Civic Intelligence

Gene Yates & Associates LLC

Plan context: Gene Yates & Assoc. LLC 401K Profit Sharing Plan

EIN 26-1261036 • Jackson, MS • 15 filings • 1 plans

4 Meadowbrook Arbor LnJackson, MS 39211
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$81,138

2023 Contributions

$5,866

Historical Graphs

Total Assets Over Time

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

$174,277$87,139$0200920162022YearValue
$81,138Latest year 2022

Participants Over Time

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

320200920162022YearValue
2Latest year 2022

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
202310$0$0-
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-0$0--
202212$81,138$5,866$2,933iApproximate average salary by contribution assumption: employee only about $73,325 at 4% or $48,883 at 6%; with 50% employer match about $48,883 at 4% or $32,589 at 6%; with 100% employer match about $36,663 at 4% or $24,442 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$81,138$5,866$2,933iApproximate average salary by contribution assumption: employee only about $73,325 at 4% or $48,883 at 6%; with 50% employer match about $48,883 at 4% or $32,589 at 6%; with 100% employer match about $36,663 at 4% or $24,442 at 6%.
202112$75,144$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$75,144$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
202012$72,015$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$72,015$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
201912$66,279$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$66,279$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
201812$66,472$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$66,472$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
201712$61,498$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$61,498$4,400$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
201612$151,031$5,208$2,604iApproximate average salary by contribution assumption: employee only about $65,100 at 4% or $43,400 at 6%; with 50% employer match about $43,400 at 4% or $28,933 at 6%; with 100% employer match about $32,550 at 4% or $21,700 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$151,031$5,208$2,604iApproximate average salary by contribution assumption: employee only about $65,100 at 4% or $43,400 at 6%; with 50% employer match about $43,400 at 4% or $28,933 at 6%; with 100% employer match about $32,550 at 4% or $21,700 at 6%.
201512$171,210$6,650$3,325iApproximate average salary by contribution assumption: employee only about $83,125 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,944 at 6%; with 100% employer match about $41,563 at 4% or $27,708 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$171,210$6,650$3,325iApproximate average salary by contribution assumption: employee only about $83,125 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,944 at 6%; with 100% employer match about $41,563 at 4% or $27,708 at 6%.
201412$171,392$6,471$3,236iApproximate average salary by contribution assumption: employee only about $80,888 at 4% or $53,925 at 6%; with 50% employer match about $53,925 at 4% or $35,950 at 6%; with 100% employer match about $40,444 at 4% or $26,963 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$171,392$6,471$3,236iApproximate average salary by contribution assumption: employee only about $80,888 at 4% or $53,925 at 6%; with 50% employer match about $53,925 at 4% or $35,950 at 6%; with 100% employer match about $40,444 at 4% or $26,963 at 6%.
201312$174,277$11,921$5,961iApproximate average salary by contribution assumption: employee only about $149,013 at 4% or $99,342 at 6%; with 50% employer match about $99,342 at 4% or $66,228 at 6%; with 100% employer match about $74,506 at 4% or $49,671 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$174,277$11,921$5,961iApproximate average salary by contribution assumption: employee only about $149,013 at 4% or $99,342 at 6%; with 50% employer match about $99,342 at 4% or $66,228 at 6%; with 100% employer match about $74,506 at 4% or $49,671 at 6%.
201212$170,533$33,573$16,787iApproximate average salary by contribution assumption: employee only about $419,663 at 4% or $279,775 at 6%; with 50% employer match about $279,775 at 4% or $186,517 at 6%; with 100% employer match about $209,831 at 4% or $139,888 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$170,533$33,573$16,787iApproximate average salary by contribution assumption: employee only about $419,663 at 4% or $279,775 at 6%; with 50% employer match about $279,775 at 4% or $186,517 at 6%; with 100% employer match about $209,831 at 4% or $139,888 at 6%.
201112$142,315$32,419$16,210iApproximate average salary by contribution assumption: employee only about $405,238 at 4% or $270,158 at 6%; with 50% employer match about $270,158 at 4% or $180,106 at 6%; with 100% employer match about $202,619 at 4% or $135,079 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$142,315$32,419$16,210iApproximate average salary by contribution assumption: employee only about $405,238 at 4% or $270,158 at 6%; with 50% employer match about $270,158 at 4% or $180,106 at 6%; with 100% employer match about $202,619 at 4% or $135,079 at 6%.
201012$115,940$34,590$17,295iApproximate average salary by contribution assumption: employee only about $432,375 at 4% or $288,250 at 6%; with 50% employer match about $288,250 at 4% or $192,167 at 6%; with 100% employer match about $216,188 at 4% or $144,125 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-2$115,940$34,590$17,295iApproximate average salary by contribution assumption: employee only about $432,375 at 4% or $288,250 at 6%; with 50% employer match about $288,250 at 4% or $192,167 at 6%; with 100% employer match about $216,188 at 4% or $144,125 at 6%.
200913$100,020$35,991$11,997iApproximate average salary by contribution assumption: employee only about $299,925 at 4% or $199,950 at 6%; with 50% employer match about $199,950 at 4% or $133,300 at 6%; with 100% employer match about $149,963 at 4% or $99,975 at 6%.
Gene Yates & Assoc. LLC 401K Profit Sharing Plan-3$100,020$35,991$11,997iApproximate average salary by contribution assumption: employee only about $299,925 at 4% or $199,950 at 6%; with 50% employer match about $199,950 at 4% or $133,300 at 6%; with 100% employer match about $149,963 at 4% or $99,975 at 6%.