Yates Capital Management Corp
Plan context: Yates Capital Management Profit-Sharing Plan
EIN 04-3024089 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$540,290
2003 Contributions
$19,303
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $19,303 | - |
| Yates Capital Management Profit-Sharing Plan | - | 0 | - | $19,303 | - |
| 2002 | 1 | 1 | $540,290 | $643 | $643iApproximate average salary by contribution assumption: employee only about $16,075 at 4% or $10,717 at 6%; with 50% employer match about $10,717 at 4% or $7,144 at 6%; with 100% employer match about $8,038 at 4% or $5,358 at 6%. |
| Yates Capital Management Profit-Sharing Plan | - | 1 | $540,290 | $643 | $643iApproximate average salary by contribution assumption: employee only about $16,075 at 4% or $10,717 at 6%; with 50% employer match about $10,717 at 4% or $7,144 at 6%; with 100% employer match about $8,038 at 4% or $5,358 at 6%. |
| 2001 | 1 | 1 | $901,415 | $12,771 | $12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%. |
| Yates Capital Management Profit-Sharing Plan | - | 1 | $901,415 | $12,771 | $12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%. |
| 2000 | 1 | 1 | $0 | $0 | - |
| Yates Capital Management Profit-Sharing Plan | - | 1 | - | - | - |
| 1999 | 1 | 1 | $1,269,034 | $11,855 | $11,855iApproximate average salary by contribution assumption: employee only about $296,375 at 4% or $197,583 at 6%; with 50% employer match about $197,583 at 4% or $131,722 at 6%; with 100% employer match about $148,188 at 4% or $98,792 at 6%. |
| Yates Capital Management Profit-Sharing Plan | - | 1 | $1,269,034 | $11,855 | $11,855iApproximate average salary by contribution assumption: employee only about $296,375 at 4% or $197,583 at 6%; with 50% employer match about $197,583 at 4% or $131,722 at 6%; with 100% employer match about $148,188 at 4% or $98,792 at 6%. |