William R. Cates Inc.
Plan context: William R. Cates Inc. 401(K) Profit Sharing Plan
EIN 52-1242517 • Annapolis, MD • 31 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$504,132
2020 Contributions
$1,050
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $1,050 | - |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $1,050 | - |
| 2019 | 1 | 3 | $504,132 | $0 | - |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 3 | $504,132 | - | - |
| 2018 | 1 | 3 | $421,144 | $923 | $308iApproximate average salary by contribution assumption: employee only about $7,692 at 4% or $5,128 at 6%; with 50% employer match about $5,128 at 4% or $3,419 at 6%; with 100% employer match about $3,846 at 4% or $2,564 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 3 | $421,144 | $923 | $308iApproximate average salary by contribution assumption: employee only about $7,692 at 4% or $5,128 at 6%; with 50% employer match about $5,128 at 4% or $3,419 at 6%; with 100% employer match about $3,846 at 4% or $2,564 at 6%. |
| 2017 | 1 | 3 | $437,738 | $1,486 | $495iApproximate average salary by contribution assumption: employee only about $12,383 at 4% or $8,256 at 6%; with 50% employer match about $8,256 at 4% or $5,504 at 6%; with 100% employer match about $6,192 at 4% or $4,128 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 3 | $437,738 | $1,486 | $495iApproximate average salary by contribution assumption: employee only about $12,383 at 4% or $8,256 at 6%; with 50% employer match about $8,256 at 4% or $5,504 at 6%; with 100% employer match about $6,192 at 4% or $4,128 at 6%. |
| 2016 | 1 | 3 | $366,976 | $1,486 | $495iApproximate average salary by contribution assumption: employee only about $12,383 at 4% or $8,256 at 6%; with 50% employer match about $8,256 at 4% or $5,504 at 6%; with 100% employer match about $6,192 at 4% or $4,128 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 3 | $366,976 | $1,486 | $495iApproximate average salary by contribution assumption: employee only about $12,383 at 4% or $8,256 at 6%; with 50% employer match about $8,256 at 4% or $5,504 at 6%; with 100% employer match about $6,192 at 4% or $4,128 at 6%. |
| 2015 | 2 | 4 | $364,806 | $23,648 | $5,912iApproximate average salary by contribution assumption: employee only about $147,800 at 4% or $98,533 at 6%; with 50% employer match about $98,533 at 4% or $65,689 at 6%; with 100% employer match about $73,900 at 4% or $49,267 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 4 | $364,806 | $23,648 | $5,912iApproximate average salary by contribution assumption: employee only about $147,800 at 4% or $98,533 at 6%; with 50% employer match about $98,533 at 4% or $65,689 at 6%; with 100% employer match about $73,900 at 4% or $49,267 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 0 | $0 | - | - |
| 2014 | 2 | 5 | $1,497,265 | $6,067 | $1,213iApproximate average salary by contribution assumption: employee only about $30,335 at 4% or $20,223 at 6%; with 50% employer match about $20,223 at 4% or $13,482 at 6%; with 100% employer match about $15,168 at 4% or $10,112 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 4 | $1,147,217 | - | - |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 5 | $350,048 | $6,067 | $1,213iApproximate average salary by contribution assumption: employee only about $30,335 at 4% or $20,223 at 6%; with 50% employer match about $20,223 at 4% or $13,482 at 6%; with 100% employer match about $15,168 at 4% or $10,112 at 6%. |
| 2013 | 2 | 5 | $1,436,405 | $58,576 | $11,715iApproximate average salary by contribution assumption: employee only about $292,880 at 4% or $195,253 at 6%; with 50% employer match about $195,253 at 4% or $130,169 at 6%; with 100% employer match about $146,440 at 4% or $97,627 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 4 | $1,101,604 | $21,862 | $5,466iApproximate average salary by contribution assumption: employee only about $136,638 at 4% or $91,092 at 6%; with 50% employer match about $91,092 at 4% or $60,728 at 6%; with 100% employer match about $68,319 at 4% or $45,546 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 5 | $334,801 | $36,714 | $7,343iApproximate average salary by contribution assumption: employee only about $183,570 at 4% or $122,380 at 6%; with 50% employer match about $122,380 at 4% or $81,587 at 6%; with 100% employer match about $91,785 at 4% or $61,190 at 6%. |
| 2012 | 2 | 5 | $1,159,373 | $51,929 | $10,386iApproximate average salary by contribution assumption: employee only about $259,645 at 4% or $173,097 at 6%; with 50% employer match about $173,097 at 4% or $115,398 at 6%; with 100% employer match about $129,822 at 4% or $86,548 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 4 | $901,343 | $14,909 | $3,727iApproximate average salary by contribution assumption: employee only about $93,181 at 4% or $62,121 at 6%; with 50% employer match about $62,121 at 4% or $41,414 at 6%; with 100% employer match about $46,591 at 4% or $31,060 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 5 | $258,030 | $37,020 | $7,404iApproximate average salary by contribution assumption: employee only about $185,100 at 4% or $123,400 at 6%; with 50% employer match about $123,400 at 4% or $82,267 at 6%; with 100% employer match about $92,550 at 4% or $61,700 at 6%. |
| 2011 | 2 | 6 | $1,333,127 | $56,307 | $9,385iApproximate average salary by contribution assumption: employee only about $234,613 at 4% or $156,408 at 6%; with 50% employer match about $156,408 at 4% or $104,272 at 6%; with 100% employer match about $117,306 at 4% or $78,204 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 5 | $1,104,897 | $11,826 | $2,365iApproximate average salary by contribution assumption: employee only about $59,130 at 4% or $39,420 at 6%; with 50% employer match about $39,420 at 4% or $26,280 at 6%; with 100% employer match about $29,565 at 4% or $19,710 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 6 | $228,230 | $44,481 | $7,414iApproximate average salary by contribution assumption: employee only about $185,338 at 4% or $123,558 at 6%; with 50% employer match about $123,558 at 4% or $82,372 at 6%; with 100% employer match about $92,669 at 4% or $61,779 at 6%. |
| 2010 | 2 | 6 | $1,292,137 | $48,196 | $8,033iApproximate average salary by contribution assumption: employee only about $200,817 at 4% or $133,878 at 6%; with 50% employer match about $133,878 at 4% or $89,252 at 6%; with 100% employer match about $100,408 at 4% or $66,939 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 6 | $1,097,135 | $10,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 6 | $195,002 | $38,196 | $6,366iApproximate average salary by contribution assumption: employee only about $159,150 at 4% or $106,100 at 6%; with 50% employer match about $106,100 at 4% or $70,733 at 6%; with 100% employer match about $79,575 at 4% or $53,050 at 6%. |
| 2009 | 2 | 5 | $1,175,692 | $91,290 | $18,258iApproximate average salary by contribution assumption: employee only about $456,450 at 4% or $304,300 at 6%; with 50% employer match about $304,300 at 4% or $202,867 at 6%; with 100% employer match about $228,225 at 4% or $152,150 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 5 | $1,034,891 | $55,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 5 | $140,801 | $36,290 | $7,258iApproximate average salary by contribution assumption: employee only about $181,450 at 4% or $120,967 at 6%; with 50% employer match about $120,967 at 4% or $80,644 at 6%; with 100% employer match about $90,725 at 4% or $60,483 at 6%. |
| 2008 | 2 | 4 | $905,493 | $181,858 | $45,465iApproximate average salary by contribution assumption: employee only about $1,136,613 at 4% or $757,742 at 6%; with 50% employer match about $757,742 at 4% or $505,161 at 6%; with 100% employer match about $568,306 at 4% or $378,871 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 4 | $821,826 | $146,694 | $36,674iApproximate average salary by contribution assumption: employee only about $916,838 at 4% or $611,225 at 6%; with 50% employer match about $611,225 at 4% or $407,483 at 6%; with 100% employer match about $458,419 at 4% or $305,613 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 4 | $83,667 | $35,164 | $8,791iApproximate average salary by contribution assumption: employee only about $219,775 at 4% or $146,517 at 6%; with 50% employer match about $146,517 at 4% or $97,678 at 6%; with 100% employer match about $109,888 at 4% or $73,258 at 6%. |
| 2007 | 2 | 5 | $68,664 | $42,257 | $8,451iApproximate average salary by contribution assumption: employee only about $211,285 at 4% or $140,857 at 6%; with 50% employer match about $140,857 at 4% or $93,904 at 6%; with 100% employer match about $105,643 at 4% or $70,428 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 4 | $68,664 | $42,257 | $10,564iApproximate average salary by contribution assumption: employee only about $264,106 at 4% or $176,071 at 6%; with 50% employer match about $176,071 at 4% or $117,381 at 6%; with 100% employer match about $132,053 at 4% or $88,035 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 5 | - | - | - |
| 2006 | 2 | 5 | $767,157 | $158,713 | $31,743iApproximate average salary by contribution assumption: employee only about $793,565 at 4% or $529,043 at 6%; with 50% employer match about $529,043 at 4% or $352,696 at 6%; with 100% employer match about $396,783 at 4% or $264,522 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 4 | $731,319 | $122,879 | $30,720iApproximate average salary by contribution assumption: employee only about $767,994 at 4% or $511,996 at 6%; with 50% employer match about $511,996 at 4% or $341,331 at 6%; with 100% employer match about $383,997 at 4% or $255,998 at 6%. |
| William R. Cates Inc. 401(K) Profit Sharing Plan | - | 5 | $35,838 | $35,834 | $7,167iApproximate average salary by contribution assumption: employee only about $179,170 at 4% or $119,447 at 6%; with 50% employer match about $119,447 at 4% or $79,631 at 6%; with 100% employer match about $89,585 at 4% or $59,723 at 6%. |
| 2005 | 1 | 2 | $539,089 | $105,719 | $52,860iApproximate average salary by contribution assumption: employee only about $1,321,488 at 4% or $880,992 at 6%; with 50% employer match about $880,992 at 4% or $587,328 at 6%; with 100% employer match about $660,744 at 4% or $440,496 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 2 | $539,089 | $105,719 | $52,860iApproximate average salary by contribution assumption: employee only about $1,321,488 at 4% or $880,992 at 6%; with 50% employer match about $880,992 at 4% or $587,328 at 6%; with 100% employer match about $660,744 at 4% or $440,496 at 6%. |
| 2004 | 2 | 2 | $393,281 | $268,717 | $134,359iApproximate average salary by contribution assumption: employee only about $3,358,963 at 4% or $2,239,308 at 6%; with 50% employer match about $2,239,308 at 4% or $1,492,872 at 6%; with 100% employer match about $1,679,481 at 4% or $1,119,654 at 6%. |
| William R. Cates Inc. Defined Benefit Plan | - | 2 | $393,281 | $268,717 | $134,359iApproximate average salary by contribution assumption: employee only about $3,358,963 at 4% or $2,239,308 at 6%; with 50% employer match about $2,239,308 at 4% or $1,492,872 at 6%; with 100% employer match about $1,679,481 at 4% or $1,119,654 at 6%. |
| William R. Cates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 2 | 2 | $184,598 | $0 | - |
| William R. Cates Inc. Profit Sharing Plan | - | 2 | $184,598 | - | - |
| William R. Cates Inc. Defined Benefit Plan | - | 2 | - | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| William R. Cates Inc. Profit Sharing Plan | - | 2 | - | - | - |