Civic Intelligence

James E. Bates, Sole Proprietor

Plan context: James E. Bates Cash Balance Plan

EIN 81-0726163 • Eden Prairie, MN • 8 filings • 2 plans

8000 Lismore CircleEden Prairie, MN 55347
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$993,877

2018 Contributions

$286,000

Historical Graphs

Total Assets Over Time

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

$993,877$496,939$0201520172018YearValue
$993,877Latest year 2018

Participants Over Time

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

210201520172018YearValue
1Latest year 2018

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
201821$993,877$286,000$286,000iApproximate average salary by contribution assumption: employee only about $7,150,000 at 4% or $4,766,667 at 6%; with 50% employer match about $4,766,667 at 4% or $3,177,778 at 6%; with 100% employer match about $3,575,000 at 4% or $2,383,333 at 6%.
James E. Bates Cash Balance Plan-1$744,547$225,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
JAMES E. BATES 401(K) PLAN-1$249,330$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201722$750,376$235,180$117,590iApproximate average salary by contribution assumption: employee only about $2,939,750 at 4% or $1,959,833 at 6%; with 50% employer match about $1,959,833 at 4% or $1,306,556 at 6%; with 100% employer match about $1,469,875 at 4% or $979,917 at 6%.
James E. Bates Cash Balance Plan-2$532,104$167,480$83,740iApproximate average salary by contribution assumption: employee only about $2,093,500 at 4% or $1,395,667 at 6%; with 50% employer match about $1,395,667 at 4% or $930,444 at 6%; with 100% employer match about $1,046,750 at 4% or $697,833 at 6%.
JAMES E. BATES 401(K) PLAN-2$218,272$67,700$33,850iApproximate average salary by contribution assumption: employee only about $846,250 at 4% or $564,167 at 6%; with 50% employer match about $564,167 at 4% or $376,111 at 6%; with 100% employer match about $423,125 at 4% or $282,083 at 6%.
201622$482,417$230,262$115,131iApproximate average salary by contribution assumption: employee only about $2,878,275 at 4% or $1,918,850 at 6%; with 50% employer match about $1,918,850 at 4% or $1,279,233 at 6%; with 100% employer match about $1,439,138 at 4% or $959,425 at 6%.
James E. Bates Cash Balance Plan-2$350,098$164,409$82,205iApproximate average salary by contribution assumption: employee only about $2,055,113 at 4% or $1,370,075 at 6%; with 50% employer match about $1,370,075 at 4% or $913,383 at 6%; with 100% employer match about $1,027,556 at 4% or $685,038 at 6%.
JAMES E. BATES 401(K) PLAN-2$132,319$65,853$32,927iApproximate average salary by contribution assumption: employee only about $823,163 at 4% or $548,775 at 6%; with 50% employer match about $548,775 at 4% or $365,850 at 6%; with 100% employer match about $411,581 at 4% or $274,388 at 6%.
201522$229,848$229,921$114,961iApproximate average salary by contribution assumption: employee only about $2,874,013 at 4% or $1,916,008 at 6%; with 50% employer match about $1,916,008 at 4% or $1,277,339 at 6%; with 100% employer match about $1,437,006 at 4% or $958,004 at 6%.
James E. Bates Cash Balance Plan-2$164,320$164,326$82,163iApproximate average salary by contribution assumption: employee only about $2,054,075 at 4% or $1,369,383 at 6%; with 50% employer match about $1,369,383 at 4% or $912,922 at 6%; with 100% employer match about $1,027,038 at 4% or $684,692 at 6%.
JAMES E. BATES 401(K) PLAN-2$65,528$65,595$32,798iApproximate average salary by contribution assumption: employee only about $819,938 at 4% or $546,625 at 6%; with 50% employer match about $546,625 at 4% or $364,417 at 6%; with 100% employer match about $409,969 at 4% or $273,313 at 6%.