Civic Intelligence

J.R. Young Co.

Plan context: J.R. Young Co. 401(K) Retirement Plan

EIN 61-0959338 • Lexington, KY • 14 filings • 4 plans

2201 Regency RoadSuite 304Lexington, KY 40503
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,727,520

2025 Contributions

$94,350

Historical Graphs

Total Assets Over Time

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

$1,727,520$863,760$0200220212025YearValue
$1,727,520Latest year 2025

Participants Over Time

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

630200020072025YearValue
3Latest 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
202513$1,727,520$94,350$31,450iApproximate average salary by contribution assumption: employee only about $786,250 at 4% or $524,167 at 6%; with 50% employer match about $524,167 at 4% or $349,444 at 6%; with 100% employer match about $393,125 at 4% or $262,083 at 6%.
J.R. Young Co. 401(K) Retirement Plan-3$1,727,520$94,350$31,450iApproximate average salary by contribution assumption: employee only about $786,250 at 4% or $524,167 at 6%; with 50% employer match about $524,167 at 4% or $349,444 at 6%; with 100% employer match about $393,125 at 4% or $262,083 at 6%.
202413$1,342,580$89,600$29,867iApproximate average salary by contribution assumption: employee only about $746,667 at 4% or $497,778 at 6%; with 50% employer match about $497,778 at 4% or $331,852 at 6%; with 100% employer match about $373,333 at 4% or $248,889 at 6%.
J.R. Young Co. 401(K) Retirement Plan-3$1,342,580$89,600$29,867iApproximate average salary by contribution assumption: employee only about $746,667 at 4% or $497,778 at 6%; with 50% employer match about $497,778 at 4% or $331,852 at 6%; with 100% employer match about $373,333 at 4% or $248,889 at 6%.
202313$1,018,993$86,019$28,673iApproximate average salary by contribution assumption: employee only about $716,825 at 4% or $477,883 at 6%; with 50% employer match about $477,883 at 4% or $318,589 at 6%; with 100% employer match about $358,413 at 4% or $238,942 at 6%.
J.R. Young Co. 401(K) Retirement Plan-3$1,018,993$86,019$28,673iApproximate average salary by contribution assumption: employee only about $716,825 at 4% or $477,883 at 6%; with 50% employer match about $477,883 at 4% or $318,589 at 6%; with 100% employer match about $358,413 at 4% or $238,942 at 6%.
202213$758,510$80,020$26,673iApproximate average salary by contribution assumption: employee only about $666,833 at 4% or $444,556 at 6%; with 50% employer match about $444,556 at 4% or $296,370 at 6%; with 100% employer match about $333,417 at 4% or $222,278 at 6%.
J.R. Young Co. 401(K) Retirement Plan-3$758,510$80,020$26,673iApproximate average salary by contribution assumption: employee only about $666,833 at 4% or $444,556 at 6%; with 50% employer match about $444,556 at 4% or $296,370 at 6%; with 100% employer match about $333,417 at 4% or $222,278 at 6%.
202113$779,030$100,709$33,570iApproximate average salary by contribution assumption: employee only about $839,242 at 4% or $559,494 at 6%; with 50% employer match about $559,494 at 4% or $372,996 at 6%; with 100% employer match about $419,621 at 4% or $279,747 at 6%.
J.R. Young Co. 401(K) Retirement Plan-3$779,030$100,709$33,570iApproximate average salary by contribution assumption: employee only about $839,242 at 4% or $559,494 at 6%; with 50% employer match about $559,494 at 4% or $372,996 at 6%; with 100% employer match about $419,621 at 4% or $279,747 at 6%.
202013$570,277$472,746$157,582iApproximate average salary by contribution assumption: employee only about $3,939,550 at 4% or $2,626,367 at 6%; with 50% employer match about $2,626,367 at 4% or $1,750,911 at 6%; with 100% employer match about $1,969,775 at 4% or $1,313,183 at 6%.
J. R. Young Co. Inc. 401-K Profit Sharing Plan-3$570,277$472,746$157,582iApproximate average salary by contribution assumption: employee only about $3,939,550 at 4% or $2,626,367 at 6%; with 50% employer match about $2,626,367 at 4% or $1,750,911 at 6%; with 100% employer match about $1,969,775 at 4% or $1,313,183 at 6%.
200810$0$0-
J. R. Young Co. Inc. 401-K Profit Sharing Plan-0---
200711$0$0-
J. R. Young Co. Inc. 401-K Profit Sharing Plan-1---
200613$0$0-
J. R. Young Co. Inc. 401-K Profit Sharing Plan-3---
200513$130,477$6,790$2,263iApproximate average salary by contribution assumption: employee only about $56,583 at 4% or $37,722 at 6%; with 50% employer match about $37,722 at 4% or $25,148 at 6%; with 100% employer match about $28,292 at 4% or $18,861 at 6%.
J. R. Young Co. Inc. 401-K Profit Sharing Plan-3$130,477$6,790$2,263iApproximate average salary by contribution assumption: employee only about $56,583 at 4% or $37,722 at 6%; with 50% employer match about $37,722 at 4% or $25,148 at 6%; with 100% employer match about $28,292 at 4% or $18,861 at 6%.
200314$113,641$12,736$3,184iApproximate average salary by contribution assumption: employee only about $79,600 at 4% or $53,067 at 6%; with 50% employer match about $53,067 at 4% or $35,378 at 6%; with 100% employer match about $39,800 at 4% or $26,533 at 6%.
J. R. Young Co. Inc. 401-K Profit Sharing Plan-4$113,641$12,736$3,184iApproximate average salary by contribution assumption: employee only about $79,600 at 4% or $53,067 at 6%; with 50% employer match about $53,067 at 4% or $35,378 at 6%; with 100% employer match about $39,800 at 4% or $26,533 at 6%.
200215$96,973$16,927$3,385iApproximate average salary by contribution assumption: employee only about $84,635 at 4% or $56,423 at 6%; with 50% employer match about $56,423 at 4% or $37,616 at 6%; with 100% employer match about $42,318 at 4% or $28,212 at 6%.
J. R. Young Co. Inc. 401-K Profit Sharing Plan-5$96,973$16,927$3,385iApproximate average salary by contribution assumption: employee only about $84,635 at 4% or $56,423 at 6%; with 50% employer match about $56,423 at 4% or $37,616 at 6%; with 100% employer match about $42,318 at 4% or $28,212 at 6%.
200113$0$0-
J. R. Young Co. Inc. 401-K Profit Sharing Plan-3---
200016$0$0-
J. R. Young Co. Inc. 401-K Profit Sharing Plan-6---