Tate Companies
Plan context: Tate Companies Employee Benefit Trust
EIN 52-1271262 • 25 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
143
2023 Assets
$708,986
2023 Contributions
$789,752
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 143 | $708,986 | $789,752 | $5,523iApproximate average salary by contribution assumption: employee only about $138,069 at 4% or $92,046 at 6%; with 50% employer match about $92,046 at 4% or $61,364 at 6%; with 100% employer match about $69,034 at 4% or $46,023 at 6%. |
| Tate Companies Employee Benefit Trust | - | 143 | $708,986 | $789,752 | $5,523iApproximate average salary by contribution assumption: employee only about $138,069 at 4% or $92,046 at 6%; with 50% employer match about $92,046 at 4% or $61,364 at 6%; with 100% employer match about $69,034 at 4% or $46,023 at 6%. |
| 2022 | 1 | 145 | $795,383 | $802,488 | $5,534iApproximate average salary by contribution assumption: employee only about $138,360 at 4% or $92,240 at 6%; with 50% employer match about $92,240 at 4% or $61,493 at 6%; with 100% employer match about $69,180 at 4% or $46,120 at 6%. |
| Tate Companies Employee Benefit Trust | - | 145 | $795,383 | $802,488 | $5,534iApproximate average salary by contribution assumption: employee only about $138,360 at 4% or $92,240 at 6%; with 50% employer match about $92,240 at 4% or $61,493 at 6%; with 100% employer match about $69,180 at 4% or $46,120 at 6%. |
| 2021 | 1 | 146 | $774,924 | $908,400 | $6,222iApproximate average salary by contribution assumption: employee only about $155,548 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,132 at 6%; with 100% employer match about $77,774 at 4% or $51,849 at 6%. |
| Tate Companies Employee Benefit Trust | - | 146 | $774,924 | $908,400 | $6,222iApproximate average salary by contribution assumption: employee only about $155,548 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,132 at 6%; with 100% employer match about $77,774 at 4% or $51,849 at 6%. |
| 2020 | 1 | 156 | $312,309 | $499,174 | $3,200iApproximate average salary by contribution assumption: employee only about $79,996 at 4% or $53,331 at 6%; with 50% employer match about $53,331 at 4% or $35,554 at 6%; with 100% employer match about $39,998 at 4% or $26,665 at 6%. |
| Tate Companies Employee Benefit Trust | - | 156 | $312,309 | $499,174 | $3,200iApproximate average salary by contribution assumption: employee only about $79,996 at 4% or $53,331 at 6%; with 50% employer match about $53,331 at 4% or $35,554 at 6%; with 100% employer match about $39,998 at 4% or $26,665 at 6%. |
| 2019 | 1 | 156 | $692,222 | $256,165 | $1,642iApproximate average salary by contribution assumption: employee only about $41,052 at 4% or $27,368 at 6%; with 50% employer match about $27,368 at 4% or $18,245 at 6%; with 100% employer match about $20,526 at 4% or $13,684 at 6%. |
| Tate Companies Employee Benefit Trust | - | 156 | $692,222 | $256,165 | $1,642iApproximate average salary by contribution assumption: employee only about $41,052 at 4% or $27,368 at 6%; with 50% employer match about $27,368 at 4% or $18,245 at 6%; with 100% employer match about $20,526 at 4% or $13,684 at 6%. |
| 2018 | 1 | 156 | $1,023,071 | $308,879 | $1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%. |
| Tate Companies Employee Benefit Trust | - | 156 | $1,023,071 | $308,879 | $1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%. |
| 2017 | 1 | 157 | $1,574,955 | $860,548 | $5,481iApproximate average salary by contribution assumption: employee only about $137,030 at 4% or $91,353 at 6%; with 50% employer match about $91,353 at 4% or $60,902 at 6%; with 100% employer match about $68,515 at 4% or $45,677 at 6%. |
| Tate Companies Employee Benefit Trust | - | 157 | $1,574,955 | $860,548 | $5,481iApproximate average salary by contribution assumption: employee only about $137,030 at 4% or $91,353 at 6%; with 50% employer match about $91,353 at 4% or $60,902 at 6%; with 100% employer match about $68,515 at 4% or $45,677 at 6%. |
| 2016 | 1 | 157 | $1,363,189 | $808,192 | $5,148iApproximate average salary by contribution assumption: employee only about $128,693 at 4% or $85,795 at 6%; with 50% employer match about $85,795 at 4% or $57,197 at 6%; with 100% employer match about $64,346 at 4% or $42,898 at 6%. |
| Tate Companies Employee Benefit Trust | - | 157 | $1,363,189 | $808,192 | $5,148iApproximate average salary by contribution assumption: employee only about $128,693 at 4% or $85,795 at 6%; with 50% employer match about $85,795 at 4% or $57,197 at 6%; with 100% employer match about $64,346 at 4% or $42,898 at 6%. |
| 2015 | 1 | 165 | $1,219,801 | $853,130 | $5,170iApproximate average salary by contribution assumption: employee only about $129,262 at 4% or $86,175 at 6%; with 50% employer match about $86,175 at 4% or $57,450 at 6%; with 100% employer match about $64,631 at 4% or $43,087 at 6%. |
| Tate Companies Employee Benefit Trust | - | 165 | $1,219,801 | $853,130 | $5,170iApproximate average salary by contribution assumption: employee only about $129,262 at 4% or $86,175 at 6%; with 50% employer match about $86,175 at 4% or $57,450 at 6%; with 100% employer match about $64,631 at 4% or $43,087 at 6%. |
| 2014 | 1 | 160 | $883,279 | $911,051 | $5,694iApproximate average salary by contribution assumption: employee only about $142,352 at 4% or $94,901 at 6%; with 50% employer match about $94,901 at 4% or $63,267 at 6%; with 100% employer match about $71,176 at 4% or $47,451 at 6%. |
| Tate Companies Employee Benefit Trust | - | 160 | $883,279 | $911,051 | $5,694iApproximate average salary by contribution assumption: employee only about $142,352 at 4% or $94,901 at 6%; with 50% employer match about $94,901 at 4% or $63,267 at 6%; with 100% employer match about $71,176 at 4% or $47,451 at 6%. |
| 2013 | 1 | 148 | $534,571 | $871,776 | $5,890iApproximate average salary by contribution assumption: employee only about $147,259 at 4% or $98,173 at 6%; with 50% employer match about $98,173 at 4% or $65,449 at 6%; with 100% employer match about $73,630 at 4% or $49,086 at 6%. |
| Tate Companies Employee Benefit Trust | - | 148 | $534,571 | $871,776 | $5,890iApproximate average salary by contribution assumption: employee only about $147,259 at 4% or $98,173 at 6%; with 50% employer match about $98,173 at 4% or $65,449 at 6%; with 100% employer match about $73,630 at 4% or $49,086 at 6%. |
| 2012 | 1 | 140 | $239,030 | $887,068 | $6,336iApproximate average salary by contribution assumption: employee only about $158,405 at 4% or $105,603 at 6%; with 50% employer match about $105,603 at 4% or $70,402 at 6%; with 100% employer match about $79,203 at 4% or $52,802 at 6%. |
| Tate Companies Employee Benefit Trust | - | 140 | $239,030 | $887,068 | $6,336iApproximate average salary by contribution assumption: employee only about $158,405 at 4% or $105,603 at 6%; with 50% employer match about $105,603 at 4% or $70,402 at 6%; with 100% employer match about $79,203 at 4% or $52,802 at 6%. |
| 2011 | 1 | 146 | $98,161 | $841,107 | $5,761iApproximate average salary by contribution assumption: employee only about $144,025 at 4% or $96,017 at 6%; with 50% employer match about $96,017 at 4% or $64,011 at 6%; with 100% employer match about $72,013 at 4% or $48,008 at 6%. |
| Tate Companies Employee Benefit Trust | - | 146 | $98,161 | $841,107 | $5,761iApproximate average salary by contribution assumption: employee only about $144,025 at 4% or $96,017 at 6%; with 50% employer match about $96,017 at 4% or $64,011 at 6%; with 100% employer match about $72,013 at 4% or $48,008 at 6%. |
| 2010 | 1 | 85 | $45,932 | $749,270 | $8,815iApproximate average salary by contribution assumption: employee only about $220,374 at 4% or $146,916 at 6%; with 50% employer match about $146,916 at 4% or $97,944 at 6%; with 100% employer match about $110,187 at 4% or $73,458 at 6%. |
| Tate Companies Employee Benefit Trust | - | 85 | $45,932 | $749,270 | $8,815iApproximate average salary by contribution assumption: employee only about $220,374 at 4% or $146,916 at 6%; with 50% employer match about $146,916 at 4% or $97,944 at 6%; with 100% employer match about $110,187 at 4% or $73,458 at 6%. |
| 2009 | 2 | 140 | $264,364 | $672,761 | $4,805iApproximate average salary by contribution assumption: employee only about $120,136 at 4% or $80,091 at 6%; with 50% employer match about $80,091 at 4% or $53,394 at 6%; with 100% employer match about $60,068 at 4% or $40,045 at 6%. |
| Tate Companies Employee Benefit Trust | - | 140 | $264,364 | $672,761 | $4,805iApproximate average salary by contribution assumption: employee only about $120,136 at 4% or $80,091 at 6%; with 50% employer match about $80,091 at 4% or $53,394 at 6%; with 100% employer match about $60,068 at 4% or $40,045 at 6%. |
| Tate Companies Employee Benefit Trust | - | - | - | - | - |
| 2007 | 1 | 176 | $834,093 | $775,546 | $4,407iApproximate average salary by contribution assumption: employee only about $110,163 at 4% or $73,442 at 6%; with 50% employer match about $73,442 at 4% or $48,961 at 6%; with 100% employer match about $55,081 at 4% or $36,721 at 6%. |
| Tate Companies Employee Benefit Trust | - | 176 | $834,093 | $775,546 | $4,407iApproximate average salary by contribution assumption: employee only about $110,163 at 4% or $73,442 at 6%; with 50% employer match about $73,442 at 4% or $48,961 at 6%; with 100% employer match about $55,081 at 4% or $36,721 at 6%. |
| 2006 | 1 | 320 | $1,461,733 | $1,283,258 | $4,010iApproximate average salary by contribution assumption: employee only about $100,255 at 4% or $66,836 at 6%; with 50% employer match about $66,836 at 4% or $44,558 at 6%; with 100% employer match about $50,127 at 4% or $33,418 at 6%. |
| Tate Companies Employee Benefit Trust | - | 320 | $1,461,733 | $1,283,258 | $4,010iApproximate average salary by contribution assumption: employee only about $100,255 at 4% or $66,836 at 6%; with 50% employer match about $66,836 at 4% or $44,558 at 6%; with 100% employer match about $50,127 at 4% or $33,418 at 6%. |
| 2005 | 1 | 318 | $1,352,393 | $1,514,984 | $4,764iApproximate average salary by contribution assumption: employee only about $119,103 at 4% or $79,402 at 6%; with 50% employer match about $79,402 at 4% or $52,934 at 6%; with 100% employer match about $59,551 at 4% or $39,701 at 6%. |
| Tate Companies Employee Benefit Trust | - | 318 | $1,352,393 | $1,514,984 | $4,764iApproximate average salary by contribution assumption: employee only about $119,103 at 4% or $79,402 at 6%; with 50% employer match about $79,402 at 4% or $52,934 at 6%; with 100% employer match about $59,551 at 4% or $39,701 at 6%. |
| 2004 | 1 | 332 | $1,149,519 | $1,574,563 | $4,743iApproximate average salary by contribution assumption: employee only about $118,566 at 4% or $79,044 at 6%; with 50% employer match about $79,044 at 4% or $52,696 at 6%; with 100% employer match about $59,283 at 4% or $39,522 at 6%. |
| Tate Companies Employee Benefit Trust | - | 332 | $1,149,519 | $1,574,563 | $4,743iApproximate average salary by contribution assumption: employee only about $118,566 at 4% or $79,044 at 6%; with 50% employer match about $79,044 at 4% or $52,696 at 6%; with 100% employer match about $59,283 at 4% or $39,522 at 6%. |
| 2003 | 1 | 328 | $873,791 | $1,483,386 | $4,523iApproximate average salary by contribution assumption: employee only about $113,063 at 4% or $75,375 at 6%; with 50% employer match about $75,375 at 4% or $50,250 at 6%; with 100% employer match about $56,531 at 4% or $37,688 at 6%. |
| Tate Companies Employee Benefit Trust | - | 328 | $873,791 | $1,483,386 | $4,523iApproximate average salary by contribution assumption: employee only about $113,063 at 4% or $75,375 at 6%; with 50% employer match about $75,375 at 4% or $50,250 at 6%; with 100% employer match about $56,531 at 4% or $37,688 at 6%. |
| 2002 | 1 | 300 | $0 | $0 | - |
| Tate Companies Employee Benefit Trust | - | 300 | - | - | - |
| 2001 | 1 | 224 | $179,781 | $1,064,842 | $4,754iApproximate average salary by contribution assumption: employee only about $118,844 at 4% or $79,229 at 6%; with 50% employer match about $79,229 at 4% or $52,820 at 6%; with 100% employer match about $59,422 at 4% or $39,615 at 6%. |
| Tate Companies Employee Benefit Trust | - | 224 | $179,781 | $1,064,842 | $4,754iApproximate average salary by contribution assumption: employee only about $118,844 at 4% or $79,229 at 6%; with 50% employer match about $79,229 at 4% or $52,820 at 6%; with 100% employer match about $59,422 at 4% or $39,615 at 6%. |
| 2000 | 1 | 218 | $0 | $0 | - |
| Tate Companies Employee Benefit Trust | - | 218 | - | - | - |
| 1999 | 1 | 204 | $372,188 | $757,455 | $3,713iApproximate average salary by contribution assumption: employee only about $92,825 at 4% or $61,884 at 6%; with 50% employer match about $61,884 at 4% or $41,256 at 6%; with 100% employer match about $46,413 at 4% or $30,942 at 6%. |
| Tate Companies Employee Benefit Trust | - | 204 | $372,188 | $757,455 | $3,713iApproximate average salary by contribution assumption: employee only about $92,825 at 4% or $61,884 at 6%; with 50% employer match about $61,884 at 4% or $41,256 at 6%; with 100% employer match about $46,413 at 4% or $30,942 at 6%. |