JERRY H. YELLEN, CLU, CHFC
Plan context: Jerry H. Yellen, Clu Chfc Target Benefit Pension Plan
EIN 76-0167499 • 2 filings • 2 plans
Current Snapshot
Latest Year
2000
2000 Participants
3
2000 Assets
$1,609,738
2000 Contributions
$39,231
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 |
|---|---|---|---|---|---|
| 2000 | 1 | 3 | $1,609,738 | $39,231 | $13,077iApproximate average salary by contribution assumption: employee only about $326,925 at 4% or $217,950 at 6%; with 50% employer match about $217,950 at 4% or $145,300 at 6%; with 100% employer match about $163,463 at 4% or $108,975 at 6%. |
| Jerry H. Yellen, Clu Chfc Target Benefit Pension Plan | - | 3 | $1,609,738 | $39,231 | $13,077iApproximate average salary by contribution assumption: employee only about $326,925 at 4% or $217,950 at 6%; with 50% employer match about $217,950 at 4% or $145,300 at 6%; with 100% employer match about $163,463 at 4% or $108,975 at 6%. |
| 1999 | 1 | 3 | $1,491,417 | $28,147 | $9,382iApproximate average salary by contribution assumption: employee only about $234,558 at 4% or $156,372 at 6%; with 50% employer match about $156,372 at 4% or $104,248 at 6%; with 100% employer match about $117,279 at 4% or $78,186 at 6%. |
| Jerry H. Yellen, Clu Chfc Target Benefit Pension Plan | - | 3 | $1,491,417 | $28,147 | $9,382iApproximate average salary by contribution assumption: employee only about $234,558 at 4% or $156,372 at 6%; with 50% employer match about $156,372 at 4% or $104,248 at 6%; with 100% employer match about $117,279 at 4% or $78,186 at 6%. |