Civic Intelligence

James M Yun PC

Plan context: James M Yun PC 401(K) Plan

EIN 27-1130874 • Roseburg, OR • 3 filings • 1 plans

2423 NW Troost StRoseburg, OR 97471
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,475,869

2024 Contributions

$123,264

Historical Graphs

Total Assets Over Time

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

$1,475,869$737,935$0202220232024YearValue
$1,475,869Latest year 2024

Participants Over Time

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

1050202220232024YearValue
6Latest 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
202416$1,475,869$123,264$20,544iApproximate average salary by contribution assumption: employee only about $513,600 at 4% or $342,400 at 6%; with 50% employer match about $342,400 at 4% or $228,267 at 6%; with 100% employer match about $256,800 at 4% or $171,200 at 6%.
James M Yun PC 401(K) Plan-6$1,475,869$123,264$20,544iApproximate average salary by contribution assumption: employee only about $513,600 at 4% or $342,400 at 6%; with 50% employer match about $342,400 at 4% or $228,267 at 6%; with 100% employer match about $256,800 at 4% or $171,200 at 6%.
2023110$1,275,137$132,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
James M Yun PC 401(K) Plan-10$1,275,137$132,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
202218$1,020,640$76,547$9,568iApproximate average salary by contribution assumption: employee only about $239,209 at 4% or $159,473 at 6%; with 50% employer match about $159,473 at 4% or $106,315 at 6%; with 100% employer match about $119,605 at 4% or $79,736 at 6%.
James M Yun PC 401(K) Plan-8$1,020,640$76,547$9,568iApproximate average salary by contribution assumption: employee only about $239,209 at 4% or $159,473 at 6%; with 50% employer match about $159,473 at 4% or $106,315 at 6%; with 100% employer match about $119,605 at 4% or $79,736 at 6%.
James M Yun PC | EIN 27-1130874 | 2024 Form 5500 Company Profile