Civic Intelligence

Yolen and Perzin LLC

Plan context: YOLEN & PERZIN LLC 401(K) PLAN

EIN 06-1242865 • New Haven, CT • 26 filings • 7 plans

12 Trumbull StNew Haven, CT 06511
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$206,592

2024 Contributions

$1,987

Historical Graphs

Total Assets Over Time

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

$581,483$290,742$0199920132024YearValue
$206,592Latest year 2024

Participants Over Time

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

950199920122024YearValue
2Latest 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
202412$206,592$0-
YOLEN & PERZIN LLC 401(K) PLAN-2$206,592$0-
202312$138,377$1,987$994iApproximate average salary by contribution assumption: employee only about $24,838 at 4% or $16,558 at 6%; with 50% employer match about $16,558 at 4% or $11,039 at 6%; with 100% employer match about $12,419 at 4% or $8,279 at 6%.
YOLEN & PERZIN LLC 401K PLAN-2$138,377$1,987$994iApproximate average salary by contribution assumption: employee only about $24,838 at 4% or $16,558 at 6%; with 50% employer match about $16,558 at 4% or $11,039 at 6%; with 100% employer match about $12,419 at 4% or $8,279 at 6%.
202229$470,610$7,814$868iApproximate average salary by contribution assumption: employee only about $21,706 at 4% or $14,470 at 6%; with 50% employer match about $14,470 at 4% or $9,647 at 6%; with 100% employer match about $10,853 at 4% or $7,235 at 6%.
YOLEN & PERZIN LLC 401K PLAN-9$235,540$4,142$460iApproximate average salary by contribution assumption: employee only about $11,506 at 4% or $7,670 at 6%; with 50% employer match about $7,670 at 4% or $5,114 at 6%; with 100% employer match about $5,753 at 4% or $3,835 at 6%.
YOLEN & PERZIN LLC 401(K) PROFIT SHARING PLAN & TRUST-6$235,070$3,672$612iApproximate average salary by contribution assumption: employee only about $15,300 at 4% or $10,200 at 6%; with 50% employer match about $10,200 at 4% or $6,800 at 6%; with 100% employer match about $7,650 at 4% or $5,100 at 6%.
202116$261,149$2,794$466iApproximate average salary by contribution assumption: employee only about $11,642 at 4% or $7,761 at 6%; with 50% employer match about $7,761 at 4% or $5,174 at 6%; with 100% employer match about $5,821 at 4% or $3,881 at 6%.
YOLEN & PERZIN LLC 401(K) PROFIT SHARING PLAN & TRUST-6$261,149$2,794$466iApproximate average salary by contribution assumption: employee only about $11,642 at 4% or $7,761 at 6%; with 50% employer match about $7,761 at 4% or $5,174 at 6%; with 100% employer match about $5,821 at 4% or $3,881 at 6%.
202017$225,556$5,714$816iApproximate average salary by contribution assumption: employee only about $20,407 at 4% or $13,605 at 6%; with 50% employer match about $13,605 at 4% or $9,070 at 6%; with 100% employer match about $10,204 at 4% or $6,802 at 6%.
YOLEN & PERZIN LLC 401(K) PROFIT SHARING PLAN & TRUST-7$225,556$5,714$816iApproximate average salary by contribution assumption: employee only about $20,407 at 4% or $13,605 at 6%; with 50% employer match about $13,605 at 4% or $9,070 at 6%; with 100% employer match about $10,204 at 4% or $6,802 at 6%.
201916$201,278$5,621$937iApproximate average salary by contribution assumption: employee only about $23,421 at 4% or $15,614 at 6%; with 50% employer match about $15,614 at 4% or $10,409 at 6%; with 100% employer match about $11,710 at 4% or $7,807 at 6%.
YOLEN & PERZIN LLC 401(K) PROFIT SHARING PLAN & TRUST-6$201,278$5,621$937iApproximate average salary by contribution assumption: employee only about $23,421 at 4% or $15,614 at 6%; with 50% employer match about $15,614 at 4% or $10,409 at 6%; with 100% employer match about $11,710 at 4% or $7,807 at 6%.
201816$194,718$5,576$929iApproximate average salary by contribution assumption: employee only about $23,233 at 4% or $15,489 at 6%; with 50% employer match about $15,489 at 4% or $10,326 at 6%; with 100% employer match about $11,617 at 4% or $7,744 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-6$194,718$5,576$929iApproximate average salary by contribution assumption: employee only about $23,233 at 4% or $15,489 at 6%; with 50% employer match about $15,489 at 4% or $10,326 at 6%; with 100% employer match about $11,617 at 4% or $7,744 at 6%.
201717$290,784$5,563$795iApproximate average salary by contribution assumption: employee only about $19,868 at 4% or $13,245 at 6%; with 50% employer match about $13,245 at 4% or $8,830 at 6%; with 100% employer match about $9,934 at 4% or $6,623 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-7$290,784$5,563$795iApproximate average salary by contribution assumption: employee only about $19,868 at 4% or $13,245 at 6%; with 50% employer match about $13,245 at 4% or $8,830 at 6%; with 100% employer match about $9,934 at 4% or $6,623 at 6%.
201617$392,414$4,002$572iApproximate average salary by contribution assumption: employee only about $14,293 at 4% or $9,529 at 6%; with 50% employer match about $9,529 at 4% or $6,352 at 6%; with 100% employer match about $7,146 at 4% or $4,764 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-7$392,414$4,002$572iApproximate average salary by contribution assumption: employee only about $14,293 at 4% or $9,529 at 6%; with 50% employer match about $9,529 at 4% or $6,352 at 6%; with 100% employer match about $7,146 at 4% or $4,764 at 6%.
201517$355,790$3,920$560iApproximate average salary by contribution assumption: employee only about $14,000 at 4% or $9,333 at 6%; with 50% employer match about $9,333 at 4% or $6,222 at 6%; with 100% employer match about $7,000 at 4% or $4,667 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-7$355,790$3,920$560iApproximate average salary by contribution assumption: employee only about $14,000 at 4% or $9,333 at 6%; with 50% employer match about $9,333 at 4% or $6,222 at 6%; with 100% employer match about $7,000 at 4% or $4,667 at 6%.
201417$581,483$3,762$537iApproximate average salary by contribution assumption: employee only about $13,436 at 4% or $8,957 at 6%; with 50% employer match about $8,957 at 4% or $5,971 at 6%; with 100% employer match about $6,718 at 4% or $4,479 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-7$581,483$3,762$537iApproximate average salary by contribution assumption: employee only about $13,436 at 4% or $8,957 at 6%; with 50% employer match about $8,957 at 4% or $5,971 at 6%; with 100% employer match about $6,718 at 4% or $4,479 at 6%.
201317$570,714$4,525$646iApproximate average salary by contribution assumption: employee only about $16,161 at 4% or $10,774 at 6%; with 50% employer match about $10,774 at 4% or $7,183 at 6%; with 100% employer match about $8,080 at 4% or $5,387 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-7$570,714$4,525$646iApproximate average salary by contribution assumption: employee only about $16,161 at 4% or $10,774 at 6%; with 50% employer match about $10,774 at 4% or $7,183 at 6%; with 100% employer match about $8,080 at 4% or $5,387 at 6%.
201217$516,840$7,769$1,110iApproximate average salary by contribution assumption: employee only about $27,746 at 4% or $18,498 at 6%; with 50% employer match about $18,498 at 4% or $12,332 at 6%; with 100% employer match about $13,873 at 4% or $9,249 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-7$516,840$7,769$1,110iApproximate average salary by contribution assumption: employee only about $27,746 at 4% or $18,498 at 6%; with 50% employer match about $18,498 at 4% or $12,332 at 6%; with 100% employer match about $13,873 at 4% or $9,249 at 6%.
201118$504,989$14,093$1,762iApproximate average salary by contribution assumption: employee only about $44,041 at 4% or $29,360 at 6%; with 50% employer match about $29,360 at 4% or $19,574 at 6%; with 100% employer match about $22,020 at 4% or $14,680 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-8$504,989$14,093$1,762iApproximate average salary by contribution assumption: employee only about $44,041 at 4% or $29,360 at 6%; with 50% employer match about $29,360 at 4% or $19,574 at 6%; with 100% employer match about $22,020 at 4% or $14,680 at 6%.
201018$503,753$45,348$5,669iApproximate average salary by contribution assumption: employee only about $141,713 at 4% or $94,475 at 6%; with 50% employer match about $94,475 at 4% or $62,983 at 6%; with 100% employer match about $70,856 at 4% or $47,238 at 6%.
YOLEN PERZIN LLC 401 K PROFIT SHARING PLAN TRUST-8$503,753$45,348$5,669iApproximate average salary by contribution assumption: employee only about $141,713 at 4% or $94,475 at 6%; with 50% employer match about $94,475 at 4% or $62,983 at 6%; with 100% employer match about $70,856 at 4% or $47,238 at 6%.
200919$435,905$75,329$8,370iApproximate average salary by contribution assumption: employee only about $209,247 at 4% or $139,498 at 6%; with 50% employer match about $139,498 at 4% or $92,999 at 6%; with 100% employer match about $104,624 at 4% or $69,749 at 6%.
YOLEN PERZIN LLC-9$435,905$75,329$8,370iApproximate average salary by contribution assumption: employee only about $209,247 at 4% or $139,498 at 6%; with 50% employer match about $139,498 at 4% or $92,999 at 6%; with 100% employer match about $104,624 at 4% or $69,749 at 6%.
200815$329,611$64,729$12,946iApproximate average salary by contribution assumption: employee only about $323,645 at 4% or $215,763 at 6%; with 50% employer match about $215,763 at 4% or $143,842 at 6%; with 100% employer match about $161,823 at 4% or $107,882 at 6%.
YOLEN & PERZIN LLC 401K PROFIT SHARING PLAN & TRUST-5$329,611$64,729$12,946iApproximate average salary by contribution assumption: employee only about $323,645 at 4% or $215,763 at 6%; with 50% employer match about $215,763 at 4% or $143,842 at 6%; with 100% employer match about $161,823 at 4% or $107,882 at 6%.
200715$343,235$62,296$12,459iApproximate average salary by contribution assumption: employee only about $311,480 at 4% or $207,653 at 6%; with 50% employer match about $207,653 at 4% or $138,436 at 6%; with 100% employer match about $155,740 at 4% or $103,827 at 6%.
YOLEN & PERZIN LLC 401K PROFIT SHARING PLAN & TRUST-5$343,235$62,296$12,459iApproximate average salary by contribution assumption: employee only about $311,480 at 4% or $207,653 at 6%; with 50% employer match about $207,653 at 4% or $138,436 at 6%; with 100% employer match about $155,740 at 4% or $103,827 at 6%.
200615$268,413$2,540$508iApproximate average salary by contribution assumption: employee only about $12,700 at 4% or $8,467 at 6%; with 50% employer match about $8,467 at 4% or $5,644 at 6%; with 100% employer match about $6,350 at 4% or $4,233 at 6%.
YOLEN & PERZIN LLC 401K PROFIT SHARING PLAN & TRUST-5$268,413$2,540$508iApproximate average salary by contribution assumption: employee only about $12,700 at 4% or $8,467 at 6%; with 50% employer match about $8,467 at 4% or $5,644 at 6%; with 100% employer match about $6,350 at 4% or $4,233 at 6%.
200514$268,295$70,167$17,542iApproximate average salary by contribution assumption: employee only about $438,544 at 4% or $292,363 at 6%; with 50% employer match about $292,363 at 4% or $194,908 at 6%; with 100% employer match about $219,272 at 4% or $146,181 at 6%.
Yolen and Perzin 401K Profit Sharing Plan-4$268,295$70,167$17,542iApproximate average salary by contribution assumption: employee only about $438,544 at 4% or $292,363 at 6%; with 50% employer match about $292,363 at 4% or $194,908 at 6%; with 100% employer match about $219,272 at 4% or $146,181 at 6%.
200416$183,791$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Yolen and Perzin 401K Profit Sharing Plan-6$183,791$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200316$130,230$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
Yolen and Perzin 401K Profit Sharing Plan-6$130,230$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
200216$86,524$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Yolen and Perzin 401K Profit Sharing Plan-6$86,524$20,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
200014$0$0-
Yolen and Perzin 401K Profit Sharing Plan-4---
199913$58,897$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
Yolen and Perzin 401K Profit Sharing Plan-3$58,897$10,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.