Civic Intelligence

James J Bates Dds

Plan context: James J Bates Iserp Money Purchase Pension Plan

EIN 42-0895705 • 8 filings • 1 plans

Current Snapshot

Latest Year

2006

2006 Participants

2

2006 Assets

$1,639,799

2006 Contributions

$11,758

Historical Graphs

Total Assets Over Time

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

$1,639,799$819,900$0199920042006YearValue
$1,639,799Latest year 2006

Participants Over Time

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

420199920032005YearValue
2Latest year 2005

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
200610$1,639,799$0-
James J Bates Iserp Money Purchase Pension Plan-0$1,639,799--
200512$1,519,163$11,758$5,879iApproximate average salary by contribution assumption: employee only about $146,975 at 4% or $97,983 at 6%; with 50% employer match about $97,983 at 4% or $65,322 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%.
James J Bates Iserp Money Purchase Pension Plan-2$1,519,163$11,758$5,879iApproximate average salary by contribution assumption: employee only about $146,975 at 4% or $97,983 at 6%; with 50% employer match about $97,983 at 4% or $65,322 at 6%; with 100% employer match about $73,488 at 4% or $48,992 at 6%.
200412$1,472,148$13,829$6,915iApproximate average salary by contribution assumption: employee only about $172,863 at 4% or $115,242 at 6%; with 50% employer match about $115,242 at 4% or $76,828 at 6%; with 100% employer match about $86,431 at 4% or $57,621 at 6%.
James J Bates Iserp Money Purchase Pension Plan-2$1,472,148$13,829$6,915iApproximate average salary by contribution assumption: employee only about $172,863 at 4% or $115,242 at 6%; with 50% employer match about $115,242 at 4% or $76,828 at 6%; with 100% employer match about $86,431 at 4% or $57,621 at 6%.
200312$1,383,224$12,968$6,484iApproximate average salary by contribution assumption: employee only about $162,100 at 4% or $108,067 at 6%; with 50% employer match about $108,067 at 4% or $72,044 at 6%; with 100% employer match about $81,050 at 4% or $54,033 at 6%.
James J Bates Iserp Money Purchase Pension Plan-2$1,383,224$12,968$6,484iApproximate average salary by contribution assumption: employee only about $162,100 at 4% or $108,067 at 6%; with 50% employer match about $108,067 at 4% or $72,044 at 6%; with 100% employer match about $81,050 at 4% or $54,033 at 6%.
200210$0$0-
James J Bates Iserp Money Purchase Pension Plan-0---
200110$0$0-
James J Bates Iserp Money Purchase Pension Plan-0---
200013$1,274,129$13,302$4,434iApproximate average salary by contribution assumption: employee only about $110,850 at 4% or $73,900 at 6%; with 50% employer match about $73,900 at 4% or $49,267 at 6%; with 100% employer match about $55,425 at 4% or $36,950 at 6%.
James J Bates Iserp Money Purchase Pension Plan-3$1,274,129$13,302$4,434iApproximate average salary by contribution assumption: employee only about $110,850 at 4% or $73,900 at 6%; with 50% employer match about $73,900 at 4% or $49,267 at 6%; with 100% employer match about $55,425 at 4% or $36,950 at 6%.
199914$1,251,382$14,433$3,608iApproximate average salary by contribution assumption: employee only about $90,206 at 4% or $60,138 at 6%; with 50% employer match about $60,138 at 4% or $40,092 at 6%; with 100% employer match about $45,103 at 4% or $30,069 at 6%.
James J Bates Iserp Money Purchase Pension Plan-4$1,251,382$14,433$3,608iApproximate average salary by contribution assumption: employee only about $90,206 at 4% or $60,138 at 6%; with 50% employer match about $60,138 at 4% or $40,092 at 6%; with 100% employer match about $45,103 at 4% or $30,069 at 6%.