Pershing Yoakley & Associates, P.C.
Plan context: Pershing Yoakley & Associates 401 K Plan
EIN 62-1517792 • 52 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
271
2024 Assets
$40,000,908
2024 Contributions
$3,194,192
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 | 2 | 271 | $40,000,908 | $3,194,192 | $11,787iApproximate average salary by contribution assumption: employee only about $294,667 at 4% or $196,445 at 6%; with 50% employer match about $196,445 at 4% or $130,963 at 6%; with 100% employer match about $147,334 at 4% or $98,222 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 211 | $40,000,908 | $3,194,192 | $15,138iApproximate average salary by contribution assumption: employee only about $378,459 at 4% or $252,306 at 6%; with 50% employer match about $252,306 at 4% or $168,204 at 6%; with 100% employer match about $189,229 at 4% or $126,153 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 271 | - | - | - |
| 2023 | 2 | 272 | $36,097,901 | $2,546,239 | $9,361iApproximate average salary by contribution assumption: employee only about $234,029 at 4% or $156,020 at 6%; with 50% employer match about $156,020 at 4% or $104,013 at 6%; with 100% employer match about $117,015 at 4% or $78,010 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 236 | $36,097,901 | $2,546,239 | $10,789iApproximate average salary by contribution assumption: employee only about $269,729 at 4% or $179,819 at 6%; with 50% employer match about $179,819 at 4% or $119,879 at 6%; with 100% employer match about $134,864 at 4% or $89,910 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 272 | - | - | - |
| 2022 | 2 | 301 | $29,863,470 | $2,316,826 | $7,697iApproximate average salary by contribution assumption: employee only about $192,427 at 4% or $128,285 at 6%; with 50% employer match about $128,285 at 4% or $85,523 at 6%; with 100% employer match about $96,214 at 4% or $64,142 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 221 | $29,863,470 | $2,316,826 | $10,483iApproximate average salary by contribution assumption: employee only about $262,084 at 4% or $174,723 at 6%; with 50% employer match about $174,723 at 4% or $116,482 at 6%; with 100% employer match about $131,042 at 4% or $87,361 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 301 | - | - | - |
| 2021 | 2 | 265 | $33,520,012 | $2,100,103 | $7,925iApproximate average salary by contribution assumption: employee only about $198,123 at 4% or $132,082 at 6%; with 50% employer match about $132,082 at 4% or $88,055 at 6%; with 100% employer match about $99,061 at 4% or $66,041 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 206 | $33,520,012 | $2,100,103 | $10,195iApproximate average salary by contribution assumption: employee only about $254,867 at 4% or $169,911 at 6%; with 50% employer match about $169,911 at 4% or $113,274 at 6%; with 100% employer match about $127,433 at 4% or $84,956 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 265 | - | - | - |
| 2020 | 2 | 234 | $31,577,117 | $1,796,798 | $7,679iApproximate average salary by contribution assumption: employee only about $191,966 at 4% or $127,977 at 6%; with 50% employer match about $127,977 at 4% or $85,318 at 6%; with 100% employer match about $95,983 at 4% or $63,989 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 204 | $31,577,117 | $1,796,798 | $8,808iApproximate average salary by contribution assumption: employee only about $220,196 at 4% or $146,797 at 6%; with 50% employer match about $146,797 at 4% or $97,865 at 6%; with 100% employer match about $110,098 at 4% or $73,399 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 234 | - | - | - |
| 2019 | 2 | 220 | $29,237,987 | $2,491,328 | $11,324iApproximate average salary by contribution assumption: employee only about $283,105 at 4% or $188,737 at 6%; with 50% employer match about $188,737 at 4% or $125,825 at 6%; with 100% employer match about $141,553 at 4% or $94,368 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 198 | $29,237,987 | $2,491,328 | $12,582iApproximate average salary by contribution assumption: employee only about $314,562 at 4% or $209,708 at 6%; with 50% employer match about $209,708 at 4% or $139,805 at 6%; with 100% employer match about $157,281 at 4% or $104,854 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 220 | - | - | - |
| 2018 | 2 | 214 | $25,202,433 | $1,824,942 | $8,528iApproximate average salary by contribution assumption: employee only about $213,194 at 4% or $142,129 at 6%; with 50% employer match about $142,129 at 4% or $94,753 at 6%; with 100% employer match about $106,597 at 4% or $71,065 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 214 | $25,202,433 | $1,824,942 | $8,528iApproximate average salary by contribution assumption: employee only about $213,194 at 4% or $142,129 at 6%; with 50% employer match about $142,129 at 4% or $94,753 at 6%; with 100% employer match about $106,597 at 4% or $71,065 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 188 | - | - | - |
| 2017 | 2 | 218 | $27,863,517 | $1,733,675 | $7,953iApproximate average salary by contribution assumption: employee only about $198,816 at 4% or $132,544 at 6%; with 50% employer match about $132,544 at 4% or $88,363 at 6%; with 100% employer match about $99,408 at 4% or $66,272 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 218 | $27,863,517 | $1,733,675 | $7,953iApproximate average salary by contribution assumption: employee only about $198,816 at 4% or $132,544 at 6%; with 50% employer match about $132,544 at 4% or $88,363 at 6%; with 100% employer match about $99,408 at 4% or $66,272 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 199 | - | - | - |
| 2016 | 2 | 219 | $23,013,853 | $1,705,548 | $7,788iApproximate average salary by contribution assumption: employee only about $194,697 at 4% or $129,798 at 6%; with 50% employer match about $129,798 at 4% or $86,532 at 6%; with 100% employer match about $97,349 at 4% or $64,899 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 219 | $23,013,853 | $1,705,548 | $7,788iApproximate average salary by contribution assumption: employee only about $194,697 at 4% or $129,798 at 6%; with 50% employer match about $129,798 at 4% or $86,532 at 6%; with 100% employer match about $97,349 at 4% or $64,899 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 207 | - | - | - |
| 2015 | 2 | 224 | $21,135,034 | $1,651,912 | $7,375iApproximate average salary by contribution assumption: employee only about $184,365 at 4% or $122,910 at 6%; with 50% employer match about $122,910 at 4% or $81,940 at 6%; with 100% employer match about $92,183 at 4% or $61,455 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 224 | $21,135,034 | $1,651,912 | $7,375iApproximate average salary by contribution assumption: employee only about $184,365 at 4% or $122,910 at 6%; with 50% employer match about $122,910 at 4% or $81,940 at 6%; with 100% employer match about $92,183 at 4% or $61,455 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 210 | - | - | - |
| 2014 | 2 | 192 | $21,103,737 | $1,440,870 | $7,505iApproximate average salary by contribution assumption: employee only about $187,613 at 4% or $125,076 at 6%; with 50% employer match about $125,076 at 4% or $83,384 at 6%; with 100% employer match about $93,807 at 4% or $62,538 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 152 | $21,103,737 | $1,440,870 | $9,479iApproximate average salary by contribution assumption: employee only about $236,985 at 4% or $157,990 at 6%; with 50% employer match about $157,990 at 4% or $105,327 at 6%; with 100% employer match about $118,493 at 4% or $78,995 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 192 | - | - | - |
| 2013 | 2 | 198 | $21,294,641 | $1,359,844 | $6,868iApproximate average salary by contribution assumption: employee only about $171,697 at 4% or $114,465 at 6%; with 50% employer match about $114,465 at 4% or $76,310 at 6%; with 100% employer match about $85,849 at 4% or $57,232 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 144 | $21,294,641 | $1,359,844 | $9,443iApproximate average salary by contribution assumption: employee only about $236,084 at 4% or $157,389 at 6%; with 50% employer match about $157,389 at 4% or $104,926 at 6%; with 100% employer match about $118,042 at 4% or $78,695 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 198 | - | - | - |
| 2012 | 2 | 160 | $16,921,451 | $1,276,254 | $7,977iApproximate average salary by contribution assumption: employee only about $199,415 at 4% or $132,943 at 6%; with 50% employer match about $132,943 at 4% or $88,629 at 6%; with 100% employer match about $99,707 at 4% or $66,472 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 128 | $16,921,451 | $1,276,254 | $9,971iApproximate average salary by contribution assumption: employee only about $249,268 at 4% or $166,179 at 6%; with 50% employer match about $166,179 at 4% or $110,786 at 6%; with 100% employer match about $124,634 at 4% or $83,089 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 160 | - | - | - |
| 2011 | 2 | 124 | $9,751,675 | $905,633 | $7,303iApproximate average salary by contribution assumption: employee only about $182,587 at 4% or $121,725 at 6%; with 50% employer match about $121,725 at 4% or $81,150 at 6%; with 100% employer match about $91,294 at 4% or $60,862 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 97 | $9,751,675 | $905,633 | $9,336iApproximate average salary by contribution assumption: employee only about $233,411 at 4% or $155,607 at 6%; with 50% employer match about $155,607 at 4% or $103,738 at 6%; with 100% employer match about $116,705 at 4% or $77,804 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 124 | - | - | - |
| 2010 | 2 | 148 | $9,772,534 | $1,164,753 | $7,870iApproximate average salary by contribution assumption: employee only about $196,749 at 4% or $131,166 at 6%; with 50% employer match about $131,166 at 4% or $87,444 at 6%; with 100% employer match about $98,374 at 4% or $65,583 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 99 | $9,772,534 | $1,164,753 | $11,765iApproximate average salary by contribution assumption: employee only about $294,130 at 4% or $196,086 at 6%; with 50% employer match about $196,086 at 4% or $130,724 at 6%; with 100% employer match about $147,065 at 4% or $98,043 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 148 | - | - | - |
| 2009 | 2 | 140 | $7,623,122 | $953,127 | $6,808iApproximate average salary by contribution assumption: employee only about $170,201 at 4% or $113,468 at 6%; with 50% employer match about $113,468 at 4% or $75,645 at 6%; with 100% employer match about $85,101 at 4% or $56,734 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 104 | $7,623,122 | $953,127 | $9,165iApproximate average salary by contribution assumption: employee only about $229,117 at 4% or $152,745 at 6%; with 50% employer match about $152,745 at 4% or $101,830 at 6%; with 100% employer match about $114,559 at 4% or $76,372 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 140 | - | - | - |
| 2008 | 2 | 87 | $5,674,916 | $1,202,372 | $13,820iApproximate average salary by contribution assumption: employee only about $345,509 at 4% or $230,339 at 6%; with 50% employer match about $230,339 at 4% or $153,560 at 6%; with 100% employer match about $172,755 at 4% or $115,170 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 85 | $5,649,751 | $1,091,225 | $12,838iApproximate average salary by contribution assumption: employee only about $320,949 at 4% or $213,966 at 6%; with 50% employer match about $213,966 at 4% or $142,644 at 6%; with 100% employer match about $160,474 at 4% or $106,983 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 87 | $25,165 | $111,147 | $1,278iApproximate average salary by contribution assumption: employee only about $31,939 at 4% or $21,293 at 6%; with 50% employer match about $21,293 at 4% or $14,195 at 6%; with 100% employer match about $15,969 at 4% or $10,646 at 6%. |
| 2007 | 2 | 88 | $6,744,391 | $687,627 | $7,814iApproximate average salary by contribution assumption: employee only about $195,349 at 4% or $130,232 at 6%; with 50% employer match about $130,232 at 4% or $86,822 at 6%; with 100% employer match about $97,674 at 4% or $65,116 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 81 | $6,744,391 | $687,627 | $8,489iApproximate average salary by contribution assumption: employee only about $212,231 at 4% or $141,487 at 6%; with 50% employer match about $141,487 at 4% or $94,325 at 6%; with 100% employer match about $106,115 at 4% or $70,744 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 88 | - | - | - |
| 2006 | 2 | 94 | $5,929,211 | $927,268 | $9,865iApproximate average salary by contribution assumption: employee only about $246,614 at 4% or $164,409 at 6%; with 50% employer match about $164,409 at 4% or $109,606 at 6%; with 100% employer match about $123,307 at 4% or $82,205 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 84 | $5,922,821 | $825,636 | $9,829iApproximate average salary by contribution assumption: employee only about $245,725 at 4% or $163,817 at 6%; with 50% employer match about $163,817 at 4% or $109,211 at 6%; with 100% employer match about $122,863 at 4% or $81,908 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 94 | $6,390 | $101,632 | $1,081iApproximate average salary by contribution assumption: employee only about $27,030 at 4% or $18,020 at 6%; with 50% employer match about $18,020 at 4% or $12,013 at 6%; with 100% employer match about $13,515 at 4% or $9,010 at 6%. |
| 2005 | 2 | 98 | $5,475,776 | $893,842 | $9,121iApproximate average salary by contribution assumption: employee only about $228,021 at 4% or $152,014 at 6%; with 50% employer match about $152,014 at 4% or $101,343 at 6%; with 100% employer match about $114,010 at 4% or $76,007 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 88 | $5,464,294 | $775,730 | $8,815iApproximate average salary by contribution assumption: employee only about $220,378 at 4% or $146,919 at 6%; with 50% employer match about $146,919 at 4% or $97,946 at 6%; with 100% employer match about $110,189 at 4% or $73,459 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 98 | $11,482 | $118,112 | $1,205iApproximate average salary by contribution assumption: employee only about $30,131 at 4% or $20,087 at 6%; with 50% employer match about $20,087 at 4% or $13,391 at 6%; with 100% employer match about $15,065 at 4% or $10,044 at 6%. |
| 2004 | 2 | 101 | $4,593,343 | $830,143 | $8,219iApproximate average salary by contribution assumption: employee only about $205,481 at 4% or $136,987 at 6%; with 50% employer match about $136,987 at 4% or $91,325 at 6%; with 100% employer match about $102,740 at 4% or $68,494 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 87 | $4,588,424 | $710,953 | $8,172iApproximate average salary by contribution assumption: employee only about $204,297 at 4% or $136,198 at 6%; with 50% employer match about $136,198 at 4% or $90,799 at 6%; with 100% employer match about $102,148 at 4% or $68,099 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 101 | $4,919 | $119,190 | $1,180iApproximate average salary by contribution assumption: employee only about $29,502 at 4% or $19,668 at 6%; with 50% employer match about $19,668 at 4% or $13,112 at 6%; with 100% employer match about $14,751 at 4% or $9,834 at 6%. |
| 2003 | 2 | 102 | $3,886,233 | $727,680 | $7,134iApproximate average salary by contribution assumption: employee only about $178,353 at 4% or $118,902 at 6%; with 50% employer match about $118,902 at 4% or $79,268 at 6%; with 100% employer match about $89,176 at 4% or $59,451 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 73 | $3,876,668 | $615,126 | $8,426iApproximate average salary by contribution assumption: employee only about $210,660 at 4% or $140,440 at 6%; with 50% employer match about $140,440 at 4% or $93,626 at 6%; with 100% employer match about $105,330 at 4% or $70,220 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 102 | $9,565 | $112,554 | $1,103iApproximate average salary by contribution assumption: employee only about $27,587 at 4% or $18,391 at 6%; with 50% employer match about $18,391 at 4% or $12,261 at 6%; with 100% employer match about $13,793 at 4% or $9,196 at 6%. |
| 2002 | 2 | 104 | $2,926,296 | $828,193 | $7,963iApproximate average salary by contribution assumption: employee only about $199,085 at 4% or $132,723 at 6%; with 50% employer match about $132,723 at 4% or $88,482 at 6%; with 100% employer match about $99,542 at 4% or $66,362 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 90 | $2,917,728 | $704,656 | $7,830iApproximate average salary by contribution assumption: employee only about $195,738 at 4% or $130,492 at 6%; with 50% employer match about $130,492 at 4% or $86,995 at 6%; with 100% employer match about $97,869 at 4% or $65,246 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 104 | $8,568 | $123,537 | $1,188iApproximate average salary by contribution assumption: employee only about $29,696 at 4% or $19,798 at 6%; with 50% employer match about $19,798 at 4% or $13,198 at 6%; with 100% employer match about $14,848 at 4% or $9,899 at 6%. |
| 2001 | 2 | 109 | $0 | $0 | - |
| Pershing Yoakley & Associates 401 K Plan | - | 81 | - | - | - |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 109 | - | - | - |
| 2000 | 2 | 103 | $7,125 | $141,732 | $1,376iApproximate average salary by contribution assumption: employee only about $34,401 at 4% or $22,934 at 6%; with 50% employer match about $22,934 at 4% or $15,289 at 6%; with 100% employer match about $17,200 at 4% or $11,467 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 103 | $7,125 | $141,732 | $1,376iApproximate average salary by contribution assumption: employee only about $34,401 at 4% or $22,934 at 6%; with 50% employer match about $22,934 at 4% or $15,289 at 6%; with 100% employer match about $17,200 at 4% or $11,467 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 72 | - | - | - |
| 1999 | 2 | 84 | $3,183,963 | $769,846 | $9,165iApproximate average salary by contribution assumption: employee only about $229,121 at 4% or $152,747 at 6%; with 50% employer match about $152,747 at 4% or $101,831 at 6%; with 100% employer match about $114,560 at 4% or $76,374 at 6%. |
| Pershing Yoakley & Associates 401 K Plan | - | 75 | $3,159,407 | $634,313 | $8,458iApproximate average salary by contribution assumption: employee only about $211,438 at 4% or $140,958 at 6%; with 50% employer match about $140,958 at 4% or $93,972 at 6%; with 100% employer match about $105,719 at 4% or $70,479 at 6%. |
| Pershing Yoakley & Associates PC. Flexible Benefits Plan | - | 84 | $24,556 | $135,533 | $1,613iApproximate average salary by contribution assumption: employee only about $40,337 at 4% or $26,891 at 6%; with 50% employer match about $26,891 at 4% or $17,928 at 6%; with 100% employer match about $20,169 at 4% or $13,446 at 6%. |