Civic Intelligence

Allan E. Yockelson Dds

Plan context: Wachovia Securities C/F Allan E. Yockelson Dds Vip

EIN 52-0899588 • 19 filings • 6 plans

Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$2,092,340

2018 Contributions

$20,644

Historical Graphs

Total Assets Over Time

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

$2,092,340$1,046,170$0200020092017YearValue
$2,092,340Latest year 2017

Participants Over Time

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

210200020092017YearValue
1Latest year 2017

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
201810$0$0-
Wachovia Securities C/F Allan E. Yockelson Dds Vip-0---
201711$2,092,340$0-
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$2,092,340--
201611$1,939,681$0-
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,939,681--
201510$1,893,222$0-
Wachovia Securities C/F Allan E. Yockelson Dds Vip-0$1,893,222--
201411$2,027,235$20,644$20,644iApproximate average salary by contribution assumption: employee only about $516,100 at 4% or $344,067 at 6%; with 50% employer match about $344,067 at 4% or $229,378 at 6%; with 100% employer match about $258,050 at 4% or $172,033 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$2,027,235$20,644$20,644iApproximate average salary by contribution assumption: employee only about $516,100 at 4% or $344,067 at 6%; with 50% employer match about $344,067 at 4% or $229,378 at 6%; with 100% employer match about $258,050 at 4% or $172,033 at 6%.
201311$1,970,960$13,674$13,674iApproximate average salary by contribution assumption: employee only about $341,850 at 4% or $227,900 at 6%; with 50% employer match about $227,900 at 4% or $151,933 at 6%; with 100% employer match about $170,925 at 4% or $113,950 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,970,960$13,674$13,674iApproximate average salary by contribution assumption: employee only about $341,850 at 4% or $227,900 at 6%; with 50% employer match about $227,900 at 4% or $151,933 at 6%; with 100% employer match about $170,925 at 4% or $113,950 at 6%.
201211$1,822,718$17,967$17,967iApproximate average salary by contribution assumption: employee only about $449,175 at 4% or $299,450 at 6%; with 50% employer match about $299,450 at 4% or $199,633 at 6%; with 100% employer match about $224,588 at 4% or $149,725 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,822,718$17,967$17,967iApproximate average salary by contribution assumption: employee only about $449,175 at 4% or $299,450 at 6%; with 50% employer match about $299,450 at 4% or $199,633 at 6%; with 100% employer match about $224,588 at 4% or $149,725 at 6%.
201111$1,766,790$20,368$20,368iApproximate average salary by contribution assumption: employee only about $509,200 at 4% or $339,467 at 6%; with 50% employer match about $339,467 at 4% or $226,311 at 6%; with 100% employer match about $254,600 at 4% or $169,733 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,766,790$20,368$20,368iApproximate average salary by contribution assumption: employee only about $509,200 at 4% or $339,467 at 6%; with 50% employer match about $339,467 at 4% or $226,311 at 6%; with 100% employer match about $254,600 at 4% or $169,733 at 6%.
201012$1,788,620$18,833$9,417iApproximate average salary by contribution assumption: employee only about $235,413 at 4% or $156,942 at 6%; with 50% employer match about $156,942 at 4% or $104,628 at 6%; with 100% employer match about $117,706 at 4% or $78,471 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-2$1,788,620$18,833$9,417iApproximate average salary by contribution assumption: employee only about $235,413 at 4% or $156,942 at 6%; with 50% employer match about $156,942 at 4% or $104,628 at 6%; with 100% employer match about $117,706 at 4% or $78,471 at 6%.
200912$1,761,023$18,845$9,423iApproximate average salary by contribution assumption: employee only about $235,563 at 4% or $157,042 at 6%; with 50% employer match about $157,042 at 4% or $104,694 at 6%; with 100% employer match about $117,781 at 4% or $78,521 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-2$1,761,023$18,845$9,423iApproximate average salary by contribution assumption: employee only about $235,563 at 4% or $157,042 at 6%; with 50% employer match about $157,042 at 4% or $104,694 at 6%; with 100% employer match about $117,781 at 4% or $78,521 at 6%.
200810$1,606,503$23,222-
Wachovia Securities C/F Allan E. Yockelson Dds Vip-0$1,606,503$23,222-
200711$1,637,334$25,344$25,344iApproximate average salary by contribution assumption: employee only about $633,600 at 4% or $422,400 at 6%; with 50% employer match about $422,400 at 4% or $281,600 at 6%; with 100% employer match about $316,800 at 4% or $211,200 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,637,334$25,344$25,344iApproximate average salary by contribution assumption: employee only about $633,600 at 4% or $422,400 at 6%; with 50% employer match about $422,400 at 4% or $281,600 at 6%; with 100% employer match about $316,800 at 4% or $211,200 at 6%.
200611$1,508,131$20,602$20,602iApproximate average salary by contribution assumption: employee only about $515,050 at 4% or $343,367 at 6%; with 50% employer match about $343,367 at 4% or $228,911 at 6%; with 100% employer match about $257,525 at 4% or $171,683 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,508,131$20,602$20,602iApproximate average salary by contribution assumption: employee only about $515,050 at 4% or $343,367 at 6%; with 50% employer match about $343,367 at 4% or $228,911 at 6%; with 100% employer match about $257,525 at 4% or $171,683 at 6%.
200511$1,393,792$27,740$27,740iApproximate average salary by contribution assumption: employee only about $693,500 at 4% or $462,333 at 6%; with 50% employer match about $462,333 at 4% or $308,222 at 6%; with 100% employer match about $346,750 at 4% or $231,167 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,393,792$27,740$27,740iApproximate average salary by contribution assumption: employee only about $693,500 at 4% or $462,333 at 6%; with 50% employer match about $462,333 at 4% or $308,222 at 6%; with 100% employer match about $346,750 at 4% or $231,167 at 6%.
200411$1,288,529$30,017$30,017iApproximate average salary by contribution assumption: employee only about $750,425 at 4% or $500,283 at 6%; with 50% employer match about $500,283 at 4% or $333,522 at 6%; with 100% employer match about $375,213 at 4% or $250,142 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,288,529$30,017$30,017iApproximate average salary by contribution assumption: employee only about $750,425 at 4% or $500,283 at 6%; with 50% employer match about $500,283 at 4% or $333,522 at 6%; with 100% employer match about $375,213 at 4% or $250,142 at 6%.
200311$1,190,999$27,636$27,636iApproximate average salary by contribution assumption: employee only about $690,900 at 4% or $460,600 at 6%; with 50% employer match about $460,600 at 4% or $307,067 at 6%; with 100% employer match about $345,450 at 4% or $230,300 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,190,999$27,636$27,636iApproximate average salary by contribution assumption: employee only about $690,900 at 4% or $460,600 at 6%; with 50% employer match about $460,600 at 4% or $307,067 at 6%; with 100% employer match about $345,450 at 4% or $230,300 at 6%.
200211$1,044,990$28,294$28,294iApproximate average salary by contribution assumption: employee only about $707,350 at 4% or $471,567 at 6%; with 50% employer match about $471,567 at 4% or $314,378 at 6%; with 100% employer match about $353,675 at 4% or $235,783 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,044,990$28,294$28,294iApproximate average salary by contribution assumption: employee only about $707,350 at 4% or $471,567 at 6%; with 50% employer match about $471,567 at 4% or $314,378 at 6%; with 100% employer match about $353,675 at 4% or $235,783 at 6%.
200111$1,055,524$19,995$19,995iApproximate average salary by contribution assumption: employee only about $499,875 at 4% or $333,250 at 6%; with 50% employer match about $333,250 at 4% or $222,167 at 6%; with 100% employer match about $249,938 at 4% or $166,625 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-1$1,055,524$19,995$19,995iApproximate average salary by contribution assumption: employee only about $499,875 at 4% or $333,250 at 6%; with 50% employer match about $333,250 at 4% or $222,167 at 6%; with 100% employer match about $249,938 at 4% or $166,625 at 6%.
200012$1,016,934$18,255$9,128iApproximate average salary by contribution assumption: employee only about $228,188 at 4% or $152,125 at 6%; with 50% employer match about $152,125 at 4% or $101,417 at 6%; with 100% employer match about $114,094 at 4% or $76,063 at 6%.
Wachovia Securities C/F Allan E. Yockelson Dds Vip-2$1,016,934$18,255$9,128iApproximate average salary by contribution assumption: employee only about $228,188 at 4% or $152,125 at 6%; with 50% employer match about $152,125 at 4% or $101,417 at 6%; with 100% employer match about $114,094 at 4% or $76,063 at 6%.