John R. Bates, D.D.S.
Plan context: John R. Bates, D.D.S. Profit Sharing Plan
EIN 75-1455749 • Lufkin, TX • 22 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
5
2016 Assets
$2,962,844
2016 Contributions
$28,522
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 5 | $0 | $28,522 | $5,704iApproximate average salary by contribution assumption: employee only about $142,610 at 4% or $95,073 at 6%; with 50% employer match about $95,073 at 4% or $63,382 at 6%; with 100% employer match about $71,305 at 4% or $47,537 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | - | $28,522 | $5,704iApproximate average salary by contribution assumption: employee only about $142,610 at 4% or $95,073 at 6%; with 50% employer match about $95,073 at 4% or $63,382 at 6%; with 100% employer match about $71,305 at 4% or $47,537 at 6%. |
| 2015 | 1 | 5 | $2,962,844 | $66,019 | $13,204iApproximate average salary by contribution assumption: employee only about $330,095 at 4% or $220,063 at 6%; with 50% employer match about $220,063 at 4% or $146,709 at 6%; with 100% employer match about $165,048 at 4% or $110,032 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | $2,962,844 | $66,019 | $13,204iApproximate average salary by contribution assumption: employee only about $330,095 at 4% or $220,063 at 6%; with 50% employer match about $220,063 at 4% or $146,709 at 6%; with 100% employer match about $165,048 at 4% or $110,032 at 6%. |
| 2014 | 1 | 5 | $2,895,529 | $81,224 | $16,245iApproximate average salary by contribution assumption: employee only about $406,120 at 4% or $270,747 at 6%; with 50% employer match about $270,747 at 4% or $180,498 at 6%; with 100% employer match about $203,060 at 4% or $135,373 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | $2,895,529 | $81,224 | $16,245iApproximate average salary by contribution assumption: employee only about $406,120 at 4% or $270,747 at 6%; with 50% employer match about $270,747 at 4% or $180,498 at 6%; with 100% employer match about $203,060 at 4% or $135,373 at 6%. |
| 2013 | 1 | 6 | $2,684,906 | $75,995 | $12,666iApproximate average salary by contribution assumption: employee only about $316,646 at 4% or $211,097 at 6%; with 50% employer match about $211,097 at 4% or $140,731 at 6%; with 100% employer match about $158,323 at 4% or $105,549 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 6 | $2,684,906 | $75,995 | $12,666iApproximate average salary by contribution assumption: employee only about $316,646 at 4% or $211,097 at 6%; with 50% employer match about $211,097 at 4% or $140,731 at 6%; with 100% employer match about $158,323 at 4% or $105,549 at 6%. |
| 2012 | 1 | 4 | $2,318,030 | $76,206 | $19,052iApproximate average salary by contribution assumption: employee only about $476,288 at 4% or $317,525 at 6%; with 50% employer match about $317,525 at 4% or $211,683 at 6%; with 100% employer match about $238,144 at 4% or $158,763 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 4 | $2,318,030 | $76,206 | $19,052iApproximate average salary by contribution assumption: employee only about $476,288 at 4% or $317,525 at 6%; with 50% employer match about $317,525 at 4% or $211,683 at 6%; with 100% employer match about $238,144 at 4% or $158,763 at 6%. |
| 2011 | 1 | 6 | $2,111,166 | $74,534 | $12,422iApproximate average salary by contribution assumption: employee only about $310,558 at 4% or $207,039 at 6%; with 50% employer match about $207,039 at 4% or $138,026 at 6%; with 100% employer match about $155,279 at 4% or $103,519 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 6 | $2,111,166 | $74,534 | $12,422iApproximate average salary by contribution assumption: employee only about $310,558 at 4% or $207,039 at 6%; with 50% employer match about $207,039 at 4% or $138,026 at 6%; with 100% employer match about $155,279 at 4% or $103,519 at 6%. |
| 2010 | 1 | 5 | $2,028,614 | $73,995 | $14,799iApproximate average salary by contribution assumption: employee only about $369,975 at 4% or $246,650 at 6%; with 50% employer match about $246,650 at 4% or $164,433 at 6%; with 100% employer match about $184,988 at 4% or $123,325 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | $2,028,614 | $73,995 | $14,799iApproximate average salary by contribution assumption: employee only about $369,975 at 4% or $246,650 at 6%; with 50% employer match about $246,650 at 4% or $164,433 at 6%; with 100% employer match about $184,988 at 4% or $123,325 at 6%. |
| 2009 | 1 | 6 | $1,789,280 | $69,671 | $11,612iApproximate average salary by contribution assumption: employee only about $290,296 at 4% or $193,531 at 6%; with 50% employer match about $193,531 at 4% or $129,020 at 6%; with 100% employer match about $145,148 at 4% or $96,765 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 6 | $1,789,280 | $69,671 | $11,612iApproximate average salary by contribution assumption: employee only about $290,296 at 4% or $193,531 at 6%; with 50% employer match about $193,531 at 4% or $129,020 at 6%; with 100% employer match about $145,148 at 4% or $96,765 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $1,582,013 | $62,175 | $12,435iApproximate average salary by contribution assumption: employee only about $310,875 at 4% or $207,250 at 6%; with 50% employer match about $207,250 at 4% or $138,167 at 6%; with 100% employer match about $155,438 at 4% or $103,625 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | $1,582,013 | $62,175 | $12,435iApproximate average salary by contribution assumption: employee only about $310,875 at 4% or $207,250 at 6%; with 50% employer match about $207,250 at 4% or $138,167 at 6%; with 100% employer match about $155,438 at 4% or $103,625 at 6%. |
| 2005 | 1 | 5 | $1,414,077 | $59,075 | $11,815iApproximate average salary by contribution assumption: employee only about $295,375 at 4% or $196,917 at 6%; with 50% employer match about $196,917 at 4% or $131,278 at 6%; with 100% employer match about $147,688 at 4% or $98,458 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | $1,414,077 | $59,075 | $11,815iApproximate average salary by contribution assumption: employee only about $295,375 at 4% or $196,917 at 6%; with 50% employer match about $196,917 at 4% or $131,278 at 6%; with 100% employer match about $147,688 at 4% or $98,458 at 6%. |
| 2004 | 1 | 4 | $1,307,128 | $56,856 | $14,214iApproximate average salary by contribution assumption: employee only about $355,350 at 4% or $236,900 at 6%; with 50% employer match about $236,900 at 4% or $157,933 at 6%; with 100% employer match about $177,675 at 4% or $118,450 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 4 | $1,307,128 | $56,856 | $14,214iApproximate average salary by contribution assumption: employee only about $355,350 at 4% or $236,900 at 6%; with 50% employer match about $236,900 at 4% or $157,933 at 6%; with 100% employer match about $177,675 at 4% or $118,450 at 6%. |
| 2003 | 1 | 4 | $1,160,971 | $55,439 | $13,860iApproximate average salary by contribution assumption: employee only about $346,494 at 4% or $230,996 at 6%; with 50% employer match about $230,996 at 4% or $153,997 at 6%; with 100% employer match about $173,247 at 4% or $115,498 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 4 | $1,160,971 | $55,439 | $13,860iApproximate average salary by contribution assumption: employee only about $346,494 at 4% or $230,996 at 6%; with 50% employer match about $230,996 at 4% or $153,997 at 6%; with 100% employer match about $173,247 at 4% or $115,498 at 6%. |
| 2002 | 2 | 3 | $1,079,306 | $52,564 | $17,521iApproximate average salary by contribution assumption: employee only about $438,033 at 4% or $292,022 at 6%; with 50% employer match about $292,022 at 4% or $194,681 at 6%; with 100% employer match about $219,017 at 4% or $146,011 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 3 | $1,079,306 | $52,564 | $17,521iApproximate average salary by contribution assumption: employee only about $438,033 at 4% or $292,022 at 6%; with 50% employer match about $292,022 at 4% or $194,681 at 6%; with 100% employer match about $219,017 at 4% or $146,011 at 6%. |
| John R. Bates, D.D.S. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| John R. Bates, D.D.S. Money Purchase Pension Plan | - | 5 | - | - | - |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 5 | $0 | $0 | - |
| John R. Bates, D.D.S. Money Purchase Pension Plan | - | 5 | - | - | - |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 2 | 5 | $1,371,565 | $48,139 | $9,628iApproximate average salary by contribution assumption: employee only about $240,695 at 4% or $160,463 at 6%; with 50% employer match about $160,463 at 4% or $106,976 at 6%; with 100% employer match about $120,347 at 4% or $80,232 at 6%. |
| John R. Bates, D.D.S. Money Purchase Pension Plan | - | 5 | $728,303 | $8,280 | $1,656iApproximate average salary by contribution assumption: employee only about $41,400 at 4% or $27,600 at 6%; with 50% employer match about $27,600 at 4% or $18,400 at 6%; with 100% employer match about $20,700 at 4% or $13,800 at 6%. |
| John R. Bates, D.D.S. Profit Sharing Plan | - | 5 | $643,262 | $39,859 | $7,972iApproximate average salary by contribution assumption: employee only about $199,295 at 4% or $132,863 at 6%; with 50% employer match about $132,863 at 4% or $88,576 at 6%; with 100% employer match about $99,648 at 4% or $66,432 at 6%. |