Civic Intelligence

Jerry Pate Company

Plan context: Jerry Pate Co. Retirement Plan

EIN 59-3472632 • 27 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

178

2024 Assets

$10,449,726

2024 Contributions

$1,011,591

Historical Graphs

Total Assets Over Time

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

$10,449,726$5,224,863$0200020132024YearValue
$10,449,726Latest year 2024

Participants Over Time

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

178890200020122024YearValue
178Latest 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
20243178$10,449,726$1,011,591$5,683iApproximate average salary by contribution assumption: employee only about $142,077 at 4% or $94,718 at 6%; with 50% employer match about $94,718 at 4% or $63,146 at 6%; with 100% employer match about $71,039 at 4% or $47,359 at 6%.
Jerry Pate Co. Retirement Plan-178$10,449,726$1,011,591$5,683iApproximate average salary by contribution assumption: employee only about $142,077 at 4% or $94,718 at 6%; with 50% employer match about $94,718 at 4% or $63,146 at 6%; with 100% employer match about $71,039 at 4% or $47,359 at 6%.
Employee Health Benefit Plan-0---
Ancillary Benefit Plan-0---
20231167$9,958,184$885,226$5,301iApproximate average salary by contribution assumption: employee only about $132,519 at 4% or $88,346 at 6%; with 50% employer match about $88,346 at 4% or $58,897 at 6%; with 100% employer match about $66,259 at 4% or $44,173 at 6%.
Jerry Pate Co. Retirement Plan-167$9,958,184$885,226$5,301iApproximate average salary by contribution assumption: employee only about $132,519 at 4% or $88,346 at 6%; with 50% employer match about $88,346 at 4% or $58,897 at 6%; with 100% employer match about $66,259 at 4% or $44,173 at 6%.
20221146$8,684,902$816,301$5,591iApproximate average salary by contribution assumption: employee only about $139,778 at 4% or $93,185 at 6%; with 50% employer match about $93,185 at 4% or $62,123 at 6%; with 100% employer match about $69,889 at 4% or $46,593 at 6%.
Jerry Pate Co. Retirement Plan-146$8,684,902$816,301$5,591iApproximate average salary by contribution assumption: employee only about $139,778 at 4% or $93,185 at 6%; with 50% employer match about $93,185 at 4% or $62,123 at 6%; with 100% employer match about $69,889 at 4% or $46,593 at 6%.
20211156$10,085,340$1,807,530$11,587iApproximate average salary by contribution assumption: employee only about $289,668 at 4% or $193,112 at 6%; with 50% employer match about $193,112 at 4% or $128,741 at 6%; with 100% employer match about $144,834 at 4% or $96,556 at 6%.
Jerry Pate Co. Retirement Plan-156$10,085,340$1,807,530$11,587iApproximate average salary by contribution assumption: employee only about $289,668 at 4% or $193,112 at 6%; with 50% employer match about $193,112 at 4% or $128,741 at 6%; with 100% employer match about $144,834 at 4% or $96,556 at 6%.
20201108$7,939,132$498,103$4,612iApproximate average salary by contribution assumption: employee only about $115,302 at 4% or $76,868 at 6%; with 50% employer match about $76,868 at 4% or $51,245 at 6%; with 100% employer match about $57,651 at 4% or $38,434 at 6%.
Jerry Pate Co. Retirement Plan-108$7,939,132$498,103$4,612iApproximate average salary by contribution assumption: employee only about $115,302 at 4% or $76,868 at 6%; with 50% employer match about $76,868 at 4% or $51,245 at 6%; with 100% employer match about $57,651 at 4% or $38,434 at 6%.
20191116$7,219,006$476,427$4,107iApproximate average salary by contribution assumption: employee only about $102,678 at 4% or $68,452 at 6%; with 50% employer match about $68,452 at 4% or $45,635 at 6%; with 100% employer match about $51,339 at 4% or $34,226 at 6%.
Jerry Pate Co. Retirement Plan-116$7,219,006$476,427$4,107iApproximate average salary by contribution assumption: employee only about $102,678 at 4% or $68,452 at 6%; with 50% employer match about $68,452 at 4% or $45,635 at 6%; with 100% employer match about $51,339 at 4% or $34,226 at 6%.
20181108$5,688,516$486,008$4,500iApproximate average salary by contribution assumption: employee only about $112,502 at 4% or $75,001 at 6%; with 50% employer match about $75,001 at 4% or $50,001 at 6%; with 100% employer match about $56,251 at 4% or $37,501 at 6%.
Jerry Pate Co. Retirement Plan-108$5,688,516$486,008$4,500iApproximate average salary by contribution assumption: employee only about $112,502 at 4% or $75,001 at 6%; with 50% employer match about $75,001 at 4% or $50,001 at 6%; with 100% employer match about $56,251 at 4% or $37,501 at 6%.
20171115$5,746,253$465,373$4,047iApproximate average salary by contribution assumption: employee only about $101,168 at 4% or $67,445 at 6%; with 50% employer match about $67,445 at 4% or $44,964 at 6%; with 100% employer match about $50,584 at 4% or $33,723 at 6%.
Jerry Pate Co. Retirement Plan-115$5,746,253$465,373$4,047iApproximate average salary by contribution assumption: employee only about $101,168 at 4% or $67,445 at 6%; with 50% employer match about $67,445 at 4% or $44,964 at 6%; with 100% employer match about $50,584 at 4% or $33,723 at 6%.
20161107$4,718,523$418,514$3,911iApproximate average salary by contribution assumption: employee only about $97,784 at 4% or $65,189 at 6%; with 50% employer match about $65,189 at 4% or $43,459 at 6%; with 100% employer match about $48,892 at 4% or $32,595 at 6%.
Jerry Pate Co. Retirement Plan-107$4,718,523$418,514$3,911iApproximate average salary by contribution assumption: employee only about $97,784 at 4% or $65,189 at 6%; with 50% employer match about $65,189 at 4% or $43,459 at 6%; with 100% employer match about $48,892 at 4% or $32,595 at 6%.
20151101$4,202,603$361,432$3,579iApproximate average salary by contribution assumption: employee only about $89,463 at 4% or $59,642 at 6%; with 50% employer match about $59,642 at 4% or $39,761 at 6%; with 100% employer match about $44,732 at 4% or $29,821 at 6%.
Jerry Pate Co. Retirement Plan-101$4,202,603$361,432$3,579iApproximate average salary by contribution assumption: employee only about $89,463 at 4% or $59,642 at 6%; with 50% employer match about $59,642 at 4% or $39,761 at 6%; with 100% employer match about $44,732 at 4% or $29,821 at 6%.
20141103$4,063,718$311,547$3,025iApproximate average salary by contribution assumption: employee only about $75,618 at 4% or $50,412 at 6%; with 50% employer match about $50,412 at 4% or $33,608 at 6%; with 100% employer match about $37,809 at 4% or $25,206 at 6%.
Jerry Pate Co. Retirement Plan-103$4,063,718$311,547$3,025iApproximate average salary by contribution assumption: employee only about $75,618 at 4% or $50,412 at 6%; with 50% employer match about $50,412 at 4% or $33,608 at 6%; with 100% employer match about $37,809 at 4% or $25,206 at 6%.
20131107$3,717,829$350,956$3,280iApproximate average salary by contribution assumption: employee only about $81,999 at 4% or $54,666 at 6%; with 50% employer match about $54,666 at 4% or $36,444 at 6%; with 100% employer match about $41,000 at 4% or $27,333 at 6%.
Jerry Pate Co. Retirement Plan-107$3,717,829$350,956$3,280iApproximate average salary by contribution assumption: employee only about $81,999 at 4% or $54,666 at 6%; with 50% employer match about $54,666 at 4% or $36,444 at 6%; with 100% employer match about $41,000 at 4% or $27,333 at 6%.
20121107$2,876,282$311,110$2,908iApproximate average salary by contribution assumption: employee only about $72,689 at 4% or $48,460 at 6%; with 50% employer match about $48,460 at 4% or $32,306 at 6%; with 100% employer match about $36,345 at 4% or $24,230 at 6%.
Jerry Pate Co. Retirement Plan-107$2,876,282$311,110$2,908iApproximate average salary by contribution assumption: employee only about $72,689 at 4% or $48,460 at 6%; with 50% employer match about $48,460 at 4% or $32,306 at 6%; with 100% employer match about $36,345 at 4% or $24,230 at 6%.
2011191$2,410,795$289,775$3,184iApproximate average salary by contribution assumption: employee only about $79,609 at 4% or $53,072 at 6%; with 50% employer match about $53,072 at 4% or $35,382 at 6%; with 100% employer match about $39,804 at 4% or $26,536 at 6%.
Jerry Pate Co. Retirement Plan-91$2,410,795$289,775$3,184iApproximate average salary by contribution assumption: employee only about $79,609 at 4% or $53,072 at 6%; with 50% employer match about $53,072 at 4% or $35,382 at 6%; with 100% employer match about $39,804 at 4% or $26,536 at 6%.
20101101$2,403,482$266,038$2,634iApproximate average salary by contribution assumption: employee only about $65,851 at 4% or $43,901 at 6%; with 50% employer match about $43,901 at 4% or $29,267 at 6%; with 100% employer match about $32,925 at 4% or $21,950 at 6%.
Jerry Pate Co. Retirement Plan-101$2,403,482$266,038$2,634iApproximate average salary by contribution assumption: employee only about $65,851 at 4% or $43,901 at 6%; with 50% employer match about $43,901 at 4% or $29,267 at 6%; with 100% employer match about $32,925 at 4% or $21,950 at 6%.
20091103$1,906,262$272,178$2,643iApproximate average salary by contribution assumption: employee only about $66,063 at 4% or $44,042 at 6%; with 50% employer match about $44,042 at 4% or $29,361 at 6%; with 100% employer match about $33,031 at 4% or $22,021 at 6%.
Jerry Pate Co. Retirement Plan-103$1,906,262$272,178$2,643iApproximate average salary by contribution assumption: employee only about $66,063 at 4% or $44,042 at 6%; with 50% employer match about $44,042 at 4% or $29,361 at 6%; with 100% employer match about $33,031 at 4% or $22,021 at 6%.
20081103$1,230,797$292,907$2,844iApproximate average salary by contribution assumption: employee only about $71,094 at 4% or $47,396 at 6%; with 50% employer match about $47,396 at 4% or $31,597 at 6%; with 100% employer match about $35,547 at 4% or $23,698 at 6%.
Jerry Pate Co. Retirement Plan-103$1,230,797$292,907$2,844iApproximate average salary by contribution assumption: employee only about $71,094 at 4% or $47,396 at 6%; with 50% employer match about $47,396 at 4% or $31,597 at 6%; with 100% employer match about $35,547 at 4% or $23,698 at 6%.
2007195$0$0-
Jerry Pate Co. Retirement Plan-95---
2006190$1,236,058$331,722$3,686iApproximate average salary by contribution assumption: employee only about $92,145 at 4% or $61,430 at 6%; with 50% employer match about $61,430 at 4% or $40,953 at 6%; with 100% employer match about $46,073 at 4% or $30,715 at 6%.
Jerry Pate Co. Retirement Plan-90$1,236,058$331,722$3,686iApproximate average salary by contribution assumption: employee only about $92,145 at 4% or $61,430 at 6%; with 50% employer match about $61,430 at 4% or $40,953 at 6%; with 100% employer match about $46,073 at 4% or $30,715 at 6%.
2005171$804,135$206,319$2,906iApproximate average salary by contribution assumption: employee only about $72,648 at 4% or $48,432 at 6%; with 50% employer match about $48,432 at 4% or $32,288 at 6%; with 100% employer match about $36,324 at 4% or $24,216 at 6%.
Jerry Pate Co. Retirement Plan-71$804,135$206,319$2,906iApproximate average salary by contribution assumption: employee only about $72,648 at 4% or $48,432 at 6%; with 50% employer match about $48,432 at 4% or $32,288 at 6%; with 100% employer match about $36,324 at 4% or $24,216 at 6%.
2004182$565,660$120,025$1,464iApproximate average salary by contribution assumption: employee only about $36,593 at 4% or $24,395 at 6%; with 50% employer match about $24,395 at 4% or $16,264 at 6%; with 100% employer match about $18,296 at 4% or $12,198 at 6%.
Jerry Pate Co. Retirement Plan-82$565,660$120,025$1,464iApproximate average salary by contribution assumption: employee only about $36,593 at 4% or $24,395 at 6%; with 50% employer match about $24,395 at 4% or $16,264 at 6%; with 100% employer match about $18,296 at 4% or $12,198 at 6%.
2003159$419,331$115,205$1,953iApproximate average salary by contribution assumption: employee only about $48,816 at 4% or $32,544 at 6%; with 50% employer match about $32,544 at 4% or $21,696 at 6%; with 100% employer match about $24,408 at 4% or $16,272 at 6%.
Jerry Pate Co. Retirement Plan-59$419,331$115,205$1,953iApproximate average salary by contribution assumption: employee only about $48,816 at 4% or $32,544 at 6%; with 50% employer match about $32,544 at 4% or $21,696 at 6%; with 100% employer match about $24,408 at 4% or $16,272 at 6%.
2002163$265,876$106,213$1,686iApproximate average salary by contribution assumption: employee only about $42,148 at 4% or $28,099 at 6%; with 50% employer match about $28,099 at 4% or $18,732 at 6%; with 100% employer match about $21,074 at 4% or $14,049 at 6%.
Jerry Pate Co. Retirement Plan-63$265,876$106,213$1,686iApproximate average salary by contribution assumption: employee only about $42,148 at 4% or $28,099 at 6%; with 50% employer match about $28,099 at 4% or $18,732 at 6%; with 100% employer match about $21,074 at 4% or $14,049 at 6%.
2001167$0$0-
Jerry Pate Co. Retirement Plan-67---
2000171$213,915$109,439$1,541iApproximate average salary by contribution assumption: employee only about $38,535 at 4% or $25,690 at 6%; with 50% employer match about $25,690 at 4% or $17,127 at 6%; with 100% employer match about $19,267 at 4% or $12,845 at 6%.
Jerry Pate Co. Retirement Plan-71$213,915$109,439$1,541iApproximate average salary by contribution assumption: employee only about $38,535 at 4% or $25,690 at 6%; with 50% employer match about $25,690 at 4% or $17,127 at 6%; with 100% employer match about $19,267 at 4% or $12,845 at 6%.