Yarbrough Wilcox, P.L.L.C.
Plan context: Yarbrough Wilcox Cash Balance Plan
EIN 26-1661748 • Tyler, TX • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,112,247
2025 Contributions
$21,022
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Yarbrough Wilcox Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2024 | 2 | 4 | $1,112,247 | $21,022 | $5,256iApproximate average salary by contribution assumption: employee only about $131,388 at 4% or $87,592 at 6%; with 50% employer match about $87,592 at 4% or $58,394 at 6%; with 100% employer match about $65,694 at 4% or $43,796 at 6%. |
| Yarbrough Wilcox Cash Balance Plan | - | 3 | $815,257 | $8,268 | $2,756iApproximate average salary by contribution assumption: employee only about $68,900 at 4% or $45,933 at 6%; with 50% employer match about $45,933 at 4% or $30,622 at 6%; with 100% employer match about $34,450 at 4% or $22,967 at 6%. |
| Yarbrough Wilcox 401(K) Plan | - | 4 | $296,990 | $12,754 | $3,189iApproximate average salary by contribution assumption: employee only about $79,713 at 4% or $53,142 at 6%; with 50% employer match about $53,142 at 4% or $35,428 at 6%; with 100% employer match about $39,856 at 4% or $26,571 at 6%. |
| 2023 | 2 | 4 | $997,060 | $16,433 | $4,108iApproximate average salary by contribution assumption: employee only about $102,706 at 4% or $68,471 at 6%; with 50% employer match about $68,471 at 4% or $45,647 at 6%; with 100% employer match about $51,353 at 4% or $34,235 at 6%. |
| Yarbrough Wilcox Cash Balance Plan | - | 3 | $742,660 | $10,752 | $3,584iApproximate average salary by contribution assumption: employee only about $89,600 at 4% or $59,733 at 6%; with 50% employer match about $59,733 at 4% or $39,822 at 6%; with 100% employer match about $44,800 at 4% or $29,867 at 6%. |
| Yarbrough Wilcox 401(K) Plan | - | 4 | $254,400 | $5,681 | $1,420iApproximate average salary by contribution assumption: employee only about $35,506 at 4% or $23,671 at 6%; with 50% employer match about $23,671 at 4% or $15,781 at 6%; with 100% employer match about $17,753 at 4% or $11,835 at 6%. |
| 2022 | 2 | 4 | $886,098 | $16,117 | $4,029iApproximate average salary by contribution assumption: employee only about $100,731 at 4% or $67,154 at 6%; with 50% employer match about $67,154 at 4% or $44,769 at 6%; with 100% employer match about $50,366 at 4% or $33,577 at 6%. |
| Yarbrough Wilcox Cash Balance Plan | - | 3 | $671,030 | $1,215 | $405iApproximate average salary by contribution assumption: employee only about $10,125 at 4% or $6,750 at 6%; with 50% employer match about $6,750 at 4% or $4,500 at 6%; with 100% employer match about $5,063 at 4% or $3,375 at 6%. |
| Yarbrough Wilcox 401(K) Plan | - | 4 | $215,068 | $14,902 | $3,726iApproximate average salary by contribution assumption: employee only about $93,138 at 4% or $62,092 at 6%; with 50% employer match about $62,092 at 4% or $41,394 at 6%; with 100% employer match about $46,569 at 4% or $31,046 at 6%. |
| 2021 | 2 | 4 | $963,252 | $179,977 | $44,994iApproximate average salary by contribution assumption: employee only about $1,124,856 at 4% or $749,904 at 6%; with 50% employer match about $749,904 at 4% or $499,936 at 6%; with 100% employer match about $562,428 at 4% or $374,952 at 6%. |
| Yarbrough Wilcox Cash Balance Plan | - | 3 | $730,614 | $118,555 | $39,518iApproximate average salary by contribution assumption: employee only about $987,958 at 4% or $658,639 at 6%; with 50% employer match about $658,639 at 4% or $439,093 at 6%; with 100% employer match about $493,979 at 4% or $329,319 at 6%. |
| Yarbrough Wilcox 401(K) Plan | - | 4 | $232,638 | $61,422 | $15,356iApproximate average salary by contribution assumption: employee only about $383,888 at 4% or $255,925 at 6%; with 50% employer match about $255,925 at 4% or $170,617 at 6%; with 100% employer match about $191,944 at 4% or $127,963 at 6%. |
| 2020 | 2 | 4 | $699,697 | $255,636 | $63,909iApproximate average salary by contribution assumption: employee only about $1,597,725 at 4% or $1,065,150 at 6%; with 50% employer match about $1,065,150 at 4% or $710,100 at 6%; with 100% employer match about $798,863 at 4% or $532,575 at 6%. |
| Yarbrough Wilcox Cash Balance Plan | - | 3 | $548,407 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Yarbrough Wilcox 401(K) Plan | - | 4 | $151,290 | $55,636 | $13,909iApproximate average salary by contribution assumption: employee only about $347,725 at 4% or $231,817 at 6%; with 50% employer match about $231,817 at 4% or $154,544 at 6%; with 100% employer match about $173,863 at 4% or $115,908 at 6%. |
| 2019 | 2 | 4 | $396,187 | $384,859 | $96,215iApproximate average salary by contribution assumption: employee only about $2,405,369 at 4% or $1,603,579 at 6%; with 50% employer match about $1,603,579 at 4% or $1,069,053 at 6%; with 100% employer match about $1,202,684 at 4% or $801,790 at 6%. |
| Yarbrough Wilcox Cash Balance Plan | - | 3 | $315,235 | $307,030 | $102,343iApproximate average salary by contribution assumption: employee only about $2,558,583 at 4% or $1,705,722 at 6%; with 50% employer match about $1,705,722 at 4% or $1,137,148 at 6%; with 100% employer match about $1,279,292 at 4% or $852,861 at 6%. |
| Yarbrough Wilcox 401(K) Plan | - | 4 | $80,952 | $77,829 | $19,457iApproximate average salary by contribution assumption: employee only about $486,431 at 4% or $324,288 at 6%; with 50% employer match about $324,288 at 4% or $216,192 at 6%; with 100% employer match about $243,216 at 4% or $162,144 at 6%. |