Young & Alexander Co., L.P.A.
Plan context: Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan
EIN 31-0935326 • Dayton, OH • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,468,444
2024 Contributions
$84,328
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $2,468,444 | $84,328 | $7,027iApproximate average salary by contribution assumption: employee only about $175,683 at 4% or $117,122 at 6%; with 50% employer match about $117,122 at 4% or $78,081 at 6%; with 100% employer match about $87,842 at 4% or $58,561 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 12 | $2,468,444 | $84,328 | $7,027iApproximate average salary by contribution assumption: employee only about $175,683 at 4% or $117,122 at 6%; with 50% employer match about $117,122 at 4% or $78,081 at 6%; with 100% employer match about $87,842 at 4% or $58,561 at 6%. |
| 2023 | 1 | 16 | $2,416,445 | $155,253 | $9,703iApproximate average salary by contribution assumption: employee only about $242,583 at 4% or $161,722 at 6%; with 50% employer match about $161,722 at 4% or $107,815 at 6%; with 100% employer match about $121,291 at 4% or $80,861 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 16 | $2,416,445 | $155,253 | $9,703iApproximate average salary by contribution assumption: employee only about $242,583 at 4% or $161,722 at 6%; with 50% employer match about $161,722 at 4% or $107,815 at 6%; with 100% employer match about $121,291 at 4% or $80,861 at 6%. |
| 2022 | 1 | 15 | $1,917,034 | $132,485 | $8,832iApproximate average salary by contribution assumption: employee only about $220,808 at 4% or $147,206 at 6%; with 50% employer match about $147,206 at 4% or $98,137 at 6%; with 100% employer match about $110,404 at 4% or $73,603 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 15 | $1,917,034 | $132,485 | $8,832iApproximate average salary by contribution assumption: employee only about $220,808 at 4% or $147,206 at 6%; with 50% employer match about $147,206 at 4% or $98,137 at 6%; with 100% employer match about $110,404 at 4% or $73,603 at 6%. |
| 2021 | 1 | 15 | $2,167,635 | $176,260 | $11,751iApproximate average salary by contribution assumption: employee only about $293,767 at 4% or $195,844 at 6%; with 50% employer match about $195,844 at 4% or $130,563 at 6%; with 100% employer match about $146,883 at 4% or $97,922 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 15 | $2,167,635 | $176,260 | $11,751iApproximate average salary by contribution assumption: employee only about $293,767 at 4% or $195,844 at 6%; with 50% employer match about $195,844 at 4% or $130,563 at 6%; with 100% employer match about $146,883 at 4% or $97,922 at 6%. |
| 2020 | 1 | 17 | $3,401,768 | $90,861 | $5,345iApproximate average salary by contribution assumption: employee only about $133,619 at 4% or $89,079 at 6%; with 50% employer match about $89,079 at 4% or $59,386 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 17 | $3,401,768 | $90,861 | $5,345iApproximate average salary by contribution assumption: employee only about $133,619 at 4% or $89,079 at 6%; with 50% employer match about $89,079 at 4% or $59,386 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%. |
| 2019 | 1 | 15 | $2,942,280 | $105,192 | $7,013iApproximate average salary by contribution assumption: employee only about $175,320 at 4% or $116,880 at 6%; with 50% employer match about $116,880 at 4% or $77,920 at 6%; with 100% employer match about $87,660 at 4% or $58,440 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 15 | $2,942,280 | $105,192 | $7,013iApproximate average salary by contribution assumption: employee only about $175,320 at 4% or $116,880 at 6%; with 50% employer match about $116,880 at 4% or $77,920 at 6%; with 100% employer match about $87,660 at 4% or $58,440 at 6%. |
| 2018 | 1 | 13 | $2,332,233 | $54,559 | $4,197iApproximate average salary by contribution assumption: employee only about $104,921 at 4% or $69,947 at 6%; with 50% employer match about $69,947 at 4% or $46,632 at 6%; with 100% employer match about $52,461 at 4% or $34,974 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 13 | $2,332,233 | $54,559 | $4,197iApproximate average salary by contribution assumption: employee only about $104,921 at 4% or $69,947 at 6%; with 50% employer match about $69,947 at 4% or $46,632 at 6%; with 100% employer match about $52,461 at 4% or $34,974 at 6%. |
| 2017 | 1 | 12 | $2,424,195 | $66,568 | $5,547iApproximate average salary by contribution assumption: employee only about $138,683 at 4% or $92,456 at 6%; with 50% employer match about $92,456 at 4% or $61,637 at 6%; with 100% employer match about $69,342 at 4% or $46,228 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 12 | $2,424,195 | $66,568 | $5,547iApproximate average salary by contribution assumption: employee only about $138,683 at 4% or $92,456 at 6%; with 50% employer match about $92,456 at 4% or $61,637 at 6%; with 100% employer match about $69,342 at 4% or $46,228 at 6%. |
| 2016 | 1 | 13 | $2,117,399 | $73,475 | $5,652iApproximate average salary by contribution assumption: employee only about $141,298 at 4% or $94,199 at 6%; with 50% employer match about $94,199 at 4% or $62,799 at 6%; with 100% employer match about $70,649 at 4% or $47,099 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 13 | $2,117,399 | $73,475 | $5,652iApproximate average salary by contribution assumption: employee only about $141,298 at 4% or $94,199 at 6%; with 50% employer match about $94,199 at 4% or $62,799 at 6%; with 100% employer match about $70,649 at 4% or $47,099 at 6%. |
| 2015 | 1 | 8 | $1,917,401 | $54,725 | $6,841iApproximate average salary by contribution assumption: employee only about $171,016 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 8 | $1,917,401 | $54,725 | $6,841iApproximate average salary by contribution assumption: employee only about $171,016 at 4% or $114,010 at 6%; with 50% employer match about $114,010 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,005 at 6%. |
| 2014 | 1 | 7 | $1,882,648 | $54,988 | $7,855iApproximate average salary by contribution assumption: employee only about $196,386 at 4% or $130,924 at 6%; with 50% employer match about $130,924 at 4% or $87,283 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 7 | $1,882,648 | $54,988 | $7,855iApproximate average salary by contribution assumption: employee only about $196,386 at 4% or $130,924 at 6%; with 50% employer match about $130,924 at 4% or $87,283 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%. |
| 2013 | 1 | 7 | $1,774,733 | $59,244 | $8,463iApproximate average salary by contribution assumption: employee only about $211,586 at 4% or $141,057 at 6%; with 50% employer match about $141,057 at 4% or $94,038 at 6%; with 100% employer match about $105,793 at 4% or $70,529 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 7 | $1,774,733 | $59,244 | $8,463iApproximate average salary by contribution assumption: employee only about $211,586 at 4% or $141,057 at 6%; with 50% employer match about $141,057 at 4% or $94,038 at 6%; with 100% employer match about $105,793 at 4% or $70,529 at 6%. |
| 2012 | 1 | 10 | $1,488,881 | $79,286 | $7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,096 at 6%; with 100% employer match about $99,108 at 4% or $66,072 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 10 | $1,488,881 | $79,286 | $7,929iApproximate average salary by contribution assumption: employee only about $198,215 at 4% or $132,143 at 6%; with 50% employer match about $132,143 at 4% or $88,096 at 6%; with 100% employer match about $99,108 at 4% or $66,072 at 6%. |
| 2011 | 1 | 10 | $1,273,978 | $67,774 | $6,777iApproximate average salary by contribution assumption: employee only about $169,435 at 4% or $112,957 at 6%; with 50% employer match about $112,957 at 4% or $75,304 at 6%; with 100% employer match about $84,718 at 4% or $56,478 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 10 | $1,273,978 | $67,774 | $6,777iApproximate average salary by contribution assumption: employee only about $169,435 at 4% or $112,957 at 6%; with 50% employer match about $112,957 at 4% or $75,304 at 6%; with 100% employer match about $84,718 at 4% or $56,478 at 6%. |
| 2010 | 1 | 20 | $1,233,136 | $45,849 | $2,292iApproximate average salary by contribution assumption: employee only about $57,311 at 4% or $38,208 at 6%; with 50% employer match about $38,208 at 4% or $25,472 at 6%; with 100% employer match about $28,656 at 4% or $19,104 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 20 | $1,233,136 | $45,849 | $2,292iApproximate average salary by contribution assumption: employee only about $57,311 at 4% or $38,208 at 6%; with 50% employer match about $38,208 at 4% or $25,472 at 6%; with 100% employer match about $28,656 at 4% or $19,104 at 6%. |
| 2009 | 1 | 13 | $1,057,281 | $50,419 | $3,878iApproximate average salary by contribution assumption: employee only about $96,960 at 4% or $64,640 at 6%; with 50% employer match about $64,640 at 4% or $43,093 at 6%; with 100% employer match about $48,480 at 4% or $32,320 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 13 | $1,057,281 | $50,419 | $3,878iApproximate average salary by contribution assumption: employee only about $96,960 at 4% or $64,640 at 6%; with 50% employer match about $64,640 at 4% or $43,093 at 6%; with 100% employer match about $48,480 at 4% or $32,320 at 6%. |
| 2008 | 1 | 12 | $1,136,231 | $48,019 | $4,002iApproximate average salary by contribution assumption: employee only about $100,040 at 4% or $66,693 at 6%; with 50% employer match about $66,693 at 4% or $44,462 at 6%; with 100% employer match about $50,020 at 4% or $33,347 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 12 | $1,136,231 | $48,019 | $4,002iApproximate average salary by contribution assumption: employee only about $100,040 at 4% or $66,693 at 6%; with 50% employer match about $66,693 at 4% or $44,462 at 6%; with 100% employer match about $50,020 at 4% or $33,347 at 6%. |
| 2007 | 1 | 14 | $1,693,862 | $80,807 | $5,772iApproximate average salary by contribution assumption: employee only about $144,298 at 4% or $96,199 at 6%; with 50% employer match about $96,199 at 4% or $64,133 at 6%; with 100% employer match about $72,149 at 4% or $48,099 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 14 | $1,693,862 | $80,807 | $5,772iApproximate average salary by contribution assumption: employee only about $144,298 at 4% or $96,199 at 6%; with 50% employer match about $96,199 at 4% or $64,133 at 6%; with 100% employer match about $72,149 at 4% or $48,099 at 6%. |
| 2006 | 1 | 17 | $1,585,414 | $84,237 | $4,955iApproximate average salary by contribution assumption: employee only about $123,878 at 4% or $82,585 at 6%; with 50% employer match about $82,585 at 4% or $55,057 at 6%; with 100% employer match about $61,939 at 4% or $41,293 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 17 | $1,585,414 | $84,237 | $4,955iApproximate average salary by contribution assumption: employee only about $123,878 at 4% or $82,585 at 6%; with 50% employer match about $82,585 at 4% or $55,057 at 6%; with 100% employer match about $61,939 at 4% or $41,293 at 6%. |
| 2005 | 1 | 19 | $2,065,511 | $97,597 | $5,137iApproximate average salary by contribution assumption: employee only about $128,417 at 4% or $85,611 at 6%; with 50% employer match about $85,611 at 4% or $57,074 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 19 | $2,065,511 | $97,597 | $5,137iApproximate average salary by contribution assumption: employee only about $128,417 at 4% or $85,611 at 6%; with 50% employer match about $85,611 at 4% or $57,074 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| 2004 | 1 | 20 | $1,856,999 | $84,048 | $4,202iApproximate average salary by contribution assumption: employee only about $105,060 at 4% or $70,040 at 6%; with 50% employer match about $70,040 at 4% or $46,693 at 6%; with 100% employer match about $52,530 at 4% or $35,020 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 20 | $1,856,999 | $84,048 | $4,202iApproximate average salary by contribution assumption: employee only about $105,060 at 4% or $70,040 at 6%; with 50% employer match about $70,040 at 4% or $46,693 at 6%; with 100% employer match about $52,530 at 4% or $35,020 at 6%. |
| 2003 | 1 | 21 | $1,683,999 | $134,894 | $6,424iApproximate average salary by contribution assumption: employee only about $160,588 at 4% or $107,059 at 6%; with 50% employer match about $107,059 at 4% or $71,372 at 6%; with 100% employer match about $80,294 at 4% or $53,529 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 21 | $1,683,999 | $134,894 | $6,424iApproximate average salary by contribution assumption: employee only about $160,588 at 4% or $107,059 at 6%; with 50% employer match about $107,059 at 4% or $71,372 at 6%; with 100% employer match about $80,294 at 4% or $53,529 at 6%. |
| 2002 | 1 | 23 | $1,324,852 | $78,189 | $3,400iApproximate average salary by contribution assumption: employee only about $84,988 at 4% or $56,659 at 6%; with 50% employer match about $56,659 at 4% or $37,772 at 6%; with 100% employer match about $42,494 at 4% or $28,329 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 23 | $1,324,852 | $78,189 | $3,400iApproximate average salary by contribution assumption: employee only about $84,988 at 4% or $56,659 at 6%; with 50% employer match about $56,659 at 4% or $37,772 at 6%; with 100% employer match about $42,494 at 4% or $28,329 at 6%. |
| 2001 | 1 | 22 | $0 | $0 | - |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 22 | - | - | - |
| 2000 | 1 | 23 | $1,509,219 | $134,443 | $5,845iApproximate average salary by contribution assumption: employee only about $146,134 at 4% or $97,422 at 6%; with 50% employer match about $97,422 at 4% or $64,948 at 6%; with 100% employer match about $73,067 at 4% or $48,711 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 23 | $1,509,219 | $134,443 | $5,845iApproximate average salary by contribution assumption: employee only about $146,134 at 4% or $97,422 at 6%; with 50% employer match about $97,422 at 4% or $64,948 at 6%; with 100% employer match about $73,067 at 4% or $48,711 at 6%. |
| 1999 | 1 | 19 | $1,424,285 | $124,026 | $6,528iApproximate average salary by contribution assumption: employee only about $163,192 at 4% or $108,795 at 6%; with 50% employer match about $108,795 at 4% or $72,530 at 6%; with 100% employer match about $81,596 at 4% or $54,397 at 6%. |
| Young & Alexander Co., L.P.A. Tax Savings & Retirement Plan | - | 19 | $1,424,285 | $124,026 | $6,528iApproximate average salary by contribution assumption: employee only about $163,192 at 4% or $108,795 at 6%; with 50% employer match about $108,795 at 4% or $72,530 at 6%; with 100% employer match about $81,596 at 4% or $54,397 at 6%. |