Civic Intelligence

Bates & Company, P.A.

Plan context: BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN

EIN 59-3465757 • Winter Park, FL • 31 filings • 10 plans

1201 S. Orlando AvenueSuite 202Winter Park, FL 32789
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$2,004,563

2024 Contributions

$135,490

Historical Graphs

Total Assets Over Time

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

$2,004,563$1,002,282$0199920152024YearValue
$2,004,563Latest year 2024

Participants Over Time

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

32160199920122024YearValue
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$2,004,563$135,490$4,516iApproximate average salary by contribution assumption: employee only about $112,908 at 4% or $75,272 at 6%; with 50% employer match about $75,272 at 4% or $50,181 at 6%; with 100% employer match about $56,454 at 4% or $37,636 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-30$2,004,563$135,490$4,516iApproximate average salary by contribution assumption: employee only about $112,908 at 4% or $75,272 at 6%; with 50% employer match about $75,272 at 4% or $50,181 at 6%; with 100% employer match about $56,454 at 4% or $37,636 at 6%.
2023129$1,615,972$138,419$4,773iApproximate average salary by contribution assumption: employee only about $119,327 at 4% or $79,551 at 6%; with 50% employer match about $79,551 at 4% or $53,034 at 6%; with 100% employer match about $59,663 at 4% or $39,776 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-29$1,615,972$138,419$4,773iApproximate average salary by contribution assumption: employee only about $119,327 at 4% or $79,551 at 6%; with 50% employer match about $79,551 at 4% or $53,034 at 6%; with 100% employer match about $59,663 at 4% or $39,776 at 6%.
2022131$1,263,269$149,632$4,827iApproximate average salary by contribution assumption: employee only about $120,671 at 4% or $80,447 at 6%; with 50% employer match about $80,447 at 4% or $53,632 at 6%; with 100% employer match about $60,335 at 4% or $40,224 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-31$1,263,269$149,632$4,827iApproximate average salary by contribution assumption: employee only about $120,671 at 4% or $80,447 at 6%; with 50% employer match about $80,447 at 4% or $53,632 at 6%; with 100% employer match about $60,335 at 4% or $40,224 at 6%.
2021132$1,429,716$130,898$4,091iApproximate average salary by contribution assumption: employee only about $102,264 at 4% or $68,176 at 6%; with 50% employer match about $68,176 at 4% or $45,451 at 6%; with 100% employer match about $51,132 at 4% or $34,088 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-32$1,429,716$130,898$4,091iApproximate average salary by contribution assumption: employee only about $102,264 at 4% or $68,176 at 6%; with 50% employer match about $68,176 at 4% or $45,451 at 6%; with 100% employer match about $51,132 at 4% or $34,088 at 6%.
2020126$1,164,998$118,526$4,559iApproximate average salary by contribution assumption: employee only about $113,967 at 4% or $75,978 at 6%; with 50% employer match about $75,978 at 4% or $50,652 at 6%; with 100% employer match about $56,984 at 4% or $37,989 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-26$1,164,998$118,526$4,559iApproximate average salary by contribution assumption: employee only about $113,967 at 4% or $75,978 at 6%; with 50% employer match about $75,978 at 4% or $50,652 at 6%; with 100% employer match about $56,984 at 4% or $37,989 at 6%.
2019123$899,098$103,510$4,500iApproximate average salary by contribution assumption: employee only about $112,511 at 4% or $75,007 at 6%; with 50% employer match about $75,007 at 4% or $50,005 at 6%; with 100% employer match about $56,255 at 4% or $37,504 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-23$899,098$103,510$4,500iApproximate average salary by contribution assumption: employee only about $112,511 at 4% or $75,007 at 6%; with 50% employer match about $75,007 at 4% or $50,005 at 6%; with 100% employer match about $56,255 at 4% or $37,504 at 6%.
2018127$894,173$103,991$3,852iApproximate average salary by contribution assumption: employee only about $96,288 at 4% or $64,192 at 6%; with 50% employer match about $64,192 at 4% or $42,795 at 6%; with 100% employer match about $48,144 at 4% or $32,096 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-27$894,173$103,991$3,852iApproximate average salary by contribution assumption: employee only about $96,288 at 4% or $64,192 at 6%; with 50% employer match about $64,192 at 4% or $42,795 at 6%; with 100% employer match about $48,144 at 4% or $32,096 at 6%.
2017123$879,676$210,385$9,147iApproximate average salary by contribution assumption: employee only about $228,679 at 4% or $152,453 at 6%; with 50% employer match about $152,453 at 4% or $101,635 at 6%; with 100% employer match about $114,340 at 4% or $76,226 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-23$879,676$210,385$9,147iApproximate average salary by contribution assumption: employee only about $228,679 at 4% or $152,453 at 6%; with 50% employer match about $152,453 at 4% or $101,635 at 6%; with 100% employer match about $114,340 at 4% or $76,226 at 6%.
2016124$753,137$109,039$4,543iApproximate average salary by contribution assumption: employee only about $113,582 at 4% or $75,722 at 6%; with 50% employer match about $75,722 at 4% or $50,481 at 6%; with 100% employer match about $56,791 at 4% or $37,861 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-24$753,137$109,039$4,543iApproximate average salary by contribution assumption: employee only about $113,582 at 4% or $75,722 at 6%; with 50% employer match about $75,722 at 4% or $50,481 at 6%; with 100% employer match about $56,791 at 4% or $37,861 at 6%.
2015117$661,823$61,963$3,645iApproximate average salary by contribution assumption: employee only about $91,122 at 4% or $60,748 at 6%; with 50% employer match about $60,748 at 4% or $40,499 at 6%; with 100% employer match about $45,561 at 4% or $30,374 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-17$661,823$61,963$3,645iApproximate average salary by contribution assumption: employee only about $91,122 at 4% or $60,748 at 6%; with 50% employer match about $60,748 at 4% or $40,499 at 6%; with 100% employer match about $45,561 at 4% or $30,374 at 6%.
2014115$815,491$142,128$9,475iApproximate average salary by contribution assumption: employee only about $236,880 at 4% or $157,920 at 6%; with 50% employer match about $157,920 at 4% or $105,280 at 6%; with 100% employer match about $118,440 at 4% or $78,960 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-15$815,491$142,128$9,475iApproximate average salary by contribution assumption: employee only about $236,880 at 4% or $157,920 at 6%; with 50% employer match about $157,920 at 4% or $105,280 at 6%; with 100% employer match about $118,440 at 4% or $78,960 at 6%.
2013114$650,780$83,004$5,929iApproximate average salary by contribution assumption: employee only about $148,221 at 4% or $98,814 at 6%; with 50% employer match about $98,814 at 4% or $65,876 at 6%; with 100% employer match about $74,111 at 4% or $49,407 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-14$650,780$83,004$5,929iApproximate average salary by contribution assumption: employee only about $148,221 at 4% or $98,814 at 6%; with 50% employer match about $98,814 at 4% or $65,876 at 6%; with 100% employer match about $74,111 at 4% or $49,407 at 6%.
2012113$479,770$82,037$6,311iApproximate average salary by contribution assumption: employee only about $157,763 at 4% or $105,176 at 6%; with 50% employer match about $105,176 at 4% or $70,117 at 6%; with 100% employer match about $78,882 at 4% or $52,588 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-13$479,770$82,037$6,311iApproximate average salary by contribution assumption: employee only about $157,763 at 4% or $105,176 at 6%; with 50% employer match about $105,176 at 4% or $70,117 at 6%; with 100% employer match about $78,882 at 4% or $52,588 at 6%.
2011112$396,111$71,129$5,927iApproximate average salary by contribution assumption: employee only about $148,185 at 4% or $98,790 at 6%; with 50% employer match about $98,790 at 4% or $65,860 at 6%; with 100% employer match about $74,093 at 4% or $49,395 at 6%.
BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN-12$396,111$71,129$5,927iApproximate average salary by contribution assumption: employee only about $148,185 at 4% or $98,790 at 6%; with 50% employer match about $98,790 at 4% or $65,860 at 6%; with 100% employer match about $74,093 at 4% or $49,395 at 6%.
2010118$624,130$162,014$9,001iApproximate average salary by contribution assumption: employee only about $225,019 at 4% or $150,013 at 6%; with 50% employer match about $150,013 at 4% or $100,009 at 6%; with 100% employer match about $112,510 at 4% or $75,006 at 6%.
BATES & COMPANY, P.A. EMPLOYEES 401(K) PLAN AND TRUST-18$624,130$162,014$9,001iApproximate average salary by contribution assumption: employee only about $225,019 at 4% or $150,013 at 6%; with 50% employer match about $150,013 at 4% or $100,009 at 6%; with 100% employer match about $112,510 at 4% or $75,006 at 6%.
2009116$962,408$199,255$12,453iApproximate average salary by contribution assumption: employee only about $311,336 at 4% or $207,557 at 6%; with 50% employer match about $207,557 at 4% or $138,372 at 6%; with 100% employer match about $155,668 at 4% or $103,779 at 6%.
BATES & COMPANY, P.A. EMPLOYEES 401(K) PLAN AND TRUST-16$962,408$199,255$12,453iApproximate average salary by contribution assumption: employee only about $311,336 at 4% or $207,557 at 6%; with 50% employer match about $207,557 at 4% or $138,372 at 6%; with 100% employer match about $155,668 at 4% or $103,779 at 6%.
2008113$0$0-
BATES & COMPANY, INC. 401K PROFIT SHARING PLAN-13---
200717$0$0-
BATES & COMPANY, P.A. EMPLOYEES 401K PLAN AND TRUST-7---
200619$556,888$208,169$23,130iApproximate average salary by contribution assumption: employee only about $578,247 at 4% or $385,498 at 6%; with 50% employer match about $385,498 at 4% or $256,999 at 6%; with 100% employer match about $289,124 at 4% or $192,749 at 6%.
BATES & COMPANY, P.A. EMPLOYEES 401K PLAN AND TRUST-9$556,888$208,169$23,130iApproximate average salary by contribution assumption: employee only about $578,247 at 4% or $385,498 at 6%; with 50% employer match about $385,498 at 4% or $256,999 at 6%; with 100% employer match about $289,124 at 4% or $192,749 at 6%.
200516$301,286$265,264$44,211iApproximate average salary by contribution assumption: employee only about $1,105,267 at 4% or $736,844 at 6%; with 50% employer match about $736,844 at 4% or $491,230 at 6%; with 100% employer match about $552,633 at 4% or $368,422 at 6%.
BATES & COMPANY, P.A. EMPLOYEES 401K PLAN AND TRUST-6$301,286$265,264$44,211iApproximate average salary by contribution assumption: employee only about $1,105,267 at 4% or $736,844 at 6%; with 50% employer match about $736,844 at 4% or $491,230 at 6%; with 100% employer match about $552,633 at 4% or $368,422 at 6%.
200435$23,773$23,773$4,755iApproximate average salary by contribution assumption: employee only about $118,865 at 4% or $79,243 at 6%; with 50% employer match about $79,243 at 4% or $52,829 at 6%; with 100% employer match about $59,433 at 4% or $39,622 at 6%.
BATES & COMPANY, P.A.-5$23,773$23,773$4,755iApproximate average salary by contribution assumption: employee only about $118,865 at 4% or $79,243 at 6%; with 50% employer match about $79,243 at 4% or $52,829 at 6%; with 100% employer match about $59,433 at 4% or $39,622 at 6%.
Bates & Company, P.A. Money Purchase Plan and Trust-0---
BATES & COMPANY, P.A EMPLOYEES 401K PLAN-0---
200311$0$0-
BATES & COMPANY, P.A. 401K PROFIT SHARING PLAN-1---
200222$0$0-
Bates & Company, P.A. Money Purchase Plan and Trust-2---
BATES & COMPANY, P.A. 401K PROFIT SHARING PLAN-2---
200122$0$0-
Bates & Company, P.A. Money Purchase Plan and Trust-2---
BATES & COMPANY, P.A. 401K PROFIT SHARING PLAN AND TRUST-2---
200022$0$0-
Bates & Company, P.A. Money Purchase Plan and Trust-2---
BATES & COMPANY, P.A. 401K PROFIT SHARING PLAN AND TRUST-2---
199912$10,265$10,265$5,133iApproximate average salary by contribution assumption: employee only about $128,313 at 4% or $85,542 at 6%; with 50% employer match about $85,542 at 4% or $57,028 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%.
Bates & Company, P.A. Money Purchase Plan and Trust-2$10,265$10,265$5,133iApproximate average salary by contribution assumption: employee only about $128,313 at 4% or $85,542 at 6%; with 50% employer match about $85,542 at 4% or $57,028 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%.