Civic Intelligence

Chiang, Patel & Yerby

Plan context: Chiang, Patel & Yerby Inc. Employee Stock Ownership

EIN 75-1720414 • Dallas, TX • 95 filings • 22 plans

1820 Regal RowDallas, TX 75235-2394
Current Snapshot

Latest Year

2023

2023 Participants

289

2023 Assets

$7

2023 Contributions

$10,561,015

Historical Graphs

Total Assets Over Time

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

$101,452,380$50,726,190$0199920112023YearValue
$7Latest year 2023

Participants Over Time

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

3821910199920112023YearValue
289Latest year 2023

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
20231289$7$0-
Chiang, Patel & Yerby Inc. Employee Stock Ownership-289$7--
20222377$81,171,151$10,561,015$28,013iApproximate average salary by contribution assumption: employee only about $700,333 at 4% or $466,888 at 6%; with 50% employer match about $466,888 at 4% or $311,259 at 6%; with 100% employer match about $350,166 at 4% or $233,444 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-377$65,362,969$10,561,015$28,013iApproximate average salary by contribution assumption: employee only about $700,333 at 4% or $466,888 at 6%; with 50% employer match about $466,888 at 4% or $311,259 at 6%; with 100% employer match about $350,166 at 4% or $233,444 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-289$15,808,182--
202111354$83,054,173$6,925,557$19,564iApproximate average salary by contribution assumption: employee only about $489,093 at 4% or $326,062 at 6%; with 50% employer match about $326,062 at 4% or $217,375 at 6%; with 100% employer match about $244,547 at 4% or $163,031 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-354$72,451,163$6,925,557$19,564iApproximate average salary by contribution assumption: employee only about $489,093 at 4% or $326,062 at 6%; with 50% employer match about $326,062 at 4% or $217,375 at 6%; with 100% employer match about $244,547 at 4% or $163,031 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-289$10,603,010--
Cp&Y Ad&D Plan-0---
Uhc Medical-0---
Metlife-0---
Cp&Y Basic Life Plan-0---
Cp&Y Ltd Plan-0---
Cp&Y Inc.-0---
Health Reimbursement Arrangement-0---
Vision Service Plan-0---
Cp&Y Inc. Employee Benefits Plan-327---
20203360$101,452,380$5,698,597$15,829iApproximate average salary by contribution assumption: employee only about $395,736 at 4% or $263,824 at 6%; with 50% employer match about $263,824 at 4% or $175,883 at 6%; with 100% employer match about $197,868 at 4% or $131,912 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-358$63,370,350$5,698,597$15,918iApproximate average salary by contribution assumption: employee only about $397,947 at 4% or $265,298 at 6%; with 50% employer match about $265,298 at 4% or $176,865 at 6%; with 100% employer match about $198,973 at 4% or $132,649 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-360$38,082,030--
Cp&Y Inc. Employee Benefits Plan-285---
20193357$69,415,296$5,742,941$16,087iApproximate average salary by contribution assumption: employee only about $402,167 at 4% or $268,111 at 6%; with 50% employer match about $268,111 at 4% or $178,741 at 6%; with 100% employer match about $201,083 at 4% or $134,056 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-357$50,769,402$4,542,941$12,725iApproximate average salary by contribution assumption: employee only about $318,133 at 4% or $212,089 at 6%; with 50% employer match about $212,089 at 4% or $141,392 at 6%; with 100% employer match about $159,067 at 4% or $106,044 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-350$18,645,894$1,200,000$3,429iApproximate average salary by contribution assumption: employee only about $85,714 at 4% or $57,143 at 6%; with 50% employer match about $57,143 at 4% or $38,095 at 6%; with 100% employer match about $42,857 at 4% or $28,571 at 6%.
Cp&Y Inc. Employee Benefits Plan-350---
20189349$57,021,585$5,894,206$16,889iApproximate average salary by contribution assumption: employee only about $422,221 at 4% or $281,481 at 6%; with 50% employer match about $281,481 at 4% or $187,654 at 6%; with 100% employer match about $211,111 at 4% or $140,740 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-349$40,247,729$4,624,836$13,252iApproximate average salary by contribution assumption: employee only about $331,292 at 4% or $220,861 at 6%; with 50% employer match about $220,861 at 4% or $147,241 at 6%; with 100% employer match about $165,646 at 4% or $110,431 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-337$16,773,856$1,269,370$3,767iApproximate average salary by contribution assumption: employee only about $94,167 at 4% or $62,778 at 6%; with 50% employer match about $62,778 at 4% or $41,852 at 6%; with 100% employer match about $47,083 at 4% or $31,389 at 6%.
Cp&Y Ad&D Plan-253---
Cp&Y Basic Life Plan-325---
Cp&Y Ltd Plan-320---
Cp&Y Inc.-320---
Metlife-268---
Vision Service Plan-261---
Uhc Medical-268---
20179303$53,897,627$5,442,355$17,962iApproximate average salary by contribution assumption: employee only about $449,039 at 4% or $299,359 at 6%; with 50% employer match about $299,359 at 4% or $199,573 at 6%; with 100% employer match about $224,520 at 4% or $149,680 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-296$40,033,932$3,885,848$13,128iApproximate average salary by contribution assumption: employee only about $328,197 at 4% or $218,798 at 6%; with 50% employer match about $218,798 at 4% or $145,865 at 6%; with 100% employer match about $164,098 at 4% or $109,399 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-303$13,863,695$1,556,507$5,137iApproximate average salary by contribution assumption: employee only about $128,425 at 4% or $85,616 at 6%; with 50% employer match about $85,616 at 4% or $57,078 at 6%; with 100% employer match about $64,212 at 4% or $42,808 at 6%.
Cp&Y Ad&D Plan-236---
Uhc Medical-232---
Metlife-240---
Cp&Y Inc.-293---
Vision Service Plan-221---
Cp&Y Basic Life Plan-223---
Cp&Y Ltd Plan-293---
20169299$44,565,110$4,479,454$14,981iApproximate average salary by contribution assumption: employee only about $374,536 at 4% or $249,691 at 6%; with 50% employer match about $249,691 at 4% or $166,461 at 6%; with 100% employer match about $187,268 at 4% or $124,845 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-264$31,283,534$3,224,145$12,213iApproximate average salary by contribution assumption: employee only about $305,317 at 4% or $203,545 at 6%; with 50% employer match about $203,545 at 4% or $135,696 at 6%; with 100% employer match about $152,658 at 4% or $101,772 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-299$13,281,576$1,255,309$4,198iApproximate average salary by contribution assumption: employee only about $104,959 at 4% or $69,973 at 6%; with 50% employer match about $69,973 at 4% or $46,648 at 6%; with 100% employer match about $52,479 at 4% or $34,986 at 6%.
Uhc Medical-227---
Vision Service Plan-226---
Metlife-178---
Cp&Y Ltd Plan-268---
Cp&Y Inc.-268---
Cp&Y Basic Life Plan-277---
Cp&Y Ad&D Plan-277---
20157264$37,968,754$3,698,419$14,009iApproximate average salary by contribution assumption: employee only about $350,229 at 4% or $233,486 at 6%; with 50% employer match about $233,486 at 4% or $155,657 at 6%; with 100% employer match about $175,115 at 4% or $116,743 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-173$27,696,205$2,307,132$13,336iApproximate average salary by contribution assumption: employee only about $333,401 at 4% or $222,267 at 6%; with 50% employer match about $222,267 at 4% or $148,178 at 6%; with 100% employer match about $166,700 at 4% or $111,134 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-264$10,272,549$1,391,287$5,270iApproximate average salary by contribution assumption: employee only about $131,751 at 4% or $87,834 at 6%; with 50% employer match about $87,834 at 4% or $58,556 at 6%; with 100% employer match about $65,875 at 4% or $43,917 at 6%.
Vision Service Plan-208---
Metlife-204---
Uhc Medical-194---
Cp&Y Ad&D Plan-236---
Cp&Y Basic Life Plan-236---
20147382$36,515,051$3,497,680$9,156iApproximate average salary by contribution assumption: employee only about $228,906 at 4% or $152,604 at 6%; with 50% employer match about $152,604 at 4% or $101,736 at 6%; with 100% employer match about $114,453 at 4% or $76,302 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-153$27,731,359$2,290,714$14,972iApproximate average salary by contribution assumption: employee only about $374,300 at 4% or $249,533 at 6%; with 50% employer match about $249,533 at 4% or $166,355 at 6%; with 100% employer match about $187,150 at 4% or $124,767 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-226$8,783,692$1,206,966$5,341iApproximate average salary by contribution assumption: employee only about $133,514 at 4% or $89,009 at 6%; with 50% employer match about $89,009 at 4% or $59,340 at 6%; with 100% employer match about $66,757 at 4% or $44,505 at 6%.
Health Reimbursement Arrangement-276---
Uhc Medical-276---
Metlife-382---
Cp&Y Basic Life Plan-120---
Vision Service Plan-141---
20133157$32,940,070$2,719,720$17,323iApproximate average salary by contribution assumption: employee only about $433,076 at 4% or $288,718 at 6%; with 50% employer match about $288,718 at 4% or $192,478 at 6%; with 100% employer match about $216,538 at 4% or $144,359 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-157$26,135,492$1,991,136$12,682iApproximate average salary by contribution assumption: employee only about $317,060 at 4% or $211,373 at 6%; with 50% employer match about $211,373 at 4% or $140,915 at 6%; with 100% employer match about $158,530 at 4% or $105,687 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-153$6,804,578$728,584$4,762iApproximate average salary by contribution assumption: employee only about $119,050 at 4% or $79,366 at 6%; with 50% employer match about $79,366 at 4% or $52,911 at 6%; with 100% employer match about $59,525 at 4% or $39,683 at 6%.
Health Reimbursement Arrangement-114---
20122160$27,109,491$2,454,123$15,338iApproximate average salary by contribution assumption: employee only about $383,457 at 4% or $255,638 at 6%; with 50% employer match about $255,638 at 4% or $170,425 at 6%; with 100% employer match about $191,728 at 4% or $127,819 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-160$21,079,065$1,610,665$10,067iApproximate average salary by contribution assumption: employee only about $251,666 at 4% or $167,778 at 6%; with 50% employer match about $167,778 at 4% or $111,852 at 6%; with 100% employer match about $125,833 at 4% or $83,889 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-156$6,030,426$843,458$5,407iApproximate average salary by contribution assumption: employee only about $135,170 at 4% or $90,113 at 6%; with 50% employer match about $90,113 at 4% or $60,075 at 6%; with 100% employer match about $67,585 at 4% or $45,057 at 6%.
20113152$23,211,985$2,130,414$14,016iApproximate average salary by contribution assumption: employee only about $350,397 at 4% or $233,598 at 6%; with 50% employer match about $233,598 at 4% or $155,732 at 6%; with 100% employer match about $175,199 at 4% or $116,799 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-152$18,277,206$1,625,326$10,693iApproximate average salary by contribution assumption: employee only about $267,323 at 4% or $178,216 at 6%; with 50% employer match about $178,216 at 4% or $118,810 at 6%; with 100% employer match about $133,662 at 4% or $89,108 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-144$4,934,779$505,088$3,508iApproximate average salary by contribution assumption: employee only about $87,689 at 4% or $58,459 at 6%; with 50% employer match about $58,459 at 4% or $38,973 at 6%; with 100% employer match about $43,844 at 4% or $29,230 at 6%.
Health Reimbursement Arrangement-114---
20102168$22,001,891$2,073,343$12,341iApproximate average salary by contribution assumption: employee only about $308,533 at 4% or $205,689 at 6%; with 50% employer match about $205,689 at 4% or $137,126 at 6%; with 100% employer match about $154,267 at 4% or $102,844 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-168$18,001,898$2,073,343$12,341iApproximate average salary by contribution assumption: employee only about $308,533 at 4% or $205,689 at 6%; with 50% employer match about $205,689 at 4% or $137,126 at 6%; with 100% employer match about $154,267 at 4% or $102,844 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-139$3,999,993--
20093186$19,782,243$2,012,470$10,820iApproximate average salary by contribution assumption: employee only about $270,493 at 4% or $180,329 at 6%; with 50% employer match about $180,329 at 4% or $120,219 at 6%; with 100% employer match about $135,247 at 4% or $90,164 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-186$15,453,131$1,662,470$8,938iApproximate average salary by contribution assumption: employee only about $223,450 at 4% or $148,967 at 6%; with 50% employer match about $148,967 at 4% or $99,311 at 6%; with 100% employer match about $111,725 at 4% or $74,483 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-159$4,329,112$350,000$2,201iApproximate average salary by contribution assumption: employee only about $55,031 at 4% or $36,688 at 6%; with 50% employer match about $36,688 at 4% or $24,458 at 6%; with 100% employer match about $27,516 at 4% or $18,344 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-----
20081160$11,209,183$1,696,055$10,600iApproximate average salary by contribution assumption: employee only about $265,009 at 4% or $176,672 at 6%; with 50% employer match about $176,672 at 4% or $117,782 at 6%; with 100% employer match about $132,504 at 4% or $88,336 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-160$11,209,183$1,696,055$10,600iApproximate average salary by contribution assumption: employee only about $265,009 at 4% or $176,672 at 6%; with 50% employer match about $176,672 at 4% or $117,782 at 6%; with 100% employer match about $132,504 at 4% or $88,336 at 6%.
20072186$17,713,315$1,829,777$9,838iApproximate average salary by contribution assumption: employee only about $245,938 at 4% or $163,959 at 6%; with 50% employer match about $163,959 at 4% or $109,306 at 6%; with 100% employer match about $122,969 at 4% or $81,979 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-186$17,713,315$1,829,777$9,838iApproximate average salary by contribution assumption: employee only about $245,938 at 4% or $163,959 at 6%; with 50% employer match about $163,959 at 4% or $109,306 at 6%; with 100% employer match about $122,969 at 4% or $81,979 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-147---
20062183$16,468,350$2,015,992$11,016iApproximate average salary by contribution assumption: employee only about $275,409 at 4% or $183,606 at 6%; with 50% employer match about $183,606 at 4% or $122,404 at 6%; with 100% employer match about $137,704 at 4% or $91,803 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-183$16,468,350$2,015,992$11,016iApproximate average salary by contribution assumption: employee only about $275,409 at 4% or $183,606 at 6%; with 50% employer match about $183,606 at 4% or $122,404 at 6%; with 100% employer match about $137,704 at 4% or $91,803 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-168---
20052176$13,625,759$1,796,663$10,208iApproximate average salary by contribution assumption: employee only about $255,208 at 4% or $170,139 at 6%; with 50% employer match about $170,139 at 4% or $113,426 at 6%; with 100% employer match about $127,604 at 4% or $85,069 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-176$13,625,759$1,796,663$10,208iApproximate average salary by contribution assumption: employee only about $255,208 at 4% or $170,139 at 6%; with 50% employer match about $170,139 at 4% or $113,426 at 6%; with 100% employer match about $127,604 at 4% or $85,069 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-166---
20043167$12,053,489$1,779,258$10,654iApproximate average salary by contribution assumption: employee only about $266,356 at 4% or $177,571 at 6%; with 50% employer match about $177,571 at 4% or $118,380 at 6%; with 100% employer match about $133,178 at 4% or $88,785 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-167$12,053,489$1,779,258$10,654iApproximate average salary by contribution assumption: employee only about $266,356 at 4% or $177,571 at 6%; with 50% employer match about $177,571 at 4% or $118,380 at 6%; with 100% employer match about $133,178 at 4% or $88,785 at 6%.
Health Reimbursement Arrangement-76---
Chiang, Patel & Yerby Inc. Employee Stock Ownership-163---
20034176$9,794,085$1,601,467$9,099iApproximate average salary by contribution assumption: employee only about $227,481 at 4% or $151,654 at 6%; with 50% employer match about $151,654 at 4% or $101,103 at 6%; with 100% employer match about $113,741 at 4% or $75,827 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-176$9,794,085$1,601,467$9,099iApproximate average salary by contribution assumption: employee only about $227,481 at 4% or $151,654 at 6%; with 50% employer match about $151,654 at 4% or $101,103 at 6%; with 100% employer match about $113,741 at 4% or $75,827 at 6%.
Health Reimbursement Arrangement-79---
Uhc Medical-167---
Chiang, Patel & Yerby Inc. Employee Stock Ownership-158---
20023169$6,734,888$1,544,433$9,139iApproximate average salary by contribution assumption: employee only about $228,466 at 4% or $152,311 at 6%; with 50% employer match about $152,311 at 4% or $101,541 at 6%; with 100% employer match about $114,233 at 4% or $76,155 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-169$6,734,888$1,544,433$9,139iApproximate average salary by contribution assumption: employee only about $228,466 at 4% or $152,311 at 6%; with 50% employer match about $152,311 at 4% or $101,541 at 6%; with 100% employer match about $114,233 at 4% or $76,155 at 6%.
Health Reimbursement Arrangement-161---
Chiang, Patel & Yerby Inc. Employee Stock Ownership-159---
20012198$6,780,868$1,669,408$8,431iApproximate average salary by contribution assumption: employee only about $210,784 at 4% or $140,523 at 6%; with 50% employer match about $140,523 at 4% or $93,682 at 6%; with 100% employer match about $105,392 at 4% or $70,261 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-198$6,780,868$1,669,408$8,431iApproximate average salary by contribution assumption: employee only about $210,784 at 4% or $140,523 at 6%; with 50% employer match about $140,523 at 4% or $93,682 at 6%; with 100% employer match about $105,392 at 4% or $70,261 at 6%.
Chiang, Patel & Yerby Inc. Employee Stock Ownership-156---
20001157$6,313,963$2,158,816$13,750iApproximate average salary by contribution assumption: employee only about $343,761 at 4% or $229,174 at 6%; with 50% employer match about $229,174 at 4% or $152,782 at 6%; with 100% employer match about $171,880 at 4% or $114,587 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-157$6,313,963$2,158,816$13,750iApproximate average salary by contribution assumption: employee only about $343,761 at 4% or $229,174 at 6%; with 50% employer match about $229,174 at 4% or $152,782 at 6%; with 100% employer match about $171,880 at 4% or $114,587 at 6%.
19991138$5,115,147$1,136,721$8,237iApproximate average salary by contribution assumption: employee only about $205,928 at 4% or $137,285 at 6%; with 50% employer match about $137,285 at 4% or $91,523 at 6%; with 100% employer match about $102,964 at 4% or $68,643 at 6%.
Chiang, Patel & Yerby Inc. 401K Plan-138$5,115,147$1,136,721$8,237iApproximate average salary by contribution assumption: employee only about $205,928 at 4% or $137,285 at 6%; with 50% employer match about $137,285 at 4% or $91,523 at 6%; with 100% employer match about $102,964 at 4% or $68,643 at 6%.