Civic Intelligence

Boelter & Yates Inc.

Plan context: Boelter & Yates Inc. Profit Sharing Plan & Trust

EIN 36-3399305 • 9 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

35

2007 Assets

$3,129,908

2007 Contributions

$210,944

Historical Graphs

Total Assets Over Time

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

$3,129,908$1,564,954$0199920032006YearValue
$3,129,908Latest year 2006

Participants Over Time

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

42210199920032006YearValue
35Latest year 2006

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
200710$0$210,944-
Boelter & Yates Inc. Profit Sharing Plan & Trust-0-$210,944-
2006135$3,129,908$367,385$10,497iApproximate average salary by contribution assumption: employee only about $262,418 at 4% or $174,945 at 6%; with 50% employer match about $174,945 at 4% or $116,630 at 6%; with 100% employer match about $131,209 at 4% or $87,473 at 6%.
Boelter & Yates Inc. Profit Sharing Plan & Trust-35$3,129,908$367,385$10,497iApproximate average salary by contribution assumption: employee only about $262,418 at 4% or $174,945 at 6%; with 50% employer match about $174,945 at 4% or $116,630 at 6%; with 100% employer match about $131,209 at 4% or $87,473 at 6%.
2005142$2,410,679$363,345$8,651iApproximate average salary by contribution assumption: employee only about $216,277 at 4% or $144,185 at 6%; with 50% employer match about $144,185 at 4% or $96,123 at 6%; with 100% employer match about $108,138 at 4% or $72,092 at 6%.
Boelter & Yates Inc. Profit Sharing Plan & Trust-42$2,410,679$363,345$8,651iApproximate average salary by contribution assumption: employee only about $216,277 at 4% or $144,185 at 6%; with 50% employer match about $144,185 at 4% or $96,123 at 6%; with 100% employer match about $108,138 at 4% or $72,092 at 6%.
2004133$1,957,389$231,331$7,010iApproximate average salary by contribution assumption: employee only about $175,251 at 4% or $116,834 at 6%; with 50% employer match about $116,834 at 4% or $77,889 at 6%; with 100% employer match about $87,625 at 4% or $58,417 at 6%.
Boelter & Yates Inc. Profit Sharing Plan & Trust-33$1,957,389$231,331$7,010iApproximate average salary by contribution assumption: employee only about $175,251 at 4% or $116,834 at 6%; with 50% employer match about $116,834 at 4% or $77,889 at 6%; with 100% employer match about $87,625 at 4% or $58,417 at 6%.
2003130$1,614,554$205,842$6,861iApproximate average salary by contribution assumption: employee only about $171,535 at 4% or $114,357 at 6%; with 50% employer match about $114,357 at 4% or $76,238 at 6%; with 100% employer match about $85,768 at 4% or $57,178 at 6%.
Boelter & Yates Inc. Profit Sharing Plan & Trust-30$1,614,554$205,842$6,861iApproximate average salary by contribution assumption: employee only about $171,535 at 4% or $114,357 at 6%; with 50% employer match about $114,357 at 4% or $76,238 at 6%; with 100% employer match about $85,768 at 4% or $57,178 at 6%.
2002123$1,132,764$266,184$11,573iApproximate average salary by contribution assumption: employee only about $289,330 at 4% or $192,887 at 6%; with 50% employer match about $192,887 at 4% or $128,591 at 6%; with 100% employer match about $144,665 at 4% or $96,443 at 6%.
Boelter & Yates Inc. Profit Sharing Plan & Trust-23$1,132,764$266,184$11,573iApproximate average salary by contribution assumption: employee only about $289,330 at 4% or $192,887 at 6%; with 50% employer match about $192,887 at 4% or $128,591 at 6%; with 100% employer match about $144,665 at 4% or $96,443 at 6%.
2001122$0$0-
Boelter & Yates Inc. Profit Sharing Plan & Trust-22---
2000117$1,127,567$91,750$5,397iApproximate average salary by contribution assumption: employee only about $134,926 at 4% or $89,951 at 6%; with 50% employer match about $89,951 at 4% or $59,967 at 6%; with 100% employer match about $67,463 at 4% or $44,975 at 6%.
Boelter & Yates Inc. Profit Sharing Plan & Trust-17$1,127,567$91,750$5,397iApproximate average salary by contribution assumption: employee only about $134,926 at 4% or $89,951 at 6%; with 50% employer match about $89,951 at 4% or $59,967 at 6%; with 100% employer match about $67,463 at 4% or $44,975 at 6%.
1999116$1,014,075$99,278$6,205iApproximate average salary by contribution assumption: employee only about $155,122 at 4% or $103,415 at 6%; with 50% employer match about $103,415 at 4% or $68,943 at 6%; with 100% employer match about $77,561 at 4% or $51,707 at 6%.
Boelter & Yates Inc. Profit Sharing Plan & Trust-16$1,014,075$99,278$6,205iApproximate average salary by contribution assumption: employee only about $155,122 at 4% or $103,415 at 6%; with 50% employer match about $103,415 at 4% or $68,943 at 6%; with 100% employer match about $77,561 at 4% or $51,707 at 6%.