Civic Intelligence

Bates / Lee Inc.

Plan context: Bates / Lee Inc. Profit Sharing Plan

EIN 95-3302634 • Costa Mesa, CA • 30 filings • 4 plans

2950 Airway Avenue, Suite A-9Costa Mesa, CA 92626
Current Snapshot

Latest Year

2014

2014 Participants

9

2014 Assets

$691,849

2014 Contributions

$3,881

Historical Graphs

Total Assets Over Time

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

$1,275,642$637,821$0199920062013YearValue
$691,849Latest year 2013

Participants Over Time

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

23120199920062013YearValue
9Latest year 2013

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
201410$0$0-
Bates / Lee Inc. Profit Sharing Plan-0$0--
201329$691,849$3,881$431iApproximate average salary by contribution assumption: employee only about $10,781 at 4% or $7,187 at 6%; with 50% employer match about $7,187 at 4% or $4,791 at 6%; with 100% employer match about $5,390 at 4% or $3,594 at 6%.
Bates / Lee Inc. Profit Sharing Plan-9$691,849--
BATES/LEE ADVERTISING 401(K) PLAN-0$0$3,881-
2012213$1,236,240$5,144$396iApproximate average salary by contribution assumption: employee only about $9,892 at 4% or $6,595 at 6%; with 50% employer match about $6,595 at 4% or $4,397 at 6%; with 100% employer match about $4,946 at 4% or $3,297 at 6%.
Bates / Lee Inc. Profit Sharing Plan-13$723,888--
BATES/LEE ADVERTISING 401(K) PLAN-5$512,352$5,144$1,029iApproximate average salary by contribution assumption: employee only about $25,720 at 4% or $17,147 at 6%; with 50% employer match about $17,147 at 4% or $11,431 at 6%; with 100% employer match about $12,860 at 4% or $8,573 at 6%.
2011213$1,227,578$3,534$272iApproximate average salary by contribution assumption: employee only about $6,796 at 4% or $4,531 at 6%; with 50% employer match about $4,531 at 4% or $3,021 at 6%; with 100% employer match about $3,398 at 4% or $2,265 at 6%.
Bates / Lee Inc. Profit Sharing Plan-13$675,662$0-
BATES/LEE ADVERTISING 401(K) PLAN-6$551,916$3,534$589iApproximate average salary by contribution assumption: employee only about $14,725 at 4% or $9,817 at 6%; with 50% employer match about $9,817 at 4% or $6,544 at 6%; with 100% employer match about $7,363 at 4% or $4,908 at 6%.
2010214$1,275,642$19,899$1,421iApproximate average salary by contribution assumption: employee only about $35,534 at 4% or $23,689 at 6%; with 50% employer match about $23,689 at 4% or $15,793 at 6%; with 100% employer match about $17,767 at 4% or $11,845 at 6%.
Bates / Lee Inc. Profit Sharing Plan-14$694,198$0-
BATES/LEE ADVERTISING 401(K) PLAN-8$581,444$19,899$2,487iApproximate average salary by contribution assumption: employee only about $62,184 at 4% or $41,456 at 6%; with 50% employer match about $41,456 at 4% or $27,638 at 6%; with 100% employer match about $31,092 at 4% or $20,728 at 6%.
2009216$1,239,836$47,794$2,987iApproximate average salary by contribution assumption: employee only about $74,678 at 4% or $49,785 at 6%; with 50% employer match about $49,785 at 4% or $33,190 at 6%; with 100% employer match about $37,339 at 4% or $24,893 at 6%.
Bates / Lee Inc. Profit Sharing Plan-16$728,473$0-
BATES/LEE ADVERTISING 401(K) PLAN-11$511,363$47,794$4,345iApproximate average salary by contribution assumption: employee only about $108,623 at 4% or $72,415 at 6%; with 50% employer match about $72,415 at 4% or $48,277 at 6%; with 100% employer match about $54,311 at 4% or $36,208 at 6%.
2008215$391,202$71,917$4,794iApproximate average salary by contribution assumption: employee only about $119,862 at 4% or $79,908 at 6%; with 50% employer match about $79,908 at 4% or $53,272 at 6%; with 100% employer match about $59,931 at 4% or $39,954 at 6%.
BATES/LEE ADVERTISING 401K PLAN-15$391,202$71,917$4,794iApproximate average salary by contribution assumption: employee only about $119,862 at 4% or $79,908 at 6%; with 50% employer match about $79,908 at 4% or $53,272 at 6%; with 100% employer match about $59,931 at 4% or $39,954 at 6%.
Bates / Lee Inc. Profit Sharing Plan-14---
2007220$450,378$61,699$3,085iApproximate average salary by contribution assumption: employee only about $77,124 at 4% or $51,416 at 6%; with 50% employer match about $51,416 at 4% or $34,277 at 6%; with 100% employer match about $38,562 at 4% or $25,708 at 6%.
BATES/LEE ADVERTISING 401K PLAN-17$450,378$61,699$3,629iApproximate average salary by contribution assumption: employee only about $90,734 at 4% or $60,489 at 6%; with 50% employer match about $60,489 at 4% or $40,326 at 6%; with 100% employer match about $45,367 at 4% or $30,245 at 6%.
Bates / Lee Inc. Profit Sharing Plan-20---
2006223$365,061$54,132$2,354iApproximate average salary by contribution assumption: employee only about $58,839 at 4% or $39,226 at 6%; with 50% employer match about $39,226 at 4% or $26,151 at 6%; with 100% employer match about $29,420 at 4% or $19,613 at 6%.
BATES/LEE ADVERTISING 401K PLAN-17$365,061$54,132$3,184iApproximate average salary by contribution assumption: employee only about $79,606 at 4% or $53,071 at 6%; with 50% employer match about $53,071 at 4% or $35,380 at 6%; with 100% employer match about $39,803 at 4% or $26,535 at 6%.
Bates / Lee Inc. Profit Sharing Plan-23---
2005220$323,491$50,395$2,520iApproximate average salary by contribution assumption: employee only about $62,994 at 4% or $41,996 at 6%; with 50% employer match about $41,996 at 4% or $27,997 at 6%; with 100% employer match about $31,497 at 4% or $20,998 at 6%.
BATES/LEE ADVERTISING 401K PLAN-13$323,491$50,395$3,877iApproximate average salary by contribution assumption: employee only about $96,913 at 4% or $64,609 at 6%; with 50% employer match about $64,609 at 4% or $43,073 at 6%; with 100% employer match about $48,457 at 4% or $32,304 at 6%.
Bates / Lee Inc. Profit Sharing Plan-20---
2004217$271,136$47,302$2,782iApproximate average salary by contribution assumption: employee only about $69,562 at 4% or $46,375 at 6%; with 50% employer match about $46,375 at 4% or $30,916 at 6%; with 100% employer match about $34,781 at 4% or $23,187 at 6%.
BATES/LEE ADVERTISING 401K PLAN-11$271,136$47,302$4,300iApproximate average salary by contribution assumption: employee only about $107,505 at 4% or $71,670 at 6%; with 50% employer match about $71,670 at 4% or $47,780 at 6%; with 100% employer match about $53,752 at 4% or $35,835 at 6%.
Bates / Lee Inc. Profit Sharing Plan-17---
2003213$248,419$92,641$7,126iApproximate average salary by contribution assumption: employee only about $178,156 at 4% or $118,771 at 6%; with 50% employer match about $118,771 at 4% or $79,180 at 6%; with 100% employer match about $89,078 at 4% or $59,385 at 6%.
BATES/LEE ADVERTISING 401K PLAN-10$248,419$92,641$9,264iApproximate average salary by contribution assumption: employee only about $231,603 at 4% or $154,402 at 6%; with 50% employer match about $154,402 at 4% or $102,934 at 6%; with 100% employer match about $115,801 at 4% or $77,201 at 6%.
Bates / Lee Inc. Profit Sharing Plan-13---
2002214$173,997$111,800$7,986iApproximate average salary by contribution assumption: employee only about $199,643 at 4% or $133,095 at 6%; with 50% employer match about $133,095 at 4% or $88,730 at 6%; with 100% employer match about $99,821 at 4% or $66,548 at 6%.
BATES/LEE ADVERTISING 401K PLAN-10$173,997$111,800$11,180iApproximate average salary by contribution assumption: employee only about $279,500 at 4% or $186,333 at 6%; with 50% employer match about $186,333 at 4% or $124,222 at 6%; with 100% employer match about $139,750 at 4% or $93,167 at 6%.
Bates / Lee Inc. Profit Sharing Plan-14---
2001214$94,713$47,569$3,398iApproximate average salary by contribution assumption: employee only about $84,945 at 4% or $56,630 at 6%; with 50% employer match about $56,630 at 4% or $37,753 at 6%; with 100% employer match about $42,472 at 4% or $28,315 at 6%.
BATES/LEE ADVERTISING 401K PLAN-11$94,713$47,569$4,324iApproximate average salary by contribution assumption: employee only about $108,111 at 4% or $72,074 at 6%; with 50% employer match about $72,074 at 4% or $48,049 at 6%; with 100% employer match about $54,056 at 4% or $36,037 at 6%.
Bates / Lee Inc. Profit Sharing Plan-14---
2000214$61,213$31,832$2,274iApproximate average salary by contribution assumption: employee only about $56,843 at 4% or $37,895 at 6%; with 50% employer match about $37,895 at 4% or $25,263 at 6%; with 100% employer match about $28,421 at 4% or $18,948 at 6%.
BATES/LEE ADVERTISING 401K PLAN-8$61,213$31,832$3,979iApproximate average salary by contribution assumption: employee only about $99,475 at 4% or $66,317 at 6%; with 50% employer match about $66,317 at 4% or $44,211 at 6%; with 100% employer match about $49,738 at 4% or $33,158 at 6%.
Bates / Lee Inc. Profit Sharing Plan-14---
1999111$763,445$40,037$3,640iApproximate average salary by contribution assumption: employee only about $90,993 at 4% or $60,662 at 6%; with 50% employer match about $60,662 at 4% or $40,441 at 6%; with 100% employer match about $45,497 at 4% or $30,331 at 6%.
Bates / Lee Inc. Profit Sharing Plan-11$763,445$40,037$3,640iApproximate average salary by contribution assumption: employee only about $90,993 at 4% or $60,662 at 6%; with 50% employer match about $60,662 at 4% or $40,441 at 6%; with 100% employer match about $45,497 at 4% or $30,331 at 6%.