Civic Intelligence

Bates Management Corp.

Plan context: Bates Management Corp. 401K Plan

EIN 95-4159714 • Chatsworth, CA • 25 filings • 3 plans

9176 Independence AvenueChatsworth, CA 91311-5902
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,026,067

2024 Contributions

$142,985

Historical Graphs

Total Assets Over Time

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

$3,026,067$1,513,034$0199920132024YearValue
$3,026,067Latest year 2024

Participants Over Time

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

37190199920122024YearValue
3Latest year 2024

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
202413$3,026,067$142,985$47,662iApproximate average salary by contribution assumption: employee only about $1,191,542 at 4% or $794,361 at 6%; with 50% employer match about $794,361 at 4% or $529,574 at 6%; with 100% employer match about $595,771 at 4% or $397,181 at 6%.
Bates Management Corp. 401K Plan-3$3,026,067$142,985$47,662iApproximate average salary by contribution assumption: employee only about $1,191,542 at 4% or $794,361 at 6%; with 50% employer match about $794,361 at 4% or $529,574 at 6%; with 100% employer match about $595,771 at 4% or $397,181 at 6%.
202313$2,625,760$146,426$48,809iApproximate average salary by contribution assumption: employee only about $1,220,217 at 4% or $813,478 at 6%; with 50% employer match about $813,478 at 4% or $542,319 at 6%; with 100% employer match about $610,108 at 4% or $406,739 at 6%.
Bates Management Corp. 401K Plan-3$2,625,760$146,426$48,809iApproximate average salary by contribution assumption: employee only about $1,220,217 at 4% or $813,478 at 6%; with 50% employer match about $813,478 at 4% or $542,319 at 6%; with 100% employer match about $610,108 at 4% or $406,739 at 6%.
202213$2,325,408$134,877$44,959iApproximate average salary by contribution assumption: employee only about $1,123,975 at 4% or $749,317 at 6%; with 50% employer match about $749,317 at 4% or $499,544 at 6%; with 100% employer match about $561,988 at 4% or $374,658 at 6%.
Bates Management Corp. 401K Plan-3$2,325,408$134,877$44,959iApproximate average salary by contribution assumption: employee only about $1,123,975 at 4% or $749,317 at 6%; with 50% employer match about $749,317 at 4% or $499,544 at 6%; with 100% employer match about $561,988 at 4% or $374,658 at 6%.
202113$2,390,308$158,623$52,874iApproximate average salary by contribution assumption: employee only about $1,321,858 at 4% or $881,239 at 6%; with 50% employer match about $881,239 at 4% or $587,493 at 6%; with 100% employer match about $660,929 at 4% or $440,619 at 6%.
Bates Management Corp. 401K Plan-3$2,390,308$158,623$52,874iApproximate average salary by contribution assumption: employee only about $1,321,858 at 4% or $881,239 at 6%; with 50% employer match about $881,239 at 4% or $587,493 at 6%; with 100% employer match about $660,929 at 4% or $440,619 at 6%.
202014$2,096,121$167,878$41,970iApproximate average salary by contribution assumption: employee only about $1,049,238 at 4% or $699,492 at 6%; with 50% employer match about $699,492 at 4% or $466,328 at 6%; with 100% employer match about $524,619 at 4% or $349,746 at 6%.
Bates Management Corp. 401K Plan-4$2,096,121$167,878$41,970iApproximate average salary by contribution assumption: employee only about $1,049,238 at 4% or $699,492 at 6%; with 50% employer match about $699,492 at 4% or $466,328 at 6%; with 100% employer match about $524,619 at 4% or $349,746 at 6%.
201914$1,839,205$95,228$23,807iApproximate average salary by contribution assumption: employee only about $595,175 at 4% or $396,783 at 6%; with 50% employer match about $396,783 at 4% or $264,522 at 6%; with 100% employer match about $297,588 at 4% or $198,392 at 6%.
Bates Management Corp. 401K Plan-4$1,839,205$95,228$23,807iApproximate average salary by contribution assumption: employee only about $595,175 at 4% or $396,783 at 6%; with 50% employer match about $396,783 at 4% or $264,522 at 6%; with 100% employer match about $297,588 at 4% or $198,392 at 6%.
201813$1,614,358$148,094$49,365iApproximate average salary by contribution assumption: employee only about $1,234,117 at 4% or $822,744 at 6%; with 50% employer match about $822,744 at 4% or $548,496 at 6%; with 100% employer match about $617,058 at 4% or $411,372 at 6%.
Bates Management Corp. 401K Plan-3$1,614,358$148,094$49,365iApproximate average salary by contribution assumption: employee only about $1,234,117 at 4% or $822,744 at 6%; with 50% employer match about $822,744 at 4% or $548,496 at 6%; with 100% employer match about $617,058 at 4% or $411,372 at 6%.
201714$1,605,901$101,104$25,276iApproximate average salary by contribution assumption: employee only about $631,900 at 4% or $421,267 at 6%; with 50% employer match about $421,267 at 4% or $280,844 at 6%; with 100% employer match about $315,950 at 4% or $210,633 at 6%.
Bates Management Corp. 401K Plan-4$1,605,901$101,104$25,276iApproximate average salary by contribution assumption: employee only about $631,900 at 4% or $421,267 at 6%; with 50% employer match about $421,267 at 4% or $280,844 at 6%; with 100% employer match about $315,950 at 4% or $210,633 at 6%.
201614$1,447,297$160,372$40,093iApproximate average salary by contribution assumption: employee only about $1,002,325 at 4% or $668,217 at 6%; with 50% employer match about $668,217 at 4% or $445,478 at 6%; with 100% employer match about $501,163 at 4% or $334,108 at 6%.
Bates Management Corp. 401K Plan-4$1,447,297$160,372$40,093iApproximate average salary by contribution assumption: employee only about $1,002,325 at 4% or $668,217 at 6%; with 50% employer match about $668,217 at 4% or $445,478 at 6%; with 100% employer match about $501,163 at 4% or $334,108 at 6%.
201514$1,268,717$93,081$23,270iApproximate average salary by contribution assumption: employee only about $581,756 at 4% or $387,838 at 6%; with 50% employer match about $387,838 at 4% or $258,558 at 6%; with 100% employer match about $290,878 at 4% or $193,919 at 6%.
Bates Management Corp. 401K Plan-4$1,268,717$93,081$23,270iApproximate average salary by contribution assumption: employee only about $581,756 at 4% or $387,838 at 6%; with 50% employer match about $387,838 at 4% or $258,558 at 6%; with 100% employer match about $290,878 at 4% or $193,919 at 6%.
201414$1,231,849$32,650$8,163iApproximate average salary by contribution assumption: employee only about $204,063 at 4% or $136,042 at 6%; with 50% employer match about $136,042 at 4% or $90,694 at 6%; with 100% employer match about $102,031 at 4% or $68,021 at 6%.
Bates Management Corp. 401K Plan-4$1,231,849$32,650$8,163iApproximate average salary by contribution assumption: employee only about $204,063 at 4% or $136,042 at 6%; with 50% employer match about $136,042 at 4% or $90,694 at 6%; with 100% employer match about $102,031 at 4% or $68,021 at 6%.
201313$1,175,824$116,798$38,933iApproximate average salary by contribution assumption: employee only about $973,317 at 4% or $648,878 at 6%; with 50% employer match about $648,878 at 4% or $432,585 at 6%; with 100% employer match about $486,658 at 4% or $324,439 at 6%.
Bates Management Corp. 401K Plan-3$1,175,824$116,798$38,933iApproximate average salary by contribution assumption: employee only about $973,317 at 4% or $648,878 at 6%; with 50% employer match about $648,878 at 4% or $432,585 at 6%; with 100% employer match about $486,658 at 4% or $324,439 at 6%.
201213$1,003,812$114,768$38,256iApproximate average salary by contribution assumption: employee only about $956,400 at 4% or $637,600 at 6%; with 50% employer match about $637,600 at 4% or $425,067 at 6%; with 100% employer match about $478,200 at 4% or $318,800 at 6%.
Bates Management Corp. 401K Plan-3$1,003,812$114,768$38,256iApproximate average salary by contribution assumption: employee only about $956,400 at 4% or $637,600 at 6%; with 50% employer match about $637,600 at 4% or $425,067 at 6%; with 100% employer match about $478,200 at 4% or $318,800 at 6%.
201113$839,126$112,460$37,487iApproximate average salary by contribution assumption: employee only about $937,167 at 4% or $624,778 at 6%; with 50% employer match about $624,778 at 4% or $416,519 at 6%; with 100% employer match about $468,583 at 4% or $312,389 at 6%.
Bates Management Corp. 401K Plan-3$839,126$112,460$37,487iApproximate average salary by contribution assumption: employee only about $937,167 at 4% or $624,778 at 6%; with 50% employer match about $624,778 at 4% or $416,519 at 6%; with 100% employer match about $468,583 at 4% or $312,389 at 6%.
201013$738,572$112,576$37,525iApproximate average salary by contribution assumption: employee only about $938,133 at 4% or $625,422 at 6%; with 50% employer match about $625,422 at 4% or $416,948 at 6%; with 100% employer match about $469,067 at 4% or $312,711 at 6%.
Bates Management Corp. 401K Plan-3$738,572$112,576$37,525iApproximate average salary by contribution assumption: employee only about $938,133 at 4% or $625,422 at 6%; with 50% employer match about $625,422 at 4% or $416,948 at 6%; with 100% employer match about $469,067 at 4% or $312,711 at 6%.
200913$596,872$113,125$37,708iApproximate average salary by contribution assumption: employee only about $942,708 at 4% or $628,472 at 6%; with 50% employer match about $628,472 at 4% or $418,981 at 6%; with 100% employer match about $471,354 at 4% or $314,236 at 6%.
Bates Management Corp. 401K Plan-3$596,872$113,125$37,708iApproximate average salary by contribution assumption: employee only about $942,708 at 4% or $628,472 at 6%; with 50% employer match about $628,472 at 4% or $418,981 at 6%; with 100% employer match about $471,354 at 4% or $314,236 at 6%.
200813$424,377$105,347$35,116iApproximate average salary by contribution assumption: employee only about $877,892 at 4% or $585,261 at 6%; with 50% employer match about $585,261 at 4% or $390,174 at 6%; with 100% employer match about $438,946 at 4% or $292,631 at 6%.
Bates Management Corp. 401K Plan-3$424,377$105,347$35,116iApproximate average salary by contribution assumption: employee only about $877,892 at 4% or $585,261 at 6%; with 50% employer match about $585,261 at 4% or $390,174 at 6%; with 100% employer match about $438,946 at 4% or $292,631 at 6%.
200713$0$0-
Bates Management Corp. 401K Plan-3---
200613$291,571$97,798$32,599iApproximate average salary by contribution assumption: employee only about $814,983 at 4% or $543,322 at 6%; with 50% employer match about $543,322 at 4% or $362,215 at 6%; with 100% employer match about $407,492 at 4% or $271,661 at 6%.
Bates Management Corp. 401K Plan-3$291,571$97,798$32,599iApproximate average salary by contribution assumption: employee only about $814,983 at 4% or $543,322 at 6%; with 50% employer match about $543,322 at 4% or $362,215 at 6%; with 100% employer match about $407,492 at 4% or $271,661 at 6%.
2005137$271,358$49,009$1,325iApproximate average salary by contribution assumption: employee only about $33,114 at 4% or $22,076 at 6%; with 50% employer match about $22,076 at 4% or $14,717 at 6%; with 100% employer match about $16,557 at 4% or $11,038 at 6%.
Bates Management Corp. 401K Plan-37$271,358$49,009$1,325iApproximate average salary by contribution assumption: employee only about $33,114 at 4% or $22,076 at 6%; with 50% employer match about $22,076 at 4% or $14,717 at 6%; with 100% employer match about $16,557 at 4% or $11,038 at 6%.
200412$89,699$89,699$44,850iApproximate average salary by contribution assumption: employee only about $1,121,238 at 4% or $747,492 at 6%; with 50% employer match about $747,492 at 4% or $498,328 at 6%; with 100% employer match about $560,619 at 4% or $373,746 at 6%.
Bates Management Corp. 401K Plan-2$89,699$89,699$44,850iApproximate average salary by contribution assumption: employee only about $1,121,238 at 4% or $747,492 at 6%; with 50% employer match about $747,492 at 4% or $498,328 at 6%; with 100% employer match about $560,619 at 4% or $373,746 at 6%.
2002135$119,499$42,390$1,211iApproximate average salary by contribution assumption: employee only about $30,279 at 4% or $20,186 at 6%; with 50% employer match about $20,186 at 4% or $13,457 at 6%; with 100% employer match about $15,139 at 4% or $10,093 at 6%.
Bates Management Corp. 401K Plan-35$119,499$42,390$1,211iApproximate average salary by contribution assumption: employee only about $30,279 at 4% or $20,186 at 6%; with 50% employer match about $20,186 at 4% or $13,457 at 6%; with 100% employer match about $15,139 at 4% or $10,093 at 6%.
2001136$98,270$46,086$1,280iApproximate average salary by contribution assumption: employee only about $32,004 at 4% or $21,336 at 6%; with 50% employer match about $21,336 at 4% or $14,224 at 6%; with 100% employer match about $16,002 at 4% or $10,668 at 6%.
Bates Management Corp. 401K Plan-36$98,270$46,086$1,280iApproximate average salary by contribution assumption: employee only about $32,004 at 4% or $21,336 at 6%; with 50% employer match about $21,336 at 4% or $14,224 at 6%; with 100% employer match about $16,002 at 4% or $10,668 at 6%.
2000136$73,725$44,386$1,233iApproximate average salary by contribution assumption: employee only about $30,824 at 4% or $20,549 at 6%; with 50% employer match about $20,549 at 4% or $13,699 at 6%; with 100% employer match about $15,412 at 4% or $10,275 at 6%.
Bates Management Corp. 401K Plan-36$73,725$44,386$1,233iApproximate average salary by contribution assumption: employee only about $30,824 at 4% or $20,549 at 6%; with 50% employer match about $20,549 at 4% or $13,699 at 6%; with 100% employer match about $15,412 at 4% or $10,275 at 6%.
1999125$41,230$37,820$1,513iApproximate average salary by contribution assumption: employee only about $37,820 at 4% or $25,213 at 6%; with 50% employer match about $25,213 at 4% or $16,809 at 6%; with 100% employer match about $18,910 at 4% or $12,607 at 6%.
Bates Management Corp. 401K Plan-25$41,230$37,820$1,513iApproximate average salary by contribution assumption: employee only about $37,820 at 4% or $25,213 at 6%; with 50% employer match about $25,213 at 4% or $16,809 at 6%; with 100% employer match about $18,910 at 4% or $12,607 at 6%.