YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN

Plan Contact

  • Address: 5300 BAY ROAD, SUITE 100,SAGINAW,MI
  • Contact person: THOMAS E. HOLLERBACK
  • Phone: (989) 793-9830

Plan General Information

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Total Retirement Plan Assets

At the end of 2019, the total retirement plan assets of YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is $12,132,599.00.This plan was established in 1985.

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Total Number of Retirement Plan Participants

At the end of 2019, the total number of retirement plan participants in YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is 207

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Average Participant Retirement Account Value

In 2019, the average participant retirement account value for YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is $58,611.00

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Estimated Average Employee Contribution Amount

In 2019, the estimated average employee contribution amount per participant for YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is $8,399.00.

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Estimated Average Employer Match

In 2019, the estimated average employer match for an employee in YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is approximately $975.00
Investing in this additonal $975.00 for 20 years would give you extra $62,453.00, assuming a 10% annual return.

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Total Employer Contribution and Match Rate

In 2019, YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN allocates $201,999.00 to match its employees' contributions, providing an employer match rate of 23.24% of their contributions

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Total Retirement Plan Asset Growth Rate

In 2019, the total retirement plan asset growth rate of YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is 12.75%.

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2019, the estimated aggregate retirement account investment gain/loss for YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is 16.33%. This measures the effectiveness of the plan participants' investments in the year.

YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN Expense Ratio

In 2019, the investment and administrative expense ratio of YEO & YEO, P.C., CPA'S SAVINGS & PROTECTION PLAN is 0.12%.

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