Civic Intelligence
Filing

Yoder & Company 401(K) Plan

Yoder & Company • EIN 94-2317828 • Sacramento, CA • Plan year 2004

3231 Fieldcrest DriveSacramento, CA 95821
Filing Insights

Participants

Down

12 → 10

-2 • -16.67%

Assets

Up

$1,445,939 → $1,522,572

$76,633 • 5.30%

Investment Management Fee

-

Admin expenses - • Total expenses $139,825

Filing Details

Context
Net investment result
$76,633

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Yoder & Company 401(K) Plan-0$0--
202313$37,962$0-
Yoder & Company 401(K) Plan-3$37,962$0-
202213$37,841$37,841$12,614iApproximate average salary by contribution assumption: employee only about $315,342 at 4% or $210,228 at 6%; with 50% employer match about $210,228 at 4% or $140,152 at 6%; with 100% employer match about $157,671 at 4% or $105,114 at 6%.
Yoder & Company 401(K) Plan-3$37,841$37,841$12,614iApproximate average salary by contribution assumption: employee only about $315,342 at 4% or $210,228 at 6%; with 50% employer match about $210,228 at 4% or $140,152 at 6%; with 100% employer match about $157,671 at 4% or $105,114 at 6%.
201010$0$0-
Yoder & Company 401(K) Plan-----
200919$1,432,962$73,203$8,134iApproximate average salary by contribution assumption: employee only about $203,342 at 4% or $135,561 at 6%; with 50% employer match about $135,561 at 4% or $90,374 at 6%; with 100% employer match about $101,671 at 4% or $67,781 at 6%.
Yoder & Company 401(K) Plan-9$1,432,962$73,203$8,134iApproximate average salary by contribution assumption: employee only about $203,342 at 4% or $135,561 at 6%; with 50% employer match about $135,561 at 4% or $90,374 at 6%; with 100% employer match about $101,671 at 4% or $67,781 at 6%.
200819$1,209,809$62,237$6,915iApproximate average salary by contribution assumption: employee only about $172,881 at 4% or $115,254 at 6%; with 50% employer match about $115,254 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%.
Yoder & Company 401(K) Plan-9$1,209,809$62,237$6,915iApproximate average salary by contribution assumption: employee only about $172,881 at 4% or $115,254 at 6%; with 50% employer match about $115,254 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%.
200719$0$0-
Yoder & Company 401(K) Plan-9---
200619$1,766,883$78,317$8,702iApproximate average salary by contribution assumption: employee only about $217,547 at 4% or $145,031 at 6%; with 50% employer match about $145,031 at 4% or $96,688 at 6%; with 100% employer match about $108,774 at 4% or $72,516 at 6%.
Yoder & Company 401(K) Plan-9$1,766,883$78,317$8,702iApproximate average salary by contribution assumption: employee only about $217,547 at 4% or $145,031 at 6%; with 50% employer match about $145,031 at 4% or $96,688 at 6%; with 100% employer match about $108,774 at 4% or $72,516 at 6%.
200519$1,571,315$41,682$4,631iApproximate average salary by contribution assumption: employee only about $115,783 at 4% or $77,189 at 6%; with 50% employer match about $77,189 at 4% or $51,459 at 6%; with 100% employer match about $57,892 at 4% or $38,594 at 6%.
Yoder & Company 401(K) Plan-9$1,571,315$41,682$4,631iApproximate average salary by contribution assumption: employee only about $115,783 at 4% or $77,189 at 6%; with 50% employer match about $77,189 at 4% or $51,459 at 6%; with 100% employer match about $57,892 at 4% or $38,594 at 6%.
2004110$1,522,572$71,580$7,158iApproximate average salary by contribution assumption: employee only about $178,950 at 4% or $119,300 at 6%; with 50% employer match about $119,300 at 4% or $79,533 at 6%; with 100% employer match about $89,475 at 4% or $59,650 at 6%.
Yoder & Company 401(K) PlanCurrent10$1,522,572$71,580$7,158iApproximate average salary by contribution assumption: employee only about $178,950 at 4% or $119,300 at 6%; with 50% employer match about $119,300 at 4% or $79,533 at 6%; with 100% employer match about $89,475 at 4% or $59,650 at 6%.
2003110$1,445,939$72,291$7,229iApproximate average salary by contribution assumption: employee only about $180,728 at 4% or $120,485 at 6%; with 50% employer match about $120,485 at 4% or $80,323 at 6%; with 100% employer match about $90,364 at 4% or $60,243 at 6%.
Yoder & Company 401(K) Plan-10$1,445,939$72,291$7,229iApproximate average salary by contribution assumption: employee only about $180,728 at 4% or $120,485 at 6%; with 50% employer match about $120,485 at 4% or $80,323 at 6%; with 100% employer match about $90,364 at 4% or $60,243 at 6%.
2002112$0$0-
Yoder & Company 401(K) Plan-12---
200118$0$0-
Yoder & Company 401(K) Plan-8---
2000112$1,163,083$70,355$5,863iApproximate average salary by contribution assumption: employee only about $146,573 at 4% or $97,715 at 6%; with 50% employer match about $97,715 at 4% or $65,144 at 6%; with 100% employer match about $73,286 at 4% or $48,858 at 6%.
Yoder & Company 401(K) Plan-12$1,163,083$70,355$5,863iApproximate average salary by contribution assumption: employee only about $146,573 at 4% or $97,715 at 6%; with 50% employer match about $97,715 at 4% or $65,144 at 6%; with 100% employer match about $73,286 at 4% or $48,858 at 6%.
1999112$1,241,831$64,238$5,353iApproximate average salary by contribution assumption: employee only about $133,829 at 4% or $89,219 at 6%; with 50% employer match about $89,219 at 4% or $59,480 at 6%; with 100% employer match about $66,915 at 4% or $44,610 at 6%.
Yoder & Company 401(K) Plan-12$1,241,831$64,238$5,353iApproximate average salary by contribution assumption: employee only about $133,829 at 4% or $89,219 at 6%; with 50% employer match about $89,219 at 4% or $59,480 at 6%; with 100% employer match about $66,915 at 4% or $44,610 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,522,572$76,633 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,445,939$1,522,572Increase +$76,633 (5.30%)
Total liabilities$0$0No change $0
Net assets$1,445,939$1,522,572Increase +$76,633 (5.30%)

Contributions

Employer contributions$71,580
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$216,458
Total expenses$139,825
Net income$76,633
Source fields
Schedule I source fields
Filing Id
84037332309795
Schedule I EIN
94-2317828
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$1,445,939
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,445,939
Small plan total assets at end of year
$1,522,572
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,522,572
Small plan employer contributions
$71,580
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$144,878
Small plan total income
$216,458
Small plan total benefit distributions
$133,342
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$6,483
Small plan total expenses
$139,825
Small plan net income or loss
$76,633
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$175,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0