Civic Intelligence

TATE ANDALE, LLC

Plan context: Tate Retirement Savings Plan

EIN 52-0692866 • Baltimore, MD • 23 filings • 2 plans

1941 Lansdowne RoadBaltimore, MD 21227
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$5,884,062

2024 Contributions

$351,804

Historical Graphs

Total Assets Over Time

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

$8,090,269$4,045,135$0200320142024YearValue
$5,884,062Latest year 2024

Participants Over Time

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

55280200120132024YearValue
28Latest 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
2024128$5,884,062$351,804$12,564iApproximate average salary by contribution assumption: employee only about $314,111 at 4% or $209,407 at 6%; with 50% employer match about $209,407 at 4% or $139,605 at 6%; with 100% employer match about $157,055 at 4% or $104,704 at 6%.
Tate Retirement Savings Plan-28$5,884,062$351,804$12,564iApproximate average salary by contribution assumption: employee only about $314,111 at 4% or $209,407 at 6%; with 50% employer match about $209,407 at 4% or $139,605 at 6%; with 100% employer match about $157,055 at 4% or $104,704 at 6%.
2023126$4,942,442$363,513$13,981iApproximate average salary by contribution assumption: employee only about $349,532 at 4% or $233,021 at 6%; with 50% employer match about $233,021 at 4% or $155,347 at 6%; with 100% employer match about $174,766 at 4% or $116,511 at 6%.
Tate Retirement Savings Plan-26$4,942,442$363,513$13,981iApproximate average salary by contribution assumption: employee only about $349,532 at 4% or $233,021 at 6%; with 50% employer match about $233,021 at 4% or $155,347 at 6%; with 100% employer match about $174,766 at 4% or $116,511 at 6%.
2022125$4,199,527$354,853$14,194iApproximate average salary by contribution assumption: employee only about $354,853 at 4% or $236,569 at 6%; with 50% employer match about $236,569 at 4% or $157,712 at 6%; with 100% employer match about $177,427 at 4% or $118,284 at 6%.
Tate Retirement Savings Plan-25$4,199,527$354,853$14,194iApproximate average salary by contribution assumption: employee only about $354,853 at 4% or $236,569 at 6%; with 50% employer match about $236,569 at 4% or $157,712 at 6%; with 100% employer match about $177,427 at 4% or $118,284 at 6%.
2021126$8,090,269$333,407$12,823iApproximate average salary by contribution assumption: employee only about $320,584 at 4% or $213,722 at 6%; with 50% employer match about $213,722 at 4% or $142,482 at 6%; with 100% employer match about $160,292 at 4% or $106,861 at 6%.
Tate Retirement Savings Plan-26$8,090,269$333,407$12,823iApproximate average salary by contribution assumption: employee only about $320,584 at 4% or $213,722 at 6%; with 50% employer match about $213,722 at 4% or $142,482 at 6%; with 100% employer match about $160,292 at 4% or $106,861 at 6%.
2020125$7,384,085$429,514$17,181iApproximate average salary by contribution assumption: employee only about $429,514 at 4% or $286,343 at 6%; with 50% employer match about $286,343 at 4% or $190,895 at 6%; with 100% employer match about $214,757 at 4% or $143,171 at 6%.
Tate Retirement Savings Plan-25$7,384,085$429,514$17,181iApproximate average salary by contribution assumption: employee only about $429,514 at 4% or $286,343 at 6%; with 50% employer match about $286,343 at 4% or $190,895 at 6%; with 100% employer match about $214,757 at 4% or $143,171 at 6%.
2019130$6,305,155$260,807$8,694iApproximate average salary by contribution assumption: employee only about $217,339 at 4% or $144,893 at 6%; with 50% employer match about $144,893 at 4% or $96,595 at 6%; with 100% employer match about $108,670 at 4% or $72,446 at 6%.
Tate Retirement Savings Plan-30$6,305,155$260,807$8,694iApproximate average salary by contribution assumption: employee only about $217,339 at 4% or $144,893 at 6%; with 50% employer match about $144,893 at 4% or $96,595 at 6%; with 100% employer match about $108,670 at 4% or $72,446 at 6%.
2018127$5,099,169$262,124$9,708iApproximate average salary by contribution assumption: employee only about $242,707 at 4% or $161,805 at 6%; with 50% employer match about $161,805 at 4% or $107,870 at 6%; with 100% employer match about $121,354 at 4% or $80,902 at 6%.
Tate Retirement Savings Plan-27$5,099,169$262,124$9,708iApproximate average salary by contribution assumption: employee only about $242,707 at 4% or $161,805 at 6%; with 50% employer match about $161,805 at 4% or $107,870 at 6%; with 100% employer match about $121,354 at 4% or $80,902 at 6%.
2017129$5,220,557$1,061,467$36,602iApproximate average salary by contribution assumption: employee only about $915,058 at 4% or $610,039 at 6%; with 50% employer match about $610,039 at 4% or $406,692 at 6%; with 100% employer match about $457,529 at 4% or $305,019 at 6%.
Tate Retirement Savings Plan-29$5,220,557$1,061,467$36,602iApproximate average salary by contribution assumption: employee only about $915,058 at 4% or $610,039 at 6%; with 50% employer match about $610,039 at 4% or $406,692 at 6%; with 100% employer match about $457,529 at 4% or $305,019 at 6%.
2016126$3,558,472$247,785$9,530iApproximate average salary by contribution assumption: employee only about $238,255 at 4% or $158,837 at 6%; with 50% employer match about $158,837 at 4% or $105,891 at 6%; with 100% employer match about $119,127 at 4% or $79,418 at 6%.
Tate Retirement Savings Plan-26$3,558,472$247,785$9,530iApproximate average salary by contribution assumption: employee only about $238,255 at 4% or $158,837 at 6%; with 50% employer match about $158,837 at 4% or $105,891 at 6%; with 100% employer match about $119,127 at 4% or $79,418 at 6%.
2015128$3,681,713$236,468$8,445iApproximate average salary by contribution assumption: employee only about $211,132 at 4% or $140,755 at 6%; with 50% employer match about $140,755 at 4% or $93,837 at 6%; with 100% employer match about $105,566 at 4% or $70,377 at 6%.
Tate Retirement Savings Plan-28$3,681,713$236,468$8,445iApproximate average salary by contribution assumption: employee only about $211,132 at 4% or $140,755 at 6%; with 50% employer match about $140,755 at 4% or $93,837 at 6%; with 100% employer match about $105,566 at 4% or $70,377 at 6%.
2014130$4,560,470$322,901$10,763iApproximate average salary by contribution assumption: employee only about $269,084 at 4% or $179,389 at 6%; with 50% employer match about $179,389 at 4% or $119,593 at 6%; with 100% employer match about $134,542 at 4% or $89,695 at 6%.
Tate Retirement Savings Plan-30$4,560,470$322,901$10,763iApproximate average salary by contribution assumption: employee only about $269,084 at 4% or $179,389 at 6%; with 50% employer match about $179,389 at 4% or $119,593 at 6%; with 100% employer match about $134,542 at 4% or $89,695 at 6%.
2013143$4,360,258$302,576$7,037iApproximate average salary by contribution assumption: employee only about $175,916 at 4% or $117,278 at 6%; with 50% employer match about $117,278 at 4% or $78,185 at 6%; with 100% employer match about $87,958 at 4% or $58,639 at 6%.
Tate Retirement Savings Plan-43$4,360,258$302,576$7,037iApproximate average salary by contribution assumption: employee only about $175,916 at 4% or $117,278 at 6%; with 50% employer match about $117,278 at 4% or $78,185 at 6%; with 100% employer match about $87,958 at 4% or $58,639 at 6%.
2012145$3,571,117$303,363$6,741iApproximate average salary by contribution assumption: employee only about $168,535 at 4% or $112,357 at 6%; with 50% employer match about $112,357 at 4% or $74,904 at 6%; with 100% employer match about $84,268 at 4% or $56,178 at 6%.
Tate Retirement Savings Plan-45$3,571,117$303,363$6,741iApproximate average salary by contribution assumption: employee only about $168,535 at 4% or $112,357 at 6%; with 50% employer match about $112,357 at 4% or $74,904 at 6%; with 100% employer match about $84,268 at 4% or $56,178 at 6%.
2011147$3,509,607$291,216$6,196iApproximate average salary by contribution assumption: employee only about $154,902 at 4% or $103,268 at 6%; with 50% employer match about $103,268 at 4% or $68,845 at 6%; with 100% employer match about $77,451 at 4% or $51,634 at 6%.
Tate Retirement Savings Plan-47$3,509,607$291,216$6,196iApproximate average salary by contribution assumption: employee only about $154,902 at 4% or $103,268 at 6%; with 50% employer match about $103,268 at 4% or $68,845 at 6%; with 100% employer match about $77,451 at 4% or $51,634 at 6%.
2010148$3,739,094$312,448$6,509iApproximate average salary by contribution assumption: employee only about $162,733 at 4% or $108,489 at 6%; with 50% employer match about $108,489 at 4% or $72,326 at 6%; with 100% employer match about $81,367 at 4% or $54,244 at 6%.
Tate Retirement Savings Plan-48$3,739,094$312,448$6,509iApproximate average salary by contribution assumption: employee only about $162,733 at 4% or $108,489 at 6%; with 50% employer match about $108,489 at 4% or $72,326 at 6%; with 100% employer match about $81,367 at 4% or $54,244 at 6%.
2009152$3,383,716$292,887$5,632iApproximate average salary by contribution assumption: employee only about $140,811 at 4% or $93,874 at 6%; with 50% employer match about $93,874 at 4% or $62,583 at 6%; with 100% employer match about $70,406 at 4% or $46,937 at 6%.
Tate Retirement Savings Plan-52$3,383,716$292,887$5,632iApproximate average salary by contribution assumption: employee only about $140,811 at 4% or $93,874 at 6%; with 50% employer match about $93,874 at 4% or $62,583 at 6%; with 100% employer match about $70,406 at 4% or $46,937 at 6%.
2008142$2,689,476$251,055$5,978iApproximate average salary by contribution assumption: employee only about $149,438 at 4% or $99,625 at 6%; with 50% employer match about $99,625 at 4% or $66,417 at 6%; with 100% employer match about $74,719 at 4% or $49,813 at 6%.
Tate Retirement Savings Plan-42$2,689,476$251,055$5,978iApproximate average salary by contribution assumption: employee only about $149,438 at 4% or $99,625 at 6%; with 50% employer match about $99,625 at 4% or $66,417 at 6%; with 100% employer match about $74,719 at 4% or $49,813 at 6%.
2007143$0$0-
Tate Retirement Savings Plan-43---
2006149$4,123,877$216,122$4,411iApproximate average salary by contribution assumption: employee only about $110,266 at 4% or $73,511 at 6%; with 50% employer match about $73,511 at 4% or $49,007 at 6%; with 100% employer match about $55,133 at 4% or $36,755 at 6%.
Tate Retirement Savings Plan-49$4,123,877$216,122$4,411iApproximate average salary by contribution assumption: employee only about $110,266 at 4% or $73,511 at 6%; with 50% employer match about $73,511 at 4% or $49,007 at 6%; with 100% employer match about $55,133 at 4% or $36,755 at 6%.
2005155$3,985,206$201,326$3,660iApproximate average salary by contribution assumption: employee only about $91,512 at 4% or $61,008 at 6%; with 50% employer match about $61,008 at 4% or $40,672 at 6%; with 100% employer match about $45,756 at 4% or $30,504 at 6%.
Tate Retirement Savings Plan-55$3,985,206$201,326$3,660iApproximate average salary by contribution assumption: employee only about $91,512 at 4% or $61,008 at 6%; with 50% employer match about $61,008 at 4% or $40,672 at 6%; with 100% employer match about $45,756 at 4% or $30,504 at 6%.
2004153$3,685,606$214,607$4,049iApproximate average salary by contribution assumption: employee only about $101,230 at 4% or $67,486 at 6%; with 50% employer match about $67,486 at 4% or $44,991 at 6%; with 100% employer match about $50,615 at 4% or $33,743 at 6%.
Tate Retirement Savings Plan-53$3,685,606$214,607$4,049iApproximate average salary by contribution assumption: employee only about $101,230 at 4% or $67,486 at 6%; with 50% employer match about $67,486 at 4% or $44,991 at 6%; with 100% employer match about $50,615 at 4% or $33,743 at 6%.
2003148$3,441,212$253,393$5,279iApproximate average salary by contribution assumption: employee only about $131,976 at 4% or $87,984 at 6%; with 50% employer match about $87,984 at 4% or $58,656 at 6%; with 100% employer match about $65,988 at 4% or $43,992 at 6%.
Tate Retirement Savings Plan-48$3,441,212$253,393$5,279iApproximate average salary by contribution assumption: employee only about $131,976 at 4% or $87,984 at 6%; with 50% employer match about $87,984 at 4% or $58,656 at 6%; with 100% employer match about $65,988 at 4% or $43,992 at 6%.
2001145$0$0-
Tate Retirement Savings Plan-45---