Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$725,033
2014 Contributions
$272
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Yules & Yules Retirement Plan | - | 0 | - | - | - |
| 2013 | 1 | 1 | $725,033 | $272 | $272iApproximate average salary by contribution assumption: employee only about $6,800 at 4% or $4,533 at 6%; with 50% employer match about $4,533 at 4% or $3,022 at 6%; with 100% employer match about $3,400 at 4% or $2,267 at 6%. |
| Yules & Yules Retirement Plan | - | 1 | $725,033 | $272 | $272iApproximate average salary by contribution assumption: employee only about $6,800 at 4% or $4,533 at 6%; with 50% employer match about $4,533 at 4% or $3,022 at 6%; with 100% employer match about $3,400 at 4% or $2,267 at 6%. |
| 2012 | 1 | 1 | $755,233 | $4,341 | $4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%. |
| Yules & Yules Retirement Plan | - | 1 | $755,233 | $4,341 | $4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%. |
| 2011 | 1 | 2 | $748,809 | $4,841 | $2,421iApproximate average salary by contribution assumption: employee only about $60,513 at 4% or $40,342 at 6%; with 50% employer match about $40,342 at 4% or $26,894 at 6%; with 100% employer match about $30,256 at 4% or $20,171 at 6%. |
| Yules & Yules Retirement Plan | - | 2 | $748,809 | $4,841 | $2,421iApproximate average salary by contribution assumption: employee only about $60,513 at 4% or $40,342 at 6%; with 50% employer match about $40,342 at 4% or $26,894 at 6%; with 100% employer match about $30,256 at 4% or $20,171 at 6%. |
| 2010 | 1 | 3 | $754,969 | $7,161 | $2,387iApproximate average salary by contribution assumption: employee only about $59,675 at 4% or $39,783 at 6%; with 50% employer match about $39,783 at 4% or $26,522 at 6%; with 100% employer match about $29,838 at 4% or $19,892 at 6%. |
| Yules & Yules Retirement Plan | - | 3 | $754,969 | $7,161 | $2,387iApproximate average salary by contribution assumption: employee only about $59,675 at 4% or $39,783 at 6%; with 50% employer match about $39,783 at 4% or $26,522 at 6%; with 100% employer match about $29,838 at 4% or $19,892 at 6%. |
| 2009 | 1 | 3 | $746,842 | $9,439 | $3,146iApproximate average salary by contribution assumption: employee only about $78,658 at 4% or $52,439 at 6%; with 50% employer match about $52,439 at 4% or $34,959 at 6%; with 100% employer match about $39,329 at 4% or $26,219 at 6%. |
| Yules & Yules Retirement Plan | - | 3 | $746,842 | $9,439 | $3,146iApproximate average salary by contribution assumption: employee only about $78,658 at 4% or $52,439 at 6%; with 50% employer match about $52,439 at 4% or $34,959 at 6%; with 100% employer match about $39,329 at 4% or $26,219 at 6%. |
| 2008 | 1 | 3 | $730,561 | $5,719 | $1,906iApproximate average salary by contribution assumption: employee only about $47,658 at 4% or $31,772 at 6%; with 50% employer match about $31,772 at 4% or $21,181 at 6%; with 100% employer match about $23,829 at 4% or $15,886 at 6%. |
| Yules & Yules Retirement Plan | - | 3 | $730,561 | $5,719 | $1,906iApproximate average salary by contribution assumption: employee only about $47,658 at 4% or $31,772 at 6%; with 50% employer match about $31,772 at 4% or $21,181 at 6%; with 100% employer match about $23,829 at 4% or $15,886 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Yules & Yules Retirement Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $731,486 | $26,279 | $6,570iApproximate average salary by contribution assumption: employee only about $164,244 at 4% or $109,496 at 6%; with 50% employer match about $109,496 at 4% or $72,997 at 6%; with 100% employer match about $82,122 at 4% or $54,748 at 6%. |
| Yules & Yules Retirement Plan | - | 4 | $731,486 | $26,279 | $6,570iApproximate average salary by contribution assumption: employee only about $164,244 at 4% or $109,496 at 6%; with 50% employer match about $109,496 at 4% or $72,997 at 6%; with 100% employer match about $82,122 at 4% or $54,748 at 6%. |
| 2005 | 1 | 3 | $633,840 | $20,522 | $6,841iApproximate average salary by contribution assumption: employee only about $171,017 at 4% or $114,011 at 6%; with 50% employer match about $114,011 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,006 at 6%. |
| Yules & Yules Retirement Plan | - | 3 | $633,840 | $20,522 | $6,841iApproximate average salary by contribution assumption: employee only about $171,017 at 4% or $114,011 at 6%; with 50% employer match about $114,011 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,006 at 6%. |
| 2004 | 1 | 4 | $544,332 | $26,408 | $6,602iApproximate average salary by contribution assumption: employee only about $165,050 at 4% or $110,033 at 6%; with 50% employer match about $110,033 at 4% or $73,356 at 6%; with 100% employer match about $82,525 at 4% or $55,017 at 6%. |
| Yules & Yules Retirement Plan | - | 4 | $544,332 | $26,408 | $6,602iApproximate average salary by contribution assumption: employee only about $165,050 at 4% or $110,033 at 6%; with 50% employer match about $110,033 at 4% or $73,356 at 6%; with 100% employer match about $82,525 at 4% or $55,017 at 6%. |
| 2003 | 1 | 4 | $482,852 | $20,465 | $5,116iApproximate average salary by contribution assumption: employee only about $127,906 at 4% or $85,271 at 6%; with 50% employer match about $85,271 at 4% or $56,847 at 6%; with 100% employer match about $63,953 at 4% or $42,635 at 6%. |
| Yules & Yules Retirement Plan | - | 4 | $482,852 | $20,465 | $5,116iApproximate average salary by contribution assumption: employee only about $127,906 at 4% or $85,271 at 6%; with 50% employer match about $85,271 at 4% or $56,847 at 6%; with 100% employer match about $63,953 at 4% or $42,635 at 6%. |
| 2002 | 2 | 5 | $0 | $0 | - |
| Yules & Yules Retirement Plan | - | 5 | - | - | - |
| Yules & Yules Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Yules & Yules Pension Plan | - | 4 | - | - | - |
| Yules & Yules Retirement Plan | - | 4 | - | - | - |
| 2000 | 2 | 3 | $484,641 | $47,284 | $15,761iApproximate average salary by contribution assumption: employee only about $394,033 at 4% or $262,689 at 6%; with 50% employer match about $262,689 at 4% or $175,126 at 6%; with 100% employer match about $197,017 at 4% or $131,344 at 6%. |
| Yules & Yules Retirement Plan | - | 3 | $404,759 | $35,463 | $11,821iApproximate average salary by contribution assumption: employee only about $295,525 at 4% or $197,017 at 6%; with 50% employer match about $197,017 at 4% or $131,344 at 6%; with 100% employer match about $147,763 at 4% or $98,508 at 6%. |
| Yules & Yules Pension Plan | - | 3 | $79,882 | $11,821 | $3,940iApproximate average salary by contribution assumption: employee only about $98,508 at 4% or $65,672 at 6%; with 50% employer match about $65,672 at 4% or $43,781 at 6%; with 100% employer match about $49,254 at 4% or $32,836 at 6%. |
| 1999 | 2 | 5 | $526,188 | $22,674 | $4,535iApproximate average salary by contribution assumption: employee only about $113,370 at 4% or $75,580 at 6%; with 50% employer match about $75,580 at 4% or $50,387 at 6%; with 100% employer match about $56,685 at 4% or $37,790 at 6%. |
| Yules & Yules Retirement Plan | - | 5 | $442,678 | $13,341 | $2,668iApproximate average salary by contribution assumption: employee only about $66,705 at 4% or $44,470 at 6%; with 50% employer match about $44,470 at 4% or $29,647 at 6%; with 100% employer match about $33,353 at 4% or $22,235 at 6%. |
| Yules & Yules Pension Plan | - | 5 | $83,510 | $9,333 | $1,867iApproximate average salary by contribution assumption: employee only about $46,665 at 4% or $31,110 at 6%; with 50% employer match about $31,110 at 4% or $20,740 at 6%; with 100% employer match about $23,333 at 4% or $15,555 at 6%. |