Civic Intelligence

Jean Bates & Associates Inc

Plan context: Jean Bates & Associates Inc 401(K) Profit Sharing Plan

EIN 94-2832305 • Danville, CA • 23 filings • 4 plans

70 Railroad AvenueSte 500Danville, CA 94526
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,168,281

2024 Contributions

$2,253

Historical Graphs

Total Assets Over Time

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

$1,872,109$936,055$0200020152023YearValue
$1,168,281Latest year 2023

Participants Over Time

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

1790200020132023YearValue
14Latest year 2023

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
202410$0$2,253-
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-0$0$2,253-
2023114$1,168,281$34,439$2,460iApproximate average salary by contribution assumption: employee only about $61,498 at 4% or $40,999 at 6%; with 50% employer match about $40,999 at 4% or $27,333 at 6%; with 100% employer match about $30,749 at 4% or $20,499 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-14$1,168,281$34,439$2,460iApproximate average salary by contribution assumption: employee only about $61,498 at 4% or $40,999 at 6%; with 50% employer match about $40,999 at 4% or $27,333 at 6%; with 100% employer match about $30,749 at 4% or $20,499 at 6%.
2022115$1,188,175$49,073$3,272iApproximate average salary by contribution assumption: employee only about $81,788 at 4% or $54,526 at 6%; with 50% employer match about $54,526 at 4% or $36,350 at 6%; with 100% employer match about $40,894 at 4% or $27,263 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-15$1,188,175$49,073$3,272iApproximate average salary by contribution assumption: employee only about $81,788 at 4% or $54,526 at 6%; with 50% employer match about $54,526 at 4% or $36,350 at 6%; with 100% employer match about $40,894 at 4% or $27,263 at 6%.
2021117$1,872,109$62,300$3,665iApproximate average salary by contribution assumption: employee only about $91,618 at 4% or $61,078 at 6%; with 50% employer match about $61,078 at 4% or $40,719 at 6%; with 100% employer match about $45,809 at 4% or $30,539 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-17$1,872,109$62,300$3,665iApproximate average salary by contribution assumption: employee only about $91,618 at 4% or $61,078 at 6%; with 50% employer match about $61,078 at 4% or $40,719 at 6%; with 100% employer match about $45,809 at 4% or $30,539 at 6%.
2020117$1,714,251$66,945$3,938iApproximate average salary by contribution assumption: employee only about $98,449 at 4% or $65,632 at 6%; with 50% employer match about $65,632 at 4% or $43,755 at 6%; with 100% employer match about $49,224 at 4% or $32,816 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-17$1,714,251$66,945$3,938iApproximate average salary by contribution assumption: employee only about $98,449 at 4% or $65,632 at 6%; with 50% employer match about $65,632 at 4% or $43,755 at 6%; with 100% employer match about $49,224 at 4% or $32,816 at 6%.
2019116$1,521,555$72,377$4,524iApproximate average salary by contribution assumption: employee only about $113,089 at 4% or $75,393 at 6%; with 50% employer match about $75,393 at 4% or $50,262 at 6%; with 100% employer match about $56,545 at 4% or $37,696 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-16$1,521,555$72,377$4,524iApproximate average salary by contribution assumption: employee only about $113,089 at 4% or $75,393 at 6%; with 50% employer match about $75,393 at 4% or $50,262 at 6%; with 100% employer match about $56,545 at 4% or $37,696 at 6%.
2018115$1,269,155$66,624$4,442iApproximate average salary by contribution assumption: employee only about $111,040 at 4% or $74,027 at 6%; with 50% employer match about $74,027 at 4% or $49,351 at 6%; with 100% employer match about $55,520 at 4% or $37,013 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-15$1,269,155$66,624$4,442iApproximate average salary by contribution assumption: employee only about $111,040 at 4% or $74,027 at 6%; with 50% employer match about $74,027 at 4% or $49,351 at 6%; with 100% employer match about $55,520 at 4% or $37,013 at 6%.
2017116$1,826,200$68,359$4,272iApproximate average salary by contribution assumption: employee only about $106,811 at 4% or $71,207 at 6%; with 50% employer match about $71,207 at 4% or $47,472 at 6%; with 100% employer match about $53,405 at 4% or $35,604 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-16$1,826,200$68,359$4,272iApproximate average salary by contribution assumption: employee only about $106,811 at 4% or $71,207 at 6%; with 50% employer match about $71,207 at 4% or $47,472 at 6%; with 100% employer match about $53,405 at 4% or $35,604 at 6%.
2016117$1,617,151$93,448$5,497iApproximate average salary by contribution assumption: employee only about $137,424 at 4% or $91,616 at 6%; with 50% employer match about $91,616 at 4% or $61,077 at 6%; with 100% employer match about $68,712 at 4% or $45,808 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-17$1,617,151$93,448$5,497iApproximate average salary by contribution assumption: employee only about $137,424 at 4% or $91,616 at 6%; with 50% employer match about $91,616 at 4% or $61,077 at 6%; with 100% employer match about $68,712 at 4% or $45,808 at 6%.
2015117$1,402,287$91,963$5,410iApproximate average salary by contribution assumption: employee only about $135,240 at 4% or $90,160 at 6%; with 50% employer match about $90,160 at 4% or $60,107 at 6%; with 100% employer match about $67,620 at 4% or $45,080 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-17$1,402,287$91,963$5,410iApproximate average salary by contribution assumption: employee only about $135,240 at 4% or $90,160 at 6%; with 50% employer match about $90,160 at 4% or $60,107 at 6%; with 100% employer match about $67,620 at 4% or $45,080 at 6%.
2014116$1,381,571$100,107$6,257iApproximate average salary by contribution assumption: employee only about $156,417 at 4% or $104,278 at 6%; with 50% employer match about $104,278 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,139 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-16$1,381,571$100,107$6,257iApproximate average salary by contribution assumption: employee only about $156,417 at 4% or $104,278 at 6%; with 50% employer match about $104,278 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,139 at 6%.
2013115$1,229,186$100,936$6,729iApproximate average salary by contribution assumption: employee only about $168,227 at 4% or $112,151 at 6%; with 50% employer match about $112,151 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,076 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-15$1,229,186$100,936$6,729iApproximate average salary by contribution assumption: employee only about $168,227 at 4% or $112,151 at 6%; with 50% employer match about $112,151 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,076 at 6%.
2012112$1,109,542$93,072$7,756iApproximate average salary by contribution assumption: employee only about $193,900 at 4% or $129,267 at 6%; with 50% employer match about $129,267 at 4% or $86,178 at 6%; with 100% employer match about $96,950 at 4% or $64,633 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-12$1,109,542$93,072$7,756iApproximate average salary by contribution assumption: employee only about $193,900 at 4% or $129,267 at 6%; with 50% employer match about $129,267 at 4% or $86,178 at 6%; with 100% employer match about $96,950 at 4% or $64,633 at 6%.
2011112$907,353$88,424$7,369iApproximate average salary by contribution assumption: employee only about $184,217 at 4% or $122,811 at 6%; with 50% employer match about $122,811 at 4% or $81,874 at 6%; with 100% employer match about $92,108 at 4% or $61,406 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-12$907,353$88,424$7,369iApproximate average salary by contribution assumption: employee only about $184,217 at 4% or $122,811 at 6%; with 50% employer match about $122,811 at 4% or $81,874 at 6%; with 100% employer match about $92,108 at 4% or $61,406 at 6%.
2010113$870,794$96,603$7,431iApproximate average salary by contribution assumption: employee only about $185,775 at 4% or $123,850 at 6%; with 50% employer match about $123,850 at 4% or $82,567 at 6%; with 100% employer match about $92,888 at 4% or $61,925 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-13$870,794$96,603$7,431iApproximate average salary by contribution assumption: employee only about $185,775 at 4% or $123,850 at 6%; with 50% employer match about $123,850 at 4% or $82,567 at 6%; with 100% employer match about $92,888 at 4% or $61,925 at 6%.
2009113$686,006$87,138$6,703iApproximate average salary by contribution assumption: employee only about $167,573 at 4% or $111,715 at 6%; with 50% employer match about $111,715 at 4% or $74,477 at 6%; with 100% employer match about $83,787 at 4% or $55,858 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-13$686,006$87,138$6,703iApproximate average salary by contribution assumption: employee only about $167,573 at 4% or $111,715 at 6%; with 50% employer match about $111,715 at 4% or $74,477 at 6%; with 100% employer match about $83,787 at 4% or $55,858 at 6%.
2008116$0$0-
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-16---
2007115$0$0-
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-15---
2004116$0$0-
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-16---
2003113$0$0-
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-13---
2002113$211,863$102,821$7,909iApproximate average salary by contribution assumption: employee only about $197,733 at 4% or $131,822 at 6%; with 50% employer match about $131,822 at 4% or $87,881 at 6%; with 100% employer match about $98,866 at 4% or $65,911 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-13$211,863$102,821$7,909iApproximate average salary by contribution assumption: employee only about $197,733 at 4% or $131,822 at 6%; with 50% employer match about $131,822 at 4% or $87,881 at 6%; with 100% employer match about $98,866 at 4% or $65,911 at 6%.
2001111$149,582$78,004$7,091iApproximate average salary by contribution assumption: employee only about $177,282 at 4% or $118,188 at 6%; with 50% employer match about $118,188 at 4% or $78,792 at 6%; with 100% employer match about $88,641 at 4% or $59,094 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-11$149,582$78,004$7,091iApproximate average salary by contribution assumption: employee only about $177,282 at 4% or $118,188 at 6%; with 50% employer match about $118,188 at 4% or $78,792 at 6%; with 100% employer match about $88,641 at 4% or $59,094 at 6%.
2000110$79,231$33,188$3,319iApproximate average salary by contribution assumption: employee only about $82,970 at 4% or $55,313 at 6%; with 50% employer match about $55,313 at 4% or $36,876 at 6%; with 100% employer match about $41,485 at 4% or $27,657 at 6%.
Jean Bates & Associates Inc 401(K) Profit Sharing Plan-10$79,231$33,188$3,319iApproximate average salary by contribution assumption: employee only about $82,970 at 4% or $55,313 at 6%; with 50% employer match about $55,313 at 4% or $36,876 at 6%; with 100% employer match about $41,485 at 4% or $27,657 at 6%.