Civic Intelligence

James Yuen

Plan context: James Yuen 401 K Profit Sharing Plan Trust

EIN 76-0727877 • Walnut Creek, CA • 9 filings • 3 plans

2858 San Antonio DrWalnut Creek, CA 94598-4131
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$872,923

2016 Contributions

$93,767

Historical Graphs

Total Assets Over Time

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

$872,923$436,462$0200820122015YearValue
$872,923Latest year 2015

Participants Over Time

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

530200820122015YearValue
5Latest year 2015

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
201610$0$93,767-
James Yuen 401 K Profit Sharing Plan Trust-0$0$93,767-
201515$872,923$114,468$22,894iApproximate average salary by contribution assumption: employee only about $572,340 at 4% or $381,560 at 6%; with 50% employer match about $381,560 at 4% or $254,373 at 6%; with 100% employer match about $286,170 at 4% or $190,780 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-5$872,923$114,468$22,894iApproximate average salary by contribution assumption: employee only about $572,340 at 4% or $381,560 at 6%; with 50% employer match about $381,560 at 4% or $254,373 at 6%; with 100% employer match about $286,170 at 4% or $190,780 at 6%.
201414$750,719$115,430$28,858iApproximate average salary by contribution assumption: employee only about $721,438 at 4% or $480,958 at 6%; with 50% employer match about $480,958 at 4% or $320,639 at 6%; with 100% employer match about $360,719 at 4% or $240,479 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-4$750,719$115,430$28,858iApproximate average salary by contribution assumption: employee only about $721,438 at 4% or $480,958 at 6%; with 50% employer match about $480,958 at 4% or $320,639 at 6%; with 100% employer match about $360,719 at 4% or $240,479 at 6%.
201314$602,388$102,232$25,558iApproximate average salary by contribution assumption: employee only about $638,950 at 4% or $425,967 at 6%; with 50% employer match about $425,967 at 4% or $283,978 at 6%; with 100% employer match about $319,475 at 4% or $212,983 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-4$602,388$102,232$25,558iApproximate average salary by contribution assumption: employee only about $638,950 at 4% or $425,967 at 6%; with 50% employer match about $425,967 at 4% or $283,978 at 6%; with 100% employer match about $319,475 at 4% or $212,983 at 6%.
201214$446,153$95,021$23,755iApproximate average salary by contribution assumption: employee only about $593,881 at 4% or $395,921 at 6%; with 50% employer match about $395,921 at 4% or $263,947 at 6%; with 100% employer match about $296,941 at 4% or $197,960 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-4$446,153$95,021$23,755iApproximate average salary by contribution assumption: employee only about $593,881 at 4% or $395,921 at 6%; with 50% employer match about $395,921 at 4% or $263,947 at 6%; with 100% employer match about $296,941 at 4% or $197,960 at 6%.
201114$316,189$87,535$21,884iApproximate average salary by contribution assumption: employee only about $547,094 at 4% or $364,729 at 6%; with 50% employer match about $364,729 at 4% or $243,153 at 6%; with 100% employer match about $273,547 at 4% or $182,365 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-4$316,189$87,535$21,884iApproximate average salary by contribution assumption: employee only about $547,094 at 4% or $364,729 at 6%; with 50% employer match about $364,729 at 4% or $243,153 at 6%; with 100% employer match about $273,547 at 4% or $182,365 at 6%.
201015$225,617$83,581$16,716iApproximate average salary by contribution assumption: employee only about $417,905 at 4% or $278,603 at 6%; with 50% employer match about $278,603 at 4% or $185,736 at 6%; with 100% employer match about $208,953 at 4% or $139,302 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-5$225,617$83,581$16,716iApproximate average salary by contribution assumption: employee only about $417,905 at 4% or $278,603 at 6%; with 50% employer match about $278,603 at 4% or $185,736 at 6%; with 100% employer match about $208,953 at 4% or $139,302 at 6%.
200915$123,784$81,693$16,339iApproximate average salary by contribution assumption: employee only about $408,465 at 4% or $272,310 at 6%; with 50% employer match about $272,310 at 4% or $181,540 at 6%; with 100% employer match about $204,233 at 4% or $136,155 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-5$123,784$81,693$16,339iApproximate average salary by contribution assumption: employee only about $408,465 at 4% or $272,310 at 6%; with 50% employer match about $272,310 at 4% or $181,540 at 6%; with 100% employer match about $204,233 at 4% or $136,155 at 6%.
200813$33,747$37,559$12,520iApproximate average salary by contribution assumption: employee only about $312,992 at 4% or $208,661 at 6%; with 50% employer match about $208,661 at 4% or $139,107 at 6%; with 100% employer match about $156,496 at 4% or $104,331 at 6%.
James Yuen 401 K Profit Sharing Plan Trust-3$33,747$37,559$12,520iApproximate average salary by contribution assumption: employee only about $312,992 at 4% or $208,661 at 6%; with 50% employer match about $208,661 at 4% or $139,107 at 6%; with 100% employer match about $156,496 at 4% or $104,331 at 6%.