Civic Intelligence

Yeslow, Koeppel & Anderson, P.A.

Plan context: Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust

EIN 59-2772059 • Fort Myers, FL • 26 filings • 6 plans

5268 Summerlin Commons WaySte 504Fort Myers, FL 33907
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,150,944

2024 Contributions

$124,224

Historical Graphs

Total Assets Over Time

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

$3,150,944$1,575,472$0199920122024YearValue
$3,150,944Latest year 2024

Participants Over Time

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

950199920122024YearValue
9Latest year 2024

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
202419$3,150,944$124,224$13,803iApproximate average salary by contribution assumption: employee only about $345,067 at 4% or $230,044 at 6%; with 50% employer match about $230,044 at 4% or $153,363 at 6%; with 100% employer match about $172,533 at 4% or $115,022 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-9$3,150,944$124,224$13,803iApproximate average salary by contribution assumption: employee only about $345,067 at 4% or $230,044 at 6%; with 50% employer match about $230,044 at 4% or $153,363 at 6%; with 100% employer match about $172,533 at 4% or $115,022 at 6%.
202318$2,521,744$93,574$11,697iApproximate average salary by contribution assumption: employee only about $292,419 at 4% or $194,946 at 6%; with 50% employer match about $194,946 at 4% or $129,964 at 6%; with 100% employer match about $146,209 at 4% or $97,473 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$2,521,744$93,574$11,697iApproximate average salary by contribution assumption: employee only about $292,419 at 4% or $194,946 at 6%; with 50% employer match about $194,946 at 4% or $129,964 at 6%; with 100% employer match about $146,209 at 4% or $97,473 at 6%.
202219$1,998,862$83,388$9,265iApproximate average salary by contribution assumption: employee only about $231,633 at 4% or $154,422 at 6%; with 50% employer match about $154,422 at 4% or $102,948 at 6%; with 100% employer match about $115,817 at 4% or $77,211 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-9$1,998,862$83,388$9,265iApproximate average salary by contribution assumption: employee only about $231,633 at 4% or $154,422 at 6%; with 50% employer match about $154,422 at 4% or $102,948 at 6%; with 100% employer match about $115,817 at 4% or $77,211 at 6%.
202119$2,562,208$136,058$15,118iApproximate average salary by contribution assumption: employee only about $377,939 at 4% or $251,959 at 6%; with 50% employer match about $251,959 at 4% or $167,973 at 6%; with 100% employer match about $188,969 at 4% or $125,980 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-9$2,562,208$136,058$15,118iApproximate average salary by contribution assumption: employee only about $377,939 at 4% or $251,959 at 6%; with 50% employer match about $251,959 at 4% or $167,973 at 6%; with 100% employer match about $188,969 at 4% or $125,980 at 6%.
202016$3,037,545$122,073$20,346iApproximate average salary by contribution assumption: employee only about $508,638 at 4% or $339,092 at 6%; with 50% employer match about $339,092 at 4% or $226,061 at 6%; with 100% employer match about $254,319 at 4% or $169,546 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-6$3,037,545$122,073$20,346iApproximate average salary by contribution assumption: employee only about $508,638 at 4% or $339,092 at 6%; with 50% employer match about $339,092 at 4% or $226,061 at 6%; with 100% employer match about $254,319 at 4% or $169,546 at 6%.
201917$2,434,339$119,146$17,021iApproximate average salary by contribution assumption: employee only about $425,521 at 4% or $283,681 at 6%; with 50% employer match about $283,681 at 4% or $189,121 at 6%; with 100% employer match about $212,761 at 4% or $141,840 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-7$2,434,339$119,146$17,021iApproximate average salary by contribution assumption: employee only about $425,521 at 4% or $283,681 at 6%; with 50% employer match about $283,681 at 4% or $189,121 at 6%; with 100% employer match about $212,761 at 4% or $141,840 at 6%.
201816$1,799,919$115,136$19,189iApproximate average salary by contribution assumption: employee only about $479,733 at 4% or $319,822 at 6%; with 50% employer match about $319,822 at 4% or $213,215 at 6%; with 100% employer match about $239,867 at 4% or $159,911 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-6$1,799,919$115,136$19,189iApproximate average salary by contribution assumption: employee only about $479,733 at 4% or $319,822 at 6%; with 50% employer match about $319,822 at 4% or $213,215 at 6%; with 100% employer match about $239,867 at 4% or $159,911 at 6%.
201717$1,875,086$105,909$15,130iApproximate average salary by contribution assumption: employee only about $378,246 at 4% or $252,164 at 6%; with 50% employer match about $252,164 at 4% or $168,110 at 6%; with 100% employer match about $189,123 at 4% or $126,082 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-7$1,875,086$105,909$15,130iApproximate average salary by contribution assumption: employee only about $378,246 at 4% or $252,164 at 6%; with 50% employer match about $252,164 at 4% or $168,110 at 6%; with 100% employer match about $189,123 at 4% or $126,082 at 6%.
201615$1,480,437$104,450$20,890iApproximate average salary by contribution assumption: employee only about $522,250 at 4% or $348,167 at 6%; with 50% employer match about $348,167 at 4% or $232,111 at 6%; with 100% employer match about $261,125 at 4% or $174,083 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-5$1,480,437$104,450$20,890iApproximate average salary by contribution assumption: employee only about $522,250 at 4% or $348,167 at 6%; with 50% employer match about $348,167 at 4% or $232,111 at 6%; with 100% employer match about $261,125 at 4% or $174,083 at 6%.
201514$1,243,800$97,800$24,450iApproximate average salary by contribution assumption: employee only about $611,250 at 4% or $407,500 at 6%; with 50% employer match about $407,500 at 4% or $271,667 at 6%; with 100% employer match about $305,625 at 4% or $203,750 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-4$1,243,800$97,800$24,450iApproximate average salary by contribution assumption: employee only about $611,250 at 4% or $407,500 at 6%; with 50% employer match about $407,500 at 4% or $271,667 at 6%; with 100% employer match about $305,625 at 4% or $203,750 at 6%.
201414$1,211,423$87,600$21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-4$1,211,423$87,600$21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%.
201317$1,771,434$91,387$13,055iApproximate average salary by contribution assumption: employee only about $326,382 at 4% or $217,588 at 6%; with 50% employer match about $217,588 at 4% or $145,059 at 6%; with 100% employer match about $163,191 at 4% or $108,794 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-7$1,771,434$91,387$13,055iApproximate average salary by contribution assumption: employee only about $326,382 at 4% or $217,588 at 6%; with 50% employer match about $217,588 at 4% or $145,059 at 6%; with 100% employer match about $163,191 at 4% or $108,794 at 6%.
201218$1,419,006$93,533$11,692iApproximate average salary by contribution assumption: employee only about $292,291 at 4% or $194,860 at 6%; with 50% employer match about $194,860 at 4% or $129,907 at 6%; with 100% employer match about $146,145 at 4% or $97,430 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$1,419,006$93,533$11,692iApproximate average salary by contribution assumption: employee only about $292,291 at 4% or $194,860 at 6%; with 50% employer match about $194,860 at 4% or $129,907 at 6%; with 100% employer match about $146,145 at 4% or $97,430 at 6%.
201118$1,193,510$104,010$13,001iApproximate average salary by contribution assumption: employee only about $325,031 at 4% or $216,688 at 6%; with 50% employer match about $216,688 at 4% or $144,458 at 6%; with 100% employer match about $162,516 at 4% or $108,344 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$1,193,510$104,010$13,001iApproximate average salary by contribution assumption: employee only about $325,031 at 4% or $216,688 at 6%; with 50% employer match about $216,688 at 4% or $144,458 at 6%; with 100% employer match about $162,516 at 4% or $108,344 at 6%.
201018$1,227,319$102,929$12,866iApproximate average salary by contribution assumption: employee only about $321,653 at 4% or $214,435 at 6%; with 50% employer match about $214,435 at 4% or $142,957 at 6%; with 100% employer match about $160,827 at 4% or $107,218 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$1,227,319$102,929$12,866iApproximate average salary by contribution assumption: employee only about $321,653 at 4% or $214,435 at 6%; with 50% employer match about $214,435 at 4% or $142,957 at 6%; with 100% employer match about $160,827 at 4% or $107,218 at 6%.
200917$1,008,956$95,799$13,686iApproximate average salary by contribution assumption: employee only about $342,139 at 4% or $228,093 at 6%; with 50% employer match about $228,093 at 4% or $152,062 at 6%; with 100% employer match about $171,070 at 4% or $114,046 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-7$1,008,956$95,799$13,686iApproximate average salary by contribution assumption: employee only about $342,139 at 4% or $228,093 at 6%; with 50% employer match about $228,093 at 4% or $152,062 at 6%; with 100% employer match about $171,070 at 4% or $114,046 at 6%.
200817$683,407$90,221$12,889iApproximate average salary by contribution assumption: employee only about $322,218 at 4% or $214,812 at 6%; with 50% employer match about $214,812 at 4% or $143,208 at 6%; with 100% employer match about $161,109 at 4% or $107,406 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-7$683,407$90,221$12,889iApproximate average salary by contribution assumption: employee only about $322,218 at 4% or $214,812 at 6%; with 50% employer match about $214,812 at 4% or $143,208 at 6%; with 100% employer match about $161,109 at 4% or $107,406 at 6%.
200717$0$0-
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-7---
200618$862,583$92,091$11,511iApproximate average salary by contribution assumption: employee only about $287,784 at 4% or $191,856 at 6%; with 50% employer match about $191,856 at 4% or $127,904 at 6%; with 100% employer match about $143,892 at 4% or $95,928 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$862,583$92,091$11,511iApproximate average salary by contribution assumption: employee only about $287,784 at 4% or $191,856 at 6%; with 50% employer match about $191,856 at 4% or $127,904 at 6%; with 100% employer match about $143,892 at 4% or $95,928 at 6%.
200518$664,629$84,969$10,621iApproximate average salary by contribution assumption: employee only about $265,528 at 4% or $177,019 at 6%; with 50% employer match about $177,019 at 4% or $118,013 at 6%; with 100% employer match about $132,764 at 4% or $88,509 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$664,629$84,969$10,621iApproximate average salary by contribution assumption: employee only about $265,528 at 4% or $177,019 at 6%; with 50% employer match about $177,019 at 4% or $118,013 at 6%; with 100% employer match about $132,764 at 4% or $88,509 at 6%.
200418$527,583$77,935$9,742iApproximate average salary by contribution assumption: employee only about $243,547 at 4% or $162,365 at 6%; with 50% employer match about $162,365 at 4% or $108,243 at 6%; with 100% employer match about $121,773 at 4% or $81,182 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$527,583$77,935$9,742iApproximate average salary by contribution assumption: employee only about $243,547 at 4% or $162,365 at 6%; with 50% employer match about $162,365 at 4% or $108,243 at 6%; with 100% employer match about $121,773 at 4% or $81,182 at 6%.
200318$399,956$76,883$9,610iApproximate average salary by contribution assumption: employee only about $240,259 at 4% or $160,173 at 6%; with 50% employer match about $160,173 at 4% or $106,782 at 6%; with 100% employer match about $120,130 at 4% or $80,086 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$399,956$76,883$9,610iApproximate average salary by contribution assumption: employee only about $240,259 at 4% or $160,173 at 6%; with 50% employer match about $160,173 at 4% or $106,782 at 6%; with 100% employer match about $120,130 at 4% or $80,086 at 6%.
200218$240,458$67,862$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,379 at 6%; with 50% employer match about $141,379 at 4% or $94,253 at 6%; with 100% employer match about $106,034 at 4% or $70,690 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-8$240,458$67,862$8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,379 at 6%; with 50% employer match about $141,379 at 4% or $94,253 at 6%; with 100% employer match about $106,034 at 4% or $70,690 at 6%.
200114$228,427$44,659$11,165iApproximate average salary by contribution assumption: employee only about $279,119 at 4% or $186,079 at 6%; with 50% employer match about $186,079 at 4% or $124,053 at 6%; with 100% employer match about $139,559 at 4% or $93,040 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-4$228,427$44,659$11,165iApproximate average salary by contribution assumption: employee only about $279,119 at 4% or $186,079 at 6%; with 50% employer match about $186,079 at 4% or $124,053 at 6%; with 100% employer match about $139,559 at 4% or $93,040 at 6%.
200015$235,243$23,074$4,615iApproximate average salary by contribution assumption: employee only about $115,370 at 4% or $76,913 at 6%; with 50% employer match about $76,913 at 4% or $51,276 at 6%; with 100% employer match about $57,685 at 4% or $38,457 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-5$235,243$23,074$4,615iApproximate average salary by contribution assumption: employee only about $115,370 at 4% or $76,913 at 6%; with 50% employer match about $76,913 at 4% or $51,276 at 6%; with 100% employer match about $57,685 at 4% or $38,457 at 6%.
199919$218,434$54,427$6,047iApproximate average salary by contribution assumption: employee only about $151,186 at 4% or $100,791 at 6%; with 50% employer match about $100,791 at 4% or $67,194 at 6%; with 100% employer match about $75,593 at 4% or $50,395 at 6%.
Yeslow, Koeppel & Anderson, P.A., 401(K) Profit Sharing Plan and Trust-9$218,434$54,427$6,047iApproximate average salary by contribution assumption: employee only about $151,186 at 4% or $100,791 at 6%; with 50% employer match about $100,791 at 4% or $67,194 at 6%; with 100% employer match about $75,593 at 4% or $50,395 at 6%.