Yates & Felts Inc.
Plan context: Yates & Felts Inc. Profit Sharing Plan and Trust
EIN 94-2469921 • Manteca, CA • 31 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$4,310,157
2024 Contributions
$247,351
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 | 9 | $4,310,157 | $247,351 | $27,483iApproximate average salary by contribution assumption: employee only about $687,086 at 4% or $458,057 at 6%; with 50% employer match about $458,057 at 4% or $305,372 at 6%; with 100% employer match about $343,543 at 4% or $229,029 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 9 | $4,310,157 | $247,351 | $27,483iApproximate average salary by contribution assumption: employee only about $687,086 at 4% or $458,057 at 6%; with 50% employer match about $458,057 at 4% or $305,372 at 6%; with 100% employer match about $343,543 at 4% or $229,029 at 6%. |
| 2023 | 1 | 9 | $3,587,267 | $236,265 | $26,252iApproximate average salary by contribution assumption: employee only about $656,292 at 4% or $437,528 at 6%; with 50% employer match about $437,528 at 4% or $291,685 at 6%; with 100% employer match about $328,146 at 4% or $218,764 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 9 | $3,587,267 | $236,265 | $26,252iApproximate average salary by contribution assumption: employee only about $656,292 at 4% or $437,528 at 6%; with 50% employer match about $437,528 at 4% or $291,685 at 6%; with 100% employer match about $328,146 at 4% or $218,764 at 6%. |
| 2022 | 1 | 9 | $3,395,950 | $202,191 | $22,466iApproximate average salary by contribution assumption: employee only about $561,642 at 4% or $374,428 at 6%; with 50% employer match about $374,428 at 4% or $249,619 at 6%; with 100% employer match about $280,821 at 4% or $187,214 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 9 | $3,395,950 | $202,191 | $22,466iApproximate average salary by contribution assumption: employee only about $561,642 at 4% or $374,428 at 6%; with 50% employer match about $374,428 at 4% or $249,619 at 6%; with 100% employer match about $280,821 at 4% or $187,214 at 6%. |
| 2021 | 1 | 9 | $4,054,299 | $216,033 | $24,004iApproximate average salary by contribution assumption: employee only about $600,092 at 4% or $400,061 at 6%; with 50% employer match about $400,061 at 4% or $266,707 at 6%; with 100% employer match about $300,046 at 4% or $200,031 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 9 | $4,054,299 | $216,033 | $24,004iApproximate average salary by contribution assumption: employee only about $600,092 at 4% or $400,061 at 6%; with 50% employer match about $400,061 at 4% or $266,707 at 6%; with 100% employer match about $300,046 at 4% or $200,031 at 6%. |
| 2020 | 1 | 10 | $3,445,665 | $163,256 | $16,326iApproximate average salary by contribution assumption: employee only about $408,140 at 4% or $272,093 at 6%; with 50% employer match about $272,093 at 4% or $181,396 at 6%; with 100% employer match about $204,070 at 4% or $136,047 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 10 | $3,445,665 | $163,256 | $16,326iApproximate average salary by contribution assumption: employee only about $408,140 at 4% or $272,093 at 6%; with 50% employer match about $272,093 at 4% or $181,396 at 6%; with 100% employer match about $204,070 at 4% or $136,047 at 6%. |
| 2019 | 1 | 10 | $2,934,786 | $235,993 | $23,599iApproximate average salary by contribution assumption: employee only about $589,983 at 4% or $393,322 at 6%; with 50% employer match about $393,322 at 4% or $262,214 at 6%; with 100% employer match about $294,991 at 4% or $196,661 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 10 | $2,934,786 | $235,993 | $23,599iApproximate average salary by contribution assumption: employee only about $589,983 at 4% or $393,322 at 6%; with 50% employer match about $393,322 at 4% or $262,214 at 6%; with 100% employer match about $294,991 at 4% or $196,661 at 6%. |
| 2018 | 1 | 9 | $2,256,402 | $216,497 | $24,055iApproximate average salary by contribution assumption: employee only about $601,381 at 4% or $400,920 at 6%; with 50% employer match about $400,920 at 4% or $267,280 at 6%; with 100% employer match about $300,690 at 4% or $200,460 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 9 | $2,256,402 | $216,497 | $24,055iApproximate average salary by contribution assumption: employee only about $601,381 at 4% or $400,920 at 6%; with 50% employer match about $400,920 at 4% or $267,280 at 6%; with 100% employer match about $300,690 at 4% or $200,460 at 6%. |
| 2017 | 1 | 9 | $2,210,771 | $211,379 | $23,487iApproximate average salary by contribution assumption: employee only about $587,164 at 4% or $391,443 at 6%; with 50% employer match about $391,443 at 4% or $260,962 at 6%; with 100% employer match about $293,582 at 4% or $195,721 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 9 | $2,210,771 | $211,379 | $23,487iApproximate average salary by contribution assumption: employee only about $587,164 at 4% or $391,443 at 6%; with 50% employer match about $391,443 at 4% or $260,962 at 6%; with 100% employer match about $293,582 at 4% or $195,721 at 6%. |
| 2016 | 1 | 8 | $1,750,564 | $172,140 | $21,518iApproximate average salary by contribution assumption: employee only about $537,938 at 4% or $358,625 at 6%; with 50% employer match about $358,625 at 4% or $239,083 at 6%; with 100% employer match about $268,969 at 4% or $179,313 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 8 | $1,750,564 | $172,140 | $21,518iApproximate average salary by contribution assumption: employee only about $537,938 at 4% or $358,625 at 6%; with 50% employer match about $358,625 at 4% or $239,083 at 6%; with 100% employer match about $268,969 at 4% or $179,313 at 6%. |
| 2015 | 1 | 7 | $1,474,595 | $166,460 | $23,780iApproximate average salary by contribution assumption: employee only about $594,500 at 4% or $396,333 at 6%; with 50% employer match about $396,333 at 4% or $264,222 at 6%; with 100% employer match about $297,250 at 4% or $198,167 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 7 | $1,474,595 | $166,460 | $23,780iApproximate average salary by contribution assumption: employee only about $594,500 at 4% or $396,333 at 6%; with 50% employer match about $396,333 at 4% or $264,222 at 6%; with 100% employer match about $297,250 at 4% or $198,167 at 6%. |
| 2014 | 1 | 6 | $1,372,021 | $170,791 | $28,465iApproximate average salary by contribution assumption: employee only about $711,629 at 4% or $474,419 at 6%; with 50% employer match about $474,419 at 4% or $316,280 at 6%; with 100% employer match about $355,815 at 4% or $237,210 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 6 | $1,372,021 | $170,791 | $28,465iApproximate average salary by contribution assumption: employee only about $711,629 at 4% or $474,419 at 6%; with 50% employer match about $474,419 at 4% or $316,280 at 6%; with 100% employer match about $355,815 at 4% or $237,210 at 6%. |
| 2013 | 1 | 7 | $1,162,134 | $111,630 | $15,947iApproximate average salary by contribution assumption: employee only about $398,679 at 4% or $265,786 at 6%; with 50% employer match about $265,786 at 4% or $177,190 at 6%; with 100% employer match about $199,339 at 4% or $132,893 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 7 | $1,162,134 | $111,630 | $15,947iApproximate average salary by contribution assumption: employee only about $398,679 at 4% or $265,786 at 6%; with 50% employer match about $265,786 at 4% or $177,190 at 6%; with 100% employer match about $199,339 at 4% or $132,893 at 6%. |
| 2012 | 1 | 6 | $1,035,919 | $45,016 | $7,503iApproximate average salary by contribution assumption: employee only about $187,567 at 4% or $125,044 at 6%; with 50% employer match about $125,044 at 4% or $83,363 at 6%; with 100% employer match about $93,783 at 4% or $62,522 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 6 | $1,035,919 | $45,016 | $7,503iApproximate average salary by contribution assumption: employee only about $187,567 at 4% or $125,044 at 6%; with 50% employer match about $125,044 at 4% or $83,363 at 6%; with 100% employer match about $93,783 at 4% or $62,522 at 6%. |
| 2011 | 1 | 6 | $896,657 | $30,280 | $5,047iApproximate average salary by contribution assumption: employee only about $126,167 at 4% or $84,111 at 6%; with 50% employer match about $84,111 at 4% or $56,074 at 6%; with 100% employer match about $63,083 at 4% or $42,056 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 6 | $896,657 | $30,280 | $5,047iApproximate average salary by contribution assumption: employee only about $126,167 at 4% or $84,111 at 6%; with 50% employer match about $84,111 at 4% or $56,074 at 6%; with 100% employer match about $63,083 at 4% or $42,056 at 6%. |
| 2010 | 1 | 6 | $911,160 | $29,270 | $4,878iApproximate average salary by contribution assumption: employee only about $121,958 at 4% or $81,306 at 6%; with 50% employer match about $81,306 at 4% or $54,204 at 6%; with 100% employer match about $60,979 at 4% or $40,653 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 6 | $911,160 | $29,270 | $4,878iApproximate average salary by contribution assumption: employee only about $121,958 at 4% or $81,306 at 6%; with 50% employer match about $81,306 at 4% or $54,204 at 6%; with 100% employer match about $60,979 at 4% or $40,653 at 6%. |
| 2009 | 1 | 8 | $6,293,883 | $117,750 | $14,719iApproximate average salary by contribution assumption: employee only about $367,969 at 4% or $245,313 at 6%; with 50% employer match about $245,313 at 4% or $163,542 at 6%; with 100% employer match about $183,984 at 4% or $122,656 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 8 | $6,293,883 | $117,750 | $14,719iApproximate average salary by contribution assumption: employee only about $367,969 at 4% or $245,313 at 6%; with 50% employer match about $245,313 at 4% or $163,542 at 6%; with 100% employer match about $183,984 at 4% or $122,656 at 6%. |
| 2008 | 1 | 4 | $4,982,675 | $87,230 | $21,808iApproximate average salary by contribution assumption: employee only about $545,188 at 4% or $363,458 at 6%; with 50% employer match about $363,458 at 4% or $242,306 at 6%; with 100% employer match about $272,594 at 4% or $181,729 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 4 | $4,982,675 | $87,230 | $21,808iApproximate average salary by contribution assumption: employee only about $545,188 at 4% or $363,458 at 6%; with 50% employer match about $363,458 at 4% or $242,306 at 6%; with 100% employer match about $272,594 at 4% or $181,729 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 5 | - | - | - |
| 2006 | 1 | 5 | $5,926,532 | $95,248 | $19,050iApproximate average salary by contribution assumption: employee only about $476,240 at 4% or $317,493 at 6%; with 50% employer match about $317,493 at 4% or $211,662 at 6%; with 100% employer match about $238,120 at 4% or $158,747 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 5 | $5,926,532 | $95,248 | $19,050iApproximate average salary by contribution assumption: employee only about $476,240 at 4% or $317,493 at 6%; with 50% employer match about $317,493 at 4% or $211,662 at 6%; with 100% employer match about $238,120 at 4% or $158,747 at 6%. |
| 2005 | 1 | 5 | $5,426,990 | $71,452 | $14,290iApproximate average salary by contribution assumption: employee only about $357,260 at 4% or $238,173 at 6%; with 50% employer match about $238,173 at 4% or $158,782 at 6%; with 100% employer match about $178,630 at 4% or $119,087 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 5 | $5,426,990 | $71,452 | $14,290iApproximate average salary by contribution assumption: employee only about $357,260 at 4% or $238,173 at 6%; with 50% employer match about $238,173 at 4% or $158,782 at 6%; with 100% employer match about $178,630 at 4% or $119,087 at 6%. |
| 2004 | 1 | 8 | $5,093,719 | $173,599 | $21,700iApproximate average salary by contribution assumption: employee only about $542,497 at 4% or $361,665 at 6%; with 50% employer match about $361,665 at 4% or $241,110 at 6%; with 100% employer match about $271,248 at 4% or $180,832 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 8 | $5,093,719 | $173,599 | $21,700iApproximate average salary by contribution assumption: employee only about $542,497 at 4% or $361,665 at 6%; with 50% employer match about $361,665 at 4% or $241,110 at 6%; with 100% employer match about $271,248 at 4% or $180,832 at 6%. |
| 2003 | 2 | 8 | $4,353,196 | $166,055 | $20,757iApproximate average salary by contribution assumption: employee only about $518,922 at 4% or $345,948 at 6%; with 50% employer match about $345,948 at 4% or $230,632 at 6%; with 100% employer match about $259,461 at 4% or $172,974 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 8 | $4,353,196 | $166,055 | $20,757iApproximate average salary by contribution assumption: employee only about $518,922 at 4% or $345,948 at 6%; with 50% employer match about $345,948 at 4% or $230,632 at 6%; with 100% employer match about $259,461 at 4% or $172,974 at 6%. |
| Yates & Felts Inc. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2002 | 2 | 9 | $3,595,703 | $143,319 | $15,924iApproximate average salary by contribution assumption: employee only about $398,108 at 4% or $265,406 at 6%; with 50% employer match about $265,406 at 4% or $176,937 at 6%; with 100% employer match about $199,054 at 4% or $132,703 at 6%. |
| Yates & Felts Inc. Money Purchase Pension Plan and Trust | - | 9 | $1,902,317 | $56,221 | $6,247iApproximate average salary by contribution assumption: employee only about $156,169 at 4% or $104,113 at 6%; with 50% employer match about $104,113 at 4% or $69,409 at 6%; with 100% employer match about $78,085 at 4% or $52,056 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 9 | $1,693,386 | $87,098 | $9,678iApproximate average salary by contribution assumption: employee only about $241,939 at 4% or $161,293 at 6%; with 50% employer match about $161,293 at 4% or $107,528 at 6%; with 100% employer match about $120,969 at 4% or $80,646 at 6%. |
| 2001 | 2 | 8 | $3,522,139 | $127,232 | $15,904iApproximate average salary by contribution assumption: employee only about $397,600 at 4% or $265,067 at 6%; with 50% employer match about $265,067 at 4% or $176,711 at 6%; with 100% employer match about $198,800 at 4% or $132,533 at 6%. |
| Yates & Felts Inc. Money Purchase Pension Plan and Trust | - | 8 | $1,894,396 | $51,968 | $6,496iApproximate average salary by contribution assumption: employee only about $162,400 at 4% or $108,267 at 6%; with 50% employer match about $108,267 at 4% or $72,178 at 6%; with 100% employer match about $81,200 at 4% or $54,133 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 8 | $1,627,743 | $75,264 | $9,408iApproximate average salary by contribution assumption: employee only about $235,200 at 4% or $156,800 at 6%; with 50% employer match about $156,800 at 4% or $104,533 at 6%; with 100% employer match about $117,600 at 4% or $78,400 at 6%. |
| 2000 | 2 | 7 | $0 | $0 | - |
| Yates & Felts Inc. Money Purchase Pension Plan and Trust | - | 7 | - | - | - |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 1999 | 2 | 8 | $4,839,537 | $125,347 | $15,668iApproximate average salary by contribution assumption: employee only about $391,709 at 4% or $261,140 at 6%; with 50% employer match about $261,140 at 4% or $174,093 at 6%; with 100% employer match about $195,855 at 4% or $130,570 at 6%. |
| Yates & Felts Inc. Money Purchase Pension Plan and Trust | - | 8 | $2,667,099 | $53,139 | $6,642iApproximate average salary by contribution assumption: employee only about $166,059 at 4% or $110,706 at 6%; with 50% employer match about $110,706 at 4% or $73,804 at 6%; with 100% employer match about $83,030 at 4% or $55,353 at 6%. |
| Yates & Felts Inc. Profit Sharing Plan and Trust | - | 8 | $2,172,438 | $72,208 | $9,026iApproximate average salary by contribution assumption: employee only about $225,650 at 4% or $150,433 at 6%; with 50% employer match about $150,433 at 4% or $100,289 at 6%; with 100% employer match about $112,825 at 4% or $75,217 at 6%. |