Civic Intelligence

Appel, Yost & Zee LLP

Plan context: Appel, Yost & Zee LLP Employees 401(K) Plan

EIN 23-2220628 • Lancaster, PA • 19 filings • 3 plans

33 North Duke StreetLancaster, PA 17602
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$2,545,958

2024 Contributions

$329,016

Historical Graphs

Total Assets Over Time

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

$2,545,958$1,272,979$0200620152024YearValue
$2,545,958Latest year 2024

Participants Over Time

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

42210200620152024YearValue
42Latest 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
2024142$2,545,958$329,016$7,834iApproximate average salary by contribution assumption: employee only about $195,843 at 4% or $130,562 at 6%; with 50% employer match about $130,562 at 4% or $87,041 at 6%; with 100% employer match about $97,921 at 4% or $65,281 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-42$2,545,958$329,016$7,834iApproximate average salary by contribution assumption: employee only about $195,843 at 4% or $130,562 at 6%; with 50% employer match about $130,562 at 4% or $87,041 at 6%; with 100% employer match about $97,921 at 4% or $65,281 at 6%.
2023140$2,090,239$332,575$8,314iApproximate average salary by contribution assumption: employee only about $207,859 at 4% or $138,573 at 6%; with 50% employer match about $138,573 at 4% or $92,382 at 6%; with 100% employer match about $103,930 at 4% or $69,286 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-40$2,090,239$332,575$8,314iApproximate average salary by contribution assumption: employee only about $207,859 at 4% or $138,573 at 6%; with 50% employer match about $138,573 at 4% or $92,382 at 6%; with 100% employer match about $103,930 at 4% or $69,286 at 6%.
2022136$1,736,923$402,050$11,168iApproximate average salary by contribution assumption: employee only about $279,201 at 4% or $186,134 at 6%; with 50% employer match about $186,134 at 4% or $124,090 at 6%; with 100% employer match about $139,601 at 4% or $93,067 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-36$1,736,923$402,050$11,168iApproximate average salary by contribution assumption: employee only about $279,201 at 4% or $186,134 at 6%; with 50% employer match about $186,134 at 4% or $124,090 at 6%; with 100% employer match about $139,601 at 4% or $93,067 at 6%.
2021130$1,858,079$168,248$5,608iApproximate average salary by contribution assumption: employee only about $140,207 at 4% or $93,471 at 6%; with 50% employer match about $93,471 at 4% or $62,314 at 6%; with 100% employer match about $70,103 at 4% or $46,736 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-30$1,858,079$168,248$5,608iApproximate average salary by contribution assumption: employee only about $140,207 at 4% or $93,471 at 6%; with 50% employer match about $93,471 at 4% or $62,314 at 6%; with 100% employer match about $70,103 at 4% or $46,736 at 6%.
2020124$2,061,552$123,773$5,157iApproximate average salary by contribution assumption: employee only about $128,930 at 4% or $85,953 at 6%; with 50% employer match about $85,953 at 4% or $57,302 at 6%; with 100% employer match about $64,465 at 4% or $42,977 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-24$2,061,552$123,773$5,157iApproximate average salary by contribution assumption: employee only about $128,930 at 4% or $85,953 at 6%; with 50% employer match about $85,953 at 4% or $57,302 at 6%; with 100% employer match about $64,465 at 4% or $42,977 at 6%.
2019122$1,813,327$100,299$4,559iApproximate average salary by contribution assumption: employee only about $113,976 at 4% or $75,984 at 6%; with 50% employer match about $75,984 at 4% or $50,656 at 6%; with 100% employer match about $56,988 at 4% or $37,992 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-22$1,813,327$100,299$4,559iApproximate average salary by contribution assumption: employee only about $113,976 at 4% or $75,984 at 6%; with 50% employer match about $75,984 at 4% or $50,656 at 6%; with 100% employer match about $56,988 at 4% or $37,992 at 6%.
2018123$1,491,579$58,273$2,534iApproximate average salary by contribution assumption: employee only about $63,340 at 4% or $42,227 at 6%; with 50% employer match about $42,227 at 4% or $28,151 at 6%; with 100% employer match about $31,670 at 4% or $21,113 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-23$1,491,579$58,273$2,534iApproximate average salary by contribution assumption: employee only about $63,340 at 4% or $42,227 at 6%; with 50% employer match about $42,227 at 4% or $28,151 at 6%; with 100% employer match about $31,670 at 4% or $21,113 at 6%.
2017123$1,741,726$231,570$10,068iApproximate average salary by contribution assumption: employee only about $251,707 at 4% or $167,804 at 6%; with 50% employer match about $167,804 at 4% or $111,870 at 6%; with 100% employer match about $125,853 at 4% or $83,902 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-23$1,741,726$231,570$10,068iApproximate average salary by contribution assumption: employee only about $251,707 at 4% or $167,804 at 6%; with 50% employer match about $167,804 at 4% or $111,870 at 6%; with 100% employer match about $125,853 at 4% or $83,902 at 6%.
2016123$1,626,899$128,070$5,568iApproximate average salary by contribution assumption: employee only about $139,207 at 4% or $92,804 at 6%; with 50% employer match about $92,804 at 4% or $61,870 at 6%; with 100% employer match about $69,603 at 4% or $46,402 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-23$1,626,899$128,070$5,568iApproximate average salary by contribution assumption: employee only about $139,207 at 4% or $92,804 at 6%; with 50% employer match about $92,804 at 4% or $61,870 at 6%; with 100% employer match about $69,603 at 4% or $46,402 at 6%.
2015123$1,669,358$136,988$5,956iApproximate average salary by contribution assumption: employee only about $148,900 at 4% or $99,267 at 6%; with 50% employer match about $99,267 at 4% or $66,178 at 6%; with 100% employer match about $74,450 at 4% or $49,633 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-23$1,669,358$136,988$5,956iApproximate average salary by contribution assumption: employee only about $148,900 at 4% or $99,267 at 6%; with 50% employer match about $99,267 at 4% or $66,178 at 6%; with 100% employer match about $74,450 at 4% or $49,633 at 6%.
2014123$1,594,942$130,549$5,676iApproximate average salary by contribution assumption: employee only about $141,901 at 4% or $94,601 at 6%; with 50% employer match about $94,601 at 4% or $63,067 at 6%; with 100% employer match about $70,951 at 4% or $47,300 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-23$1,594,942$130,549$5,676iApproximate average salary by contribution assumption: employee only about $141,901 at 4% or $94,601 at 6%; with 50% employer match about $94,601 at 4% or $63,067 at 6%; with 100% employer match about $70,951 at 4% or $47,300 at 6%.
2013127$1,462,138$148,266$5,491iApproximate average salary by contribution assumption: employee only about $137,283 at 4% or $91,522 at 6%; with 50% employer match about $91,522 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,761 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-27$1,462,138$148,266$5,491iApproximate average salary by contribution assumption: employee only about $137,283 at 4% or $91,522 at 6%; with 50% employer match about $91,522 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,761 at 6%.
2012128$1,159,671$144,077$5,146iApproximate average salary by contribution assumption: employee only about $128,640 at 4% or $85,760 at 6%; with 50% employer match about $85,760 at 4% or $57,173 at 6%; with 100% employer match about $64,320 at 4% or $42,880 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-28$1,159,671$144,077$5,146iApproximate average salary by contribution assumption: employee only about $128,640 at 4% or $85,760 at 6%; with 50% employer match about $85,760 at 4% or $57,173 at 6%; with 100% employer match about $64,320 at 4% or $42,880 at 6%.
2011130$1,147,440$141,765$4,726iApproximate average salary by contribution assumption: employee only about $118,138 at 4% or $78,758 at 6%; with 50% employer match about $78,758 at 4% or $52,506 at 6%; with 100% employer match about $59,069 at 4% or $39,379 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-30$1,147,440$141,765$4,726iApproximate average salary by contribution assumption: employee only about $118,138 at 4% or $78,758 at 6%; with 50% employer match about $78,758 at 4% or $52,506 at 6%; with 100% employer match about $59,069 at 4% or $39,379 at 6%.
2010132$1,064,637$153,227$4,788iApproximate average salary by contribution assumption: employee only about $119,709 at 4% or $79,806 at 6%; with 50% employer match about $79,806 at 4% or $53,204 at 6%; with 100% employer match about $59,854 at 4% or $39,903 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-32$1,064,637$153,227$4,788iApproximate average salary by contribution assumption: employee only about $119,709 at 4% or $79,806 at 6%; with 50% employer match about $79,806 at 4% or $53,204 at 6%; with 100% employer match about $59,854 at 4% or $39,903 at 6%.
2009129$938,094$176,486$6,086iApproximate average salary by contribution assumption: employee only about $152,143 at 4% or $101,429 at 6%; with 50% employer match about $101,429 at 4% or $67,619 at 6%; with 100% employer match about $76,072 at 4% or $50,714 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-29$938,094$176,486$6,086iApproximate average salary by contribution assumption: employee only about $152,143 at 4% or $101,429 at 6%; with 50% employer match about $101,429 at 4% or $67,619 at 6%; with 100% employer match about $76,072 at 4% or $50,714 at 6%.
2008131$609,661$259,751$8,379iApproximate average salary by contribution assumption: employee only about $209,477 at 4% or $139,651 at 6%; with 50% employer match about $139,651 at 4% or $93,101 at 6%; with 100% employer match about $104,738 at 4% or $69,826 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-31$609,661$259,751$8,379iApproximate average salary by contribution assumption: employee only about $209,477 at 4% or $139,651 at 6%; with 50% employer match about $139,651 at 4% or $93,101 at 6%; with 100% employer match about $104,738 at 4% or $69,826 at 6%.
2007130$534,710$259,659$8,655iApproximate average salary by contribution assumption: employee only about $216,382 at 4% or $144,255 at 6%; with 50% employer match about $144,255 at 4% or $96,170 at 6%; with 100% employer match about $108,191 at 4% or $72,128 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-30$534,710$259,659$8,655iApproximate average salary by contribution assumption: employee only about $216,382 at 4% or $144,255 at 6%; with 50% employer match about $144,255 at 4% or $96,170 at 6%; with 100% employer match about $108,191 at 4% or $72,128 at 6%.
2006130$258,074$221,798$7,393iApproximate average salary by contribution assumption: employee only about $184,832 at 4% or $123,221 at 6%; with 50% employer match about $123,221 at 4% or $82,147 at 6%; with 100% employer match about $92,416 at 4% or $61,611 at 6%.
Appel, Yost & Zee LLP Employees 401(K) Plan-30$258,074$221,798$7,393iApproximate average salary by contribution assumption: employee only about $184,832 at 4% or $123,221 at 6%; with 50% employer match about $123,221 at 4% or $82,147 at 6%; with 100% employer match about $92,416 at 4% or $61,611 at 6%.