Estes & Estes, P.A.
Plan context: Estes and Estes 401K Profit Sharing Plan
EIN 64-0524234 • Gulfport, MS • 19 filings • 6 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$1,024,389
2018 Contributions
$9,173
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 2 | $1,024,389 | $9,173 | $4,587iApproximate average salary by contribution assumption: employee only about $114,663 at 4% or $76,442 at 6%; with 50% employer match about $76,442 at 4% or $50,961 at 6%; with 100% employer match about $57,331 at 4% or $38,221 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 2 | $1,024,389 | $8,030 | $4,015iApproximate average salary by contribution assumption: employee only about $100,375 at 4% or $66,917 at 6%; with 50% employer match about $66,917 at 4% or $44,611 at 6%; with 100% employer match about $50,188 at 4% or $33,458 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 0 | $0 | $1,143 | - |
| 2017 | 1 | 3 | $1,187,568 | $0 | - |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $1,187,568 | - | - |
| 2016 | 1 | 3 | $1,116,857 | $86,794 | $28,931iApproximate average salary by contribution assumption: employee only about $723,283 at 4% or $482,189 at 6%; with 50% employer match about $482,189 at 4% or $321,459 at 6%; with 100% employer match about $361,642 at 4% or $241,094 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $1,116,857 | $86,794 | $28,931iApproximate average salary by contribution assumption: employee only about $723,283 at 4% or $482,189 at 6%; with 50% employer match about $482,189 at 4% or $321,459 at 6%; with 100% employer match about $361,642 at 4% or $241,094 at 6%. |
| 2015 | 1 | 3 | $1,037,457 | $58,711 | $19,570iApproximate average salary by contribution assumption: employee only about $489,258 at 4% or $326,172 at 6%; with 50% employer match about $326,172 at 4% or $217,448 at 6%; with 100% employer match about $244,629 at 4% or $163,086 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $1,037,457 | $58,711 | $19,570iApproximate average salary by contribution assumption: employee only about $489,258 at 4% or $326,172 at 6%; with 50% employer match about $326,172 at 4% or $217,448 at 6%; with 100% employer match about $244,629 at 4% or $163,086 at 6%. |
| 2014 | 1 | 3 | $999,889 | $104,267 | $34,756iApproximate average salary by contribution assumption: employee only about $868,892 at 4% or $579,261 at 6%; with 50% employer match about $579,261 at 4% or $386,174 at 6%; with 100% employer match about $434,446 at 4% or $289,631 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $999,889 | $104,267 | $34,756iApproximate average salary by contribution assumption: employee only about $868,892 at 4% or $579,261 at 6%; with 50% employer match about $579,261 at 4% or $386,174 at 6%; with 100% employer match about $434,446 at 4% or $289,631 at 6%. |
| 2013 | 1 | 3 | $859,622 | $74,719 | $24,906iApproximate average salary by contribution assumption: employee only about $622,658 at 4% or $415,106 at 6%; with 50% employer match about $415,106 at 4% or $276,737 at 6%; with 100% employer match about $311,329 at 4% or $207,553 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $859,622 | $74,719 | $24,906iApproximate average salary by contribution assumption: employee only about $622,658 at 4% or $415,106 at 6%; with 50% employer match about $415,106 at 4% or $276,737 at 6%; with 100% employer match about $311,329 at 4% or $207,553 at 6%. |
| 2012 | 1 | 3 | $684,815 | $3,247 | $1,082iApproximate average salary by contribution assumption: employee only about $27,058 at 4% or $18,039 at 6%; with 50% employer match about $18,039 at 4% or $12,026 at 6%; with 100% employer match about $13,529 at 4% or $9,019 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $684,815 | $3,247 | $1,082iApproximate average salary by contribution assumption: employee only about $27,058 at 4% or $18,039 at 6%; with 50% employer match about $18,039 at 4% or $12,026 at 6%; with 100% employer match about $13,529 at 4% or $9,019 at 6%. |
| 2008 | 1 | 2 | $506,726 | $65,344 | $32,672iApproximate average salary by contribution assumption: employee only about $816,800 at 4% or $544,533 at 6%; with 50% employer match about $544,533 at 4% or $363,022 at 6%; with 100% employer match about $408,400 at 4% or $272,267 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 2 | $506,726 | $65,344 | $32,672iApproximate average salary by contribution assumption: employee only about $816,800 at 4% or $544,533 at 6%; with 50% employer match about $544,533 at 4% or $363,022 at 6%; with 100% employer match about $408,400 at 4% or $272,267 at 6%. |
| 2007 | 1 | 2 | $604,354 | $69,075 | $34,538iApproximate average salary by contribution assumption: employee only about $863,438 at 4% or $575,625 at 6%; with 50% employer match about $575,625 at 4% or $383,750 at 6%; with 100% employer match about $431,719 at 4% or $287,813 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 2 | $604,354 | $69,075 | $34,538iApproximate average salary by contribution assumption: employee only about $863,438 at 4% or $575,625 at 6%; with 50% employer match about $575,625 at 4% or $383,750 at 6%; with 100% employer match about $431,719 at 4% or $287,813 at 6%. |
| 2006 | 1 | 2 | $515,139 | $38,050 | $19,025iApproximate average salary by contribution assumption: employee only about $475,625 at 4% or $317,083 at 6%; with 50% employer match about $317,083 at 4% or $211,389 at 6%; with 100% employer match about $237,813 at 4% or $158,542 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 2 | $515,139 | $38,050 | $19,025iApproximate average salary by contribution assumption: employee only about $475,625 at 4% or $317,083 at 6%; with 50% employer match about $317,083 at 4% or $211,389 at 6%; with 100% employer match about $237,813 at 4% or $158,542 at 6%. |
| 2005 | 1 | 2 | $446,788 | $25,585 | $12,793iApproximate average salary by contribution assumption: employee only about $319,813 at 4% or $213,208 at 6%; with 50% employer match about $213,208 at 4% or $142,139 at 6%; with 100% employer match about $159,906 at 4% or $106,604 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 2 | $446,788 | $25,585 | $12,793iApproximate average salary by contribution assumption: employee only about $319,813 at 4% or $213,208 at 6%; with 50% employer match about $213,208 at 4% or $142,139 at 6%; with 100% employer match about $159,906 at 4% or $106,604 at 6%. |
| 2004 | 1 | 3 | $425,631 | $23,769 | $7,923iApproximate average salary by contribution assumption: employee only about $198,075 at 4% or $132,050 at 6%; with 50% employer match about $132,050 at 4% or $88,033 at 6%; with 100% employer match about $99,038 at 4% or $66,025 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $425,631 | $23,769 | $7,923iApproximate average salary by contribution assumption: employee only about $198,075 at 4% or $132,050 at 6%; with 50% employer match about $132,050 at 4% or $88,033 at 6%; with 100% employer match about $99,038 at 4% or $66,025 at 6%. |
| 2003 | 1 | 3 | $371,909 | $160,472 | $53,491iApproximate average salary by contribution assumption: employee only about $1,337,267 at 4% or $891,511 at 6%; with 50% employer match about $891,511 at 4% or $594,341 at 6%; with 100% employer match about $668,633 at 4% or $445,756 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $371,909 | $160,472 | $53,491iApproximate average salary by contribution assumption: employee only about $1,337,267 at 4% or $891,511 at 6%; with 50% employer match about $891,511 at 4% or $594,341 at 6%; with 100% employer match about $668,633 at 4% or $445,756 at 6%. |
| 2002 | 1 | 3 | $168,286 | $20,813 | $6,938iApproximate average salary by contribution assumption: employee only about $173,442 at 4% or $115,628 at 6%; with 50% employer match about $115,628 at 4% or $77,085 at 6%; with 100% employer match about $86,721 at 4% or $57,814 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $168,286 | $20,813 | $6,938iApproximate average salary by contribution assumption: employee only about $173,442 at 4% or $115,628 at 6%; with 50% employer match about $115,628 at 4% or $77,085 at 6%; with 100% employer match about $86,721 at 4% or $57,814 at 6%. |
| 2001 | 2 | 3 | $146,867 | $18,981 | $6,327iApproximate average salary by contribution assumption: employee only about $158,175 at 4% or $105,450 at 6%; with 50% employer match about $105,450 at 4% or $70,300 at 6%; with 100% employer match about $79,088 at 4% or $52,725 at 6%. |
| Estes and Estes 401K Profit Sharing Plan | - | 3 | $146,867 | $18,981 | $6,327iApproximate average salary by contribution assumption: employee only about $158,175 at 4% or $105,450 at 6%; with 50% employer match about $105,450 at 4% or $70,300 at 6%; with 100% employer match about $79,088 at 4% or $52,725 at 6%. |
| Estes & Estes, P.A. Pension Plan | - | 0 | - | - | - |
| 2000 | 1 | 3 | $157,360 | $7,536 | $2,512iApproximate average salary by contribution assumption: employee only about $62,800 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,933 at 6%. |
| Estes & Estes, P.A. Pension Plan | - | 3 | $157,360 | $7,536 | $2,512iApproximate average salary by contribution assumption: employee only about $62,800 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,933 at 6%. |
| 1999 | 1 | 4 | $146,560 | $6,822 | $1,706iApproximate average salary by contribution assumption: employee only about $42,638 at 4% or $28,425 at 6%; with 50% employer match about $28,425 at 4% or $18,950 at 6%; with 100% employer match about $21,319 at 4% or $14,213 at 6%. |
| Estes & Estes, P.A. Pension Plan | - | 4 | $146,560 | $6,822 | $1,706iApproximate average salary by contribution assumption: employee only about $42,638 at 4% or $28,425 at 6%; with 50% employer match about $28,425 at 4% or $18,950 at 6%; with 100% employer match about $21,319 at 4% or $14,213 at 6%. |