Civic Intelligence

Yates Group, P.A.

Plan context: FFR ADVISORY, INC. 401K PROFIT PLAN

EIN 64-0861985 • 11 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

3

2008 Assets

$68,087

2008 Contributions

$34,398

Historical Graphs

Total Assets Over Time

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

$905,193$452,597$0199920052008YearValue
$68,087Latest year 2008

Participants Over Time

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

420199920042008YearValue
3Latest year 2008

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
200823$68,087$34,398$11,466iApproximate average salary by contribution assumption: employee only about $286,650 at 4% or $191,100 at 6%; with 50% employer match about $191,100 at 4% or $127,400 at 6%; with 100% employer match about $143,325 at 4% or $95,550 at 6%.
FFR ADVISORY, INC. 401K PROFIT PLAN-3$68,087$34,398$11,466iApproximate average salary by contribution assumption: employee only about $286,650 at 4% or $191,100 at 6%; with 50% employer match about $191,100 at 4% or $127,400 at 6%; with 100% employer match about $143,325 at 4% or $95,550 at 6%.
Yates Group P.A. Profit Sharing Retirement Plan-0---
200722$0$0-
FFR ADVISORY, INC. 401K PROFIT PLAN-2---
Yates Group P.A. Profit Sharing Retirement Plan-2---
200612$905,193$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Yates Group P.A. Profit Sharing Retirement Plan-2$905,193$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200512$787,227$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Yates Group P.A. Profit Sharing Retirement Plan-2$787,227$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200412$785,004$47,935$23,968iApproximate average salary by contribution assumption: employee only about $599,188 at 4% or $399,458 at 6%; with 50% employer match about $399,458 at 4% or $266,306 at 6%; with 100% employer match about $299,594 at 4% or $199,729 at 6%.
Yates Group P.A. Profit Sharing Retirement Plan-2$785,004$47,935$23,968iApproximate average salary by contribution assumption: employee only about $599,188 at 4% or $399,458 at 6%; with 50% employer match about $399,458 at 4% or $266,306 at 6%; with 100% employer match about $299,594 at 4% or $199,729 at 6%.
200212$0$0-
Yates Group P.A. Profit Sharing Retirement Plan-2---
200114$0$0-
Yates Group P.A. Profit Sharing Retirement Plan-4---
200014$0$0-
Yates Group P.A. Profit Sharing Retirement Plan-4---
199913$684,370$31,220$10,407iApproximate average salary by contribution assumption: employee only about $260,167 at 4% or $173,444 at 6%; with 50% employer match about $173,444 at 4% or $115,630 at 6%; with 100% employer match about $130,083 at 4% or $86,722 at 6%.
Yates Group P.A. Profit Sharing Retirement Plan-3$684,370$31,220$10,407iApproximate average salary by contribution assumption: employee only about $260,167 at 4% or $173,444 at 6%; with 50% employer match about $173,444 at 4% or $115,630 at 6%; with 100% employer match about $130,083 at 4% or $86,722 at 6%.