Civic Intelligence

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

$1,574,955$787,478$0199920132023YearValue
$708,986Latest year 2023

Participants Over Time

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

3321660199920122023YearValue
143Latest year 2023

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
20231143$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%.
20221145$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%.
20211146$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%.
20201156$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%.
20191156$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%.
20181156$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%.
20171157$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%.
20161157$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%.
20151165$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%.
20141160$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%.
20131148$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%.
20121140$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%.
20111146$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%.
2010185$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%.
20092140$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-----
20071176$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%.
20061320$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%.
20051318$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%.
20041332$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%.
20031328$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%.
20021300$0$0-
Tate Companies Employee Benefit Trust-300---
20011224$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%.
20001218$0$0-
Tate Companies Employee Benefit Trust-218---
19991204$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%.