Younce, Vtipil, Baznik & Banks, P.A.
Plan context: Younce & Vtipil, P.A. Profit Sharing Plan and Trust
EIN 56-2238641 • Raleigh, NC • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$3,268,800
2024 Contributions
$319,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 18 | $3,268,800 | $319,000 | $17,722iApproximate average salary by contribution assumption: employee only about $443,056 at 4% or $295,370 at 6%; with 50% employer match about $295,370 at 4% or $196,914 at 6%; with 100% employer match about $221,528 at 4% or $147,685 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 18 | $3,268,800 | $319,000 | $17,722iApproximate average salary by contribution assumption: employee only about $443,056 at 4% or $295,370 at 6%; with 50% employer match about $295,370 at 4% or $196,914 at 6%; with 100% employer match about $221,528 at 4% or $147,685 at 6%. |
| 2023 | 1 | 13 | $2,574,004 | $207,263 | $15,943iApproximate average salary by contribution assumption: employee only about $398,583 at 4% or $265,722 at 6%; with 50% employer match about $265,722 at 4% or $177,148 at 6%; with 100% employer match about $199,291 at 4% or $132,861 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 13 | $2,574,004 | $207,263 | $15,943iApproximate average salary by contribution assumption: employee only about $398,583 at 4% or $265,722 at 6%; with 50% employer match about $265,722 at 4% or $177,148 at 6%; with 100% employer match about $199,291 at 4% or $132,861 at 6%. |
| 2022 | 1 | 12 | $1,957,585 | $0 | - |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 12 | $1,957,585 | - | - |
| 2021 | 1 | 12 | $3,398,292 | $0 | - |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 12 | $3,398,292 | $0 | - |
| 2020 | 1 | 12 | $3,353,958 | $0 | - |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 12 | $3,353,958 | - | - |
| 2019 | 1 | 11 | $2,914,718 | $10,141 | $922iApproximate average salary by contribution assumption: employee only about $23,048 at 4% or $15,365 at 6%; with 50% employer match about $15,365 at 4% or $10,243 at 6%; with 100% employer match about $11,524 at 4% or $7,683 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 11 | $2,914,718 | $10,141 | $922iApproximate average salary by contribution assumption: employee only about $23,048 at 4% or $15,365 at 6%; with 50% employer match about $15,365 at 4% or $10,243 at 6%; with 100% employer match about $11,524 at 4% or $7,683 at 6%. |
| 2018 | 1 | 15 | $2,550,604 | $0 | - |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 15 | $2,550,604 | - | - |
| 2017 | 1 | 15 | $2,602,012 | $113,375 | $7,558iApproximate average salary by contribution assumption: employee only about $188,958 at 4% or $125,972 at 6%; with 50% employer match about $125,972 at 4% or $83,981 at 6%; with 100% employer match about $94,479 at 4% or $62,986 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 15 | $2,602,012 | $113,375 | $7,558iApproximate average salary by contribution assumption: employee only about $188,958 at 4% or $125,972 at 6%; with 50% employer match about $125,972 at 4% or $83,981 at 6%; with 100% employer match about $94,479 at 4% or $62,986 at 6%. |
| 2016 | 1 | 14 | $2,139,808 | $165,000 | $11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 14 | $2,139,808 | $165,000 | $11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%. |
| 2015 | 1 | 15 | $1,814,605 | $54,650 | $3,643iApproximate average salary by contribution assumption: employee only about $91,083 at 4% or $60,722 at 6%; with 50% employer match about $60,722 at 4% or $40,481 at 6%; with 100% employer match about $45,542 at 4% or $30,361 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 15 | $1,814,605 | $54,650 | $3,643iApproximate average salary by contribution assumption: employee only about $91,083 at 4% or $60,722 at 6%; with 50% employer match about $60,722 at 4% or $40,481 at 6%; with 100% employer match about $45,542 at 4% or $30,361 at 6%. |
| 2014 | 1 | 17 | $1,915,083 | $73,000 | $4,294iApproximate average salary by contribution assumption: employee only about $107,353 at 4% or $71,569 at 6%; with 50% employer match about $71,569 at 4% or $47,712 at 6%; with 100% employer match about $53,676 at 4% or $35,784 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 17 | $1,915,083 | $73,000 | $4,294iApproximate average salary by contribution assumption: employee only about $107,353 at 4% or $71,569 at 6%; with 50% employer match about $71,569 at 4% or $47,712 at 6%; with 100% employer match about $53,676 at 4% or $35,784 at 6%. |
| 2013 | 1 | 18 | $1,677,377 | $150,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 18 | $1,677,377 | $150,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2012 | 1 | 16 | $1,266,886 | $150,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 16 | $1,266,886 | $150,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| 2011 | 1 | 14 | $1,023,358 | $30,886 | $2,206iApproximate average salary by contribution assumption: employee only about $55,154 at 4% or $36,769 at 6%; with 50% employer match about $36,769 at 4% or $24,513 at 6%; with 100% employer match about $27,577 at 4% or $18,385 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 14 | $1,023,358 | $30,886 | $2,206iApproximate average salary by contribution assumption: employee only about $55,154 at 4% or $36,769 at 6%; with 50% employer match about $36,769 at 4% or $24,513 at 6%; with 100% employer match about $27,577 at 4% or $18,385 at 6%. |
| 2010 | 1 | 14 | $1,024,742 | $0 | - |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 14 | $1,024,742 | - | - |
| 2009 | 1 | 14 | $921,418 | $136,937 | $9,781iApproximate average salary by contribution assumption: employee only about $244,530 at 4% or $163,020 at 6%; with 50% employer match about $163,020 at 4% or $108,680 at 6%; with 100% employer match about $122,265 at 4% or $81,510 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 14 | $921,418 | $136,937 | $9,781iApproximate average salary by contribution assumption: employee only about $244,530 at 4% or $163,020 at 6%; with 50% employer match about $163,020 at 4% or $108,680 at 6%; with 100% employer match about $122,265 at 4% or $81,510 at 6%. |
| 2008 | 1 | 12 | $648,669 | $105,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 12 | $648,669 | $105,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2007 | 1 | 12 | $749,753 | $115,000 | $9,583iApproximate average salary by contribution assumption: employee only about $239,583 at 4% or $159,722 at 6%; with 50% employer match about $159,722 at 4% or $106,481 at 6%; with 100% employer match about $119,792 at 4% or $79,861 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 12 | $749,753 | $115,000 | $9,583iApproximate average salary by contribution assumption: employee only about $239,583 at 4% or $159,722 at 6%; with 50% employer match about $159,722 at 4% or $106,481 at 6%; with 100% employer match about $119,792 at 4% or $79,861 at 6%. |
| 2006 | 1 | 12 | $599,961 | $113,096 | $9,425iApproximate average salary by contribution assumption: employee only about $235,617 at 4% or $157,078 at 6%; with 50% employer match about $157,078 at 4% or $104,719 at 6%; with 100% employer match about $117,808 at 4% or $78,539 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 12 | $599,961 | $113,096 | $9,425iApproximate average salary by contribution assumption: employee only about $235,617 at 4% or $157,078 at 6%; with 50% employer match about $157,078 at 4% or $104,719 at 6%; with 100% employer match about $117,808 at 4% or $78,539 at 6%. |
| 2005 | 1 | 14 | $441,574 | $113,810 | $8,129iApproximate average salary by contribution assumption: employee only about $203,232 at 4% or $135,488 at 6%; with 50% employer match about $135,488 at 4% or $90,325 at 6%; with 100% employer match about $101,616 at 4% or $67,744 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 14 | $441,574 | $113,810 | $8,129iApproximate average salary by contribution assumption: employee only about $203,232 at 4% or $135,488 at 6%; with 50% employer match about $135,488 at 4% or $90,325 at 6%; with 100% employer match about $101,616 at 4% or $67,744 at 6%. |
| 2004 | 1 | 9 | $349,323 | $91,008 | $10,112iApproximate average salary by contribution assumption: employee only about $252,800 at 4% or $168,533 at 6%; with 50% employer match about $168,533 at 4% or $112,356 at 6%; with 100% employer match about $126,400 at 4% or $84,267 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 9 | $349,323 | $91,008 | $10,112iApproximate average salary by contribution assumption: employee only about $252,800 at 4% or $168,533 at 6%; with 50% employer match about $168,533 at 4% or $112,356 at 6%; with 100% employer match about $126,400 at 4% or $84,267 at 6%. |
| 2003 | 1 | 6 | $229,630 | $9,981 | $1,664iApproximate average salary by contribution assumption: employee only about $41,588 at 4% or $27,725 at 6%; with 50% employer match about $27,725 at 4% or $18,483 at 6%; with 100% employer match about $20,794 at 4% or $13,863 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 6 | $229,630 | $9,981 | $1,664iApproximate average salary by contribution assumption: employee only about $41,588 at 4% or $27,725 at 6%; with 50% employer match about $27,725 at 4% or $18,483 at 6%; with 100% employer match about $20,794 at 4% or $13,863 at 6%. |
| 2002 | 1 | 9 | $193,361 | $196,676 | $21,853iApproximate average salary by contribution assumption: employee only about $546,322 at 4% or $364,215 at 6%; with 50% employer match about $364,215 at 4% or $242,810 at 6%; with 100% employer match about $273,161 at 4% or $182,107 at 6%. |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 9 | $193,361 | $196,676 | $21,853iApproximate average salary by contribution assumption: employee only about $546,322 at 4% or $364,215 at 6%; with 50% employer match about $364,215 at 4% or $242,810 at 6%; with 100% employer match about $273,161 at 4% or $182,107 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Younce & Vtipil, P.A. Profit Sharing Plan and Trust | - | 7 | - | - | - |