Yale Associates Inc.
Plan context: Yale Associates Inc. 401(K) Pension Plan
EIN 11-2717116 • Bohemia, NY • 22 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
35
2023 Assets
$598,456
2023 Contributions
$7,104
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $7,104 | - |
| Yale Associates Inc. 401(K) Pension Plan | - | 0 | $0 | $7,104 | - |
| 2022 | 1 | 35 | $598,456 | $55,299 | $1,580iApproximate average salary by contribution assumption: employee only about $39,499 at 4% or $26,333 at 6%; with 50% employer match about $26,333 at 4% or $17,555 at 6%; with 100% employer match about $19,750 at 4% or $13,166 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 35 | $598,456 | $55,299 | $1,580iApproximate average salary by contribution assumption: employee only about $39,499 at 4% or $26,333 at 6%; with 50% employer match about $26,333 at 4% or $17,555 at 6%; with 100% employer match about $19,750 at 4% or $13,166 at 6%. |
| 2021 | 1 | 35 | $1,117,917 | $18,588 | $531iApproximate average salary by contribution assumption: employee only about $13,277 at 4% or $8,851 at 6%; with 50% employer match about $8,851 at 4% or $5,901 at 6%; with 100% employer match about $6,639 at 4% or $4,426 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 35 | $1,117,917 | $18,588 | $531iApproximate average salary by contribution assumption: employee only about $13,277 at 4% or $8,851 at 6%; with 50% employer match about $8,851 at 4% or $5,901 at 6%; with 100% employer match about $6,639 at 4% or $4,426 at 6%. |
| 2020 | 1 | 27 | $898,614 | $19,533 | $723iApproximate average salary by contribution assumption: employee only about $18,086 at 4% or $12,057 at 6%; with 50% employer match about $12,057 at 4% or $8,038 at 6%; with 100% employer match about $9,043 at 4% or $6,029 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 27 | $898,614 | $19,533 | $723iApproximate average salary by contribution assumption: employee only about $18,086 at 4% or $12,057 at 6%; with 50% employer match about $12,057 at 4% or $8,038 at 6%; with 100% employer match about $9,043 at 4% or $6,029 at 6%. |
| 2019 | 1 | 28 | $718,052 | $20,683 | $739iApproximate average salary by contribution assumption: employee only about $18,467 at 4% or $12,311 at 6%; with 50% employer match about $12,311 at 4% or $8,208 at 6%; with 100% employer match about $9,233 at 4% or $6,156 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 28 | $718,052 | $20,683 | $739iApproximate average salary by contribution assumption: employee only about $18,467 at 4% or $12,311 at 6%; with 50% employer match about $12,311 at 4% or $8,208 at 6%; with 100% employer match about $9,233 at 4% or $6,156 at 6%. |
| 2018 | 1 | 28 | $536,634 | $22,447 | $802iApproximate average salary by contribution assumption: employee only about $20,042 at 4% or $13,361 at 6%; with 50% employer match about $13,361 at 4% or $8,908 at 6%; with 100% employer match about $10,021 at 4% or $6,681 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 28 | $536,634 | $22,447 | $802iApproximate average salary by contribution assumption: employee only about $20,042 at 4% or $13,361 at 6%; with 50% employer match about $13,361 at 4% or $8,908 at 6%; with 100% employer match about $10,021 at 4% or $6,681 at 6%. |
| 2017 | 1 | 30 | $684,032 | $23,617 | $787iApproximate average salary by contribution assumption: employee only about $19,681 at 4% or $13,121 at 6%; with 50% employer match about $13,121 at 4% or $8,747 at 6%; with 100% employer match about $9,840 at 4% or $6,560 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 30 | $684,032 | $23,617 | $787iApproximate average salary by contribution assumption: employee only about $19,681 at 4% or $13,121 at 6%; with 50% employer match about $13,121 at 4% or $8,747 at 6%; with 100% employer match about $9,840 at 4% or $6,560 at 6%. |
| 2016 | 1 | 33 | $743,627 | $35,898 | $1,088iApproximate average salary by contribution assumption: employee only about $27,195 at 4% or $18,130 at 6%; with 50% employer match about $18,130 at 4% or $12,087 at 6%; with 100% employer match about $13,598 at 4% or $9,065 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 33 | $743,627 | $35,898 | $1,088iApproximate average salary by contribution assumption: employee only about $27,195 at 4% or $18,130 at 6%; with 50% employer match about $18,130 at 4% or $12,087 at 6%; with 100% employer match about $13,598 at 4% or $9,065 at 6%. |
| 2015 | 1 | 34 | $708,713 | $36,106 | $1,062iApproximate average salary by contribution assumption: employee only about $26,549 at 4% or $17,699 at 6%; with 50% employer match about $17,699 at 4% or $11,799 at 6%; with 100% employer match about $13,274 at 4% or $8,850 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 34 | $708,713 | $36,106 | $1,062iApproximate average salary by contribution assumption: employee only about $26,549 at 4% or $17,699 at 6%; with 50% employer match about $17,699 at 4% or $11,799 at 6%; with 100% employer match about $13,274 at 4% or $8,850 at 6%. |
| 2014 | 1 | 35 | $673,346 | $35,035 | $1,001iApproximate average salary by contribution assumption: employee only about $25,025 at 4% or $16,683 at 6%; with 50% employer match about $16,683 at 4% or $11,122 at 6%; with 100% employer match about $12,513 at 4% or $8,342 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 35 | $673,346 | $35,035 | $1,001iApproximate average salary by contribution assumption: employee only about $25,025 at 4% or $16,683 at 6%; with 50% employer match about $16,683 at 4% or $11,122 at 6%; with 100% employer match about $12,513 at 4% or $8,342 at 6%. |
| 2013 | 1 | 38 | $616,019 | $33,201 | $874iApproximate average salary by contribution assumption: employee only about $21,843 at 4% or $14,562 at 6%; with 50% employer match about $14,562 at 4% or $9,708 at 6%; with 100% employer match about $10,921 at 4% or $7,281 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 38 | $616,019 | $33,201 | $874iApproximate average salary by contribution assumption: employee only about $21,843 at 4% or $14,562 at 6%; with 50% employer match about $14,562 at 4% or $9,708 at 6%; with 100% employer match about $10,921 at 4% or $7,281 at 6%. |
| 2012 | 1 | 42 | $476,890 | $32,769 | $780iApproximate average salary by contribution assumption: employee only about $19,505 at 4% or $13,004 at 6%; with 50% employer match about $13,004 at 4% or $8,669 at 6%; with 100% employer match about $9,753 at 4% or $6,502 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 42 | $476,890 | $32,769 | $780iApproximate average salary by contribution assumption: employee only about $19,505 at 4% or $13,004 at 6%; with 50% employer match about $13,004 at 4% or $8,669 at 6%; with 100% employer match about $9,753 at 4% or $6,502 at 6%. |
| 2011 | 1 | 41 | $383,500 | $33,232 | $811iApproximate average salary by contribution assumption: employee only about $20,263 at 4% or $13,509 at 6%; with 50% employer match about $13,509 at 4% or $9,006 at 6%; with 100% employer match about $10,132 at 4% or $6,754 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 41 | $383,500 | $33,232 | $811iApproximate average salary by contribution assumption: employee only about $20,263 at 4% or $13,509 at 6%; with 50% employer match about $13,509 at 4% or $9,006 at 6%; with 100% employer match about $10,132 at 4% or $6,754 at 6%. |
| 2010 | 1 | 41 | $362,915 | $30,429 | $742iApproximate average salary by contribution assumption: employee only about $18,554 at 4% or $12,370 at 6%; with 50% employer match about $12,370 at 4% or $8,246 at 6%; with 100% employer match about $9,277 at 4% or $6,185 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 41 | $362,915 | $30,429 | $742iApproximate average salary by contribution assumption: employee only about $18,554 at 4% or $12,370 at 6%; with 50% employer match about $12,370 at 4% or $8,246 at 6%; with 100% employer match about $9,277 at 4% or $6,185 at 6%. |
| 2009 | 1 | 39 | $309,136 | $27,819 | $713iApproximate average salary by contribution assumption: employee only about $17,833 at 4% or $11,888 at 6%; with 50% employer match about $11,888 at 4% or $7,926 at 6%; with 100% employer match about $8,916 at 4% or $5,944 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 39 | $309,136 | $27,819 | $713iApproximate average salary by contribution assumption: employee only about $17,833 at 4% or $11,888 at 6%; with 50% employer match about $11,888 at 4% or $7,926 at 6%; with 100% employer match about $8,916 at 4% or $5,944 at 6%. |
| 2008 | 1 | 53 | $221,489 | $48,215 | $910iApproximate average salary by contribution assumption: employee only about $22,743 at 4% or $15,162 at 6%; with 50% employer match about $15,162 at 4% or $10,108 at 6%; with 100% employer match about $11,371 at 4% or $7,581 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 53 | $221,489 | $48,215 | $910iApproximate average salary by contribution assumption: employee only about $22,743 at 4% or $15,162 at 6%; with 50% employer match about $15,162 at 4% or $10,108 at 6%; with 100% employer match about $11,371 at 4% or $7,581 at 6%. |
| 2007 | 1 | 70 | $0 | $0 | - |
| Yale Associates Inc. 401(K) Pension Plan | - | 70 | - | - | - |
| 2006 | 1 | 76 | $319,580 | $52,419 | $690iApproximate average salary by contribution assumption: employee only about $17,243 at 4% or $11,495 at 6%; with 50% employer match about $11,495 at 4% or $7,664 at 6%; with 100% employer match about $8,622 at 4% or $5,748 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 76 | $319,580 | $52,419 | $690iApproximate average salary by contribution assumption: employee only about $17,243 at 4% or $11,495 at 6%; with 50% employer match about $11,495 at 4% or $7,664 at 6%; with 100% employer match about $8,622 at 4% or $5,748 at 6%. |
| 2004 | 1 | 96 | $216,777 | $50,915 | $530iApproximate average salary by contribution assumption: employee only about $13,259 at 4% or $8,839 at 6%; with 50% employer match about $8,839 at 4% or $5,893 at 6%; with 100% employer match about $6,630 at 4% or $4,420 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 96 | $216,777 | $50,915 | $530iApproximate average salary by contribution assumption: employee only about $13,259 at 4% or $8,839 at 6%; with 50% employer match about $8,839 at 4% or $5,893 at 6%; with 100% employer match about $6,630 at 4% or $4,420 at 6%. |
| 2003 | 1 | 73 | $0 | $0 | - |
| Yale Associates Inc. 401(K) Pension Plan | - | 73 | - | - | - |
| 2002 | 1 | 85 | $93,318 | $50,578 | $595iApproximate average salary by contribution assumption: employee only about $14,876 at 4% or $9,917 at 6%; with 50% employer match about $9,917 at 4% or $6,612 at 6%; with 100% employer match about $7,438 at 4% or $4,959 at 6%. |
| Yale Associates Inc. 401(K) Pension Plan | - | 85 | $93,318 | $50,578 | $595iApproximate average salary by contribution assumption: employee only about $14,876 at 4% or $9,917 at 6%; with 50% employer match about $9,917 at 4% or $6,612 at 6%; with 100% employer match about $7,438 at 4% or $4,959 at 6%. |
| 2001 | 1 | 64 | $0 | $0 | - |
| Yale Associates Inc. 401(K) Pension Plan | - | 64 | - | - | - |