Yu & Associates Inc.
Plan context: Yu & Associates Inc. 401(K) Profit Sharing Plan
EIN 22-3163429 • Elmwood Park, NJ • 28 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
74
2024 Assets
$10,850,385
2024 Contributions
$738,916
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 | 1 | 74 | $10,850,385 | $738,916 | $9,985iApproximate average salary by contribution assumption: employee only about $249,634 at 4% or $166,423 at 6%; with 50% employer match about $166,423 at 4% or $110,948 at 6%; with 100% employer match about $124,817 at 4% or $83,211 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 74 | $10,850,385 | $738,916 | $9,985iApproximate average salary by contribution assumption: employee only about $249,634 at 4% or $166,423 at 6%; with 50% employer match about $166,423 at 4% or $110,948 at 6%; with 100% employer match about $124,817 at 4% or $83,211 at 6%. |
| 2023 | 1 | 78 | $9,076,716 | $635,300 | $8,145iApproximate average salary by contribution assumption: employee only about $203,622 at 4% or $135,748 at 6%; with 50% employer match about $135,748 at 4% or $90,499 at 6%; with 100% employer match about $101,811 at 4% or $67,874 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 78 | $9,076,716 | $635,300 | $8,145iApproximate average salary by contribution assumption: employee only about $203,622 at 4% or $135,748 at 6%; with 50% employer match about $135,748 at 4% or $90,499 at 6%; with 100% employer match about $101,811 at 4% or $67,874 at 6%. |
| 2022 | 1 | 75 | $8,086,057 | $662,138 | $8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,095 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 75 | $8,086,057 | $662,138 | $8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,095 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%. |
| 2021 | 1 | 80 | $9,554,514 | $754,594 | $9,432iApproximate average salary by contribution assumption: employee only about $235,811 at 4% or $157,207 at 6%; with 50% employer match about $157,207 at 4% or $104,805 at 6%; with 100% employer match about $117,905 at 4% or $78,604 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 80 | $9,554,514 | $754,594 | $9,432iApproximate average salary by contribution assumption: employee only about $235,811 at 4% or $157,207 at 6%; with 50% employer match about $157,207 at 4% or $104,805 at 6%; with 100% employer match about $117,905 at 4% or $78,604 at 6%. |
| 2020 | 1 | 85 | $8,501,106 | $611,629 | $7,196iApproximate average salary by contribution assumption: employee only about $179,891 at 4% or $119,927 at 6%; with 50% employer match about $119,927 at 4% or $79,952 at 6%; with 100% employer match about $89,945 at 4% or $59,964 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 85 | $8,501,106 | $611,629 | $7,196iApproximate average salary by contribution assumption: employee only about $179,891 at 4% or $119,927 at 6%; with 50% employer match about $119,927 at 4% or $79,952 at 6%; with 100% employer match about $89,945 at 4% or $59,964 at 6%. |
| 2019 | 1 | 82 | $7,123,151 | $841,309 | $10,260iApproximate average salary by contribution assumption: employee only about $256,497 at 4% or $170,998 at 6%; with 50% employer match about $170,998 at 4% or $113,999 at 6%; with 100% employer match about $128,248 at 4% or $85,499 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 82 | $7,123,151 | $841,309 | $10,260iApproximate average salary by contribution assumption: employee only about $256,497 at 4% or $170,998 at 6%; with 50% employer match about $170,998 at 4% or $113,999 at 6%; with 100% employer match about $128,248 at 4% or $85,499 at 6%. |
| 2018 | 1 | 91 | $5,090,689 | $733,461 | $8,060iApproximate average salary by contribution assumption: employee only about $201,500 at 4% or $134,334 at 6%; with 50% employer match about $134,334 at 4% or $89,556 at 6%; with 100% employer match about $100,750 at 4% or $67,167 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 91 | $5,090,689 | $733,461 | $8,060iApproximate average salary by contribution assumption: employee only about $201,500 at 4% or $134,334 at 6%; with 50% employer match about $134,334 at 4% or $89,556 at 6%; with 100% employer match about $100,750 at 4% or $67,167 at 6%. |
| 2017 | 1 | 74 | $4,801,153 | $530,763 | $7,172iApproximate average salary by contribution assumption: employee only about $179,312 at 4% or $119,541 at 6%; with 50% employer match about $119,541 at 4% or $79,694 at 6%; with 100% employer match about $89,656 at 4% or $59,771 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 74 | $4,801,153 | $530,763 | $7,172iApproximate average salary by contribution assumption: employee only about $179,312 at 4% or $119,541 at 6%; with 50% employer match about $119,541 at 4% or $79,694 at 6%; with 100% employer match about $89,656 at 4% or $59,771 at 6%. |
| 2016 | 1 | 70 | $3,756,680 | $666,428 | $9,520iApproximate average salary by contribution assumption: employee only about $238,010 at 4% or $158,673 at 6%; with 50% employer match about $158,673 at 4% or $105,782 at 6%; with 100% employer match about $119,005 at 4% or $79,337 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 70 | $3,756,680 | $666,428 | $9,520iApproximate average salary by contribution assumption: employee only about $238,010 at 4% or $158,673 at 6%; with 50% employer match about $158,673 at 4% or $105,782 at 6%; with 100% employer match about $119,005 at 4% or $79,337 at 6%. |
| 2015 | 1 | 62 | $3,159,481 | $490,806 | $7,916iApproximate average salary by contribution assumption: employee only about $197,906 at 4% or $131,937 at 6%; with 50% employer match about $131,937 at 4% or $87,958 at 6%; with 100% employer match about $98,953 at 4% or $65,969 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 62 | $3,159,481 | $490,806 | $7,916iApproximate average salary by contribution assumption: employee only about $197,906 at 4% or $131,937 at 6%; with 50% employer match about $131,937 at 4% or $87,958 at 6%; with 100% employer match about $98,953 at 4% or $65,969 at 6%. |
| 2014 | 1 | 52 | $2,820,628 | $310,380 | $5,969iApproximate average salary by contribution assumption: employee only about $149,221 at 4% or $99,481 at 6%; with 50% employer match about $99,481 at 4% or $66,321 at 6%; with 100% employer match about $74,611 at 4% or $49,740 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 52 | $2,820,628 | $310,380 | $5,969iApproximate average salary by contribution assumption: employee only about $149,221 at 4% or $99,481 at 6%; with 50% employer match about $99,481 at 4% or $66,321 at 6%; with 100% employer match about $74,611 at 4% or $49,740 at 6%. |
| 2013 | 1 | 45 | $2,446,945 | $177,590 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,331 at 4% or $32,887 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 45 | $2,446,945 | $177,590 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,331 at 4% or $32,887 at 6%. |
| 2012 | 1 | 37 | $2,089,727 | $197,127 | $5,328iApproximate average salary by contribution assumption: employee only about $133,194 at 4% or $88,796 at 6%; with 50% employer match about $88,796 at 4% or $59,197 at 6%; with 100% employer match about $66,597 at 4% or $44,398 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 37 | $2,089,727 | $197,127 | $5,328iApproximate average salary by contribution assumption: employee only about $133,194 at 4% or $88,796 at 6%; with 50% employer match about $88,796 at 4% or $59,197 at 6%; with 100% employer match about $66,597 at 4% or $44,398 at 6%. |
| 2011 | 1 | 41 | $1,745,588 | $185,996 | $4,536iApproximate average salary by contribution assumption: employee only about $113,412 at 4% or $75,608 at 6%; with 50% employer match about $75,608 at 4% or $50,405 at 6%; with 100% employer match about $56,706 at 4% or $37,804 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 41 | $1,745,588 | $185,996 | $4,536iApproximate average salary by contribution assumption: employee only about $113,412 at 4% or $75,608 at 6%; with 50% employer match about $75,608 at 4% or $50,405 at 6%; with 100% employer match about $56,706 at 4% or $37,804 at 6%. |
| 2010 | 1 | 55 | $1,736,052 | $336,781 | $6,123iApproximate average salary by contribution assumption: employee only about $153,082 at 4% or $102,055 at 6%; with 50% employer match about $102,055 at 4% or $68,037 at 6%; with 100% employer match about $76,541 at 4% or $51,027 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 55 | $1,736,052 | $336,781 | $6,123iApproximate average salary by contribution assumption: employee only about $153,082 at 4% or $102,055 at 6%; with 50% employer match about $102,055 at 4% or $68,037 at 6%; with 100% employer match about $76,541 at 4% or $51,027 at 6%. |
| 2009 | 1 | 46 | $1,261,743 | $321,518 | $6,990iApproximate average salary by contribution assumption: employee only about $174,738 at 4% or $116,492 at 6%; with 50% employer match about $116,492 at 4% or $77,661 at 6%; with 100% employer match about $87,369 at 4% or $58,246 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 46 | $1,261,743 | $321,518 | $6,990iApproximate average salary by contribution assumption: employee only about $174,738 at 4% or $116,492 at 6%; with 50% employer match about $116,492 at 4% or $77,661 at 6%; with 100% employer match about $87,369 at 4% or $58,246 at 6%. |
| 2008 | 2 | 28 | $683,430 | $771,199 | $27,543iApproximate average salary by contribution assumption: employee only about $688,571 at 4% or $459,047 at 6%; with 50% employer match about $459,047 at 4% or $306,031 at 6%; with 100% employer match about $344,285 at 4% or $229,524 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 28 | $683,430 | $494,199 | $17,650iApproximate average salary by contribution assumption: employee only about $441,249 at 4% or $294,166 at 6%; with 50% employer match about $294,166 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%. |
| YU & ASSOCIATES, INC. RETIREMENT PLAN | - | 0 | - | $277,000 | - |
| 2007 | 2 | 15 | $1,199,786 | $315,761 | $21,051iApproximate average salary by contribution assumption: employee only about $526,268 at 4% or $350,846 at 6%; with 50% employer match about $350,846 at 4% or $233,897 at 6%; with 100% employer match about $263,134 at 4% or $175,423 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 15 | $616,228 | $194,859 | $12,991iApproximate average salary by contribution assumption: employee only about $324,765 at 4% or $216,510 at 6%; with 50% employer match about $216,510 at 4% or $144,340 at 6%; with 100% employer match about $162,383 at 4% or $108,255 at 6%. |
| YU & ASSOCIATES, INC. RETIREMENT PLAN | - | 14 | $583,558 | $120,902 | $8,636iApproximate average salary by contribution assumption: employee only about $215,896 at 4% or $143,931 at 6%; with 50% employer match about $143,931 at 4% or $95,954 at 6%; with 100% employer match about $107,948 at 4% or $71,965 at 6%. |
| 2006 | 2 | 19 | $1,049,778 | $293,949 | $15,471iApproximate average salary by contribution assumption: employee only about $386,775 at 4% or $257,850 at 6%; with 50% employer match about $257,850 at 4% or $171,900 at 6%; with 100% employer match about $193,388 at 4% or $128,925 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 15 | $535,656 | $144,300 | $9,620iApproximate average salary by contribution assumption: employee only about $240,500 at 4% or $160,333 at 6%; with 50% employer match about $160,333 at 4% or $106,889 at 6%; with 100% employer match about $120,250 at 4% or $80,167 at 6%. |
| YU & ASSOCIATES, INC. RETIREMENT PLAN | - | 19 | $514,122 | $149,649 | $7,876iApproximate average salary by contribution assumption: employee only about $196,907 at 4% or $131,271 at 6%; with 50% employer match about $131,271 at 4% or $87,514 at 6%; with 100% employer match about $98,453 at 4% or $65,636 at 6%. |
| 2005 | 2 | 20 | $692,892 | $246,498 | $12,325iApproximate average salary by contribution assumption: employee only about $308,123 at 4% or $205,415 at 6%; with 50% employer match about $205,415 at 4% or $136,943 at 6%; with 100% employer match about $154,061 at 4% or $102,708 at 6%. |
| YU & ASSOCIATES, INC. RETIREMENT PLAN | - | 17 | $397,935 | $117,492 | $6,911iApproximate average salary by contribution assumption: employee only about $172,782 at 4% or $115,188 at 6%; with 50% employer match about $115,188 at 4% or $76,792 at 6%; with 100% employer match about $86,391 at 4% or $57,594 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 20 | $294,957 | $129,006 | $6,450iApproximate average salary by contribution assumption: employee only about $161,258 at 4% or $107,505 at 6%; with 50% employer match about $107,505 at 4% or $71,670 at 6%; with 100% employer match about $80,629 at 4% or $53,753 at 6%. |
| 2004 | 1 | 17 | $191,108 | $154,461 | $9,086iApproximate average salary by contribution assumption: employee only about $227,149 at 4% or $151,432 at 6%; with 50% employer match about $151,432 at 4% or $100,955 at 6%; with 100% employer match about $113,574 at 4% or $75,716 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 17 | $191,108 | $154,461 | $9,086iApproximate average salary by contribution assumption: employee only about $227,149 at 4% or $151,432 at 6%; with 50% employer match about $151,432 at 4% or $100,955 at 6%; with 100% employer match about $113,574 at 4% or $75,716 at 6%. |
| 2003 | 2 | 11 | $171,995 | $108,762 | $9,887iApproximate average salary by contribution assumption: employee only about $247,186 at 4% or $164,791 at 6%; with 50% employer match about $164,791 at 4% or $109,861 at 6%; with 100% employer match about $123,593 at 4% or $82,395 at 6%. |
| YU & ASSOCIATES, INC. RETIREMENT PLAN | - | 11 | $144,470 | $81,237 | $7,385iApproximate average salary by contribution assumption: employee only about $184,630 at 4% or $123,086 at 6%; with 50% employer match about $123,086 at 4% or $82,058 at 6%; with 100% employer match about $92,315 at 4% or $61,543 at 6%. |
| Yu & Associates Inc. 401(K) Profit Sharing Plan | - | 11 | $27,525 | $27,525 | $2,502iApproximate average salary by contribution assumption: employee only about $62,557 at 4% or $41,705 at 6%; with 50% employer match about $41,705 at 4% or $27,803 at 6%; with 100% employer match about $31,278 at 4% or $20,852 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| YU & ASSOCIATES, INC. RETIREMENT PLAN | - | 6 | - | - | - |