Yorktown Partners LLC
Plan context: Yorktown Partners LLC 401K Plan
EIN 13-3958089 • New York, NY • 45 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$34,394,300
2024 Contributions
$1,409,061
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 19 | $34,394,300 | $1,409,061 | $74,161iApproximate average salary by contribution assumption: employee only about $1,854,028 at 4% or $1,236,018 at 6%; with 50% employer match about $1,236,018 at 4% or $824,012 at 6%; with 100% employer match about $927,014 at 4% or $618,009 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 19 | $26,855,147 | $839,172 | $44,167iApproximate average salary by contribution assumption: employee only about $1,104,174 at 4% or $736,116 at 6%; with 50% employer match about $736,116 at 4% or $490,744 at 6%; with 100% employer match about $552,087 at 4% or $368,058 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 16 | $7,539,153 | $569,889 | $35,618iApproximate average salary by contribution assumption: employee only about $890,452 at 4% or $593,634 at 6%; with 50% employer match about $593,634 at 4% or $395,756 at 6%; with 100% employer match about $445,226 at 4% or $296,817 at 6%. |
| 2023 | 2 | 16 | $29,849,975 | $1,373,172 | $85,823iApproximate average salary by contribution assumption: employee only about $2,145,581 at 4% or $1,430,388 at 6%; with 50% employer match about $1,430,388 at 4% or $953,592 at 6%; with 100% employer match about $1,072,791 at 4% or $715,194 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 16 | $22,385,357 | $801,005 | $50,063iApproximate average salary by contribution assumption: employee only about $1,251,570 at 4% or $834,380 at 6%; with 50% employer match about $834,380 at 4% or $556,253 at 6%; with 100% employer match about $625,785 at 4% or $417,190 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 16 | $7,464,618 | $572,167 | $35,760iApproximate average salary by contribution assumption: employee only about $894,011 at 4% or $596,007 at 6%; with 50% employer match about $596,007 at 4% or $397,338 at 6%; with 100% employer match about $447,005 at 4% or $298,004 at 6%. |
| 2022 | 2 | 17 | $26,532,030 | $1,396,899 | $82,171iApproximate average salary by contribution assumption: employee only about $2,054,263 at 4% or $1,369,509 at 6%; with 50% employer match about $1,369,509 at 4% or $913,006 at 6%; with 100% employer match about $1,027,132 at 4% or $684,754 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 15 | $19,742,128 | $809,574 | $53,972iApproximate average salary by contribution assumption: employee only about $1,349,290 at 4% or $899,527 at 6%; with 50% employer match about $899,527 at 4% or $599,684 at 6%; with 100% employer match about $674,645 at 4% or $449,763 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 17 | $6,789,902 | $587,325 | $34,549iApproximate average salary by contribution assumption: employee only about $863,713 at 4% or $575,809 at 6%; with 50% employer match about $575,809 at 4% or $383,873 at 6%; with 100% employer match about $431,857 at 4% or $287,904 at 6%. |
| 2021 | 2 | 15 | $31,883,276 | $1,392,266 | $92,818iApproximate average salary by contribution assumption: employee only about $2,320,443 at 4% or $1,546,962 at 6%; with 50% employer match about $1,546,962 at 4% or $1,031,308 at 6%; with 100% employer match about $1,160,222 at 4% or $773,481 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 15 | $23,563,935 | $792,266 | $52,818iApproximate average salary by contribution assumption: employee only about $1,320,443 at 4% or $880,296 at 6%; with 50% employer match about $880,296 at 4% or $586,864 at 6%; with 100% employer match about $660,222 at 4% or $440,148 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 15 | $8,319,341 | $600,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2020 | 2 | 15 | $26,672,160 | $1,198,918 | $79,928iApproximate average salary by contribution assumption: employee only about $1,998,197 at 4% or $1,332,131 at 6%; with 50% employer match about $1,332,131 at 4% or $888,087 at 6%; with 100% employer match about $999,098 at 4% or $666,066 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 15 | $19,697,972 | $749,053 | $49,937iApproximate average salary by contribution assumption: employee only about $1,248,422 at 4% or $832,281 at 6%; with 50% employer match about $832,281 at 4% or $554,854 at 6%; with 100% employer match about $624,211 at 4% or $416,141 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 15 | $6,974,188 | $449,865 | $29,991iApproximate average salary by contribution assumption: employee only about $749,775 at 4% or $499,850 at 6%; with 50% employer match about $499,850 at 4% or $333,233 at 6%; with 100% employer match about $374,888 at 4% or $249,925 at 6%. |
| 2019 | 2 | 15 | $21,498,993 | $1,220,326 | $81,355iApproximate average salary by contribution assumption: employee only about $2,033,877 at 4% or $1,355,918 at 6%; with 50% employer match about $1,355,918 at 4% or $903,945 at 6%; with 100% employer match about $1,016,938 at 4% or $677,959 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 15 | $15,622,391 | $699,076 | $46,605iApproximate average salary by contribution assumption: employee only about $1,165,127 at 4% or $776,751 at 6%; with 50% employer match about $776,751 at 4% or $517,834 at 6%; with 100% employer match about $582,563 at 4% or $388,376 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 12 | $5,876,602 | $521,250 | $43,438iApproximate average salary by contribution assumption: employee only about $1,085,938 at 4% or $723,958 at 6%; with 50% employer match about $723,958 at 4% or $482,639 at 6%; with 100% employer match about $542,969 at 4% or $361,979 at 6%. |
| 2018 | 2 | 12 | $18,556,549 | $1,046,850 | $87,238iApproximate average salary by contribution assumption: employee only about $2,180,938 at 4% or $1,453,958 at 6%; with 50% employer match about $1,453,958 at 4% or $969,306 at 6%; with 100% employer match about $1,090,469 at 4% or $726,979 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 12 | $13,936,968 | $613,378 | $51,115iApproximate average salary by contribution assumption: employee only about $1,277,871 at 4% or $851,914 at 6%; with 50% employer match about $851,914 at 4% or $567,943 at 6%; with 100% employer match about $638,935 at 4% or $425,957 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 12 | $4,619,581 | $433,472 | $36,123iApproximate average salary by contribution assumption: employee only about $903,067 at 4% or $602,044 at 6%; with 50% employer match about $602,044 at 4% or $401,363 at 6%; with 100% employer match about $451,533 at 4% or $301,022 at 6%. |
| 2017 | 2 | 13 | $18,572,204 | $982,666 | $75,590iApproximate average salary by contribution assumption: employee only about $1,889,742 at 4% or $1,259,828 at 6%; with 50% employer match about $1,259,828 at 4% or $839,885 at 6%; with 100% employer match about $944,871 at 4% or $629,914 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 13 | $14,116,990 | $583,111 | $44,855iApproximate average salary by contribution assumption: employee only about $1,121,367 at 4% or $747,578 at 6%; with 50% employer match about $747,578 at 4% or $498,385 at 6%; with 100% employer match about $560,684 at 4% or $373,789 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 12 | $4,455,214 | $399,555 | $33,296iApproximate average salary by contribution assumption: employee only about $832,406 at 4% or $554,938 at 6%; with 50% employer match about $554,938 at 4% or $369,958 at 6%; with 100% employer match about $416,203 at 4% or $277,469 at 6%. |
| 2016 | 2 | 12 | $15,663,926 | $891,194 | $74,266iApproximate average salary by contribution assumption: employee only about $1,856,654 at 4% or $1,237,769 at 6%; with 50% employer match about $1,237,769 at 4% or $825,180 at 6%; with 100% employer match about $928,327 at 4% or $618,885 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 12 | $11,989,571 | $524,944 | $43,745iApproximate average salary by contribution assumption: employee only about $1,093,633 at 4% or $729,089 at 6%; with 50% employer match about $729,089 at 4% or $486,059 at 6%; with 100% employer match about $546,817 at 4% or $364,544 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 11 | $3,674,355 | $366,250 | $33,295iApproximate average salary by contribution assumption: employee only about $832,386 at 4% or $554,924 at 6%; with 50% employer match about $554,924 at 4% or $369,949 at 6%; with 100% employer match about $416,193 at 4% or $277,462 at 6%. |
| 2015 | 2 | 11 | $13,575,104 | $850,179 | $77,289iApproximate average salary by contribution assumption: employee only about $1,932,225 at 4% or $1,288,150 at 6%; with 50% employer match about $1,288,150 at 4% or $858,767 at 6%; with 100% employer match about $966,113 at 4% or $644,075 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 11 | $10,376,400 | $490,929 | $44,630iApproximate average salary by contribution assumption: employee only about $1,115,748 at 4% or $743,832 at 6%; with 50% employer match about $743,832 at 4% or $495,888 at 6%; with 100% employer match about $557,874 at 4% or $371,916 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 10 | $3,198,704 | $359,250 | $35,925iApproximate average salary by contribution assumption: employee only about $898,125 at 4% or $598,750 at 6%; with 50% employer match about $598,750 at 4% or $399,167 at 6%; with 100% employer match about $449,063 at 4% or $299,375 at 6%. |
| 2014 | 2 | 10 | $12,741,309 | $840,779 | $84,078iApproximate average salary by contribution assumption: employee only about $2,101,948 at 4% or $1,401,298 at 6%; with 50% employer match about $1,401,298 at 4% or $934,199 at 6%; with 100% employer match about $1,050,974 at 4% or $700,649 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 10 | $9,868,416 | $480,779 | $48,078iApproximate average salary by contribution assumption: employee only about $1,201,948 at 4% or $801,298 at 6%; with 50% employer match about $801,298 at 4% or $534,199 at 6%; with 100% employer match about $600,974 at 4% or $400,649 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 10 | $2,872,893 | $360,000 | $36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%. |
| 2013 | 2 | 11 | $10,819,036 | $767,055 | $69,732iApproximate average salary by contribution assumption: employee only about $1,743,307 at 4% or $1,162,205 at 6%; with 50% employer match about $1,162,205 at 4% or $774,803 at 6%; with 100% employer match about $871,653 at 4% or $581,102 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 11 | $8,449,314 | $467,055 | $42,460iApproximate average salary by contribution assumption: employee only about $1,061,489 at 4% or $707,659 at 6%; with 50% employer match about $707,659 at 4% or $471,773 at 6%; with 100% employer match about $530,744 at 4% or $353,830 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 10 | $2,369,722 | $300,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2012 | 2 | 10 | $9,713,879 | $742,783 | $74,278iApproximate average salary by contribution assumption: employee only about $1,856,958 at 4% or $1,237,972 at 6%; with 50% employer match about $1,237,972 at 4% or $825,314 at 6%; with 100% employer match about $928,479 at 4% or $618,986 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 10 | $7,490,816 | $444,503 | $44,450iApproximate average salary by contribution assumption: employee only about $1,111,258 at 4% or $740,838 at 6%; with 50% employer match about $740,838 at 4% or $493,892 at 6%; with 100% employer match about $555,629 at 4% or $370,419 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 10 | $2,223,063 | $298,280 | $29,828iApproximate average salary by contribution assumption: employee only about $745,700 at 4% or $497,133 at 6%; with 50% employer match about $497,133 at 4% or $331,422 at 6%; with 100% employer match about $372,850 at 4% or $248,567 at 6%. |
| 2011 | 2 | 10 | $8,164,269 | $421,191 | $42,119iApproximate average salary by contribution assumption: employee only about $1,052,978 at 4% or $701,985 at 6%; with 50% employer match about $701,985 at 4% or $467,990 at 6%; with 100% employer match about $526,489 at 4% or $350,993 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 10 | $6,429,749 | $421,191 | $42,119iApproximate average salary by contribution assumption: employee only about $1,052,978 at 4% or $701,985 at 6%; with 50% employer match about $701,985 at 4% or $467,990 at 6%; with 100% employer match about $526,489 at 4% or $350,993 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 10 | $1,734,520 | - | - |
| 2010 | 2 | 10 | $7,447,507 | $647,808 | $64,781iApproximate average salary by contribution assumption: employee only about $1,619,520 at 4% or $1,079,680 at 6%; with 50% employer match about $1,079,680 at 4% or $719,787 at 6%; with 100% employer match about $809,760 at 4% or $539,840 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 10 | $5,730,969 | $405,808 | $40,581iApproximate average salary by contribution assumption: employee only about $1,014,520 at 4% or $676,347 at 6%; with 50% employer match about $676,347 at 4% or $450,898 at 6%; with 100% employer match about $507,260 at 4% or $338,173 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 7 | $1,716,538 | $242,000 | $34,571iApproximate average salary by contribution assumption: employee only about $864,286 at 4% or $576,190 at 6%; with 50% employer match about $576,190 at 4% or $384,127 at 6%; with 100% employer match about $432,143 at 4% or $288,095 at 6%. |
| 2009 | 2 | 8 | $6,165,358 | $773,454 | $96,682iApproximate average salary by contribution assumption: employee only about $2,417,044 at 4% or $1,611,363 at 6%; with 50% employer match about $1,611,363 at 4% or $1,074,242 at 6%; with 100% employer match about $1,208,522 at 4% or $805,681 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 8 | $4,866,053 | $330,058 | $41,257iApproximate average salary by contribution assumption: employee only about $1,031,431 at 4% or $687,621 at 6%; with 50% employer match about $687,621 at 4% or $458,414 at 6%; with 100% employer match about $515,716 at 4% or $343,810 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 7 | $1,299,305 | $443,396 | $63,342iApproximate average salary by contribution assumption: employee only about $1,583,557 at 4% or $1,055,705 at 6%; with 50% employer match about $1,055,705 at 4% or $703,803 at 6%; with 100% employer match about $791,779 at 4% or $527,852 at 6%. |
| 2008 | 2 | 7 | $5,061,371 | $518,023 | $74,003iApproximate average salary by contribution assumption: employee only about $1,850,082 at 4% or $1,233,388 at 6%; with 50% employer match about $1,233,388 at 4% or $822,259 at 6%; with 100% employer match about $925,041 at 4% or $616,694 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $4,377,836 | $293,795 | $41,971iApproximate average salary by contribution assumption: employee only about $1,049,268 at 4% or $699,512 at 6%; with 50% employer match about $699,512 at 4% or $466,341 at 6%; with 100% employer match about $524,634 at 4% or $349,756 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 7 | $683,535 | $224,228 | $32,033iApproximate average salary by contribution assumption: employee only about $800,814 at 4% or $533,876 at 6%; with 50% employer match about $533,876 at 4% or $355,917 at 6%; with 100% employer match about $400,407 at 4% or $266,938 at 6%. |
| 2007 | 2 | 7 | $6,342,195 | $501,478 | $71,640iApproximate average salary by contribution assumption: employee only about $1,790,993 at 4% or $1,193,995 at 6%; with 50% employer match about $1,193,995 at 4% or $795,997 at 6%; with 100% employer match about $895,496 at 4% or $596,998 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $5,706,357 | $291,851 | $41,693iApproximate average salary by contribution assumption: employee only about $1,042,325 at 4% or $694,883 at 6%; with 50% employer match about $694,883 at 4% or $463,256 at 6%; with 100% employer match about $521,163 at 4% or $347,442 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 7 | $635,838 | $209,627 | $29,947iApproximate average salary by contribution assumption: employee only about $748,668 at 4% or $499,112 at 6%; with 50% employer match about $499,112 at 4% or $332,741 at 6%; with 100% employer match about $374,334 at 4% or $249,556 at 6%. |
| 2006 | 2 | 7 | $5,773,085 | $488,776 | $69,825iApproximate average salary by contribution assumption: employee only about $1,745,629 at 4% or $1,163,752 at 6%; with 50% employer match about $1,163,752 at 4% or $775,835 at 6%; with 100% employer match about $872,814 at 4% or $581,876 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $5,369,516 | $285,345 | $40,764iApproximate average salary by contribution assumption: employee only about $1,019,089 at 4% or $679,393 at 6%; with 50% employer match about $679,393 at 4% or $452,929 at 6%; with 100% employer match about $509,545 at 4% or $339,696 at 6%. |
| Yorktown Partners LLC Cash Balance Plan | - | 7 | $403,569 | $203,431 | $29,062iApproximate average salary by contribution assumption: employee only about $726,539 at 4% or $484,360 at 6%; with 50% employer match about $484,360 at 4% or $322,906 at 6%; with 100% employer match about $363,270 at 4% or $242,180 at 6%. |
| 2005 | 1 | 7 | $4,666,865 | $221,140 | $31,591iApproximate average salary by contribution assumption: employee only about $789,786 at 4% or $526,524 at 6%; with 50% employer match about $526,524 at 4% or $351,016 at 6%; with 100% employer match about $394,893 at 4% or $263,262 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $4,666,865 | $221,140 | $31,591iApproximate average salary by contribution assumption: employee only about $789,786 at 4% or $526,524 at 6%; with 50% employer match about $526,524 at 4% or $351,016 at 6%; with 100% employer match about $394,893 at 4% or $263,262 at 6%. |
| 2004 | 1 | 7 | $4,211,316 | $258,583 | $36,940iApproximate average salary by contribution assumption: employee only about $923,511 at 4% or $615,674 at 6%; with 50% employer match about $615,674 at 4% or $410,449 at 6%; with 100% employer match about $461,755 at 4% or $307,837 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $4,211,316 | $258,583 | $36,940iApproximate average salary by contribution assumption: employee only about $923,511 at 4% or $615,674 at 6%; with 50% employer match about $615,674 at 4% or $410,449 at 6%; with 100% employer match about $461,755 at 4% or $307,837 at 6%. |
| 2003 | 1 | 7 | $3,443,763 | $249,525 | $35,646iApproximate average salary by contribution assumption: employee only about $891,161 at 4% or $594,107 at 6%; with 50% employer match about $594,107 at 4% or $396,071 at 6%; with 100% employer match about $445,580 at 4% or $297,054 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $3,443,763 | $249,525 | $35,646iApproximate average salary by contribution assumption: employee only about $891,161 at 4% or $594,107 at 6%; with 50% employer match about $594,107 at 4% or $396,071 at 6%; with 100% employer match about $445,580 at 4% or $297,054 at 6%. |
| 2002 | 1 | 7 | $2,879,949 | $251,004 | $35,858iApproximate average salary by contribution assumption: employee only about $896,443 at 4% or $597,629 at 6%; with 50% employer match about $597,629 at 4% or $398,419 at 6%; with 100% employer match about $448,221 at 4% or $298,814 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $2,879,949 | $251,004 | $35,858iApproximate average salary by contribution assumption: employee only about $896,443 at 4% or $597,629 at 6%; with 50% employer match about $597,629 at 4% or $398,419 at 6%; with 100% employer match about $448,221 at 4% or $298,814 at 6%. |
| 2001 | 1 | 0 | $2,798,265 | $251,610 | - |
| Yorktown Partners LLC 401K Plan | - | 0 | $2,798,265 | $251,610 | - |
| 2000 | 1 | 7 | $2,688,111 | $156,530 | $22,361iApproximate average salary by contribution assumption: employee only about $559,036 at 4% or $372,690 at 6%; with 50% employer match about $372,690 at 4% or $248,460 at 6%; with 100% employer match about $279,518 at 4% or $186,345 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $2,688,111 | $156,530 | $22,361iApproximate average salary by contribution assumption: employee only about $559,036 at 4% or $372,690 at 6%; with 50% employer match about $372,690 at 4% or $248,460 at 6%; with 100% employer match about $279,518 at 4% or $186,345 at 6%. |
| 1999 | 1 | 7 | $2,425,930 | $140,661 | $20,094iApproximate average salary by contribution assumption: employee only about $502,361 at 4% or $334,907 at 6%; with 50% employer match about $334,907 at 4% or $223,271 at 6%; with 100% employer match about $251,180 at 4% or $167,454 at 6%. |
| Yorktown Partners LLC 401K Plan | - | 7 | $2,425,930 | $140,661 | $20,094iApproximate average salary by contribution assumption: employee only about $502,361 at 4% or $334,907 at 6%; with 50% employer match about $334,907 at 4% or $223,271 at 6%; with 100% employer match about $251,180 at 4% or $167,454 at 6%. |