Civic Intelligence

Michael a Yu CPA Inc.

Plan context: Michael a Yu CPA Inc. 401(K) Plan

EIN 80-0142649 • San Jose, CA • 12 filings • 1 plans

1762 Technology Dr Ste 223San Jose, CA 95110-1380
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,411,928

2024 Contributions

$161,363

Historical Graphs

Total Assets Over Time

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

$1,411,928$705,964$0201320192024YearValue
$1,411,928Latest year 2024

Participants Over Time

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

630201320192024YearValue
6Latest year 2024

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
202416$1,411,928$161,363$26,894iApproximate average salary by contribution assumption: employee only about $672,346 at 4% or $448,231 at 6%; with 50% employer match about $448,231 at 4% or $298,820 at 6%; with 100% employer match about $336,173 at 4% or $224,115 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-6$1,411,928$161,363$26,894iApproximate average salary by contribution assumption: employee only about $672,346 at 4% or $448,231 at 6%; with 50% employer match about $448,231 at 4% or $298,820 at 6%; with 100% employer match about $336,173 at 4% or $224,115 at 6%.
202316$1,052,967$159,529$26,588iApproximate average salary by contribution assumption: employee only about $664,704 at 4% or $443,136 at 6%; with 50% employer match about $443,136 at 4% or $295,424 at 6%; with 100% employer match about $332,352 at 4% or $221,568 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-6$1,052,967$159,529$26,588iApproximate average salary by contribution assumption: employee only about $664,704 at 4% or $443,136 at 6%; with 50% employer match about $443,136 at 4% or $295,424 at 6%; with 100% employer match about $332,352 at 4% or $221,568 at 6%.
202216$736,451$129,862$21,644iApproximate average salary by contribution assumption: employee only about $541,092 at 4% or $360,728 at 6%; with 50% employer match about $360,728 at 4% or $240,485 at 6%; with 100% employer match about $270,546 at 4% or $180,364 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-6$736,451$129,862$21,644iApproximate average salary by contribution assumption: employee only about $541,092 at 4% or $360,728 at 6%; with 50% employer match about $360,728 at 4% or $240,485 at 6%; with 100% employer match about $270,546 at 4% or $180,364 at 6%.
202116$784,046$128,473$21,412iApproximate average salary by contribution assumption: employee only about $535,304 at 4% or $356,869 at 6%; with 50% employer match about $356,869 at 4% or $237,913 at 6%; with 100% employer match about $267,652 at 4% or $178,435 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-6$784,046$128,473$21,412iApproximate average salary by contribution assumption: employee only about $535,304 at 4% or $356,869 at 6%; with 50% employer match about $356,869 at 4% or $237,913 at 6%; with 100% employer match about $267,652 at 4% or $178,435 at 6%.
202015$568,494$103,128$20,626iApproximate average salary by contribution assumption: employee only about $515,640 at 4% or $343,760 at 6%; with 50% employer match about $343,760 at 4% or $229,173 at 6%; with 100% employer match about $257,820 at 4% or $171,880 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-5$568,494$103,128$20,626iApproximate average salary by contribution assumption: employee only about $515,640 at 4% or $343,760 at 6%; with 50% employer match about $343,760 at 4% or $229,173 at 6%; with 100% employer match about $257,820 at 4% or $171,880 at 6%.
201914$385,389$104,346$26,087iApproximate average salary by contribution assumption: employee only about $652,163 at 4% or $434,775 at 6%; with 50% employer match about $434,775 at 4% or $289,850 at 6%; with 100% employer match about $326,081 at 4% or $217,388 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-4$385,389$104,346$26,087iApproximate average salary by contribution assumption: employee only about $652,163 at 4% or $434,775 at 6%; with 50% employer match about $434,775 at 4% or $289,850 at 6%; with 100% employer match about $326,081 at 4% or $217,388 at 6%.
201814$287,793$86,859$21,715iApproximate average salary by contribution assumption: employee only about $542,869 at 4% or $361,913 at 6%; with 50% employer match about $361,913 at 4% or $241,275 at 6%; with 100% employer match about $271,434 at 4% or $180,956 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-4$287,793$86,859$21,715iApproximate average salary by contribution assumption: employee only about $542,869 at 4% or $361,913 at 6%; with 50% employer match about $361,913 at 4% or $241,275 at 6%; with 100% employer match about $271,434 at 4% or $180,956 at 6%.
201714$225,879$68,689$17,172iApproximate average salary by contribution assumption: employee only about $429,306 at 4% or $286,204 at 6%; with 50% employer match about $286,204 at 4% or $190,803 at 6%; with 100% employer match about $214,653 at 4% or $143,102 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-4$225,879$68,689$17,172iApproximate average salary by contribution assumption: employee only about $429,306 at 4% or $286,204 at 6%; with 50% employer match about $286,204 at 4% or $190,803 at 6%; with 100% employer match about $214,653 at 4% or $143,102 at 6%.
201614$160,224$60,863$15,216iApproximate average salary by contribution assumption: employee only about $380,394 at 4% or $253,596 at 6%; with 50% employer match about $253,596 at 4% or $169,064 at 6%; with 100% employer match about $190,197 at 4% or $126,798 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-4$160,224$60,863$15,216iApproximate average salary by contribution assumption: employee only about $380,394 at 4% or $253,596 at 6%; with 50% employer match about $253,596 at 4% or $169,064 at 6%; with 100% employer match about $190,197 at 4% or $126,798 at 6%.
201512$91,128$32,038$16,019iApproximate average salary by contribution assumption: employee only about $400,475 at 4% or $266,983 at 6%; with 50% employer match about $266,983 at 4% or $177,989 at 6%; with 100% employer match about $200,238 at 4% or $133,492 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-2$91,128$32,038$16,019iApproximate average salary by contribution assumption: employee only about $400,475 at 4% or $266,983 at 6%; with 50% employer match about $266,983 at 4% or $177,989 at 6%; with 100% employer match about $200,238 at 4% or $133,492 at 6%.
201412$105,519$49,294$24,647iApproximate average salary by contribution assumption: employee only about $616,175 at 4% or $410,783 at 6%; with 50% employer match about $410,783 at 4% or $273,856 at 6%; with 100% employer match about $308,088 at 4% or $205,392 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-2$105,519$49,294$24,647iApproximate average salary by contribution assumption: employee only about $616,175 at 4% or $410,783 at 6%; with 50% employer match about $410,783 at 4% or $273,856 at 6%; with 100% employer match about $308,088 at 4% or $205,392 at 6%.
201312$50,573$47,225$23,613iApproximate average salary by contribution assumption: employee only about $590,313 at 4% or $393,542 at 6%; with 50% employer match about $393,542 at 4% or $262,361 at 6%; with 100% employer match about $295,156 at 4% or $196,771 at 6%.
Michael a Yu CPA Inc. 401(K) Plan-2$50,573$47,225$23,613iApproximate average salary by contribution assumption: employee only about $590,313 at 4% or $393,542 at 6%; with 50% employer match about $393,542 at 4% or $262,361 at 6%; with 100% employer match about $295,156 at 4% or $196,771 at 6%.
Michael a Yu CPA Inc. | EIN 80-0142649 | 2024 Form 5500 Company Profile