Civic Intelligence

Yates & Yates LLP.

Plan context: Profit Sharing Plan of Yates & Yates LLP.

EIN 33-0756681 • Santa Ana, CA • 26 filings • 5 plans

1551 N. Tustin Avenue, Suite 710Santa Ana, CA 92075
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,534,363

2024 Contributions

$234,808

Historical Graphs

Total Assets Over Time

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

$5,534,363$2,767,182$0199920122024YearValue
$5,534,363Latest year 2024

Participants Over Time

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

1050199920122024YearValue
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$5,534,363$234,808$39,135iApproximate average salary by contribution assumption: employee only about $978,367 at 4% or $652,244 at 6%; with 50% employer match about $652,244 at 4% or $434,830 at 6%; with 100% employer match about $489,183 at 4% or $326,122 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$5,534,363$234,808$39,135iApproximate average salary by contribution assumption: employee only about $978,367 at 4% or $652,244 at 6%; with 50% employer match about $652,244 at 4% or $434,830 at 6%; with 100% employer match about $489,183 at 4% or $326,122 at 6%.
202316$4,836,390$222,802$37,134iApproximate average salary by contribution assumption: employee only about $928,342 at 4% or $618,894 at 6%; with 50% employer match about $618,894 at 4% or $412,596 at 6%; with 100% employer match about $464,171 at 4% or $309,447 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$4,836,390$222,802$37,134iApproximate average salary by contribution assumption: employee only about $928,342 at 4% or $618,894 at 6%; with 50% employer match about $618,894 at 4% or $412,596 at 6%; with 100% employer match about $464,171 at 4% or $309,447 at 6%.
202215$4,076,011$227,262$45,452iApproximate average salary by contribution assumption: employee only about $1,136,310 at 4% or $757,540 at 6%; with 50% employer match about $757,540 at 4% or $505,027 at 6%; with 100% employer match about $568,155 at 4% or $378,770 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-5$4,076,011$227,262$45,452iApproximate average salary by contribution assumption: employee only about $1,136,310 at 4% or $757,540 at 6%; with 50% employer match about $757,540 at 4% or $505,027 at 6%; with 100% employer match about $568,155 at 4% or $378,770 at 6%.
202115$4,675,933$225,363$45,073iApproximate average salary by contribution assumption: employee only about $1,126,815 at 4% or $751,210 at 6%; with 50% employer match about $751,210 at 4% or $500,807 at 6%; with 100% employer match about $563,408 at 4% or $375,605 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-5$4,675,933$225,363$45,073iApproximate average salary by contribution assumption: employee only about $1,126,815 at 4% or $751,210 at 6%; with 50% employer match about $751,210 at 4% or $500,807 at 6%; with 100% employer match about $563,408 at 4% or $375,605 at 6%.
202015$3,983,444$224,885$44,977iApproximate average salary by contribution assumption: employee only about $1,124,425 at 4% or $749,617 at 6%; with 50% employer match about $749,617 at 4% or $499,744 at 6%; with 100% employer match about $562,213 at 4% or $374,808 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-5$3,983,444$224,885$44,977iApproximate average salary by contribution assumption: employee only about $1,124,425 at 4% or $749,617 at 6%; with 50% employer match about $749,617 at 4% or $499,744 at 6%; with 100% employer match about $562,213 at 4% or $374,808 at 6%.
201915$4,253,485$209,644$41,929iApproximate average salary by contribution assumption: employee only about $1,048,220 at 4% or $698,813 at 6%; with 50% employer match about $698,813 at 4% or $465,876 at 6%; with 100% employer match about $524,110 at 4% or $349,407 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-5$4,253,485$209,644$41,929iApproximate average salary by contribution assumption: employee only about $1,048,220 at 4% or $698,813 at 6%; with 50% employer match about $698,813 at 4% or $465,876 at 6%; with 100% employer match about $524,110 at 4% or $349,407 at 6%.
201816$3,858,246$181,417$30,236iApproximate average salary by contribution assumption: employee only about $755,904 at 4% or $503,936 at 6%; with 50% employer match about $503,936 at 4% or $335,957 at 6%; with 100% employer match about $377,952 at 4% or $251,968 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$3,858,246$181,417$30,236iApproximate average salary by contribution assumption: employee only about $755,904 at 4% or $503,936 at 6%; with 50% employer match about $503,936 at 4% or $335,957 at 6%; with 100% employer match about $377,952 at 4% or $251,968 at 6%.
201716$3,751,721$87,413$14,569iApproximate average salary by contribution assumption: employee only about $364,221 at 4% or $242,814 at 6%; with 50% employer match about $242,814 at 4% or $161,876 at 6%; with 100% employer match about $182,110 at 4% or $121,407 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$3,751,721$87,413$14,569iApproximate average salary by contribution assumption: employee only about $364,221 at 4% or $242,814 at 6%; with 50% employer match about $242,814 at 4% or $161,876 at 6%; with 100% employer match about $182,110 at 4% or $121,407 at 6%.
201616$3,138,401$173,935$28,989iApproximate average salary by contribution assumption: employee only about $724,729 at 4% or $483,153 at 6%; with 50% employer match about $483,153 at 4% or $322,102 at 6%; with 100% employer match about $362,365 at 4% or $241,576 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$3,138,401$173,935$28,989iApproximate average salary by contribution assumption: employee only about $724,729 at 4% or $483,153 at 6%; with 50% employer match about $483,153 at 4% or $322,102 at 6%; with 100% employer match about $362,365 at 4% or $241,576 at 6%.
201516$2,725,458$190,316$31,719iApproximate average salary by contribution assumption: employee only about $792,983 at 4% or $528,656 at 6%; with 50% employer match about $528,656 at 4% or $352,437 at 6%; with 100% employer match about $396,492 at 4% or $264,328 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$2,725,458$190,316$31,719iApproximate average salary by contribution assumption: employee only about $792,983 at 4% or $528,656 at 6%; with 50% employer match about $528,656 at 4% or $352,437 at 6%; with 100% employer match about $396,492 at 4% or $264,328 at 6%.
201416$2,642,039$157,661$26,277iApproximate average salary by contribution assumption: employee only about $656,921 at 4% or $437,947 at 6%; with 50% employer match about $437,947 at 4% or $291,965 at 6%; with 100% employer match about $328,460 at 4% or $218,974 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$2,642,039$157,661$26,277iApproximate average salary by contribution assumption: employee only about $656,921 at 4% or $437,947 at 6%; with 50% employer match about $437,947 at 4% or $291,965 at 6%; with 100% employer match about $328,460 at 4% or $218,974 at 6%.
201316$2,445,630$130,588$21,765iApproximate average salary by contribution assumption: employee only about $544,117 at 4% or $362,744 at 6%; with 50% employer match about $362,744 at 4% or $241,830 at 6%; with 100% employer match about $272,058 at 4% or $181,372 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$2,445,630$130,588$21,765iApproximate average salary by contribution assumption: employee only about $544,117 at 4% or $362,744 at 6%; with 50% employer match about $362,744 at 4% or $241,830 at 6%; with 100% employer match about $272,058 at 4% or $181,372 at 6%.
201216$1,998,552$165,060$27,510iApproximate average salary by contribution assumption: employee only about $687,750 at 4% or $458,500 at 6%; with 50% employer match about $458,500 at 4% or $305,667 at 6%; with 100% employer match about $343,875 at 4% or $229,250 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$1,998,552$165,060$27,510iApproximate average salary by contribution assumption: employee only about $687,750 at 4% or $458,500 at 6%; with 50% employer match about $458,500 at 4% or $305,667 at 6%; with 100% employer match about $343,875 at 4% or $229,250 at 6%.
201117$2,211,390$140,768$20,110iApproximate average salary by contribution assumption: employee only about $502,743 at 4% or $335,162 at 6%; with 50% employer match about $335,162 at 4% or $223,441 at 6%; with 100% employer match about $251,371 at 4% or $167,581 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-7$2,211,390$140,768$20,110iApproximate average salary by contribution assumption: employee only about $502,743 at 4% or $335,162 at 6%; with 50% employer match about $335,162 at 4% or $223,441 at 6%; with 100% employer match about $251,371 at 4% or $167,581 at 6%.
201017$2,065,640$108,076$15,439iApproximate average salary by contribution assumption: employee only about $385,986 at 4% or $257,324 at 6%; with 50% employer match about $257,324 at 4% or $171,549 at 6%; with 100% employer match about $192,993 at 4% or $128,662 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-7$2,065,640$108,076$15,439iApproximate average salary by contribution assumption: employee only about $385,986 at 4% or $257,324 at 6%; with 50% employer match about $257,324 at 4% or $171,549 at 6%; with 100% employer match about $192,993 at 4% or $128,662 at 6%.
200917$1,575,495$169,262$24,180iApproximate average salary by contribution assumption: employee only about $604,507 at 4% or $403,005 at 6%; with 50% employer match about $403,005 at 4% or $268,670 at 6%; with 100% employer match about $302,254 at 4% or $201,502 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-7$1,575,495$169,262$24,180iApproximate average salary by contribution assumption: employee only about $604,507 at 4% or $403,005 at 6%; with 50% employer match about $403,005 at 4% or $268,670 at 6%; with 100% employer match about $302,254 at 4% or $201,502 at 6%.
200816$1,145,639$156,241$26,040iApproximate average salary by contribution assumption: employee only about $651,004 at 4% or $434,003 at 6%; with 50% employer match about $434,003 at 4% or $289,335 at 6%; with 100% employer match about $325,502 at 4% or $217,001 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-6$1,145,639$156,241$26,040iApproximate average salary by contribution assumption: employee only about $651,004 at 4% or $434,003 at 6%; with 50% employer match about $434,003 at 4% or $289,335 at 6%; with 100% employer match about $325,502 at 4% or $217,001 at 6%.
200717$0$0-
Profit Sharing Plan of Yates & Yates LLP.-7---
200617$1,338,275$162,126$23,161iApproximate average salary by contribution assumption: employee only about $579,021 at 4% or $386,014 at 6%; with 50% employer match about $386,014 at 4% or $257,343 at 6%; with 100% employer match about $289,511 at 4% or $193,007 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-7$1,338,275$162,126$23,161iApproximate average salary by contribution assumption: employee only about $579,021 at 4% or $386,014 at 6%; with 50% employer match about $386,014 at 4% or $257,343 at 6%; with 100% employer match about $289,511 at 4% or $193,007 at 6%.
200518$994,654$178,780$22,348iApproximate average salary by contribution assumption: employee only about $558,688 at 4% or $372,458 at 6%; with 50% employer match about $372,458 at 4% or $248,306 at 6%; with 100% employer match about $279,344 at 4% or $186,229 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-8$994,654$178,780$22,348iApproximate average salary by contribution assumption: employee only about $558,688 at 4% or $372,458 at 6%; with 50% employer match about $372,458 at 4% or $248,306 at 6%; with 100% employer match about $279,344 at 4% or $186,229 at 6%.
200418$746,029$144,270$18,034iApproximate average salary by contribution assumption: employee only about $450,844 at 4% or $300,563 at 6%; with 50% employer match about $300,563 at 4% or $200,375 at 6%; with 100% employer match about $225,422 at 4% or $150,281 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-8$746,029$144,270$18,034iApproximate average salary by contribution assumption: employee only about $450,844 at 4% or $300,563 at 6%; with 50% employer match about $300,563 at 4% or $200,375 at 6%; with 100% employer match about $225,422 at 4% or $150,281 at 6%.
200318$510,983$131,216$16,402iApproximate average salary by contribution assumption: employee only about $410,050 at 4% or $273,367 at 6%; with 50% employer match about $273,367 at 4% or $182,244 at 6%; with 100% employer match about $205,025 at 4% or $136,683 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-8$510,983$131,216$16,402iApproximate average salary by contribution assumption: employee only about $410,050 at 4% or $273,367 at 6%; with 50% employer match about $273,367 at 4% or $182,244 at 6%; with 100% employer match about $205,025 at 4% or $136,683 at 6%.
2002110$283,393$121,699$12,170iApproximate average salary by contribution assumption: employee only about $304,248 at 4% or $202,832 at 6%; with 50% employer match about $202,832 at 4% or $135,221 at 6%; with 100% employer match about $152,124 at 4% or $101,416 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-10$283,393$121,699$12,170iApproximate average salary by contribution assumption: employee only about $304,248 at 4% or $202,832 at 6%; with 50% employer match about $202,832 at 4% or $135,221 at 6%; with 100% employer match about $152,124 at 4% or $101,416 at 6%.
200118$207,196$75,246$9,406iApproximate average salary by contribution assumption: employee only about $235,144 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,508 at 6%; with 100% employer match about $117,572 at 4% or $78,381 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-8$207,196$75,246$9,406iApproximate average salary by contribution assumption: employee only about $235,144 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,508 at 6%; with 100% employer match about $117,572 at 4% or $78,381 at 6%.
200019$142,101$54,642$6,071iApproximate average salary by contribution assumption: employee only about $151,783 at 4% or $101,189 at 6%; with 50% employer match about $101,189 at 4% or $67,459 at 6%; with 100% employer match about $75,892 at 4% or $50,594 at 6%.
Profit Sharing Plan of Yates & Yates LLP.-9$142,101$54,642$6,071iApproximate average salary by contribution assumption: employee only about $151,783 at 4% or $101,189 at 6%; with 50% employer match about $101,189 at 4% or $67,459 at 6%; with 100% employer match about $75,892 at 4% or $50,594 at 6%.
199915$101,038$0-
Profit Sharing Plan of Yates & Yates LLP.-5$101,038--