David L. Gates & Associates
Plan context: Gates & Associates 401K Plan
EIN 94-2731532 • Walnut Creek, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$5,411,343
2024 Contributions
$208,911
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 37 | $5,411,343 | $208,911 | $5,646iApproximate average salary by contribution assumption: employee only about $141,156 at 4% or $94,104 at 6%; with 50% employer match about $94,104 at 4% or $62,736 at 6%; with 100% employer match about $70,578 at 4% or $47,052 at 6%. |
| Gates & Associates 401K Plan | - | 37 | $5,411,343 | $208,911 | $5,646iApproximate average salary by contribution assumption: employee only about $141,156 at 4% or $94,104 at 6%; with 50% employer match about $94,104 at 4% or $62,736 at 6%; with 100% employer match about $70,578 at 4% or $47,052 at 6%. |
| 2023 | 1 | 39 | $5,285,967 | $187,477 | $4,807iApproximate average salary by contribution assumption: employee only about $120,178 at 4% or $80,118 at 6%; with 50% employer match about $80,118 at 4% or $53,412 at 6%; with 100% employer match about $60,089 at 4% or $40,059 at 6%. |
| Gates & Associates 401K Plan | - | 39 | $5,285,967 | $187,477 | $4,807iApproximate average salary by contribution assumption: employee only about $120,178 at 4% or $80,118 at 6%; with 50% employer match about $80,118 at 4% or $53,412 at 6%; with 100% employer match about $60,089 at 4% or $40,059 at 6%. |
| 2022 | 1 | 36 | $4,885,401 | $198,284 | $5,508iApproximate average salary by contribution assumption: employee only about $137,697 at 4% or $91,798 at 6%; with 50% employer match about $91,798 at 4% or $61,199 at 6%; with 100% employer match about $68,849 at 4% or $45,899 at 6%. |
| Gates & Associates 401K Plan | - | 36 | $4,885,401 | $198,284 | $5,508iApproximate average salary by contribution assumption: employee only about $137,697 at 4% or $91,798 at 6%; with 50% employer match about $91,798 at 4% or $61,199 at 6%; with 100% employer match about $68,849 at 4% or $45,899 at 6%. |
| 2021 | 1 | 35 | $5,952,683 | $181,585 | $5,188iApproximate average salary by contribution assumption: employee only about $129,704 at 4% or $86,469 at 6%; with 50% employer match about $86,469 at 4% or $57,646 at 6%; with 100% employer match about $64,852 at 4% or $43,235 at 6%. |
| Gates & Associates 401K Plan | - | 35 | $5,952,683 | $181,585 | $5,188iApproximate average salary by contribution assumption: employee only about $129,704 at 4% or $86,469 at 6%; with 50% employer match about $86,469 at 4% or $57,646 at 6%; with 100% employer match about $64,852 at 4% or $43,235 at 6%. |
| 2020 | 1 | 35 | $5,117,692 | $200,894 | $5,740iApproximate average salary by contribution assumption: employee only about $143,496 at 4% or $95,664 at 6%; with 50% employer match about $95,664 at 4% or $63,776 at 6%; with 100% employer match about $71,748 at 4% or $47,832 at 6%. |
| Gates & Associates 401K Plan | - | 35 | $5,117,692 | $200,894 | $5,740iApproximate average salary by contribution assumption: employee only about $143,496 at 4% or $95,664 at 6%; with 50% employer match about $95,664 at 4% or $63,776 at 6%; with 100% employer match about $71,748 at 4% or $47,832 at 6%. |
| 2019 | 1 | 41 | $6,730,435 | $237,956 | $5,804iApproximate average salary by contribution assumption: employee only about $145,095 at 4% or $96,730 at 6%; with 50% employer match about $96,730 at 4% or $64,487 at 6%; with 100% employer match about $72,548 at 4% or $48,365 at 6%. |
| Gates & Associates 401K Plan | - | 41 | $6,730,435 | $237,956 | $5,804iApproximate average salary by contribution assumption: employee only about $145,095 at 4% or $96,730 at 6%; with 50% employer match about $96,730 at 4% or $64,487 at 6%; with 100% employer match about $72,548 at 4% or $48,365 at 6%. |
| 2018 | 1 | 42 | $5,569,828 | $287,756 | $6,851iApproximate average salary by contribution assumption: employee only about $171,283 at 4% or $114,189 at 6%; with 50% employer match about $114,189 at 4% or $76,126 at 6%; with 100% employer match about $85,642 at 4% or $57,094 at 6%. |
| Gates & Associates 401K Plan | - | 42 | $5,569,828 | $287,756 | $6,851iApproximate average salary by contribution assumption: employee only about $171,283 at 4% or $114,189 at 6%; with 50% employer match about $114,189 at 4% or $76,126 at 6%; with 100% employer match about $85,642 at 4% or $57,094 at 6%. |
| 2017 | 1 | 42 | $5,745,247 | $308,963 | $7,356iApproximate average salary by contribution assumption: employee only about $183,907 at 4% or $122,604 at 6%; with 50% employer match about $122,604 at 4% or $81,736 at 6%; with 100% employer match about $91,953 at 4% or $61,302 at 6%. |
| Gates & Associates 401K Plan | - | 42 | $5,745,247 | $308,963 | $7,356iApproximate average salary by contribution assumption: employee only about $183,907 at 4% or $122,604 at 6%; with 50% employer match about $122,604 at 4% or $81,736 at 6%; with 100% employer match about $91,953 at 4% or $61,302 at 6%. |
| 2016 | 1 | 40 | $4,738,793 | $277,155 | $6,929iApproximate average salary by contribution assumption: employee only about $173,222 at 4% or $115,481 at 6%; with 50% employer match about $115,481 at 4% or $76,988 at 6%; with 100% employer match about $86,611 at 4% or $57,741 at 6%. |
| Gates & Associates 401K Plan | - | 40 | $4,738,793 | $277,155 | $6,929iApproximate average salary by contribution assumption: employee only about $173,222 at 4% or $115,481 at 6%; with 50% employer match about $115,481 at 4% or $76,988 at 6%; with 100% employer match about $86,611 at 4% or $57,741 at 6%. |
| 2015 | 1 | 37 | $4,303,695 | $251,178 | $6,789iApproximate average salary by contribution assumption: employee only about $169,715 at 4% or $113,143 at 6%; with 50% employer match about $113,143 at 4% or $75,429 at 6%; with 100% employer match about $84,857 at 4% or $56,572 at 6%. |
| Gates & Associates 401K Plan | - | 37 | $4,303,695 | $251,178 | $6,789iApproximate average salary by contribution assumption: employee only about $169,715 at 4% or $113,143 at 6%; with 50% employer match about $113,143 at 4% or $75,429 at 6%; with 100% employer match about $84,857 at 4% or $56,572 at 6%. |
| 2014 | 1 | 34 | $4,168,094 | $238,461 | $7,014iApproximate average salary by contribution assumption: employee only about $175,339 at 4% or $116,893 at 6%; with 50% employer match about $116,893 at 4% or $77,928 at 6%; with 100% employer match about $87,669 at 4% or $58,446 at 6%. |
| Gates & Associates 401K Plan | - | 34 | $4,168,094 | $238,461 | $7,014iApproximate average salary by contribution assumption: employee only about $175,339 at 4% or $116,893 at 6%; with 50% employer match about $116,893 at 4% or $77,928 at 6%; with 100% employer match about $87,669 at 4% or $58,446 at 6%. |
| 2013 | 1 | 33 | $3,769,761 | $222,223 | $6,734iApproximate average salary by contribution assumption: employee only about $168,351 at 4% or $112,234 at 6%; with 50% employer match about $112,234 at 4% or $74,823 at 6%; with 100% employer match about $84,175 at 4% or $56,117 at 6%. |
| Gates & Associates 401K Plan | - | 33 | $3,769,761 | $222,223 | $6,734iApproximate average salary by contribution assumption: employee only about $168,351 at 4% or $112,234 at 6%; with 50% employer match about $112,234 at 4% or $74,823 at 6%; with 100% employer match about $84,175 at 4% or $56,117 at 6%. |
| 2012 | 1 | 33 | $2,998,070 | $204,880 | $6,208iApproximate average salary by contribution assumption: employee only about $155,212 at 4% or $103,475 at 6%; with 50% employer match about $103,475 at 4% or $68,983 at 6%; with 100% employer match about $77,606 at 4% or $51,737 at 6%. |
| Gates & Associates 401K Plan | - | 33 | $2,998,070 | $204,880 | $6,208iApproximate average salary by contribution assumption: employee only about $155,212 at 4% or $103,475 at 6%; with 50% employer match about $103,475 at 4% or $68,983 at 6%; with 100% employer match about $77,606 at 4% or $51,737 at 6%. |
| 2011 | 1 | 36 | $2,477,858 | $196,525 | $5,459iApproximate average salary by contribution assumption: employee only about $136,476 at 4% or $90,984 at 6%; with 50% employer match about $90,984 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%. |
| Gates & Associates 401K Plan | - | 36 | $2,477,858 | $196,525 | $5,459iApproximate average salary by contribution assumption: employee only about $136,476 at 4% or $90,984 at 6%; with 50% employer match about $90,984 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%. |
| 2010 | 1 | 36 | $2,388,868 | $200,482 | $5,569iApproximate average salary by contribution assumption: employee only about $139,224 at 4% or $92,816 at 6%; with 50% employer match about $92,816 at 4% or $61,877 at 6%; with 100% employer match about $69,612 at 4% or $46,408 at 6%. |
| Gates & Associates 401K Plan | - | 36 | $2,388,868 | $200,482 | $5,569iApproximate average salary by contribution assumption: employee only about $139,224 at 4% or $92,816 at 6%; with 50% employer match about $92,816 at 4% or $61,877 at 6%; with 100% employer match about $69,612 at 4% or $46,408 at 6%. |
| 2009 | 1 | 38 | $2,166,296 | $211,211 | $5,558iApproximate average salary by contribution assumption: employee only about $138,955 at 4% or $92,636 at 6%; with 50% employer match about $92,636 at 4% or $61,758 at 6%; with 100% employer match about $69,477 at 4% or $46,318 at 6%. |
| Gates & Associates 401K Plan | - | 38 | $2,166,296 | $211,211 | $5,558iApproximate average salary by contribution assumption: employee only about $138,955 at 4% or $92,636 at 6%; with 50% employer match about $92,636 at 4% or $61,758 at 6%; with 100% employer match about $69,477 at 4% or $46,318 at 6%. |
| 2008 | 1 | 36 | $1,594,840 | $260,817 | $7,245iApproximate average salary by contribution assumption: employee only about $181,123 at 4% or $120,749 at 6%; with 50% employer match about $120,749 at 4% or $80,499 at 6%; with 100% employer match about $90,561 at 4% or $60,374 at 6%. |
| Gates & Associates 401K Plan | - | 36 | $1,594,840 | $260,817 | $7,245iApproximate average salary by contribution assumption: employee only about $181,123 at 4% or $120,749 at 6%; with 50% employer match about $120,749 at 4% or $80,499 at 6%; with 100% employer match about $90,561 at 4% or $60,374 at 6%. |
| 2007 | 1 | 42 | $2,128,086 | $283,298 | $6,745iApproximate average salary by contribution assumption: employee only about $168,630 at 4% or $112,420 at 6%; with 50% employer match about $112,420 at 4% or $74,947 at 6%; with 100% employer match about $84,315 at 4% or $56,210 at 6%. |
| Gates & Associates 401K Plan | - | 42 | $2,128,086 | $283,298 | $6,745iApproximate average salary by contribution assumption: employee only about $168,630 at 4% or $112,420 at 6%; with 50% employer match about $112,420 at 4% or $74,947 at 6%; with 100% employer match about $84,315 at 4% or $56,210 at 6%. |
| 2006 | 1 | 36 | $1,747,562 | $239,641 | $6,657iApproximate average salary by contribution assumption: employee only about $166,417 at 4% or $110,945 at 6%; with 50% employer match about $110,945 at 4% or $73,963 at 6%; with 100% employer match about $83,209 at 4% or $55,472 at 6%. |
| Gates & Associates 401K Plan | - | 36 | $1,747,562 | $239,641 | $6,657iApproximate average salary by contribution assumption: employee only about $166,417 at 4% or $110,945 at 6%; with 50% employer match about $110,945 at 4% or $73,963 at 6%; with 100% employer match about $83,209 at 4% or $55,472 at 6%. |
| 2005 | 1 | 27 | $1,286,482 | $133,116 | $4,930iApproximate average salary by contribution assumption: employee only about $123,256 at 4% or $82,170 at 6%; with 50% employer match about $82,170 at 4% or $54,780 at 6%; with 100% employer match about $61,628 at 4% or $41,085 at 6%. |
| Gates & Associates 401K Plan | - | 27 | $1,286,482 | $133,116 | $4,930iApproximate average salary by contribution assumption: employee only about $123,256 at 4% or $82,170 at 6%; with 50% employer match about $82,170 at 4% or $54,780 at 6%; with 100% employer match about $61,628 at 4% or $41,085 at 6%. |
| 2004 | 1 | 26 | $1,174,954 | $118,039 | $4,540iApproximate average salary by contribution assumption: employee only about $113,499 at 4% or $75,666 at 6%; with 50% employer match about $75,666 at 4% or $50,444 at 6%; with 100% employer match about $56,750 at 4% or $37,833 at 6%. |
| Gates & Associates 401K Plan | - | 26 | $1,174,954 | $118,039 | $4,540iApproximate average salary by contribution assumption: employee only about $113,499 at 4% or $75,666 at 6%; with 50% employer match about $75,666 at 4% or $50,444 at 6%; with 100% employer match about $56,750 at 4% or $37,833 at 6%. |
| 2003 | 1 | 27 | $1,010,771 | $99,637 | $3,690iApproximate average salary by contribution assumption: employee only about $92,256 at 4% or $61,504 at 6%; with 50% employer match about $61,504 at 4% or $41,003 at 6%; with 100% employer match about $46,128 at 4% or $30,752 at 6%. |
| Gates & Associates 401K Plan | - | 27 | $1,010,771 | $99,637 | $3,690iApproximate average salary by contribution assumption: employee only about $92,256 at 4% or $61,504 at 6%; with 50% employer match about $61,504 at 4% or $41,003 at 6%; with 100% employer match about $46,128 at 4% or $30,752 at 6%. |
| 2002 | 1 | 24 | $744,437 | $101,202 | $4,217iApproximate average salary by contribution assumption: employee only about $105,419 at 4% or $70,279 at 6%; with 50% employer match about $70,279 at 4% or $46,853 at 6%; with 100% employer match about $52,709 at 4% or $35,140 at 6%. |
| Gates & Associates 401K Plan | - | 24 | $744,437 | $101,202 | $4,217iApproximate average salary by contribution assumption: employee only about $105,419 at 4% or $70,279 at 6%; with 50% employer match about $70,279 at 4% or $46,853 at 6%; with 100% employer match about $52,709 at 4% or $35,140 at 6%. |
| 2001 | 1 | 26 | $784,300 | $97,094 | $3,734iApproximate average salary by contribution assumption: employee only about $93,360 at 4% or $62,240 at 6%; with 50% employer match about $62,240 at 4% or $41,493 at 6%; with 100% employer match about $46,680 at 4% or $31,120 at 6%. |
| Gates & Associates 401K Plan | - | 26 | $784,300 | $97,094 | $3,734iApproximate average salary by contribution assumption: employee only about $93,360 at 4% or $62,240 at 6%; with 50% employer match about $62,240 at 4% or $41,493 at 6%; with 100% employer match about $46,680 at 4% or $31,120 at 6%. |
| 2000 | 1 | 24 | $815,133 | $95,091 | $3,962iApproximate average salary by contribution assumption: employee only about $99,053 at 4% or $66,035 at 6%; with 50% employer match about $66,035 at 4% or $44,024 at 6%; with 100% employer match about $49,527 at 4% or $33,018 at 6%. |
| Gates & Associates 401K Plan | - | 24 | $815,133 | $95,091 | $3,962iApproximate average salary by contribution assumption: employee only about $99,053 at 4% or $66,035 at 6%; with 50% employer match about $66,035 at 4% or $44,024 at 6%; with 100% employer match about $49,527 at 4% or $33,018 at 6%. |
| 1999 | 1 | 25 | $835,182 | $92,395 | $3,696iApproximate average salary by contribution assumption: employee only about $92,395 at 4% or $61,597 at 6%; with 50% employer match about $61,597 at 4% or $41,064 at 6%; with 100% employer match about $46,198 at 4% or $30,798 at 6%. |
| Gates & Associates 401K Plan | - | 25 | $835,182 | $92,395 | $3,696iApproximate average salary by contribution assumption: employee only about $92,395 at 4% or $61,597 at 6%; with 50% employer match about $61,597 at 4% or $41,064 at 6%; with 100% employer match about $46,198 at 4% or $30,798 at 6%. |