YERKES FINANCIAL, LLC
Plan context: YERKES FINANCIAL, LLC 401(K) PROFIT SHARING PLAN
EIN 85-3275022 • Waukesha, WI • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$162,698
2025 Contributions
$49,071
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $162,698 | $49,071 | $24,536iApproximate average salary by contribution assumption: employee only about $613,388 at 4% or $408,925 at 6%; with 50% employer match about $408,925 at 4% or $272,617 at 6%; with 100% employer match about $306,694 at 4% or $204,463 at 6%. |
| YERKES FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $162,698 | $49,071 | $24,536iApproximate average salary by contribution assumption: employee only about $613,388 at 4% or $408,925 at 6%; with 50% employer match about $408,925 at 4% or $272,617 at 6%; with 100% employer match about $306,694 at 4% or $204,463 at 6%. |
| 2024 | 1 | 2 | $89,353 | $91,627 | $45,814iApproximate average salary by contribution assumption: employee only about $1,145,338 at 4% or $763,558 at 6%; with 50% employer match about $763,558 at 4% or $509,039 at 6%; with 100% employer match about $572,669 at 4% or $381,779 at 6%. |
| YERKES FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | - | 2 | $89,353 | $91,627 | $45,814iApproximate average salary by contribution assumption: employee only about $1,145,338 at 4% or $763,558 at 6%; with 50% employer match about $763,558 at 4% or $509,039 at 6%; with 100% employer match about $572,669 at 4% or $381,779 at 6%. |