Civic Intelligence

Joseph C. Yu, M.D. Inc.

Plan context: Joseph C. Yu, M.D. Inc. Profit Sharing Plan

EIN 31-0918908 • Fairfield, OH • 33 filings • 3 plans

5184 Sandy LaneFairfield, OH 45014
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$4,695,834

2025 Contributions

$124,228

Historical Graphs

Total Assets Over Time

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

$4,695,834$2,347,917$0199920122025YearValue
$4,695,834Latest year 2025

Participants Over Time

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

630199920122025YearValue
4Latest 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
202514$4,695,834$124,228$31,057iApproximate average salary by contribution assumption: employee only about $776,425 at 4% or $517,617 at 6%; with 50% employer match about $517,617 at 4% or $345,078 at 6%; with 100% employer match about $388,213 at 4% or $258,808 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$4,695,834$124,228$31,057iApproximate average salary by contribution assumption: employee only about $776,425 at 4% or $517,617 at 6%; with 50% employer match about $517,617 at 4% or $345,078 at 6%; with 100% employer match about $388,213 at 4% or $258,808 at 6%.
202414$3,637,416$166,784$41,696iApproximate average salary by contribution assumption: employee only about $1,042,400 at 4% or $694,933 at 6%; with 50% employer match about $694,933 at 4% or $463,289 at 6%; with 100% employer match about $521,200 at 4% or $347,467 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$3,637,416$166,784$41,696iApproximate average salary by contribution assumption: employee only about $1,042,400 at 4% or $694,933 at 6%; with 50% employer match about $694,933 at 4% or $463,289 at 6%; with 100% employer match about $521,200 at 4% or $347,467 at 6%.
202314$3,164,060$160,281$40,070iApproximate average salary by contribution assumption: employee only about $1,001,756 at 4% or $667,838 at 6%; with 50% employer match about $667,838 at 4% or $445,225 at 6%; with 100% employer match about $500,878 at 4% or $333,919 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$3,164,060$160,281$40,070iApproximate average salary by contribution assumption: employee only about $1,001,756 at 4% or $667,838 at 6%; with 50% employer match about $667,838 at 4% or $445,225 at 6%; with 100% employer match about $500,878 at 4% or $333,919 at 6%.
202224$2,580,687$149,137$37,284iApproximate average salary by contribution assumption: employee only about $932,106 at 4% or $621,404 at 6%; with 50% employer match about $621,404 at 4% or $414,269 at 6%; with 100% employer match about $466,053 at 4% or $310,702 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$2,580,687$149,137$37,284iApproximate average salary by contribution assumption: employee only about $932,106 at 4% or $621,404 at 6%; with 50% employer match about $621,404 at 4% or $414,269 at 6%; with 100% employer match about $466,053 at 4% or $310,702 at 6%.
JOSEPH C YU, MD OSMA BENEFIT PLAN-0$0$0-
202124$2,696,947$164,058$41,015iApproximate average salary by contribution assumption: employee only about $1,025,363 at 4% or $683,575 at 6%; with 50% employer match about $683,575 at 4% or $455,717 at 6%; with 100% employer match about $512,681 at 4% or $341,788 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$2,695,078$139,854$34,964iApproximate average salary by contribution assumption: employee only about $874,088 at 4% or $582,725 at 6%; with 50% employer match about $582,725 at 4% or $388,483 at 6%; with 100% employer match about $437,044 at 4% or $291,363 at 6%.
JOSEPH C YU, MD OSMA BENEFIT PLAN-1$1,869$24,204$24,204iApproximate average salary by contribution assumption: employee only about $605,100 at 4% or $403,400 at 6%; with 50% employer match about $403,400 at 4% or $268,933 at 6%; with 100% employer match about $302,550 at 4% or $201,700 at 6%.
202014$2,170,235$138,411$34,603iApproximate average salary by contribution assumption: employee only about $865,069 at 4% or $576,713 at 6%; with 50% employer match about $576,713 at 4% or $384,475 at 6%; with 100% employer match about $432,534 at 4% or $288,356 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$2,170,235$138,411$34,603iApproximate average salary by contribution assumption: employee only about $865,069 at 4% or $576,713 at 6%; with 50% employer match about $576,713 at 4% or $384,475 at 6%; with 100% employer match about $432,534 at 4% or $288,356 at 6%.
201916$2,088,550$135,474$22,579iApproximate average salary by contribution assumption: employee only about $564,475 at 4% or $376,317 at 6%; with 50% employer match about $376,317 at 4% or $250,878 at 6%; with 100% employer match about $282,238 at 4% or $188,158 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-6$2,088,550$135,474$22,579iApproximate average salary by contribution assumption: employee only about $564,475 at 4% or $376,317 at 6%; with 50% employer match about $376,317 at 4% or $250,878 at 6%; with 100% employer match about $282,238 at 4% or $188,158 at 6%.
201814$1,709,946$132,603$33,151iApproximate average salary by contribution assumption: employee only about $828,769 at 4% or $552,513 at 6%; with 50% employer match about $552,513 at 4% or $368,342 at 6%; with 100% employer match about $414,384 at 4% or $276,256 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$1,709,946$132,603$33,151iApproximate average salary by contribution assumption: employee only about $828,769 at 4% or $552,513 at 6%; with 50% employer match about $552,513 at 4% or $368,342 at 6%; with 100% employer match about $414,384 at 4% or $276,256 at 6%.
201716$1,843,852$129,185$21,531iApproximate average salary by contribution assumption: employee only about $538,271 at 4% or $358,847 at 6%; with 50% employer match about $358,847 at 4% or $239,231 at 6%; with 100% employer match about $269,135 at 4% or $179,424 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-6$1,843,852$129,185$21,531iApproximate average salary by contribution assumption: employee only about $538,271 at 4% or $358,847 at 6%; with 50% employer match about $358,847 at 4% or $239,231 at 6%; with 100% employer match about $269,135 at 4% or $179,424 at 6%.
201616$1,445,450$124,662$20,777iApproximate average salary by contribution assumption: employee only about $519,425 at 4% or $346,283 at 6%; with 50% employer match about $346,283 at 4% or $230,856 at 6%; with 100% employer match about $259,713 at 4% or $173,142 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-6$1,445,450$124,662$20,777iApproximate average salary by contribution assumption: employee only about $519,425 at 4% or $346,283 at 6%; with 50% employer match about $346,283 at 4% or $230,856 at 6%; with 100% employer match about $259,713 at 4% or $173,142 at 6%.
201516$1,164,458$153,131$25,522iApproximate average salary by contribution assumption: employee only about $638,046 at 4% or $425,364 at 6%; with 50% employer match about $425,364 at 4% or $283,576 at 6%; with 100% employer match about $319,023 at 4% or $212,682 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-6$1,164,458$153,131$25,522iApproximate average salary by contribution assumption: employee only about $638,046 at 4% or $425,364 at 6%; with 50% employer match about $425,364 at 4% or $283,576 at 6%; with 100% employer match about $319,023 at 4% or $212,682 at 6%.
201415$1,061,488$155,124$31,025iApproximate average salary by contribution assumption: employee only about $775,620 at 4% or $517,080 at 6%; with 50% employer match about $517,080 at 4% or $344,720 at 6%; with 100% employer match about $387,810 at 4% or $258,540 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-5$1,061,488$155,124$31,025iApproximate average salary by contribution assumption: employee only about $775,620 at 4% or $517,080 at 6%; with 50% employer match about $517,080 at 4% or $344,720 at 6%; with 100% employer match about $387,810 at 4% or $258,540 at 6%.
201315$939,270$142,744$28,549iApproximate average salary by contribution assumption: employee only about $713,720 at 4% or $475,813 at 6%; with 50% employer match about $475,813 at 4% or $317,209 at 6%; with 100% employer match about $356,860 at 4% or $237,907 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-5$939,270$142,744$28,549iApproximate average salary by contribution assumption: employee only about $713,720 at 4% or $475,813 at 6%; with 50% employer match about $475,813 at 4% or $317,209 at 6%; with 100% employer match about $356,860 at 4% or $237,907 at 6%.
201214$688,252$131,874$32,969iApproximate average salary by contribution assumption: employee only about $824,213 at 4% or $549,475 at 6%; with 50% employer match about $549,475 at 4% or $366,317 at 6%; with 100% employer match about $412,106 at 4% or $274,738 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$688,252$131,874$32,969iApproximate average salary by contribution assumption: employee only about $824,213 at 4% or $549,475 at 6%; with 50% employer match about $549,475 at 4% or $366,317 at 6%; with 100% employer match about $412,106 at 4% or $274,738 at 6%.
201115$511,451$87,354$17,471iApproximate average salary by contribution assumption: employee only about $436,770 at 4% or $291,180 at 6%; with 50% employer match about $291,180 at 4% or $194,120 at 6%; with 100% employer match about $218,385 at 4% or $145,590 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-5$511,451$87,354$17,471iApproximate average salary by contribution assumption: employee only about $436,770 at 4% or $291,180 at 6%; with 50% employer match about $291,180 at 4% or $194,120 at 6%; with 100% employer match about $218,385 at 4% or $145,590 at 6%.
201015$444,246$90,815$18,163iApproximate average salary by contribution assumption: employee only about $454,075 at 4% or $302,717 at 6%; with 50% employer match about $302,717 at 4% or $201,811 at 6%; with 100% employer match about $227,038 at 4% or $151,358 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-5$444,246$90,815$18,163iApproximate average salary by contribution assumption: employee only about $454,075 at 4% or $302,717 at 6%; with 50% employer match about $302,717 at 4% or $201,811 at 6%; with 100% employer match about $227,038 at 4% or $151,358 at 6%.
200914$729,325$82,626$20,657iApproximate average salary by contribution assumption: employee only about $516,413 at 4% or $344,275 at 6%; with 50% employer match about $344,275 at 4% or $229,517 at 6%; with 100% employer match about $258,206 at 4% or $172,138 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$729,325$82,626$20,657iApproximate average salary by contribution assumption: employee only about $516,413 at 4% or $344,275 at 6%; with 50% employer match about $344,275 at 4% or $229,517 at 6%; with 100% employer match about $258,206 at 4% or $172,138 at 6%.
200814$498,616$43,643$10,911iApproximate average salary by contribution assumption: employee only about $272,769 at 4% or $181,846 at 6%; with 50% employer match about $181,846 at 4% or $121,231 at 6%; with 100% employer match about $136,384 at 4% or $90,923 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$498,616$43,643$10,911iApproximate average salary by contribution assumption: employee only about $272,769 at 4% or $181,846 at 6%; with 50% employer match about $181,846 at 4% or $121,231 at 6%; with 100% employer match about $136,384 at 4% or $90,923 at 6%.
200714$772,050$70,262$17,566iApproximate average salary by contribution assumption: employee only about $439,138 at 4% or $292,758 at 6%; with 50% employer match about $292,758 at 4% or $195,172 at 6%; with 100% employer match about $219,569 at 4% or $146,379 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$772,050$70,262$17,566iApproximate average salary by contribution assumption: employee only about $439,138 at 4% or $292,758 at 6%; with 50% employer match about $292,758 at 4% or $195,172 at 6%; with 100% employer match about $219,569 at 4% or $146,379 at 6%.
200614$686,537$78,803$19,701iApproximate average salary by contribution assumption: employee only about $492,519 at 4% or $328,346 at 6%; with 50% employer match about $328,346 at 4% or $218,897 at 6%; with 100% employer match about $246,259 at 4% or $164,173 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$686,537$78,803$19,701iApproximate average salary by contribution assumption: employee only about $492,519 at 4% or $328,346 at 6%; with 50% employer match about $328,346 at 4% or $218,897 at 6%; with 100% employer match about $246,259 at 4% or $164,173 at 6%.
200514$544,899$67,310$16,828iApproximate average salary by contribution assumption: employee only about $420,688 at 4% or $280,458 at 6%; with 50% employer match about $280,458 at 4% or $186,972 at 6%; with 100% employer match about $210,344 at 4% or $140,229 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$544,899$67,310$16,828iApproximate average salary by contribution assumption: employee only about $420,688 at 4% or $280,458 at 6%; with 50% employer match about $280,458 at 4% or $186,972 at 6%; with 100% employer match about $210,344 at 4% or $140,229 at 6%.
200414$2,369,990$64,300$16,075iApproximate average salary by contribution assumption: employee only about $401,875 at 4% or $267,917 at 6%; with 50% employer match about $267,917 at 4% or $178,611 at 6%; with 100% employer match about $200,938 at 4% or $133,958 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-4$2,369,990$64,300$16,075iApproximate average salary by contribution assumption: employee only about $401,875 at 4% or $267,917 at 6%; with 50% employer match about $267,917 at 4% or $178,611 at 6%; with 100% employer match about $200,938 at 4% or $133,958 at 6%.
200313$1,913,180$39,469$13,156iApproximate average salary by contribution assumption: employee only about $328,908 at 4% or $219,272 at 6%; with 50% employer match about $219,272 at 4% or $146,181 at 6%; with 100% employer match about $164,454 at 4% or $109,636 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-3$1,913,180$39,469$13,156iApproximate average salary by contribution assumption: employee only about $328,908 at 4% or $219,272 at 6%; with 50% employer match about $219,272 at 4% or $146,181 at 6%; with 100% employer match about $164,454 at 4% or $109,636 at 6%.
200222$1,306,766$45,348$22,674iApproximate average salary by contribution assumption: employee only about $566,850 at 4% or $377,900 at 6%; with 50% employer match about $377,900 at 4% or $251,933 at 6%; with 100% employer match about $283,425 at 4% or $188,950 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-2$1,306,766$45,348$22,674iApproximate average salary by contribution assumption: employee only about $566,850 at 4% or $377,900 at 6%; with 50% employer match about $377,900 at 4% or $251,933 at 6%; with 100% employer match about $283,425 at 4% or $188,950 at 6%.
Joseph C Yu, MD Inc. Money Purchase Pension Plan-2---
200123$1,465,010$40,672$13,557iApproximate average salary by contribution assumption: employee only about $338,933 at 4% or $225,956 at 6%; with 50% employer match about $225,956 at 4% or $150,637 at 6%; with 100% employer match about $169,467 at 4% or $112,978 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-3$745,473$19,659$6,553iApproximate average salary by contribution assumption: employee only about $163,825 at 4% or $109,217 at 6%; with 50% employer match about $109,217 at 4% or $72,811 at 6%; with 100% employer match about $81,913 at 4% or $54,608 at 6%.
Joseph C Yu, MD Inc. Money Purchase Pension Plan-3$719,537$21,013$7,004iApproximate average salary by contribution assumption: employee only about $175,108 at 4% or $116,739 at 6%; with 50% employer match about $116,739 at 4% or $77,826 at 6%; with 100% employer match about $87,554 at 4% or $58,369 at 6%.
200023$1,475,476$35,772$11,924iApproximate average salary by contribution assumption: employee only about $298,100 at 4% or $198,733 at 6%; with 50% employer match about $198,733 at 4% or $132,489 at 6%; with 100% employer match about $149,050 at 4% or $99,367 at 6%.
Joseph C Yu, MD Inc. Money Purchase Pension Plan-3$749,441$25,550$8,517iApproximate average salary by contribution assumption: employee only about $212,917 at 4% or $141,944 at 6%; with 50% employer match about $141,944 at 4% or $94,630 at 6%; with 100% employer match about $106,458 at 4% or $70,972 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-3$726,035$10,222$3,407iApproximate average salary by contribution assumption: employee only about $85,183 at 4% or $56,789 at 6%; with 50% employer match about $56,789 at 4% or $37,859 at 6%; with 100% employer match about $42,592 at 4% or $28,394 at 6%.
199923$1,515,585$36,870$12,290iApproximate average salary by contribution assumption: employee only about $307,250 at 4% or $204,833 at 6%; with 50% employer match about $204,833 at 4% or $136,556 at 6%; with 100% employer match about $153,625 at 4% or $102,417 at 6%.
Joseph C Yu, MD Inc. Money Purchase Pension Plan-3$770,082$22,755$7,585iApproximate average salary by contribution assumption: employee only about $189,625 at 4% or $126,417 at 6%; with 50% employer match about $126,417 at 4% or $84,278 at 6%; with 100% employer match about $94,813 at 4% or $63,208 at 6%.
Joseph C. Yu, M.D. Inc. Profit Sharing Plan-3$745,503$14,115$4,705iApproximate average salary by contribution assumption: employee only about $117,625 at 4% or $78,417 at 6%; with 50% employer match about $78,417 at 4% or $52,278 at 6%; with 100% employer match about $58,813 at 4% or $39,208 at 6%.