

$1,301,437$650,719$0200420152024YearValue
$304,158Latest year 2024

Participants Over Time

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

19100200420132024YearValue
14Latest 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
2024114$304,158$63,480$4,534iApproximate average salary by contribution assumption: employee only about $113,357 at 4% or $75,571 at 6%; with 50% employer match about $75,571 at 4% or $50,381 at 6%; with 100% employer match about $56,679 at 4% or $37,786 at 6%.
BATES FINANCIAL SERVICES 401(K) PLAN-14$304,158$63,480$4,534iApproximate average salary by contribution assumption: employee only about $113,357 at 4% or $75,571 at 6%; with 50% employer match about $75,571 at 4% or $50,381 at 6%; with 100% employer match about $56,679 at 4% or $37,786 at 6%.
2023118$306,287$124,996$6,944iApproximate average salary by contribution assumption: employee only about $173,606 at 4% or $115,737 at 6%; with 50% employer match about $115,737 at 4% or $77,158 at 6%; with 100% employer match about $86,803 at 4% or $57,869 at 6%.
BATES FINANCIAL SERVICES 401(K) PLAN-18$306,287$124,996$6,944iApproximate average salary by contribution assumption: employee only about $173,606 at 4% or $115,737 at 6%; with 50% employer match about $115,737 at 4% or $77,158 at 6%; with 100% employer match about $86,803 at 4% or $57,869 at 6%.
2022119$168,109$66,697$3,510iApproximate average salary by contribution assumption: employee only about $87,759 at 4% or $58,506 at 6%; with 50% employer match about $58,506 at 4% or $39,004 at 6%; with 100% employer match about $43,880 at 4% or $29,253 at 6%.
BATES FINANCIAL SERVICES 401(K) PLAN-19$168,109$66,697$3,510iApproximate average salary by contribution assumption: employee only about $87,759 at 4% or $58,506 at 6%; with 50% employer match about $58,506 at 4% or $39,004 at 6%; with 100% employer match about $43,880 at 4% or $29,253 at 6%.
2021115$129,160$137,336$9,156iApproximate average salary by contribution assumption: employee only about $228,893 at 4% or $152,596 at 6%; with 50% employer match about $152,596 at 4% or $101,730 at 6%; with 100% employer match about $114,447 at 4% or $76,298 at 6%.
BATES FINANCIAL SERVICES 401(K) PLAN-15$129,160$137,336$9,156iApproximate average salary by contribution assumption: employee only about $228,893 at 4% or $152,596 at 6%; with 50% employer match about $152,596 at 4% or $101,730 at 6%; with 100% employer match about $114,447 at 4% or $76,298 at 6%.
201910$0$64-
Bates Financial Services 401(K) Plan-0-$64-
2018111$488,973$32,038$2,913iApproximate average salary by contribution assumption: employee only about $72,814 at 4% or $48,542 at 6%; with 50% employer match about $48,542 at 4% or $32,362 at 6%; with 100% employer match about $36,407 at 4% or $24,271 at 6%.
Bates Financial Services 401(K) Plan-11$488,973$32,038$2,913iApproximate average salary by contribution assumption: employee only about $72,814 at 4% or $48,542 at 6%; with 50% employer match about $48,542 at 4% or $32,362 at 6%; with 100% employer match about $36,407 at 4% or $24,271 at 6%.
201719$494,003$128,150$14,239iApproximate average salary by contribution assumption: employee only about $355,972 at 4% or $237,315 at 6%; with 50% employer match about $237,315 at 4% or $158,210 at 6%; with 100% employer match about $177,986 at 4% or $118,657 at 6%.
Bates Financial Services 401(K) Plan-9$494,003$128,150$14,239iApproximate average salary by contribution assumption: employee only about $355,972 at 4% or $237,315 at 6%; with 50% employer match about $237,315 at 4% or $158,210 at 6%; with 100% employer match about $177,986 at 4% or $118,657 at 6%.
201616$350,991$44,767$7,461iApproximate average salary by contribution assumption: employee only about $186,529 at 4% or $124,353 at 6%; with 50% employer match about $124,353 at 4% or $82,902 at 6%; with 100% employer match about $93,265 at 4% or $62,176 at 6%.
Bates Financial Services 401(K) Plan-6$350,991$44,767$7,461iApproximate average salary by contribution assumption: employee only about $186,529 at 4% or $124,353 at 6%; with 50% employer match about $124,353 at 4% or $82,902 at 6%; with 100% employer match about $93,265 at 4% or $62,176 at 6%.
2015110$509,976$52,043$5,204iApproximate average salary by contribution assumption: employee only about $130,108 at 4% or $86,738 at 6%; with 50% employer match about $86,738 at 4% or $57,826 at 6%; with 100% employer match about $65,054 at 4% or $43,369 at 6%.
Bates Financial Services 401(K) Plan-10$509,976$52,043$5,204iApproximate average salary by contribution assumption: employee only about $130,108 at 4% or $86,738 at 6%; with 50% employer match about $86,738 at 4% or $57,826 at 6%; with 100% employer match about $65,054 at 4% or $43,369 at 6%.
2014110$1,051,618$42,940$4,294iApproximate average salary by contribution assumption: employee only about $107,350 at 4% or $71,567 at 6%; with 50% employer match about $71,567 at 4% or $47,711 at 6%; with 100% employer match about $53,675 at 4% or $35,783 at 6%.
Bates Financial Services 401(K) Plan-10$1,051,618$42,940$4,294iApproximate average salary by contribution assumption: employee only about $107,350 at 4% or $71,567 at 6%; with 50% employer match about $71,567 at 4% or $47,711 at 6%; with 100% employer match about $53,675 at 4% or $35,783 at 6%.
2013112$1,269,546$51,766$4,314iApproximate average salary by contribution assumption: employee only about $107,846 at 4% or $71,897 at 6%; with 50% employer match about $71,897 at 4% or $47,931 at 6%; with 100% employer match about $53,923 at 4% or $35,949 at 6%.
Bates Financial Services 401(K) Plan-12$1,269,546$51,766$4,314iApproximate average salary by contribution assumption: employee only about $107,846 at 4% or $71,897 at 6%; with 50% employer match about $71,897 at 4% or $47,931 at 6%; with 100% employer match about $53,923 at 4% or $35,949 at 6%.
2012113$1,047,801$52,885$4,068iApproximate average salary by contribution assumption: employee only about $101,702 at 4% or $67,801 at 6%; with 50% employer match about $67,801 at 4% or $45,201 at 6%; with 100% employer match about $50,851 at 4% or $33,901 at 6%.
Bates Financial Services 401(K) Plan-13$1,047,801$52,885$4,068iApproximate average salary by contribution assumption: employee only about $101,702 at 4% or $67,801 at 6%; with 50% employer match about $67,801 at 4% or $45,201 at 6%; with 100% employer match about $50,851 at 4% or $33,901 at 6%.
2011115$938,873$64,983$4,332iApproximate average salary by contribution assumption: employee only about $108,305 at 4% or $72,203 at 6%; with 50% employer match about $72,203 at 4% or $48,136 at 6%; with 100% employer match about $54,153 at 4% or $36,102 at 6%.
Bates Financial Services 401(K) Plan-15$938,873$64,983$4,332iApproximate average salary by contribution assumption: employee only about $108,305 at 4% or $72,203 at 6%; with 50% employer match about $72,203 at 4% or $48,136 at 6%; with 100% employer match about $54,153 at 4% or $36,102 at 6%.
2010111$1,210,490$59,940$5,449iApproximate average salary by contribution assumption: employee only about $136,227 at 4% or $90,818 at 6%; with 50% employer match about $90,818 at 4% or $60,545 at 6%; with 100% employer match about $68,114 at 4% or $45,409 at 6%.
Bates Financial Services 401(K) Plan-11$1,210,490$59,940$5,449iApproximate average salary by contribution assumption: employee only about $136,227 at 4% or $90,818 at 6%; with 50% employer match about $90,818 at 4% or $60,545 at 6%; with 100% employer match about $68,114 at 4% or $45,409 at 6%.
2009114$1,301,437$61,309$4,379iApproximate average salary by contribution assumption: employee only about $109,480 at 4% or $72,987 at 6%; with 50% employer match about $72,987 at 4% or $48,658 at 6%; with 100% employer match about $54,740 at 4% or $36,493 at 6%.
Bates Financial Services 401(K) Plan-14$1,301,437$61,309$4,379iApproximate average salary by contribution assumption: employee only about $109,480 at 4% or $72,987 at 6%; with 50% employer match about $72,987 at 4% or $48,658 at 6%; with 100% employer match about $54,740 at 4% or $36,493 at 6%.
2008113$0$0-
Bates Financial Services 401(K) Plan-13---
2007110$0$0-
Bates Financial Services 401(K) Plan-10---
200619$0$0-
Bates Financial Services 401(K) Plan-9---
200528$1,222,589$477,719$59,715iApproximate average salary by contribution assumption: employee only about $1,492,872 at 4% or $995,248 at 6%; with 50% employer match about $995,248 at 4% or $663,499 at 6%; with 100% employer match about $746,436 at 4% or $497,624 at 6%.
Bates Financial Services 401(K) Plan-8$1,222,589$477,719$59,715iApproximate average salary by contribution assumption: employee only about $1,492,872 at 4% or $995,248 at 6%; with 50% employer match about $995,248 at 4% or $663,499 at 6%; with 100% employer match about $746,436 at 4% or $497,624 at 6%.
BATES FINANCIAL GROUP MONEY PURCHASE PLAN-0---
200428$995,579$30,037$3,755iApproximate average salary by contribution assumption: employee only about $93,866 at 4% or $62,577 at 6%; with 50% employer match about $62,577 at 4% or $41,718 at 6%; with 100% employer match about $46,933 at 4% or $31,289 at 6%.
Bates Financial Services 401(K) Plan-8$613,706$30,037$3,755iApproximate average salary by contribution assumption: employee only about $93,866 at 4% or $62,577 at 6%; with 50% employer match about $62,577 at 4% or $41,718 at 6%; with 100% employer match about $46,933 at 4% or $31,289 at 6%.
BATES FINANCIAL GROUP MONEY PURCHASE PLAN-8$381,873--