Civic Intelligence

Yls Financial Services Inc.

Plan context: Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan

EIN 45-2478012 • Glendale, CA • 27 filings • 2 plans

668 Caruso Ave.Glendale, CA 91210
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,681,789

2025 Contributions

$205,526

Historical Graphs

Total Assets Over Time

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

$5,571,140$2,785,570$0201120182025YearValue
$1,681,789Latest year 2025

Participants Over Time

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

420201120182025YearValue
4Latest 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
202524$1,681,789$205,526$51,382iApproximate average salary by contribution assumption: employee only about $1,284,538 at 4% or $856,358 at 6%; with 50% employer match about $856,358 at 4% or $570,906 at 6%; with 100% employer match about $642,269 at 4% or $428,179 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$1,681,789$212,750$53,188iApproximate average salary by contribution assumption: employee only about $1,329,688 at 4% or $886,458 at 6%; with 50% employer match about $886,458 at 4% or $590,972 at 6%; with 100% employer match about $664,844 at 4% or $443,229 at 6%.
Yls Financial Services Inc Db Plan-0$0-$7,224-
202424$5,571,140$621,280$155,320iApproximate average salary by contribution assumption: employee only about $3,883,000 at 4% or $2,588,667 at 6%; with 50% employer match about $2,588,667 at 4% or $1,725,778 at 6%; with 100% employer match about $1,941,500 at 4% or $1,294,333 at 6%.
Yls Financial Services Inc Db Plan-3$4,283,506$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$1,287,634$121,280$30,320iApproximate average salary by contribution assumption: employee only about $758,000 at 4% or $505,333 at 6%; with 50% employer match about $505,333 at 4% or $336,889 at 6%; with 100% employer match about $379,000 at 4% or $252,667 at 6%.
202324$4,094,312$501,740$125,435iApproximate average salary by contribution assumption: employee only about $3,135,875 at 4% or $2,090,583 at 6%; with 50% employer match about $2,090,583 at 4% or $1,393,722 at 6%; with 100% employer match about $1,567,938 at 4% or $1,045,292 at 6%.
Yls Financial Services Inc Db Plan-3$3,098,133$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$996,179$101,740$25,435iApproximate average salary by contribution assumption: employee only about $635,875 at 4% or $423,917 at 6%; with 50% employer match about $423,917 at 4% or $282,611 at 6%; with 100% employer match about $317,938 at 4% or $211,958 at 6%.
202224$2,770,506$497,140$124,285iApproximate average salary by contribution assumption: employee only about $3,107,125 at 4% or $2,071,417 at 6%; with 50% employer match about $2,071,417 at 4% or $1,380,944 at 6%; with 100% employer match about $1,553,563 at 4% or $1,035,708 at 6%.
Yls Financial Services Inc Db Plan-3$2,069,643$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$700,863$97,140$24,285iApproximate average salary by contribution assumption: employee only about $607,125 at 4% or $404,750 at 6%; with 50% employer match about $404,750 at 4% or $269,833 at 6%; with 100% employer match about $303,563 at 4% or $202,375 at 6%.
202124$3,987,382$592,140$148,035iApproximate average salary by contribution assumption: employee only about $3,700,875 at 4% or $2,467,250 at 6%; with 50% employer match about $2,467,250 at 4% or $1,644,833 at 6%; with 100% employer match about $1,850,438 at 4% or $1,233,625 at 6%.
Yls Financial Services Inc Db Plan-4$3,056,417$500,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$930,965$92,140$23,035iApproximate average salary by contribution assumption: employee only about $575,875 at 4% or $383,917 at 6%; with 50% employer match about $383,917 at 4% or $255,944 at 6%; with 100% employer match about $287,938 at 4% or $191,958 at 6%.
202024$3,398,904$598,080$149,520iApproximate average salary by contribution assumption: employee only about $3,738,000 at 4% or $2,492,000 at 6%; with 50% employer match about $2,492,000 at 4% or $1,661,333 at 6%; with 100% employer match about $1,869,000 at 4% or $1,246,000 at 6%.
Yls Financial Services Inc Db Plan-4$2,587,843$500,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$811,061$98,080$24,520iApproximate average salary by contribution assumption: employee only about $613,000 at 4% or $408,667 at 6%; with 50% employer match about $408,667 at 4% or $272,444 at 6%; with 100% employer match about $306,500 at 4% or $204,333 at 6%.
201924$2,744,218$340,876$85,219iApproximate average salary by contribution assumption: employee only about $2,130,475 at 4% or $1,420,317 at 6%; with 50% employer match about $1,420,317 at 4% or $946,878 at 6%; with 100% employer match about $1,065,238 at 4% or $710,158 at 6%.
Yls Financial Services Inc Db Plan-4$2,039,375$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$704,843$90,876$22,719iApproximate average salary by contribution assumption: employee only about $567,975 at 4% or $378,650 at 6%; with 50% employer match about $378,650 at 4% or $252,433 at 6%; with 100% employer match about $283,988 at 4% or $189,325 at 6%.
201824$2,231,775$538,040$134,510iApproximate average salary by contribution assumption: employee only about $3,362,750 at 4% or $2,241,833 at 6%; with 50% employer match about $2,241,833 at 4% or $1,494,556 at 6%; with 100% employer match about $1,681,375 at 4% or $1,120,917 at 6%.
Yls Financial Services Inc Db Plan-4$1,671,791$450,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$559,984$88,040$22,010iApproximate average salary by contribution assumption: employee only about $550,250 at 4% or $366,833 at 6%; with 50% employer match about $366,833 at 4% or $244,556 at 6%; with 100% employer match about $275,125 at 4% or $183,417 at 6%.
201724$1,947,028$500,800$125,200iApproximate average salary by contribution assumption: employee only about $3,130,000 at 4% or $2,086,667 at 6%; with 50% employer match about $2,086,667 at 4% or $1,391,111 at 6%; with 100% employer match about $1,565,000 at 4% or $1,043,333 at 6%.
Yls Financial Services Inc Db Plan-4$1,438,215$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$508,813$100,800$25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%.
201624$1,413,223$495,810$123,953iApproximate average salary by contribution assumption: employee only about $3,098,813 at 4% or $2,065,875 at 6%; with 50% employer match about $2,065,875 at 4% or $1,377,250 at 6%; with 100% employer match about $1,549,406 at 4% or $1,032,938 at 6%.
Yls Financial Services Inc Db Plan-4$1,001,759$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$411,464$95,810$23,953iApproximate average salary by contribution assumption: employee only about $598,813 at 4% or $399,208 at 6%; with 50% employer match about $399,208 at 4% or $266,139 at 6%; with 100% employer match about $299,406 at 4% or $199,604 at 6%.
201524$900,822$332,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
Yls Financial Services Inc Db Plan-2$621,553$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$279,269$82,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
201424$657,156$347,140$86,785iApproximate average salary by contribution assumption: employee only about $2,169,625 at 4% or $1,446,417 at 6%; with 50% employer match about $1,446,417 at 4% or $964,278 at 6%; with 100% employer match about $1,084,813 at 4% or $723,208 at 6%.
Yls Financial Services Inc Db Plan-2$459,642$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-4$197,514$97,140$24,285iApproximate average salary by contribution assumption: employee only about $607,125 at 4% or $404,750 at 6%; with 50% employer match about $404,750 at 4% or $269,833 at 6%; with 100% employer match about $303,563 at 4% or $202,375 at 6%.
201312$220,249$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Yls Financial Services Inc Db Plan-2$220,249$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201212$110,000$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Yls Financial Services Inc Db Plan-2$110,000$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201112$41,140$41,140$20,570iApproximate average salary by contribution assumption: employee only about $514,250 at 4% or $342,833 at 6%; with 50% employer match about $342,833 at 4% or $228,556 at 6%; with 100% employer match about $257,125 at 4% or $171,417 at 6%.
Yls Financial & Insurance Services Inc. Profit Sharing 401(K) Plan-2$41,140$41,140$20,570iApproximate average salary by contribution assumption: employee only about $514,250 at 4% or $342,833 at 6%; with 50% employer match about $342,833 at 4% or $228,556 at 6%; with 100% employer match about $257,125 at 4% or $171,417 at 6%.