THOMAS R. BATES, CFP, LLC 401k Plan overview

THOMAS R. BATES, CFP, LLC Benefits

401k Sponsoring company profile

Company Name:	THOMAS R. BATES, CFP, LLC
Employer identification number (EIN):	262929793
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	THOMAS R. BATES	2024-09-24	THOMAS R. BATES	2024-09-24
001	2022-01-01	THOMAS BATES	2023-10-03	THOMAS BATES	2023-10-03
001	2021-01-01	THOMAS BATES	2022-04-11	THOMAS BATES	2022-04-11
001	2020-01-01	THOMAS BATES	2021-09-30	THOMAS BATES	2021-09-30
001	2019-01-01	THOMAS BATES	2020-07-27	THOMAS BATES	2020-07-27
001	2018-01-01	THOMAS BATES	2019-07-26	THOMAS BATES	2019-07-26
001	2017-01-01	THOMAS R. BATES	2018-09-26	THOMAS R. BATES	2018-09-26
001	2016-01-01	THOMAS BATES	2017-07-28	THOMAS BATES	2017-07-28
001	2015-01-01	THOMAS BATES	2016-07-08	THOMAS BATES	2016-07-08
001	2014-01-01	THOMAS BATES	2015-07-22	THOMAS BATES	2015-07-22
001	2013-01-01	THOMAS BATES	2014-08-13
001	2012-01-01	THOMAS BATES	2013-10-11
001	2011-01-01	THOMAS BATES	2012-08-16
001	2010-01-01	THOMAS BATES	2011-06-14

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