YODER WEALTH MANAGEMENT
Plan context: Yoder Wealth Management 401(K) Plan
EIN 85-3516552 • Walnut Creek, CA • 9 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$4,520,289
2025 Contributions
$182,788
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 | 2 | 3 | $4,520,289 | $182,788 | $60,929iApproximate average salary by contribution assumption: employee only about $1,523,233 at 4% or $1,015,489 at 6%; with 50% employer match about $1,015,489 at 4% or $676,993 at 6%; with 100% employer match about $761,617 at 4% or $507,744 at 6%. |
| Yoder Wealth Management 401(K) Plan | - | 3 | $3,747,597 | $182,788 | $60,929iApproximate average salary by contribution assumption: employee only about $1,523,233 at 4% or $1,015,489 at 6%; with 50% employer match about $1,015,489 at 4% or $676,993 at 6%; with 100% employer match about $761,617 at 4% or $507,744 at 6%. |
| Yoder Wealth Management Inc. Cash Balance Plan | - | 3 | $772,692 | $0 | - |
| 2024 | 1 | 3 | $2,982,150 | $171,178 | $57,059iApproximate average salary by contribution assumption: employee only about $1,426,483 at 4% or $950,989 at 6%; with 50% employer match about $950,989 at 4% or $633,993 at 6%; with 100% employer match about $713,242 at 4% or $475,494 at 6%. |
| Yoder Wealth Management 401(K) Plan | - | 3 | $2,982,150 | $171,178 | $57,059iApproximate average salary by contribution assumption: employee only about $1,426,483 at 4% or $950,989 at 6%; with 50% employer match about $950,989 at 4% or $633,993 at 6%; with 100% employer match about $713,242 at 4% or $475,494 at 6%. |
| 2023 | 2 | 3 | $2,866,560 | $219,366 | $73,122iApproximate average salary by contribution assumption: employee only about $1,828,050 at 4% or $1,218,700 at 6%; with 50% employer match about $1,218,700 at 4% or $812,467 at 6%; with 100% employer match about $914,025 at 4% or $609,350 at 6%. |
| Yoder Wealth Management 401(K) Plan | - | 3 | $2,377,631 | $107,800 | $35,933iApproximate average salary by contribution assumption: employee only about $898,333 at 4% or $598,889 at 6%; with 50% employer match about $598,889 at 4% or $399,259 at 6%; with 100% employer match about $449,167 at 4% or $299,444 at 6%. |
| Yoder Wealth Management Inc. Cash Balance Plan | - | 3 | $488,929 | $111,566 | $37,189iApproximate average salary by contribution assumption: employee only about $929,717 at 4% or $619,811 at 6%; with 50% employer match about $619,811 at 4% or $413,207 at 6%; with 100% employer match about $464,858 at 4% or $309,906 at 6%. |
| 2022 | 2 | 3 | $2,139,658 | $273,106 | $91,035iApproximate average salary by contribution assumption: employee only about $2,275,883 at 4% or $1,517,256 at 6%; with 50% employer match about $1,517,256 at 4% or $1,011,504 at 6%; with 100% employer match about $1,137,942 at 4% or $758,628 at 6%. |
| Yoder Wealth Management 401(K) Plan | - | 3 | $1,851,950 | $98,093 | $32,698iApproximate average salary by contribution assumption: employee only about $817,442 at 4% or $544,961 at 6%; with 50% employer match about $544,961 at 4% or $363,307 at 6%; with 100% employer match about $408,721 at 4% or $272,481 at 6%. |
| Yoder Wealth Management Inc. Cash Balance Plan | - | 3 | $287,708 | $175,013 | $58,338iApproximate average salary by contribution assumption: employee only about $1,458,442 at 4% or $972,294 at 6%; with 50% employer match about $972,294 at 4% or $648,196 at 6%; with 100% employer match about $729,221 at 4% or $486,147 at 6%. |
| 2021 | 2 | 3 | $2,284,095 | $219,352 | $73,117iApproximate average salary by contribution assumption: employee only about $1,827,933 at 4% or $1,218,622 at 6%; with 50% employer match about $1,218,622 at 4% or $812,415 at 6%; with 100% employer match about $913,967 at 4% or $609,311 at 6%. |
| Yoder Wealth Management 401(K) Plan | - | 3 | $2,131,972 | $79,888 | $26,629iApproximate average salary by contribution assumption: employee only about $665,733 at 4% or $443,822 at 6%; with 50% employer match about $443,822 at 4% or $295,881 at 6%; with 100% employer match about $332,867 at 4% or $221,911 at 6%. |
| Yoder Wealth Management Inc. Cash Balance Plan | - | 3 | $152,123 | $139,464 | $46,488iApproximate average salary by contribution assumption: employee only about $1,162,200 at 4% or $774,800 at 6%; with 50% employer match about $774,800 at 4% or $516,533 at 6%; with 100% employer match about $581,100 at 4% or $387,400 at 6%. |