Bates & Company, Inc. - Retirement Plan Administration & Consulting
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Winter Park, FL
1201 South Orlando Avenue, #202
Winter Park, FL 32789
phone: (407) 645-401K
fax: (407) 647-8377

Jacksonville, FL
3063 Hartley Road, Suite 3
Jacksonville, FL 32257
phone: (904) 727-7539
fax: (904)725-1054

Clearwater/Tampa, FL
25400 US Highway 19 N, Ste. 152
Clearwater, FL 33763-2150
phone: (813) 336-8105
fax: (727) 330-2660

401K@batesco.com

Our Affiliations

ASPPA Member

NIPA - National Institute of Pension Administrators


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Services

Retirement Plans 
Cafeteria Plans

Retirement Plans

Personalized Services

We provide consultations, communication and design to develop the retirement program best suited to meet the needs of your business.

Design

Preparation of illustrations showing cost versus benefit provided and suggestions for plan design and formulas

Implementation

Assistance in the development of plan documents for review by an attorney and preparation of data needed for filing the plan with the Internal Revenue Service - also includes communication packages for employees

Administration

  • Determination of eligibility
  • Allocation of Employer/Employee contributions, gains/losses and forfeitures
  • ADP/ACP, minimum coverage, participation and Top Heavy testing
  • Preparation of IRS forms 5500 and related schedules
  • Preparation of annual reports, including financial summaries and participant certificates

Technical Support

Our qualified staff is dedicated to providing you with the highest level of knowledge and technical support.

Qualified Retirement Plans:

  • 401(k) Plans
  • 412(i) Plans and 412(e)(3) Plans
  • Profit Sharing Plans
  • Age-Weighted Plans
  • Cross-Tested Plans
  • Money Purchase Pension Plans
  • Defined Benefit Plans
  • Cash Balance Plans

Not for Profit and Government Plans:

  • 403(b) Plans
  • 457 Plans

Simplified Employee Plans:

  • SEPs – SAR-SEPs

Cafeteria Plans

Personalized Services

We provide consultations, communication and design to develop the cafeteria plan best suited to meet the needs of your business.

Design Consultation

Determine cost versus benefit provided and suggestions for plan design

Implementation

Assist in the development of plan documents and preparation of data needed for communication to the employees

Administration

  • Determination of eligibility
  • Concentration and non-discrimination testing
  • Review participants' reimbursement requests
  • Determination of reimbursement check amounts
  • Preparation of monthly reports, including financial summaries and participant reports
  • Preparation of IRS forms 5500 and related schedules

Technical Support

Our qualified staff is dedicated to providing you with the highest level of knowledge and technical support.

Cafeteria Plans

  • Flexible Spending Accounts (FSAs)
  • Medical Reimbursement Plans
  • Dependent Care Reimbursement Plans
  • Premium Conversion Plans

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