Kimball Yates Wilkinson
Plan context: Kimball Yates Wilkinson 401K
EIN 59-1299709 • Satellite Beach, FL • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
51
2024 Assets
$1,462,785
2024 Contributions
$163,295
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 | 51 | $1,462,785 | $163,295 | $3,202iApproximate average salary by contribution assumption: employee only about $80,047 at 4% or $53,364 at 6%; with 50% employer match about $53,364 at 4% or $35,576 at 6%; with 100% employer match about $40,023 at 4% or $26,682 at 6%. |
| Kimball Yates Wilkinson 401K | - | 51 | $1,462,785 | $163,295 | $3,202iApproximate average salary by contribution assumption: employee only about $80,047 at 4% or $53,364 at 6%; with 50% employer match about $53,364 at 4% or $35,576 at 6%; with 100% employer match about $40,023 at 4% or $26,682 at 6%. |
| 2023 | 1 | 40 | $1,249,522 | $132,181 | $3,305iApproximate average salary by contribution assumption: employee only about $82,613 at 4% or $55,075 at 6%; with 50% employer match about $55,075 at 4% or $36,717 at 6%; with 100% employer match about $41,307 at 4% or $27,538 at 6%. |
| Kimball Yates Wilkinson 401K | - | 40 | $1,249,522 | $132,181 | $3,305iApproximate average salary by contribution assumption: employee only about $82,613 at 4% or $55,075 at 6%; with 50% employer match about $55,075 at 4% or $36,717 at 6%; with 100% employer match about $41,307 at 4% or $27,538 at 6%. |
| 2022 | 1 | 32 | $997,667 | $117,723 | $3,679iApproximate average salary by contribution assumption: employee only about $91,971 at 4% or $61,314 at 6%; with 50% employer match about $61,314 at 4% or $40,876 at 6%; with 100% employer match about $45,986 at 4% or $30,657 at 6%. |
| Kimball Yates Wilkinson 401K | - | 32 | $997,667 | $117,723 | $3,679iApproximate average salary by contribution assumption: employee only about $91,971 at 4% or $61,314 at 6%; with 50% employer match about $61,314 at 4% or $40,876 at 6%; with 100% employer match about $45,986 at 4% or $30,657 at 6%. |
| 2021 | 1 | 27 | $1,192,283 | $154,524 | $5,723iApproximate average salary by contribution assumption: employee only about $143,078 at 4% or $95,385 at 6%; with 50% employer match about $95,385 at 4% or $63,590 at 6%; with 100% employer match about $71,539 at 4% or $47,693 at 6%. |
| Kimball Yates Wilkinson 401K | - | 27 | $1,192,283 | $154,524 | $5,723iApproximate average salary by contribution assumption: employee only about $143,078 at 4% or $95,385 at 6%; with 50% employer match about $95,385 at 4% or $63,590 at 6%; with 100% employer match about $71,539 at 4% or $47,693 at 6%. |
| 2020 | 1 | 19 | $889,067 | $121,813 | $6,411iApproximate average salary by contribution assumption: employee only about $160,280 at 4% or $106,854 at 6%; with 50% employer match about $106,854 at 4% or $71,236 at 6%; with 100% employer match about $80,140 at 4% or $53,427 at 6%. |
| Kimball Yates Wilkinson 401K | - | 19 | $889,067 | $121,813 | $6,411iApproximate average salary by contribution assumption: employee only about $160,280 at 4% or $106,854 at 6%; with 50% employer match about $106,854 at 4% or $71,236 at 6%; with 100% employer match about $80,140 at 4% or $53,427 at 6%. |
| 2019 | 1 | 14 | $761,105 | $62,517 | $4,466iApproximate average salary by contribution assumption: employee only about $111,638 at 4% or $74,425 at 6%; with 50% employer match about $74,425 at 4% or $49,617 at 6%; with 100% employer match about $55,819 at 4% or $37,213 at 6%. |
| Kimball Yates Wilkinson 401K | - | 14 | $761,105 | $62,517 | $4,466iApproximate average salary by contribution assumption: employee only about $111,638 at 4% or $74,425 at 6%; with 50% employer match about $74,425 at 4% or $49,617 at 6%; with 100% employer match about $55,819 at 4% or $37,213 at 6%. |
| 2018 | 1 | 14 | $583,310 | $68,407 | $4,886iApproximate average salary by contribution assumption: employee only about $122,155 at 4% or $81,437 at 6%; with 50% employer match about $81,437 at 4% or $54,291 at 6%; with 100% employer match about $61,078 at 4% or $40,718 at 6%. |
| Kimball Yates Wilkinson 401K | - | 14 | $583,310 | $68,407 | $4,886iApproximate average salary by contribution assumption: employee only about $122,155 at 4% or $81,437 at 6%; with 50% employer match about $81,437 at 4% or $54,291 at 6%; with 100% employer match about $61,078 at 4% or $40,718 at 6%. |
| 2017 | 1 | 15 | $995,661 | $90,224 | $6,015iApproximate average salary by contribution assumption: employee only about $150,373 at 4% or $100,249 at 6%; with 50% employer match about $100,249 at 4% or $66,833 at 6%; with 100% employer match about $75,187 at 4% or $50,124 at 6%. |
| Kimball Yates Wilkinson 401K | - | 15 | $995,661 | $90,224 | $6,015iApproximate average salary by contribution assumption: employee only about $150,373 at 4% or $100,249 at 6%; with 50% employer match about $100,249 at 4% or $66,833 at 6%; with 100% employer match about $75,187 at 4% or $50,124 at 6%. |
| 2016 | 1 | 16 | $809,910 | $92,854 | $5,803iApproximate average salary by contribution assumption: employee only about $145,084 at 4% or $96,723 at 6%; with 50% employer match about $96,723 at 4% or $64,482 at 6%; with 100% employer match about $72,542 at 4% or $48,361 at 6%. |
| Kimball Yates Wilkinson 401K | - | 16 | $809,910 | $92,854 | $5,803iApproximate average salary by contribution assumption: employee only about $145,084 at 4% or $96,723 at 6%; with 50% employer match about $96,723 at 4% or $64,482 at 6%; with 100% employer match about $72,542 at 4% or $48,361 at 6%. |
| 2015 | 1 | 15 | $889,913 | $69,644 | $4,643iApproximate average salary by contribution assumption: employee only about $116,073 at 4% or $77,382 at 6%; with 50% employer match about $77,382 at 4% or $51,588 at 6%; with 100% employer match about $58,037 at 4% or $38,691 at 6%. |
| Kimball Yates Wilkinson 401K | - | 15 | $889,913 | $69,644 | $4,643iApproximate average salary by contribution assumption: employee only about $116,073 at 4% or $77,382 at 6%; with 50% employer match about $77,382 at 4% or $51,588 at 6%; with 100% employer match about $58,037 at 4% or $38,691 at 6%. |
| 2014 | 1 | 15 | $1,350,943 | $62,171 | $4,145iApproximate average salary by contribution assumption: employee only about $103,618 at 4% or $69,079 at 6%; with 50% employer match about $69,079 at 4% or $46,053 at 6%; with 100% employer match about $51,809 at 4% or $34,539 at 6%. |
| Kimball Yates Wilkinson 401K | - | 15 | $1,350,943 | $62,171 | $4,145iApproximate average salary by contribution assumption: employee only about $103,618 at 4% or $69,079 at 6%; with 50% employer match about $69,079 at 4% or $46,053 at 6%; with 100% employer match about $51,809 at 4% or $34,539 at 6%. |
| 2013 | 1 | 15 | $1,277,499 | $88,582 | $5,905iApproximate average salary by contribution assumption: employee only about $147,637 at 4% or $98,424 at 6%; with 50% employer match about $98,424 at 4% or $65,616 at 6%; with 100% employer match about $73,818 at 4% or $49,212 at 6%. |
| Kimball Yates Wilkinson 401K | - | 15 | $1,277,499 | $88,582 | $5,905iApproximate average salary by contribution assumption: employee only about $147,637 at 4% or $98,424 at 6%; with 50% employer match about $98,424 at 4% or $65,616 at 6%; with 100% employer match about $73,818 at 4% or $49,212 at 6%. |
| 2012 | 1 | 15 | $1,336,447 | $66,107 | $4,407iApproximate average salary by contribution assumption: employee only about $110,178 at 4% or $73,452 at 6%; with 50% employer match about $73,452 at 4% or $48,968 at 6%; with 100% employer match about $55,089 at 4% or $36,726 at 6%. |
| Kimball Yates Wilkinson 401K | - | 15 | $1,336,447 | $66,107 | $4,407iApproximate average salary by contribution assumption: employee only about $110,178 at 4% or $73,452 at 6%; with 50% employer match about $73,452 at 4% or $48,968 at 6%; with 100% employer match about $55,089 at 4% or $36,726 at 6%. |
| 2011 | 1 | 14 | $1,212,072 | $83,508 | $5,965iApproximate average salary by contribution assumption: employee only about $149,121 at 4% or $99,414 at 6%; with 50% employer match about $99,414 at 4% or $66,276 at 6%; with 100% employer match about $74,561 at 4% or $49,707 at 6%. |
| Kimball Yates Wilkinson 401K | - | 14 | $1,212,072 | $83,508 | $5,965iApproximate average salary by contribution assumption: employee only about $149,121 at 4% or $99,414 at 6%; with 50% employer match about $99,414 at 4% or $66,276 at 6%; with 100% employer match about $74,561 at 4% or $49,707 at 6%. |
| 2010 | 1 | 14 | $1,099,872 | $88,492 | $6,321iApproximate average salary by contribution assumption: employee only about $158,021 at 4% or $105,348 at 6%; with 50% employer match about $105,348 at 4% or $70,232 at 6%; with 100% employer match about $79,011 at 4% or $52,674 at 6%. |
| Kimball Yates Wilkinson 401K | - | 14 | $1,099,872 | $88,492 | $6,321iApproximate average salary by contribution assumption: employee only about $158,021 at 4% or $105,348 at 6%; with 50% employer match about $105,348 at 4% or $70,232 at 6%; with 100% employer match about $79,011 at 4% or $52,674 at 6%. |
| 2009 | 1 | 15 | $1,111,242 | $65,520 | $4,368iApproximate average salary by contribution assumption: employee only about $109,200 at 4% or $72,800 at 6%; with 50% employer match about $72,800 at 4% or $48,533 at 6%; with 100% employer match about $54,600 at 4% or $36,400 at 6%. |
| Kimball Yates Wilkinson 401K | - | 15 | $1,111,242 | $65,520 | $4,368iApproximate average salary by contribution assumption: employee only about $109,200 at 4% or $72,800 at 6%; with 50% employer match about $72,800 at 4% or $48,533 at 6%; with 100% employer match about $54,600 at 4% or $36,400 at 6%. |
| 2008 | 1 | 13 | $1,410,085 | $75,988 | $5,845iApproximate average salary by contribution assumption: employee only about $146,131 at 4% or $97,421 at 6%; with 50% employer match about $97,421 at 4% or $64,947 at 6%; with 100% employer match about $73,065 at 4% or $48,710 at 6%. |
| Kimball Yates Wilkinson 401K | - | 13 | $1,410,085 | $75,988 | $5,845iApproximate average salary by contribution assumption: employee only about $146,131 at 4% or $97,421 at 6%; with 50% employer match about $97,421 at 4% or $64,947 at 6%; with 100% employer match about $73,065 at 4% or $48,710 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Kimball Yates Wilkinson 401K | - | 14 | - | - | - |
| 2005 | 1 | 18 | $1,277,564 | $78,884 | $4,382iApproximate average salary by contribution assumption: employee only about $109,561 at 4% or $73,041 at 6%; with 50% employer match about $73,041 at 4% or $48,694 at 6%; with 100% employer match about $54,781 at 4% or $36,520 at 6%. |
| Kimball Yates Wilkinson 401K | - | 18 | $1,277,564 | $78,884 | $4,382iApproximate average salary by contribution assumption: employee only about $109,561 at 4% or $73,041 at 6%; with 50% employer match about $73,041 at 4% or $48,694 at 6%; with 100% employer match about $54,781 at 4% or $36,520 at 6%. |
| 2004 | 1 | 13 | $1,120,395 | $73,248 | $5,634iApproximate average salary by contribution assumption: employee only about $140,862 at 4% or $93,908 at 6%; with 50% employer match about $93,908 at 4% or $62,605 at 6%; with 100% employer match about $70,431 at 4% or $46,954 at 6%. |
| Kimball Yates Wilkinson 401K | - | 13 | $1,120,395 | $73,248 | $5,634iApproximate average salary by contribution assumption: employee only about $140,862 at 4% or $93,908 at 6%; with 50% employer match about $93,908 at 4% or $62,605 at 6%; with 100% employer match about $70,431 at 4% or $46,954 at 6%. |
| 2003 | 1 | 17 | $1,234,840 | $86,735 | $5,102iApproximate average salary by contribution assumption: employee only about $127,551 at 4% or $85,034 at 6%; with 50% employer match about $85,034 at 4% or $56,690 at 6%; with 100% employer match about $63,776 at 4% or $42,517 at 6%. |
| Kimball Yates Wilkinson 401K | - | 17 | $1,234,840 | $86,735 | $5,102iApproximate average salary by contribution assumption: employee only about $127,551 at 4% or $85,034 at 6%; with 50% employer match about $85,034 at 4% or $56,690 at 6%; with 100% employer match about $63,776 at 4% or $42,517 at 6%. |
| 2002 | 1 | 17 | $931,590 | $99,614 | $5,860iApproximate average salary by contribution assumption: employee only about $146,491 at 4% or $97,661 at 6%; with 50% employer match about $97,661 at 4% or $65,107 at 6%; with 100% employer match about $73,246 at 4% or $48,830 at 6%. |
| Kimball Yates Wilkinson 401K | - | 17 | $931,590 | $99,614 | $5,860iApproximate average salary by contribution assumption: employee only about $146,491 at 4% or $97,661 at 6%; with 50% employer match about $97,661 at 4% or $65,107 at 6%; with 100% employer match about $73,246 at 4% or $48,830 at 6%. |
| 2001 | 1 | 17 | $934,736 | $854,329 | $50,255iApproximate average salary by contribution assumption: employee only about $1,256,366 at 4% or $837,577 at 6%; with 50% employer match about $837,577 at 4% or $558,385 at 6%; with 100% employer match about $628,183 at 4% or $418,789 at 6%. |
| Kimball Yates Wilkinson 401K | - | 17 | $934,736 | $854,329 | $50,255iApproximate average salary by contribution assumption: employee only about $1,256,366 at 4% or $837,577 at 6%; with 50% employer match about $837,577 at 4% or $558,385 at 6%; with 100% employer match about $628,183 at 4% or $418,789 at 6%. |
| 2000 | 1 | 16 | $922,360 | $96,030 | $6,002iApproximate average salary by contribution assumption: employee only about $150,047 at 4% or $100,031 at 6%; with 50% employer match about $100,031 at 4% or $66,688 at 6%; with 100% employer match about $75,023 at 4% or $50,016 at 6%. |
| Kimball Yates Wilkinson 401K | - | 16 | $922,360 | $96,030 | $6,002iApproximate average salary by contribution assumption: employee only about $150,047 at 4% or $100,031 at 6%; with 50% employer match about $100,031 at 4% or $66,688 at 6%; with 100% employer match about $75,023 at 4% or $50,016 at 6%. |
| 1999 | 1 | 17 | $2,082,000 | $65,119 | $3,831iApproximate average salary by contribution assumption: employee only about $95,763 at 4% or $63,842 at 6%; with 50% employer match about $63,842 at 4% or $42,561 at 6%; with 100% employer match about $47,882 at 4% or $31,921 at 6%. |
| Kimball Yates Wilkinson 401K | - | 17 | $2,082,000 | $65,119 | $3,831iApproximate average salary by contribution assumption: employee only about $95,763 at 4% or $63,842 at 6%; with 50% employer match about $63,842 at 4% or $42,561 at 6%; with 100% employer match about $47,882 at 4% or $31,921 at 6%. |