Civic Intelligence

YAEGER & TREVISO CPAS PC

Plan context: YAEGER & TREVISO CPAS PC 401(K) PROFIT SHARING PLAN & TRUST

EIN 84-2982110 • Webster, NY • 2 filings • 1 plans

661 Ridge RdWebster, NY 14580-2349
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$678,939

2025 Contributions

$187,496

Historical Graphs

Total Assets Over Time

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

$678,939$339,470$020242025YearValue
$678,939Latest year 2025

Participants Over Time

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

2010020242025YearValue
14Latest year 2025

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
2025114$678,939$187,496$13,393iApproximate average salary by contribution assumption: employee only about $334,814 at 4% or $223,210 at 6%; with 50% employer match about $223,210 at 4% or $148,806 at 6%; with 100% employer match about $167,407 at 4% or $111,605 at 6%.
YAEGER & TREVISO CPAS PC 401(K) PROFIT SHARING PLAN & TRUST-14$678,939$187,496$13,393iApproximate average salary by contribution assumption: employee only about $334,814 at 4% or $223,210 at 6%; with 50% employer match about $223,210 at 4% or $148,806 at 6%; with 100% employer match about $167,407 at 4% or $111,605 at 6%.
2024120$496,197$454,811$22,741iApproximate average salary by contribution assumption: employee only about $568,514 at 4% or $379,009 at 6%; with 50% employer match about $379,009 at 4% or $252,673 at 6%; with 100% employer match about $284,257 at 4% or $189,505 at 6%.
YAEGER & TREVISO CPAS PC 401(K) PROFIT SHARING PLAN & TRUST-20$496,197$454,811$22,741iApproximate average salary by contribution assumption: employee only about $568,514 at 4% or $379,009 at 6%; with 50% employer match about $379,009 at 4% or $252,673 at 6%; with 100% employer match about $284,257 at 4% or $189,505 at 6%.