Civic Intelligence

Cate Associates Inc.

Plan context: Cate Associates Inc. DBA Primrose School 401K Plan

EIN 56-1884060 • Cary, NC • 20 filings • 8 plans

105 Grove Hall CTCary, NC 27513-5613
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$440,257

2024 Contributions

$125,441

Historical Graphs

Total Assets Over Time

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

$440,257$220,129$0199920172024YearValue
$440,257Latest year 2024

Participants Over Time

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

31160199920162024YearValue
30Latest 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
2024130$440,257$125,441$4,181iApproximate average salary by contribution assumption: employee only about $104,534 at 4% or $69,689 at 6%; with 50% employer match about $69,689 at 4% or $46,460 at 6%; with 100% employer match about $52,267 at 4% or $34,845 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-30$440,257$125,441$4,181iApproximate average salary by contribution assumption: employee only about $104,534 at 4% or $69,689 at 6%; with 50% employer match about $69,689 at 4% or $46,460 at 6%; with 100% employer match about $52,267 at 4% or $34,845 at 6%.
2023126$308,879$87,310$3,358iApproximate average salary by contribution assumption: employee only about $83,952 at 4% or $55,968 at 6%; with 50% employer match about $55,968 at 4% or $37,312 at 6%; with 100% employer match about $41,976 at 4% or $27,984 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-26$308,879$87,310$3,358iApproximate average salary by contribution assumption: employee only about $83,952 at 4% or $55,968 at 6%; with 50% employer match about $55,968 at 4% or $37,312 at 6%; with 100% employer match about $41,976 at 4% or $27,984 at 6%.
2022120$185,739$40,607$2,030iApproximate average salary by contribution assumption: employee only about $50,759 at 4% or $33,839 at 6%; with 50% employer match about $33,839 at 4% or $22,559 at 6%; with 100% employer match about $25,379 at 4% or $16,920 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-20$185,739$40,607$2,030iApproximate average salary by contribution assumption: employee only about $50,759 at 4% or $33,839 at 6%; with 50% employer match about $33,839 at 4% or $22,559 at 6%; with 100% employer match about $25,379 at 4% or $16,920 at 6%.
2021120$289,142$35,211$1,761iApproximate average salary by contribution assumption: employee only about $44,014 at 4% or $29,343 at 6%; with 50% employer match about $29,343 at 4% or $19,562 at 6%; with 100% employer match about $22,007 at 4% or $14,671 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-20$289,142$35,211$1,761iApproximate average salary by contribution assumption: employee only about $44,014 at 4% or $29,343 at 6%; with 50% employer match about $29,343 at 4% or $19,562 at 6%; with 100% employer match about $22,007 at 4% or $14,671 at 6%.
2020125$436,053$187,181$7,487iApproximate average salary by contribution assumption: employee only about $187,181 at 4% or $124,787 at 6%; with 50% employer match about $124,787 at 4% or $83,192 at 6%; with 100% employer match about $93,591 at 4% or $62,394 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-25$436,053$187,181$7,487iApproximate average salary by contribution assumption: employee only about $187,181 at 4% or $124,787 at 6%; with 50% employer match about $124,787 at 4% or $83,192 at 6%; with 100% employer match about $93,591 at 4% or $62,394 at 6%.
2019119$279,336$47,663$2,509iApproximate average salary by contribution assumption: employee only about $62,714 at 4% or $41,810 at 6%; with 50% employer match about $41,810 at 4% or $27,873 at 6%; with 100% employer match about $31,357 at 4% or $20,905 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-19$279,336$47,663$2,509iApproximate average salary by contribution assumption: employee only about $62,714 at 4% or $41,810 at 6%; with 50% employer match about $41,810 at 4% or $27,873 at 6%; with 100% employer match about $31,357 at 4% or $20,905 at 6%.
201819$186,450$46,532$5,170iApproximate average salary by contribution assumption: employee only about $129,256 at 4% or $86,170 at 6%; with 50% employer match about $86,170 at 4% or $57,447 at 6%; with 100% employer match about $64,628 at 4% or $43,085 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-9$186,450$46,532$5,170iApproximate average salary by contribution assumption: employee only about $129,256 at 4% or $86,170 at 6%; with 50% employer match about $86,170 at 4% or $57,447 at 6%; with 100% employer match about $64,628 at 4% or $43,085 at 6%.
2017115$211,725$46,346$3,090iApproximate average salary by contribution assumption: employee only about $77,243 at 4% or $51,496 at 6%; with 50% employer match about $51,496 at 4% or $34,330 at 6%; with 100% employer match about $38,622 at 4% or $25,748 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-15$211,725$46,346$3,090iApproximate average salary by contribution assumption: employee only about $77,243 at 4% or $51,496 at 6%; with 50% employer match about $51,496 at 4% or $34,330 at 6%; with 100% employer match about $38,622 at 4% or $25,748 at 6%.
2016117$177,033$54,374$3,198iApproximate average salary by contribution assumption: employee only about $79,962 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,539 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-17$177,033$54,374$3,198iApproximate average salary by contribution assumption: employee only about $79,962 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,539 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
2015112$115,439$87,003$7,250iApproximate average salary by contribution assumption: employee only about $181,256 at 4% or $120,838 at 6%; with 50% employer match about $120,838 at 4% or $80,558 at 6%; with 100% employer match about $90,628 at 4% or $60,419 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-12$115,439$87,003$7,250iApproximate average salary by contribution assumption: employee only about $181,256 at 4% or $120,838 at 6%; with 50% employer match about $120,838 at 4% or $80,558 at 6%; with 100% employer match about $90,628 at 4% or $60,419 at 6%.
201415$30,252$26,125$5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-5$30,252$26,125$5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%.
201315$4,321$4,220$844iApproximate average salary by contribution assumption: employee only about $21,100 at 4% or $14,067 at 6%; with 50% employer match about $14,067 at 4% or $9,378 at 6%; with 100% employer match about $10,550 at 4% or $7,033 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-5$4,321$4,220$844iApproximate average salary by contribution assumption: employee only about $21,100 at 4% or $14,067 at 6%; with 50% employer match about $14,067 at 4% or $9,378 at 6%; with 100% employer match about $10,550 at 4% or $7,033 at 6%.
200530$0$0-
Cate Associates Inc. DBA Primrose School 401K Plan-0---
Cate Associates Inc. DBA Primrose School 401K Plan-0---
Cate Associates Inc. DBA Primrose School 401K Plan-0---
2003131$102,631$29,629$956iApproximate average salary by contribution assumption: employee only about $23,894 at 4% or $15,930 at 6%; with 50% employer match about $15,930 at 4% or $10,620 at 6%; with 100% employer match about $11,947 at 4% or $7,965 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-31$102,631$29,629$956iApproximate average salary by contribution assumption: employee only about $23,894 at 4% or $15,930 at 6%; with 50% employer match about $15,930 at 4% or $10,620 at 6%; with 100% employer match about $11,947 at 4% or $7,965 at 6%.
2002123$51,534$24,579$1,069iApproximate average salary by contribution assumption: employee only about $26,716 at 4% or $17,811 at 6%; with 50% employer match about $17,811 at 4% or $11,874 at 6%; with 100% employer match about $13,358 at 4% or $8,905 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-23$51,534$24,579$1,069iApproximate average salary by contribution assumption: employee only about $26,716 at 4% or $17,811 at 6%; with 50% employer match about $17,811 at 4% or $11,874 at 6%; with 100% employer match about $13,358 at 4% or $8,905 at 6%.
2001119$0$0-
Cate Associates Inc. DBA Primrose School 401K Plan-19---
2000120$30,816$16,223$811iApproximate average salary by contribution assumption: employee only about $20,279 at 4% or $13,519 at 6%; with 50% employer match about $13,519 at 4% or $9,013 at 6%; with 100% employer match about $10,139 at 4% or $6,760 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-20$30,816$16,223$811iApproximate average salary by contribution assumption: employee only about $20,279 at 4% or $13,519 at 6%; with 50% employer match about $13,519 at 4% or $9,013 at 6%; with 100% employer match about $10,139 at 4% or $6,760 at 6%.
1999121$19,945$15,516$739iApproximate average salary by contribution assumption: employee only about $18,471 at 4% or $12,314 at 6%; with 50% employer match about $12,314 at 4% or $8,210 at 6%; with 100% employer match about $9,236 at 4% or $6,157 at 6%.
Cate Associates Inc. DBA Primrose School 401K Plan-21$19,945$15,516$739iApproximate average salary by contribution assumption: employee only about $18,471 at 4% or $12,314 at 6%; with 50% employer match about $12,314 at 4% or $8,210 at 6%; with 100% employer match about $9,236 at 4% or $6,157 at 6%.