Civic Intelligence

President Asset Group LLC

Plan context: Tone Yee Investments & Developments 401(K) Plan

EIN 33-0941901 • Newport Beach, CA • 25 filings • 2 plans

260 Newport Center Drive, 3rd FloorNewport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$3,240,144

2025 Contributions

$224,849

Historical Graphs

Total Assets Over Time

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

$3,336,829$1,668,415$0200120132025YearValue
$3,240,144Latest year 2025

Participants Over Time

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

1370200120132025YearValue
11Latest 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
2025111$3,240,144$224,849$20,441iApproximate average salary by contribution assumption: employee only about $511,020 at 4% or $340,680 at 6%; with 50% employer match about $340,680 at 4% or $227,120 at 6%; with 100% employer match about $255,510 at 4% or $170,340 at 6%.
Tone Yee Investments & Developments 401(K) Plan-11$3,240,144$224,849$20,441iApproximate average salary by contribution assumption: employee only about $511,020 at 4% or $340,680 at 6%; with 50% employer match about $340,680 at 4% or $227,120 at 6%; with 100% employer match about $255,510 at 4% or $170,340 at 6%.
2024112$2,960,967$211,288$17,607iApproximate average salary by contribution assumption: employee only about $440,183 at 4% or $293,456 at 6%; with 50% employer match about $293,456 at 4% or $195,637 at 6%; with 100% employer match about $220,092 at 4% or $146,728 at 6%.
Tone Yee Investments & Developments 401(K) Plan-12$2,960,967$211,288$17,607iApproximate average salary by contribution assumption: employee only about $440,183 at 4% or $293,456 at 6%; with 50% employer match about $293,456 at 4% or $195,637 at 6%; with 100% employer match about $220,092 at 4% or $146,728 at 6%.
2023110$3,336,829$206,050$20,605iApproximate average salary by contribution assumption: employee only about $515,125 at 4% or $343,417 at 6%; with 50% employer match about $343,417 at 4% or $228,944 at 6%; with 100% employer match about $257,563 at 4% or $171,708 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$3,336,829$206,050$20,605iApproximate average salary by contribution assumption: employee only about $515,125 at 4% or $343,417 at 6%; with 50% employer match about $343,417 at 4% or $228,944 at 6%; with 100% employer match about $257,563 at 4% or $171,708 at 6%.
2022110$2,804,490$172,480$17,248iApproximate average salary by contribution assumption: employee only about $431,200 at 4% or $287,467 at 6%; with 50% employer match about $287,467 at 4% or $191,644 at 6%; with 100% employer match about $215,600 at 4% or $143,733 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$2,804,490$172,480$17,248iApproximate average salary by contribution assumption: employee only about $431,200 at 4% or $287,467 at 6%; with 50% employer match about $287,467 at 4% or $191,644 at 6%; with 100% employer match about $215,600 at 4% or $143,733 at 6%.
2021110$2,958,319$169,817$16,982iApproximate average salary by contribution assumption: employee only about $424,543 at 4% or $283,028 at 6%; with 50% employer match about $283,028 at 4% or $188,686 at 6%; with 100% employer match about $212,271 at 4% or $141,514 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$2,958,319$169,817$16,982iApproximate average salary by contribution assumption: employee only about $424,543 at 4% or $283,028 at 6%; with 50% employer match about $283,028 at 4% or $188,686 at 6%; with 100% employer match about $212,271 at 4% or $141,514 at 6%.
2020111$2,580,769$167,712$15,247iApproximate average salary by contribution assumption: employee only about $381,164 at 4% or $254,109 at 6%; with 50% employer match about $254,109 at 4% or $169,406 at 6%; with 100% employer match about $190,582 at 4% or $127,055 at 6%.
Tone Yee Investments & Developments 401(K) Plan-11$2,580,769$167,712$15,247iApproximate average salary by contribution assumption: employee only about $381,164 at 4% or $254,109 at 6%; with 50% employer match about $254,109 at 4% or $169,406 at 6%; with 100% employer match about $190,582 at 4% or $127,055 at 6%.
2019110$2,231,674$133,373$13,337iApproximate average salary by contribution assumption: employee only about $333,433 at 4% or $222,288 at 6%; with 50% employer match about $222,288 at 4% or $148,192 at 6%; with 100% employer match about $166,716 at 4% or $111,144 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$2,231,674$133,373$13,337iApproximate average salary by contribution assumption: employee only about $333,433 at 4% or $222,288 at 6%; with 50% employer match about $222,288 at 4% or $148,192 at 6%; with 100% employer match about $166,716 at 4% or $111,144 at 6%.
2018111$2,246,951$138,016$12,547iApproximate average salary by contribution assumption: employee only about $313,673 at 4% or $209,115 at 6%; with 50% employer match about $209,115 at 4% or $139,410 at 6%; with 100% employer match about $156,836 at 4% or $104,558 at 6%.
Tone Yee Investments & Developments 401(K) Plan-11$2,246,951$138,016$12,547iApproximate average salary by contribution assumption: employee only about $313,673 at 4% or $209,115 at 6%; with 50% employer match about $209,115 at 4% or $139,410 at 6%; with 100% employer match about $156,836 at 4% or $104,558 at 6%.
2017111$2,191,698$137,765$12,524iApproximate average salary by contribution assumption: employee only about $313,102 at 4% or $208,735 at 6%; with 50% employer match about $208,735 at 4% or $139,157 at 6%; with 100% employer match about $156,551 at 4% or $104,367 at 6%.
Tone Yee Investments & Developments 401(K) Plan-11$2,191,698$137,765$12,524iApproximate average salary by contribution assumption: employee only about $313,102 at 4% or $208,735 at 6%; with 50% employer match about $208,735 at 4% or $139,157 at 6%; with 100% employer match about $156,551 at 4% or $104,367 at 6%.
2016113$2,076,171$130,019$10,001iApproximate average salary by contribution assumption: employee only about $250,037 at 4% or $166,691 at 6%; with 50% employer match about $166,691 at 4% or $111,127 at 6%; with 100% employer match about $125,018 at 4% or $83,346 at 6%.
Tone Yee Investments & Developments 401(K) Plan-13$2,076,171$130,019$10,001iApproximate average salary by contribution assumption: employee only about $250,037 at 4% or $166,691 at 6%; with 50% employer match about $166,691 at 4% or $111,127 at 6%; with 100% employer match about $125,018 at 4% or $83,346 at 6%.
2015111$1,893,703$136,420$12,402iApproximate average salary by contribution assumption: employee only about $310,045 at 4% or $206,697 at 6%; with 50% employer match about $206,697 at 4% or $137,798 at 6%; with 100% employer match about $155,023 at 4% or $103,348 at 6%.
Tone Yee Investments & Developments 401(K) Plan-11$1,893,703$136,420$12,402iApproximate average salary by contribution assumption: employee only about $310,045 at 4% or $206,697 at 6%; with 50% employer match about $206,697 at 4% or $137,798 at 6%; with 100% employer match about $155,023 at 4% or $103,348 at 6%.
2014110$1,799,916$168,248$16,825iApproximate average salary by contribution assumption: employee only about $420,620 at 4% or $280,413 at 6%; with 50% employer match about $280,413 at 4% or $186,942 at 6%; with 100% employer match about $210,310 at 4% or $140,207 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$1,799,916$168,248$16,825iApproximate average salary by contribution assumption: employee only about $420,620 at 4% or $280,413 at 6%; with 50% employer match about $280,413 at 4% or $186,942 at 6%; with 100% employer match about $210,310 at 4% or $140,207 at 6%.
2013110$1,578,988$125,308$12,531iApproximate average salary by contribution assumption: employee only about $313,270 at 4% or $208,847 at 6%; with 50% employer match about $208,847 at 4% or $139,231 at 6%; with 100% employer match about $156,635 at 4% or $104,423 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$1,578,988$125,308$12,531iApproximate average salary by contribution assumption: employee only about $313,270 at 4% or $208,847 at 6%; with 50% employer match about $208,847 at 4% or $139,231 at 6%; with 100% employer match about $156,635 at 4% or $104,423 at 6%.
2012110$1,249,436$119,548$11,955iApproximate average salary by contribution assumption: employee only about $298,870 at 4% or $199,247 at 6%; with 50% employer match about $199,247 at 4% or $132,831 at 6%; with 100% employer match about $149,435 at 4% or $99,623 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$1,249,436$119,548$11,955iApproximate average salary by contribution assumption: employee only about $298,870 at 4% or $199,247 at 6%; with 50% employer match about $199,247 at 4% or $132,831 at 6%; with 100% employer match about $149,435 at 4% or $99,623 at 6%.
2011110$1,041,920$105,014$10,501iApproximate average salary by contribution assumption: employee only about $262,535 at 4% or $175,023 at 6%; with 50% employer match about $175,023 at 4% or $116,682 at 6%; with 100% employer match about $131,268 at 4% or $87,512 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$1,041,920$105,014$10,501iApproximate average salary by contribution assumption: employee only about $262,535 at 4% or $175,023 at 6%; with 50% employer match about $175,023 at 4% or $116,682 at 6%; with 100% employer match about $131,268 at 4% or $87,512 at 6%.
2010110$966,665$102,956$10,296iApproximate average salary by contribution assumption: employee only about $257,390 at 4% or $171,593 at 6%; with 50% employer match about $171,593 at 4% or $114,396 at 6%; with 100% employer match about $128,695 at 4% or $85,797 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$966,665$102,956$10,296iApproximate average salary by contribution assumption: employee only about $257,390 at 4% or $171,593 at 6%; with 50% employer match about $171,593 at 4% or $114,396 at 6%; with 100% employer match about $128,695 at 4% or $85,797 at 6%.
2009112$884,041$114,229$9,519iApproximate average salary by contribution assumption: employee only about $237,977 at 4% or $158,651 at 6%; with 50% employer match about $158,651 at 4% or $105,768 at 6%; with 100% employer match about $118,989 at 4% or $79,326 at 6%.
Tone Yee Investments & Developments 401(K) Plan-12$884,041$114,229$9,519iApproximate average salary by contribution assumption: employee only about $237,977 at 4% or $158,651 at 6%; with 50% employer match about $158,651 at 4% or $105,768 at 6%; with 100% employer match about $118,989 at 4% or $79,326 at 6%.
2008112$654,956$94,757$7,896iApproximate average salary by contribution assumption: employee only about $197,410 at 4% or $131,607 at 6%; with 50% employer match about $131,607 at 4% or $87,738 at 6%; with 100% employer match about $98,705 at 4% or $65,803 at 6%.
Tone Yee Investments & Developments 401(K) Plan-12$654,956$94,757$7,896iApproximate average salary by contribution assumption: employee only about $197,410 at 4% or $131,607 at 6%; with 50% employer match about $131,607 at 4% or $87,738 at 6%; with 100% employer match about $98,705 at 4% or $65,803 at 6%.
200718$727,940$107,750$13,469iApproximate average salary by contribution assumption: employee only about $336,719 at 4% or $224,479 at 6%; with 50% employer match about $224,479 at 4% or $149,653 at 6%; with 100% employer match about $168,359 at 4% or $112,240 at 6%.
Tone Yee Investments & Developments 401(K) Plan-8$727,940$107,750$13,469iApproximate average salary by contribution assumption: employee only about $336,719 at 4% or $224,479 at 6%; with 50% employer match about $224,479 at 4% or $149,653 at 6%; with 100% employer match about $168,359 at 4% or $112,240 at 6%.
2006110$759,909$113,711$11,371iApproximate average salary by contribution assumption: employee only about $284,278 at 4% or $189,518 at 6%; with 50% employer match about $189,518 at 4% or $126,346 at 6%; with 100% employer match about $142,139 at 4% or $94,759 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$759,909$113,711$11,371iApproximate average salary by contribution assumption: employee only about $284,278 at 4% or $189,518 at 6%; with 50% employer match about $189,518 at 4% or $126,346 at 6%; with 100% employer match about $142,139 at 4% or $94,759 at 6%.
200519$583,456$100,873$11,208iApproximate average salary by contribution assumption: employee only about $280,203 at 4% or $186,802 at 6%; with 50% employer match about $186,802 at 4% or $124,535 at 6%; with 100% employer match about $140,101 at 4% or $93,401 at 6%.
Tone Yee Investments & Developments 401(K) Plan-9$583,456$100,873$11,208iApproximate average salary by contribution assumption: employee only about $280,203 at 4% or $186,802 at 6%; with 50% employer match about $186,802 at 4% or $124,535 at 6%; with 100% employer match about $140,101 at 4% or $93,401 at 6%.
200419$460,567$102,632$11,404iApproximate average salary by contribution assumption: employee only about $285,089 at 4% or $190,059 at 6%; with 50% employer match about $190,059 at 4% or $126,706 at 6%; with 100% employer match about $142,544 at 4% or $95,030 at 6%.
Tone Yee Investments & Developments 401(K) Plan-9$460,567$102,632$11,404iApproximate average salary by contribution assumption: employee only about $285,089 at 4% or $190,059 at 6%; with 50% employer match about $190,059 at 4% or $126,706 at 6%; with 100% employer match about $142,544 at 4% or $95,030 at 6%.
2003110$410,734$102,508$10,251iApproximate average salary by contribution assumption: employee only about $256,270 at 4% or $170,847 at 6%; with 50% employer match about $170,847 at 4% or $113,898 at 6%; with 100% employer match about $128,135 at 4% or $85,423 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$410,734$102,508$10,251iApproximate average salary by contribution assumption: employee only about $256,270 at 4% or $170,847 at 6%; with 50% employer match about $170,847 at 4% or $113,898 at 6%; with 100% employer match about $128,135 at 4% or $85,423 at 6%.
200219$256,283$91,831$10,203iApproximate average salary by contribution assumption: employee only about $255,086 at 4% or $170,057 at 6%; with 50% employer match about $170,057 at 4% or $113,372 at 6%; with 100% employer match about $127,543 at 4% or $85,029 at 6%.
Tone Yee Investments & Developments 401(K) Plan-9$256,283$91,831$10,203iApproximate average salary by contribution assumption: employee only about $255,086 at 4% or $170,057 at 6%; with 50% employer match about $170,057 at 4% or $113,372 at 6%; with 100% employer match about $127,543 at 4% or $85,029 at 6%.
2001110$227,067$106,533$10,653iApproximate average salary by contribution assumption: employee only about $266,333 at 4% or $177,555 at 6%; with 50% employer match about $177,555 at 4% or $118,370 at 6%; with 100% employer match about $133,166 at 4% or $88,778 at 6%.
Tone Yee Investments & Developments 401(K) Plan-10$227,067$106,533$10,653iApproximate average salary by contribution assumption: employee only about $266,333 at 4% or $177,555 at 6%; with 50% employer match about $177,555 at 4% or $118,370 at 6%; with 100% employer match about $133,166 at 4% or $88,778 at 6%.