Civic Intelligence

Tate & Nerree Inc.

Plan context: Tate & Nerree Inc. Profit Sharing Plan

EIN 46-2441170 • 8 filings • 1 plans

Current Snapshot

Latest Year

2020

2020 Participants

14

2020 Assets

$244,459

2020 Contributions

$266,091

Historical Graphs

Total Assets Over Time

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

$741,236$370,618$0201320172020YearValue
$244,459Latest year 2020

Participants Over Time

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

1470201320172020YearValue
14Latest year 2020

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
2020114$244,459$0-
Tate & Nerree Inc. Profit Sharing Plan-14$244,459--
2019113$741,236$0-
Tate & Nerree Inc. Profit Sharing Plan-13$741,236--
2018111$474,316$0-
Tate & Nerree Inc. Profit Sharing Plan-11$474,316--
2017111$539,912$0-
Tate & Nerree Inc. Profit Sharing Plan-11$539,912--
2016112$549,945$0-
Tate & Nerree Inc. Profit Sharing Plan-12$549,945--
2015113$558,647$0-
Tate & Nerree Inc. Profit Sharing Plan-13$558,647--
2014111$266,091$0-
Tate & Nerree Inc. Profit Sharing Plan-11$266,091--
201312$266,091$266,091$133,046iApproximate average salary by contribution assumption: employee only about $3,326,138 at 4% or $2,217,425 at 6%; with 50% employer match about $2,217,425 at 4% or $1,478,283 at 6%; with 100% employer match about $1,663,069 at 4% or $1,108,713 at 6%.
Tate & Nerree Inc. Profit Sharing Plan-2$266,091$266,091$133,046iApproximate average salary by contribution assumption: employee only about $3,326,138 at 4% or $2,217,425 at 6%; with 50% employer match about $2,217,425 at 4% or $1,478,283 at 6%; with 100% employer match about $1,663,069 at 4% or $1,108,713 at 6%.