Civic Intelligence

H.M. Yonge & Associates

Plan context: H.M. Yonge & Associates 401(K) Plan

EIN 59-3155485 • Pensacola, FL • 19 filings • 3 plans

51 East Gregory StreetPensacola, FL 32502
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$4,582,069

2025 Contributions

$172,767

Historical Graphs

Total Assets Over Time

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

$4,582,069$2,291,035$0200720162025YearValue
$4,582,069Latest year 2025

Participants Over Time

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

20100200720162025YearValue
16Latest 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
2025116$4,582,069$172,767$10,798iApproximate average salary by contribution assumption: employee only about $269,948 at 4% or $179,966 at 6%; with 50% employer match about $179,966 at 4% or $119,977 at 6%; with 100% employer match about $134,974 at 4% or $89,983 at 6%.
H.M. Yonge & Associates 401(K) Plan-16$4,582,069$172,767$10,798iApproximate average salary by contribution assumption: employee only about $269,948 at 4% or $179,966 at 6%; with 50% employer match about $179,966 at 4% or $119,977 at 6%; with 100% employer match about $134,974 at 4% or $89,983 at 6%.
2024114$3,634,302$167,946$11,996iApproximate average salary by contribution assumption: employee only about $299,904 at 4% or $199,936 at 6%; with 50% employer match about $199,936 at 4% or $133,290 at 6%; with 100% employer match about $149,952 at 4% or $99,968 at 6%.
H.M. Yonge & Associates 401(K) Plan-14$3,634,302$167,946$11,996iApproximate average salary by contribution assumption: employee only about $299,904 at 4% or $199,936 at 6%; with 50% employer match about $199,936 at 4% or $133,290 at 6%; with 100% employer match about $149,952 at 4% or $99,968 at 6%.
2023118$3,567,111$283,952$15,775iApproximate average salary by contribution assumption: employee only about $394,378 at 4% or $262,919 at 6%; with 50% employer match about $262,919 at 4% or $175,279 at 6%; with 100% employer match about $197,189 at 4% or $131,459 at 6%.
H.M. Yonge & Associates 401(K) Plan-18$3,567,111$283,952$15,775iApproximate average salary by contribution assumption: employee only about $394,378 at 4% or $262,919 at 6%; with 50% employer match about $262,919 at 4% or $175,279 at 6%; with 100% employer match about $197,189 at 4% or $131,459 at 6%.
2022116$2,741,017$279,106$17,444iApproximate average salary by contribution assumption: employee only about $436,103 at 4% or $290,735 at 6%; with 50% employer match about $290,735 at 4% or $193,824 at 6%; with 100% employer match about $218,052 at 4% or $145,368 at 6%.
H.M. Yonge & Associates 401(K) Plan-16$2,741,017$279,106$17,444iApproximate average salary by contribution assumption: employee only about $436,103 at 4% or $290,735 at 6%; with 50% employer match about $290,735 at 4% or $193,824 at 6%; with 100% employer match about $218,052 at 4% or $145,368 at 6%.
2021116$3,071,736$268,107$16,757iApproximate average salary by contribution assumption: employee only about $418,917 at 4% or $279,278 at 6%; with 50% employer match about $279,278 at 4% or $186,185 at 6%; with 100% employer match about $209,459 at 4% or $139,639 at 6%.
H.M. Yonge & Associates 401(K) Plan-16$3,071,736$268,107$16,757iApproximate average salary by contribution assumption: employee only about $418,917 at 4% or $279,278 at 6%; with 50% employer match about $279,278 at 4% or $186,185 at 6%; with 100% employer match about $209,459 at 4% or $139,639 at 6%.
2020115$2,398,366$243,611$16,241iApproximate average salary by contribution assumption: employee only about $406,018 at 4% or $270,679 at 6%; with 50% employer match about $270,679 at 4% or $180,453 at 6%; with 100% employer match about $203,009 at 4% or $135,339 at 6%.
H.M. Yonge & Associates 401(K) Plan-15$2,398,366$243,611$16,241iApproximate average salary by contribution assumption: employee only about $406,018 at 4% or $270,679 at 6%; with 50% employer match about $270,679 at 4% or $180,453 at 6%; with 100% employer match about $203,009 at 4% or $135,339 at 6%.
2019114$1,785,922$118,674$8,477iApproximate average salary by contribution assumption: employee only about $211,918 at 4% or $141,279 at 6%; with 50% employer match about $141,279 at 4% or $94,186 at 6%; with 100% employer match about $105,959 at 4% or $70,639 at 6%.
H.M. Yonge & Associates 401(K) Plan-14$1,785,922$118,674$8,477iApproximate average salary by contribution assumption: employee only about $211,918 at 4% or $141,279 at 6%; with 50% employer match about $141,279 at 4% or $94,186 at 6%; with 100% employer match about $105,959 at 4% or $70,639 at 6%.
2018114$1,368,991$122,726$8,766iApproximate average salary by contribution assumption: employee only about $219,154 at 4% or $146,102 at 6%; with 50% employer match about $146,102 at 4% or $97,402 at 6%; with 100% employer match about $109,577 at 4% or $73,051 at 6%.
H.M. Yonge & Associates 401(K) Plan-14$1,368,991$122,726$8,766iApproximate average salary by contribution assumption: employee only about $219,154 at 4% or $146,102 at 6%; with 50% employer match about $146,102 at 4% or $97,402 at 6%; with 100% employer match about $109,577 at 4% or $73,051 at 6%.
2017111$1,474,874$111,258$10,114iApproximate average salary by contribution assumption: employee only about $252,859 at 4% or $168,573 at 6%; with 50% employer match about $168,573 at 4% or $112,382 at 6%; with 100% employer match about $126,430 at 4% or $84,286 at 6%.
H.M. Yonge & Associates 401(K) Plan-11$1,474,874$111,258$10,114iApproximate average salary by contribution assumption: employee only about $252,859 at 4% or $168,573 at 6%; with 50% employer match about $168,573 at 4% or $112,382 at 6%; with 100% employer match about $126,430 at 4% or $84,286 at 6%.
2016111$1,128,163$112,763$10,251iApproximate average salary by contribution assumption: employee only about $256,280 at 4% or $170,853 at 6%; with 50% employer match about $170,853 at 4% or $113,902 at 6%; with 100% employer match about $128,140 at 4% or $85,427 at 6%.
H.M. Yonge & Associates 401(K) Plan-11$1,128,163$112,763$10,251iApproximate average salary by contribution assumption: employee only about $256,280 at 4% or $170,853 at 6%; with 50% employer match about $170,853 at 4% or $113,902 at 6%; with 100% employer match about $128,140 at 4% or $85,427 at 6%.
2015112$1,008,758$105,221$8,768iApproximate average salary by contribution assumption: employee only about $219,210 at 4% or $146,140 at 6%; with 50% employer match about $146,140 at 4% or $97,427 at 6%; with 100% employer match about $109,605 at 4% or $73,070 at 6%.
H.M. Yonge & Associates 401(K) Plan-12$1,008,758$105,221$8,768iApproximate average salary by contribution assumption: employee only about $219,210 at 4% or $146,140 at 6%; with 50% employer match about $146,140 at 4% or $97,427 at 6%; with 100% employer match about $109,605 at 4% or $73,070 at 6%.
2014113$920,944$92,646$7,127iApproximate average salary by contribution assumption: employee only about $178,165 at 4% or $118,777 at 6%; with 50% employer match about $118,777 at 4% or $79,185 at 6%; with 100% employer match about $89,083 at 4% or $59,388 at 6%.
H.M. Yonge & Associates 401(K) Plan-13$920,944$92,646$7,127iApproximate average salary by contribution assumption: employee only about $178,165 at 4% or $118,777 at 6%; with 50% employer match about $118,777 at 4% or $79,185 at 6%; with 100% employer match about $89,083 at 4% or $59,388 at 6%.
2013114$835,180$94,479$6,749iApproximate average salary by contribution assumption: employee only about $168,713 at 4% or $112,475 at 6%; with 50% employer match about $112,475 at 4% or $74,983 at 6%; with 100% employer match about $84,356 at 4% or $56,238 at 6%.
H.M. Yonge & Associates 401(K) Plan-14$835,180$94,479$6,749iApproximate average salary by contribution assumption: employee only about $168,713 at 4% or $112,475 at 6%; with 50% employer match about $112,475 at 4% or $74,983 at 6%; with 100% employer match about $84,356 at 4% or $56,238 at 6%.
2012114$619,833$94,355$6,740iApproximate average salary by contribution assumption: employee only about $168,491 at 4% or $112,327 at 6%; with 50% employer match about $112,327 at 4% or $74,885 at 6%; with 100% employer match about $84,246 at 4% or $56,164 at 6%.
H.M. Yonge & Associates 401(K) Plan-14$619,833$94,355$6,740iApproximate average salary by contribution assumption: employee only about $168,491 at 4% or $112,327 at 6%; with 50% employer match about $112,327 at 4% or $74,885 at 6%; with 100% employer match about $84,246 at 4% or $56,164 at 6%.
2011116$474,681$103,483$6,468iApproximate average salary by contribution assumption: employee only about $161,692 at 4% or $107,795 at 6%; with 50% employer match about $107,795 at 4% or $71,863 at 6%; with 100% employer match about $80,846 at 4% or $53,897 at 6%.
H.M. Yonge & Associates 401(K) Plan-16$474,681$103,483$6,468iApproximate average salary by contribution assumption: employee only about $161,692 at 4% or $107,795 at 6%; with 50% employer match about $107,795 at 4% or $71,863 at 6%; with 100% employer match about $80,846 at 4% or $53,897 at 6%.
2010113$404,154$97,375$7,490iApproximate average salary by contribution assumption: employee only about $187,260 at 4% or $124,840 at 6%; with 50% employer match about $124,840 at 4% or $83,226 at 6%; with 100% employer match about $93,630 at 4% or $62,420 at 6%.
H.M. Yonge & Associates 401(K) Plan-13$404,154$97,375$7,490iApproximate average salary by contribution assumption: employee only about $187,260 at 4% or $124,840 at 6%; with 50% employer match about $124,840 at 4% or $83,226 at 6%; with 100% employer match about $93,630 at 4% or $62,420 at 6%.
2009113$272,625$93,945$7,227iApproximate average salary by contribution assumption: employee only about $180,663 at 4% or $120,442 at 6%; with 50% employer match about $120,442 at 4% or $80,295 at 6%; with 100% employer match about $90,332 at 4% or $60,221 at 6%.
H.M. Yonge & Associates 401(K) Plan-13$272,625$93,945$7,227iApproximate average salary by contribution assumption: employee only about $180,663 at 4% or $120,442 at 6%; with 50% employer match about $120,442 at 4% or $80,295 at 6%; with 100% employer match about $90,332 at 4% or $60,221 at 6%.
2008117$125,189$92,825$5,460iApproximate average salary by contribution assumption: employee only about $136,507 at 4% or $91,005 at 6%; with 50% employer match about $91,005 at 4% or $60,670 at 6%; with 100% employer match about $68,254 at 4% or $45,502 at 6%.
H.M. Yonge & Associates 401(K) Plan-17$125,189$92,825$5,460iApproximate average salary by contribution assumption: employee only about $136,507 at 4% or $91,005 at 6%; with 50% employer match about $91,005 at 4% or $60,670 at 6%; with 100% employer match about $68,254 at 4% or $45,502 at 6%.
2007120$94,130$92,736$4,637iApproximate average salary by contribution assumption: employee only about $115,920 at 4% or $77,280 at 6%; with 50% employer match about $77,280 at 4% or $51,520 at 6%; with 100% employer match about $57,960 at 4% or $38,640 at 6%.
H.M. Yonge & Associates 401(K) Plan-20$94,130$92,736$4,637iApproximate average salary by contribution assumption: employee only about $115,920 at 4% or $77,280 at 6%; with 50% employer match about $77,280 at 4% or $51,520 at 6%; with 100% employer match about $57,960 at 4% or $38,640 at 6%.