Civic Intelligence

Bates Coughtry Reiss LLP

Plan context: Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan

EIN 95-3037112 • Placentia, CA • 21 filings • 4 plans

1636 Salmon RivPlacentia, CA 92870-2627
Current Snapshot

Latest Year

2022

2022 Participants

22

2022 Assets

$9,923,882

2022 Contributions

$264,514

Historical Graphs

Total Assets Over Time

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

$9,923,882$4,961,941$0200220122021YearValue
$9,923,882Latest year 2021

Participants Over Time

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

26130200220122021YearValue
22Latest year 2021

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
202210$0$0-
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-0---
2021122$9,923,882$264,514$12,023iApproximate average salary by contribution assumption: employee only about $300,584 at 4% or $200,389 at 6%; with 50% employer match about $200,389 at 4% or $133,593 at 6%; with 100% employer match about $150,292 at 4% or $100,195 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-22$9,923,882$264,514$12,023iApproximate average salary by contribution assumption: employee only about $300,584 at 4% or $200,389 at 6%; with 50% employer match about $200,389 at 4% or $133,593 at 6%; with 100% employer match about $150,292 at 4% or $100,195 at 6%.
2020115$8,107,569$224,615$14,974iApproximate average salary by contribution assumption: employee only about $374,358 at 4% or $249,572 at 6%; with 50% employer match about $249,572 at 4% or $166,381 at 6%; with 100% employer match about $187,179 at 4% or $124,786 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-15$8,107,569$224,615$14,974iApproximate average salary by contribution assumption: employee only about $374,358 at 4% or $249,572 at 6%; with 50% employer match about $249,572 at 4% or $166,381 at 6%; with 100% employer match about $187,179 at 4% or $124,786 at 6%.
2019117$6,540,743$232,480$13,675iApproximate average salary by contribution assumption: employee only about $341,882 at 4% or $227,922 at 6%; with 50% employer match about $227,922 at 4% or $151,948 at 6%; with 100% employer match about $170,941 at 4% or $113,961 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-17$6,540,743$232,480$13,675iApproximate average salary by contribution assumption: employee only about $341,882 at 4% or $227,922 at 6%; with 50% employer match about $227,922 at 4% or $151,948 at 6%; with 100% employer match about $170,941 at 4% or $113,961 at 6%.
2018120$4,923,851$281,040$14,052iApproximate average salary by contribution assumption: employee only about $351,300 at 4% or $234,200 at 6%; with 50% employer match about $234,200 at 4% or $156,133 at 6%; with 100% employer match about $175,650 at 4% or $117,100 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-20$4,923,851$281,040$14,052iApproximate average salary by contribution assumption: employee only about $351,300 at 4% or $234,200 at 6%; with 50% employer match about $234,200 at 4% or $156,133 at 6%; with 100% employer match about $175,650 at 4% or $117,100 at 6%.
2017119$5,033,238$208,368$10,967iApproximate average salary by contribution assumption: employee only about $274,168 at 4% or $182,779 at 6%; with 50% employer match about $182,779 at 4% or $121,853 at 6%; with 100% employer match about $137,084 at 4% or $91,389 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-19$5,033,238$208,368$10,967iApproximate average salary by contribution assumption: employee only about $274,168 at 4% or $182,779 at 6%; with 50% employer match about $182,779 at 4% or $121,853 at 6%; with 100% employer match about $137,084 at 4% or $91,389 at 6%.
2016119$4,196,499$199,401$10,495iApproximate average salary by contribution assumption: employee only about $262,370 at 4% or $174,913 at 6%; with 50% employer match about $174,913 at 4% or $116,609 at 6%; with 100% employer match about $131,185 at 4% or $87,457 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-19$4,196,499$199,401$10,495iApproximate average salary by contribution assumption: employee only about $262,370 at 4% or $174,913 at 6%; with 50% employer match about $174,913 at 4% or $116,609 at 6%; with 100% employer match about $131,185 at 4% or $87,457 at 6%.
2015117$3,833,088$198,362$11,668iApproximate average salary by contribution assumption: employee only about $291,709 at 4% or $194,473 at 6%; with 50% employer match about $194,473 at 4% or $129,648 at 6%; with 100% employer match about $145,854 at 4% or $97,236 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-17$3,833,088$198,362$11,668iApproximate average salary by contribution assumption: employee only about $291,709 at 4% or $194,473 at 6%; with 50% employer match about $194,473 at 4% or $129,648 at 6%; with 100% employer match about $145,854 at 4% or $97,236 at 6%.
2014119$3,692,194$179,151$9,429iApproximate average salary by contribution assumption: employee only about $235,725 at 4% or $157,150 at 6%; with 50% employer match about $157,150 at 4% or $104,767 at 6%; with 100% employer match about $117,863 at 4% or $78,575 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-19$3,692,194$179,151$9,429iApproximate average salary by contribution assumption: employee only about $235,725 at 4% or $157,150 at 6%; with 50% employer match about $157,150 at 4% or $104,767 at 6%; with 100% employer match about $117,863 at 4% or $78,575 at 6%.
2013117$3,297,934$178,942$10,526iApproximate average salary by contribution assumption: employee only about $263,150 at 4% or $175,433 at 6%; with 50% employer match about $175,433 at 4% or $116,956 at 6%; with 100% employer match about $131,575 at 4% or $87,717 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-17$3,297,934$178,942$10,526iApproximate average salary by contribution assumption: employee only about $263,150 at 4% or $175,433 at 6%; with 50% employer match about $175,433 at 4% or $116,956 at 6%; with 100% employer match about $131,575 at 4% or $87,717 at 6%.
2012119$2,879,026$189,573$9,978iApproximate average salary by contribution assumption: employee only about $249,438 at 4% or $166,292 at 6%; with 50% employer match about $166,292 at 4% or $110,861 at 6%; with 100% employer match about $124,719 at 4% or $83,146 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-19$2,879,026$189,573$9,978iApproximate average salary by contribution assumption: employee only about $249,438 at 4% or $166,292 at 6%; with 50% employer match about $166,292 at 4% or $110,861 at 6%; with 100% employer match about $124,719 at 4% or $83,146 at 6%.
2011119$2,529,694$183,785$9,673iApproximate average salary by contribution assumption: employee only about $241,822 at 4% or $161,215 at 6%; with 50% employer match about $161,215 at 4% or $107,477 at 6%; with 100% employer match about $120,911 at 4% or $80,607 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-19$2,529,694$183,785$9,673iApproximate average salary by contribution assumption: employee only about $241,822 at 4% or $161,215 at 6%; with 50% employer match about $161,215 at 4% or $107,477 at 6%; with 100% employer match about $120,911 at 4% or $80,607 at 6%.
2010119$2,481,496$162,959$8,577iApproximate average salary by contribution assumption: employee only about $214,420 at 4% or $142,946 at 6%; with 50% employer match about $142,946 at 4% or $95,298 at 6%; with 100% employer match about $107,210 at 4% or $71,473 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-19$2,481,496$162,959$8,577iApproximate average salary by contribution assumption: employee only about $214,420 at 4% or $142,946 at 6%; with 50% employer match about $142,946 at 4% or $95,298 at 6%; with 100% employer match about $107,210 at 4% or $71,473 at 6%.
2009119$2,259,071$168,726$8,880iApproximate average salary by contribution assumption: employee only about $222,008 at 4% or $148,005 at 6%; with 50% employer match about $148,005 at 4% or $98,670 at 6%; with 100% employer match about $111,004 at 4% or $74,003 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-19$2,259,071$168,726$8,880iApproximate average salary by contribution assumption: employee only about $222,008 at 4% or $148,005 at 6%; with 50% employer match about $148,005 at 4% or $98,670 at 6%; with 100% employer match about $111,004 at 4% or $74,003 at 6%.
2008121$1,882,408$185,583$8,837iApproximate average salary by contribution assumption: employee only about $220,932 at 4% or $147,288 at 6%; with 50% employer match about $147,288 at 4% or $98,192 at 6%; with 100% employer match about $110,466 at 4% or $73,644 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-21$1,882,408$185,583$8,837iApproximate average salary by contribution assumption: employee only about $220,932 at 4% or $147,288 at 6%; with 50% employer match about $147,288 at 4% or $98,192 at 6%; with 100% employer match about $110,466 at 4% or $73,644 at 6%.
2007121$0$0-
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-21---
2006123$1,608,905$251,975$10,955iApproximate average salary by contribution assumption: employee only about $273,886 at 4% or $182,591 at 6%; with 50% employer match about $182,591 at 4% or $121,727 at 6%; with 100% employer match about $136,943 at 4% or $91,295 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-23$1,608,905$251,975$10,955iApproximate average salary by contribution assumption: employee only about $273,886 at 4% or $182,591 at 6%; with 50% employer match about $182,591 at 4% or $121,727 at 6%; with 100% employer match about $136,943 at 4% or $91,295 at 6%.
2005123$1,261,064$294,310$12,796iApproximate average salary by contribution assumption: employee only about $319,902 at 4% or $213,268 at 6%; with 50% employer match about $213,268 at 4% or $142,179 at 6%; with 100% employer match about $159,951 at 4% or $106,634 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-23$1,261,064$294,310$12,796iApproximate average salary by contribution assumption: employee only about $319,902 at 4% or $213,268 at 6%; with 50% employer match about $213,268 at 4% or $142,179 at 6%; with 100% employer match about $159,951 at 4% or $106,634 at 6%.
2004120$938,736$233,836$11,692iApproximate average salary by contribution assumption: employee only about $292,295 at 4% or $194,863 at 6%; with 50% employer match about $194,863 at 4% or $129,909 at 6%; with 100% employer match about $146,148 at 4% or $97,432 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-20$938,736$233,836$11,692iApproximate average salary by contribution assumption: employee only about $292,295 at 4% or $194,863 at 6%; with 50% employer match about $194,863 at 4% or $129,909 at 6%; with 100% employer match about $146,148 at 4% or $97,432 at 6%.
2003121$674,243$398,524$18,977iApproximate average salary by contribution assumption: employee only about $474,433 at 4% or $316,289 at 6%; with 50% employer match about $316,289 at 4% or $210,859 at 6%; with 100% employer match about $237,217 at 4% or $158,144 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-21$674,243$398,524$18,977iApproximate average salary by contribution assumption: employee only about $474,433 at 4% or $316,289 at 6%; with 50% employer match about $316,289 at 4% or $210,859 at 6%; with 100% employer match about $237,217 at 4% or $158,144 at 6%.
2002126$244,968$248,143$9,544iApproximate average salary by contribution assumption: employee only about $238,599 at 4% or $159,066 at 6%; with 50% employer match about $159,066 at 4% or $106,044 at 6%; with 100% employer match about $119,300 at 4% or $79,533 at 6%.
Bates Coughtry Reiss LLP Profit Sharing 401 (K) Plan-26$244,968$248,143$9,544iApproximate average salary by contribution assumption: employee only about $238,599 at 4% or $159,066 at 6%; with 50% employer match about $159,066 at 4% or $106,044 at 6%; with 100% employer match about $119,300 at 4% or $79,533 at 6%.