Civic Intelligence

Datamate Bookkeeping & Tax Inc.

Plan context: Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust

EIN 77-0695428 • Gilroy, CA • 14 filings • 2 plans

7881 Church Street, Suite FGilroy, CA 95020
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,864,909

2024 Contributions

$231,375

Historical Graphs

Total Assets Over Time

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

$1,864,909$932,455$0201420192024YearValue
$1,864,909Latest year 2024

Participants Over Time

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

840201420192024YearValue
7Latest 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
202427$1,864,909$231,375$33,054iApproximate average salary by contribution assumption: employee only about $826,339 at 4% or $550,893 at 6%; with 50% employer match about $550,893 at 4% or $367,262 at 6%; with 100% employer match about $413,170 at 4% or $275,446 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-7$1,349,970$110,350$15,764iApproximate average salary by contribution assumption: employee only about $394,107 at 4% or $262,738 at 6%; with 50% employer match about $262,738 at 4% or $175,159 at 6%; with 100% employer match about $197,054 at 4% or $131,369 at 6%.
DATAMATE BOOKKEEPING & TAX, INC. DEFINED BENEFIT PLAN & TRUST-6$514,939$121,025$20,171iApproximate average salary by contribution assumption: employee only about $504,271 at 4% or $336,181 at 6%; with 50% employer match about $336,181 at 4% or $224,120 at 6%; with 100% employer match about $252,135 at 4% or $168,090 at 6%.
202327$1,503,957$317,359$45,337iApproximate average salary by contribution assumption: employee only about $1,133,425 at 4% or $755,617 at 6%; with 50% employer match about $755,617 at 4% or $503,744 at 6%; with 100% employer match about $566,713 at 4% or $377,808 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-7$1,138,222$137,950$19,707iApproximate average salary by contribution assumption: employee only about $492,679 at 4% or $328,452 at 6%; with 50% employer match about $328,452 at 4% or $218,968 at 6%; with 100% employer match about $246,339 at 4% or $164,226 at 6%.
DATAMATE BOOKKEEPING & TAX, INC. DEFINED BENEFIT PLAN & TRUST-6$365,735$179,409$29,902iApproximate average salary by contribution assumption: employee only about $747,538 at 4% or $498,358 at 6%; with 50% employer match about $498,358 at 4% or $332,239 at 6%; with 100% employer match about $373,769 at 4% or $249,179 at 6%.
202225$1,062,948$293,574$58,715iApproximate average salary by contribution assumption: employee only about $1,467,870 at 4% or $978,580 at 6%; with 50% employer match about $978,580 at 4% or $652,387 at 6%; with 100% employer match about $733,935 at 4% or $489,290 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-5$884,749$115,375$23,075iApproximate average salary by contribution assumption: employee only about $576,875 at 4% or $384,583 at 6%; with 50% employer match about $384,583 at 4% or $256,389 at 6%; with 100% employer match about $288,438 at 4% or $192,292 at 6%.
DATAMATE BOOKKEEPING & TAX, INC. DEFINED BENEFIT PLAN & TRUST-4$178,199$178,199$44,550iApproximate average salary by contribution assumption: employee only about $1,113,744 at 4% or $742,496 at 6%; with 50% employer match about $742,496 at 4% or $494,997 at 6%; with 100% employer match about $556,872 at 4% or $371,248 at 6%.
202116$1,230,010$192,274$32,046iApproximate average salary by contribution assumption: employee only about $801,142 at 4% or $534,094 at 6%; with 50% employer match about $534,094 at 4% or $356,063 at 6%; with 100% employer match about $400,571 at 4% or $267,047 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-6$1,230,010$192,274$32,046iApproximate average salary by contribution assumption: employee only about $801,142 at 4% or $534,094 at 6%; with 50% employer match about $534,094 at 4% or $356,063 at 6%; with 100% employer match about $400,571 at 4% or $267,047 at 6%.
202016$912,520$171,964$28,661iApproximate average salary by contribution assumption: employee only about $716,517 at 4% or $477,678 at 6%; with 50% employer match about $477,678 at 4% or $318,452 at 6%; with 100% employer match about $358,258 at 4% or $238,839 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-6$912,520$171,964$28,661iApproximate average salary by contribution assumption: employee only about $716,517 at 4% or $477,678 at 6%; with 50% employer match about $477,678 at 4% or $318,452 at 6%; with 100% employer match about $358,258 at 4% or $238,839 at 6%.
201918$617,810$189,566$23,696iApproximate average salary by contribution assumption: employee only about $592,394 at 4% or $394,929 at 6%; with 50% employer match about $394,929 at 4% or $263,286 at 6%; with 100% employer match about $296,197 at 4% or $197,465 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-8$617,810$189,566$23,696iApproximate average salary by contribution assumption: employee only about $592,394 at 4% or $394,929 at 6%; with 50% employer match about $394,929 at 4% or $263,286 at 6%; with 100% employer match about $296,197 at 4% or $197,465 at 6%.
201818$388,675$146,203$18,275iApproximate average salary by contribution assumption: employee only about $456,884 at 4% or $304,590 at 6%; with 50% employer match about $304,590 at 4% or $203,060 at 6%; with 100% employer match about $228,442 at 4% or $152,295 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-8$388,675$146,203$18,275iApproximate average salary by contribution assumption: employee only about $456,884 at 4% or $304,590 at 6%; with 50% employer match about $304,590 at 4% or $203,060 at 6%; with 100% employer match about $228,442 at 4% or $152,295 at 6%.
201717$242,472$45,671$6,524iApproximate average salary by contribution assumption: employee only about $163,111 at 4% or $108,740 at 6%; with 50% employer match about $108,740 at 4% or $72,494 at 6%; with 100% employer match about $81,555 at 4% or $54,370 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-7$242,472$45,671$6,524iApproximate average salary by contribution assumption: employee only about $163,111 at 4% or $108,740 at 6%; with 50% employer match about $108,740 at 4% or $72,494 at 6%; with 100% employer match about $81,555 at 4% or $54,370 at 6%.
201616$187,955$78,850$13,142iApproximate average salary by contribution assumption: employee only about $328,542 at 4% or $219,028 at 6%; with 50% employer match about $219,028 at 4% or $146,019 at 6%; with 100% employer match about $164,271 at 4% or $109,514 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-6$187,955$78,850$13,142iApproximate average salary by contribution assumption: employee only about $328,542 at 4% or $219,028 at 6%; with 50% employer match about $219,028 at 4% or $146,019 at 6%; with 100% employer match about $164,271 at 4% or $109,514 at 6%.
201514$106,115$53,565$13,391iApproximate average salary by contribution assumption: employee only about $334,781 at 4% or $223,188 at 6%; with 50% employer match about $223,188 at 4% or $148,792 at 6%; with 100% employer match about $167,391 at 4% or $111,594 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-4$106,115$53,565$13,391iApproximate average salary by contribution assumption: employee only about $334,781 at 4% or $223,188 at 6%; with 50% employer match about $223,188 at 4% or $148,792 at 6%; with 100% employer match about $167,391 at 4% or $111,594 at 6%.
201414$52,347$52,193$13,048iApproximate average salary by contribution assumption: employee only about $326,206 at 4% or $217,471 at 6%; with 50% employer match about $217,471 at 4% or $144,981 at 6%; with 100% employer match about $163,103 at 4% or $108,735 at 6%.
Datamate Bookkeeping & Tax Inc. 401(K) Plan & Trust-4$52,347$52,193$13,048iApproximate average salary by contribution assumption: employee only about $326,206 at 4% or $217,471 at 6%; with 50% employer match about $217,471 at 4% or $144,981 at 6%; with 100% employer match about $163,103 at 4% or $108,735 at 6%.