Civic Intelligence

YM FINANCIAL & ESTATE PLANNING

Plan context: YM FINANCIAL & ESTATE PLANNING 401K PLAN

EIN 22-3184607 • Morris Plains, NJ • 19 filings • 1 plans

101 Gibraltar Dr Ste 3AMorris Plains, NJ 07950-1287
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$1,171,052

2025 Contributions

$36,000

Historical Graphs

Total Assets Over Time

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

$1,171,052$585,526$0200720162025YearValue
$1,171,052Latest year 2025

Participants Over Time

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

210200720162025YearValue
1Latest year 2025

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
202511$1,171,052$36,000$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%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$1,171,052$36,000$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%.
202411$1,013,195$230,586$230,586iApproximate average salary by contribution assumption: employee only about $5,764,650 at 4% or $3,843,100 at 6%; with 50% employer match about $3,843,100 at 4% or $2,562,067 at 6%; with 100% employer match about $2,882,325 at 4% or $1,921,550 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$1,013,195$230,586$230,586iApproximate average salary by contribution assumption: employee only about $5,764,650 at 4% or $3,843,100 at 6%; with 50% employer match about $3,843,100 at 4% or $2,562,067 at 6%; with 100% employer match about $2,882,325 at 4% or $1,921,550 at 6%.
202311$782,609$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$782,609$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
202211$551,398$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$551,398$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
202111$780,795$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$780,795$33,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
202011$648,924$32,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$648,924$32,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201911$578,625$28,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$578,625$28,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201811$448,371$28,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$448,371$28,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201711$478,357$24,800$24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$478,357$24,800$24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%.
201612$526,636$55,725$27,863iApproximate average salary by contribution assumption: employee only about $696,563 at 4% or $464,375 at 6%; with 50% employer match about $464,375 at 4% or $309,583 at 6%; with 100% employer match about $348,281 at 4% or $232,188 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$526,636$55,725$27,863iApproximate average salary by contribution assumption: employee only about $696,563 at 4% or $464,375 at 6%; with 50% employer match about $464,375 at 4% or $309,583 at 6%; with 100% employer match about $348,281 at 4% or $232,188 at 6%.
201512$444,384$41,746$20,873iApproximate average salary by contribution assumption: employee only about $521,825 at 4% or $347,883 at 6%; with 50% employer match about $347,883 at 4% or $231,922 at 6%; with 100% employer match about $260,913 at 4% or $173,942 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$444,384$41,746$20,873iApproximate average salary by contribution assumption: employee only about $521,825 at 4% or $347,883 at 6%; with 50% employer match about $347,883 at 4% or $231,922 at 6%; with 100% employer match about $260,913 at 4% or $173,942 at 6%.
201412$420,635$53,125$26,563iApproximate average salary by contribution assumption: employee only about $664,063 at 4% or $442,708 at 6%; with 50% employer match about $442,708 at 4% or $295,139 at 6%; with 100% employer match about $332,031 at 4% or $221,354 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$420,635$53,125$26,563iApproximate average salary by contribution assumption: employee only about $664,063 at 4% or $442,708 at 6%; with 50% employer match about $442,708 at 4% or $295,139 at 6%; with 100% employer match about $332,031 at 4% or $221,354 at 6%.
201312$349,695$47,500$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$349,695$47,500$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
201212$244,251$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$244,251$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
201112$174,914$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$174,914$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201012$142,484$35,500$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$142,484$35,500$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.
200912$89,762$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-2$89,762$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
200811$61,731$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$61,731$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200711$61,380$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
YM FINANCIAL & ESTATE PLANNING 401K PLAN-1$61,380$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.