Civic Intelligence

York & Associates

Plan context: York Associates 401 K Profit Sharing Plan Trust

EIN 31-1737114 • Granville, OH • 28 filings • 4 plans

200 East Broadway Suite 200Suite 200Granville, OH 43023-1306
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$7,015,060

2024 Contributions

$388,076

Historical Graphs

Total Assets Over Time

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

$7,015,060$3,507,530$0201020172024YearValue
$7,015,060Latest year 2024

Participants Over Time

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

19100201020172024YearValue
17Latest 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
2024217$7,015,060$388,076$22,828iApproximate average salary by contribution assumption: employee only about $570,700 at 4% or $380,467 at 6%; with 50% employer match about $380,467 at 4% or $253,644 at 6%; with 100% employer match about $285,350 at 4% or $190,233 at 6%.
York Associates 401 K Profit Sharing Plan Trust-17$5,488,860$388,076$22,828iApproximate average salary by contribution assumption: employee only about $570,700 at 4% or $380,467 at 6%; with 50% employer match about $380,467 at 4% or $253,644 at 6%; with 100% employer match about $285,350 at 4% or $190,233 at 6%.
YORK & ASSOCIATES CASH BALANCE PLAN-15$1,526,200$0-
2023318$5,836,917$734,586$40,810iApproximate average salary by contribution assumption: employee only about $1,020,258 at 4% or $680,172 at 6%; with 50% employer match about $680,172 at 4% or $453,448 at 6%; with 100% employer match about $510,129 at 4% or $340,086 at 6%.
York Associates 401 K Profit Sharing Plan Trust-18$4,453,443$463,278$25,738iApproximate average salary by contribution assumption: employee only about $643,442 at 4% or $428,961 at 6%; with 50% employer match about $428,961 at 4% or $285,974 at 6%; with 100% employer match about $321,721 at 4% or $214,481 at 6%.
YORK & ASSOCIATES CASH BALANCE PLAN-16$1,383,474$100,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
YORK AND ASSOCIATES SOCA BENEFIT PLAN-0$0$171,308-
2022317$4,774,785$935,766$55,045iApproximate average salary by contribution assumption: employee only about $1,376,126 at 4% or $917,418 at 6%; with 50% employer match about $917,418 at 4% or $611,612 at 6%; with 100% employer match about $688,063 at 4% or $458,709 at 6%.
York Associates 401 K Profit Sharing Plan Trust-17$3,594,511$633,620$37,272iApproximate average salary by contribution assumption: employee only about $931,794 at 4% or $621,196 at 6%; with 50% employer match about $621,196 at 4% or $414,131 at 6%; with 100% employer match about $465,897 at 4% or $310,598 at 6%.
YORK & ASSOCIATES CASH BALANCE PLAN-12$1,128,450$183,250$15,271iApproximate average salary by contribution assumption: employee only about $381,771 at 4% or $254,514 at 6%; with 50% employer match about $254,514 at 4% or $169,676 at 6%; with 100% employer match about $190,885 at 4% or $127,257 at 6%.
YORK AND ASSOCIATES SOCA BENEFIT PLAN-10$51,824$118,896$11,890iApproximate average salary by contribution assumption: employee only about $297,240 at 4% or $198,160 at 6%; with 50% employer match about $198,160 at 4% or $132,107 at 6%; with 100% employer match about $148,620 at 4% or $99,080 at 6%.
2021315$5,151,761$843,965$56,264iApproximate average salary by contribution assumption: employee only about $1,406,608 at 4% or $937,739 at 6%; with 50% employer match about $937,739 at 4% or $625,159 at 6%; with 100% employer match about $703,304 at 4% or $468,869 at 6%.
York Associates 401 K Profit Sharing Plan Trust-15$4,043,088$407,622$27,175iApproximate average salary by contribution assumption: employee only about $679,370 at 4% or $452,913 at 6%; with 50% employer match about $452,913 at 4% or $301,942 at 6%; with 100% employer match about $339,685 at 4% or $226,457 at 6%.
YORK & ASSOCIATES CASH BALANCE PLAN-13$1,069,570$330,060$25,389iApproximate average salary by contribution assumption: employee only about $634,731 at 4% or $423,154 at 6%; with 50% employer match about $423,154 at 4% or $282,103 at 6%; with 100% employer match about $317,365 at 4% or $211,577 at 6%.
YORK AND ASSOCIATES SOCA BENEFIT PLAN-10$39,103$106,283$10,628iApproximate average salary by contribution assumption: employee only about $265,708 at 4% or $177,138 at 6%; with 50% employer match about $177,138 at 4% or $118,092 at 6%; with 100% employer match about $132,854 at 4% or $88,569 at 6%.
2020319$3,911,198$785,429$41,338iApproximate average salary by contribution assumption: employee only about $1,033,459 at 4% or $688,973 at 6%; with 50% employer match about $688,973 at 4% or $459,315 at 6%; with 100% employer match about $516,730 at 4% or $344,486 at 6%.
York Associates 401 K Profit Sharing Plan Trust-19$3,186,852$278,485$14,657iApproximate average salary by contribution assumption: employee only about $366,428 at 4% or $244,285 at 6%; with 50% employer match about $244,285 at 4% or $162,857 at 6%; with 100% employer match about $183,214 at 4% or $122,143 at 6%.
YORK & ASSOCIATES CASH BALANCE PLAN-13$692,449$417,660$32,128iApproximate average salary by contribution assumption: employee only about $803,192 at 4% or $535,462 at 6%; with 50% employer match about $535,462 at 4% or $356,974 at 6%; with 100% employer match about $401,596 at 4% or $267,731 at 6%.
YORK AND ASSOCIATES SOCA BENEFIT PLAN-10$31,897$89,284$8,928iApproximate average salary by contribution assumption: employee only about $223,210 at 4% or $148,807 at 6%; with 50% employer match about $148,807 at 4% or $99,204 at 6%; with 100% employer match about $111,605 at 4% or $74,403 at 6%.
2019317$2,900,900$554,858$32,639iApproximate average salary by contribution assumption: employee only about $815,968 at 4% or $543,978 at 6%; with 50% employer match about $543,978 at 4% or $362,652 at 6%; with 100% employer match about $407,984 at 4% or $271,989 at 6%.
York Associates 401 K Profit Sharing Plan Trust-17$2,651,518$246,798$14,518iApproximate average salary by contribution assumption: employee only about $362,938 at 4% or $241,959 at 6%; with 50% employer match about $241,959 at 4% or $161,306 at 6%; with 100% employer match about $181,469 at 4% or $120,979 at 6%.
YORK & ASSOCIATES CASH BALANCE PLAN-13$235,830$235,830$18,141iApproximate average salary by contribution assumption: employee only about $453,519 at 4% or $302,346 at 6%; with 50% employer match about $302,346 at 4% or $201,564 at 6%; with 100% employer match about $226,760 at 4% or $151,173 at 6%.
YORK AND ASSOCIATES SOCA BENEFIT PLAN-10$13,552$72,230$7,223iApproximate average salary by contribution assumption: employee only about $180,575 at 4% or $120,383 at 6%; with 50% employer match about $120,383 at 4% or $80,256 at 6%; with 100% employer match about $90,288 at 4% or $60,192 at 6%.
2018216$1,984,921$279,801$17,488iApproximate average salary by contribution assumption: employee only about $437,189 at 4% or $291,459 at 6%; with 50% employer match about $291,459 at 4% or $194,306 at 6%; with 100% employer match about $218,595 at 4% or $145,730 at 6%.
York Associates 401 K Profit Sharing Plan Trust-16$1,973,473$216,057$13,504iApproximate average salary by contribution assumption: employee only about $337,589 at 4% or $225,059 at 6%; with 50% employer match about $225,059 at 4% or $150,040 at 6%; with 100% employer match about $168,795 at 4% or $112,530 at 6%.
YORK AND ASSOCIATES SOCA BENEFIT PLAN-4$11,448$63,744$15,936iApproximate average salary by contribution assumption: employee only about $398,400 at 4% or $265,600 at 6%; with 50% employer match about $265,600 at 4% or $177,067 at 6%; with 100% employer match about $199,200 at 4% or $132,800 at 6%.
2017213$1,991,533$256,875$19,760iApproximate average salary by contribution assumption: employee only about $493,990 at 4% or $329,327 at 6%; with 50% employer match about $329,327 at 4% or $219,551 at 6%; with 100% employer match about $246,995 at 4% or $164,663 at 6%.
York Associates 401 K Profit Sharing Plan Trust-13$1,976,355$178,320$13,717iApproximate average salary by contribution assumption: employee only about $342,923 at 4% or $228,615 at 6%; with 50% employer match about $228,615 at 4% or $152,410 at 6%; with 100% employer match about $171,462 at 4% or $114,308 at 6%.
YORK AND ASSOCIATES SOCA BENEFIT PLAN-0$15,178$78,555-
2016112$1,511,104$171,125$14,260iApproximate average salary by contribution assumption: employee only about $356,510 at 4% or $237,674 at 6%; with 50% employer match about $237,674 at 4% or $158,449 at 6%; with 100% employer match about $178,255 at 4% or $118,837 at 6%.
York Associates 401 K Profit Sharing Plan Trust-12$1,511,104$171,125$14,260iApproximate average salary by contribution assumption: employee only about $356,510 at 4% or $237,674 at 6%; with 50% employer match about $237,674 at 4% or $158,449 at 6%; with 100% employer match about $178,255 at 4% or $118,837 at 6%.
2015111$1,267,699$165,436$15,040iApproximate average salary by contribution assumption: employee only about $375,991 at 4% or $250,661 at 6%; with 50% employer match about $250,661 at 4% or $167,107 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%.
York Associates 401 K Profit Sharing Plan Trust-11$1,267,699$165,436$15,040iApproximate average salary by contribution assumption: employee only about $375,991 at 4% or $250,661 at 6%; with 50% employer match about $250,661 at 4% or $167,107 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%.
2014111$1,141,787$145,189$13,199iApproximate average salary by contribution assumption: employee only about $329,975 at 4% or $219,983 at 6%; with 50% employer match about $219,983 at 4% or $146,656 at 6%; with 100% employer match about $164,988 at 4% or $109,992 at 6%.
York Associates 401 K Profit Sharing Plan Trust-11$1,141,787$145,189$13,199iApproximate average salary by contribution assumption: employee only about $329,975 at 4% or $219,983 at 6%; with 50% employer match about $219,983 at 4% or $146,656 at 6%; with 100% employer match about $164,988 at 4% or $109,992 at 6%.
2013112$546,269$28,091$2,341iApproximate average salary by contribution assumption: employee only about $58,523 at 4% or $39,015 at 6%; with 50% employer match about $39,015 at 4% or $26,010 at 6%; with 100% employer match about $29,261 at 4% or $19,508 at 6%.
York Associates 401 K Profit Sharing Plan Trust-12$546,269$28,091$2,341iApproximate average salary by contribution assumption: employee only about $58,523 at 4% or $39,015 at 6%; with 50% employer match about $39,015 at 4% or $26,010 at 6%; with 100% employer match about $29,261 at 4% or $19,508 at 6%.
2012111$654,397$85,886$7,808iApproximate average salary by contribution assumption: employee only about $195,195 at 4% or $130,130 at 6%; with 50% employer match about $130,130 at 4% or $86,754 at 6%; with 100% employer match about $97,598 at 4% or $65,065 at 6%.
York Associates 401 K Profit Sharing Plan Trust-11$654,397$85,886$7,808iApproximate average salary by contribution assumption: employee only about $195,195 at 4% or $130,130 at 6%; with 50% employer match about $130,130 at 4% or $86,754 at 6%; with 100% employer match about $97,598 at 4% or $65,065 at 6%.
2011111$593,135$61,237$5,567iApproximate average salary by contribution assumption: employee only about $139,175 at 4% or $92,783 at 6%; with 50% employer match about $92,783 at 4% or $61,856 at 6%; with 100% employer match about $69,588 at 4% or $46,392 at 6%.
York Associates 401 K Profit Sharing Plan Trust-11$593,135$61,237$5,567iApproximate average salary by contribution assumption: employee only about $139,175 at 4% or $92,783 at 6%; with 50% employer match about $92,783 at 4% or $61,856 at 6%; with 100% employer match about $69,588 at 4% or $46,392 at 6%.
2010112$614,929$51,495$4,291iApproximate average salary by contribution assumption: employee only about $107,281 at 4% or $71,521 at 6%; with 50% employer match about $71,521 at 4% or $47,681 at 6%; with 100% employer match about $53,641 at 4% or $35,760 at 6%.
York Associates 401 K Profit Sharing Plan Trust-12$614,929$51,495$4,291iApproximate average salary by contribution assumption: employee only about $107,281 at 4% or $71,521 at 6%; with 50% employer match about $71,521 at 4% or $47,681 at 6%; with 100% employer match about $53,641 at 4% or $35,760 at 6%.