Yates LLC
Plan context: Yates Insurance Agency Inc. Profit Sharing Plan
EIN 87-3779035 • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
130
2024 Assets
$24,975,411
2024 Contributions
$1,485,663
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 130 | $24,975,411 | $1,485,663 | $11,428iApproximate average salary by contribution assumption: employee only about $285,704 at 4% or $190,470 at 6%; with 50% employer match about $190,470 at 4% or $126,980 at 6%; with 100% employer match about $142,852 at 4% or $95,235 at 6%. |
| Yates Insurance Agency Inc. Profit Sharing Plan | - | 130 | $24,975,411 | $1,485,663 | $11,428iApproximate average salary by contribution assumption: employee only about $285,704 at 4% or $190,470 at 6%; with 50% employer match about $190,470 at 4% or $126,980 at 6%; with 100% employer match about $142,852 at 4% or $95,235 at 6%. |
| 2023 | 1 | 120 | $23,490,558 | $956,074 | $7,967iApproximate average salary by contribution assumption: employee only about $199,182 at 4% or $132,788 at 6%; with 50% employer match about $132,788 at 4% or $88,525 at 6%; with 100% employer match about $99,591 at 4% or $66,394 at 6%. |
| Yates Insurance Agency Inc. Profit Sharing Plan | - | 120 | $23,490,558 | $956,074 | $7,967iApproximate average salary by contribution assumption: employee only about $199,182 at 4% or $132,788 at 6%; with 50% employer match about $132,788 at 4% or $88,525 at 6%; with 100% employer match about $99,591 at 4% or $66,394 at 6%. |
| 2022 | 1 | 112 | $21,799,965 | $1,378,508 | $12,308iApproximate average salary by contribution assumption: employee only about $307,703 at 4% or $205,135 at 6%; with 50% employer match about $205,135 at 4% or $136,757 at 6%; with 100% employer match about $153,851 at 4% or $102,568 at 6%. |
| Yates Insurance Agency Inc. Profit Sharing Plan | - | 112 | $21,799,965 | $1,378,508 | $12,308iApproximate average salary by contribution assumption: employee only about $307,703 at 4% or $205,135 at 6%; with 50% employer match about $205,135 at 4% or $136,757 at 6%; with 100% employer match about $153,851 at 4% or $102,568 at 6%. |