Civic Intelligence

Dbs Financial Services LLC

Plan context: Dbs Financial Services LLC 401(K) Plan

EIN 26-4736355 • Lexington, KY • 9 filings • 2 plans

1795 Alysheba WaySuite 7104Lexington, KY 40509
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,118,767

2024 Contributions

$292,944

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,118,767$1,059,384$0201920222024YearValue
$2,118,767Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740201920222024YearValue
6Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202426$2,118,767$292,944$48,824iApproximate average salary by contribution assumption: employee only about $1,220,600 at 4% or $813,733 at 6%; with 50% employer match about $813,733 at 4% or $542,489 at 6%; with 100% employer match about $610,300 at 4% or $406,867 at 6%.
Dbs Financial Services LLC 401(K) Plan-5$1,293,657$92,944$18,589iApproximate average salary by contribution assumption: employee only about $464,720 at 4% or $309,813 at 6%; with 50% employer match about $309,813 at 4% or $206,542 at 6%; with 100% employer match about $232,360 at 4% or $154,907 at 6%.
DBS FINANCIAL SERVICES, LLC CASH BALANCE PLAN-6$825,110$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
202325$1,560,972$253,738$50,748iApproximate average salary by contribution assumption: employee only about $1,268,690 at 4% or $845,793 at 6%; with 50% employer match about $845,793 at 4% or $563,862 at 6%; with 100% employer match about $634,345 at 4% or $422,897 at 6%.
Dbs Financial Services LLC 401(K) Plan-5$991,252$82,883$16,577iApproximate average salary by contribution assumption: employee only about $414,415 at 4% or $276,277 at 6%; with 50% employer match about $276,277 at 4% or $184,184 at 6%; with 100% employer match about $207,207 at 4% or $138,138 at 6%.
DBS FINANCIAL SERVICES, LLC CASH BALANCE PLAN-5$569,720$170,855$34,171iApproximate average salary by contribution assumption: employee only about $854,275 at 4% or $569,517 at 6%; with 50% employer match about $569,517 at 4% or $379,678 at 6%; with 100% employer match about $427,138 at 4% or $284,758 at 6%.
202227$1,066,621$269,606$38,515iApproximate average salary by contribution assumption: employee only about $962,879 at 4% or $641,919 at 6%; with 50% employer match about $641,919 at 4% or $427,946 at 6%; with 100% employer match about $481,439 at 4% or $320,960 at 6%.
Dbs Financial Services LLC 401(K) Plan-7$722,315$69,606$9,944iApproximate average salary by contribution assumption: employee only about $248,593 at 4% or $165,729 at 6%; with 50% employer match about $165,729 at 4% or $110,486 at 6%; with 100% employer match about $124,296 at 4% or $82,864 at 6%.
DBS FINANCIAL SERVICES, LLC CASH BALANCE PLAN-5$344,306$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202116$790,290$610,135$101,689iApproximate average salary by contribution assumption: employee only about $2,542,229 at 4% or $1,694,819 at 6%; with 50% employer match about $1,694,819 at 4% or $1,129,880 at 6%; with 100% employer match about $1,271,115 at 4% or $847,410 at 6%.
Dbs Financial Services LLC 401(K) Plan-6$790,290$610,135$101,689iApproximate average salary by contribution assumption: employee only about $2,542,229 at 4% or $1,694,819 at 6%; with 50% employer match about $1,694,819 at 4% or $1,129,880 at 6%; with 100% employer match about $1,271,115 at 4% or $847,410 at 6%.
202015$161,608$72,253$14,451iApproximate average salary by contribution assumption: employee only about $361,265 at 4% or $240,843 at 6%; with 50% employer match about $240,843 at 4% or $160,562 at 6%; with 100% employer match about $180,633 at 4% or $120,422 at 6%.
Dbs Financial Services LLC 401(K) Plan-5$161,608$72,253$14,451iApproximate average salary by contribution assumption: employee only about $361,265 at 4% or $240,843 at 6%; with 50% employer match about $240,843 at 4% or $160,562 at 6%; with 100% employer match about $180,633 at 4% or $120,422 at 6%.
201914$79,654$74,483$18,621iApproximate average salary by contribution assumption: employee only about $465,519 at 4% or $310,346 at 6%; with 50% employer match about $310,346 at 4% or $206,897 at 6%; with 100% employer match about $232,759 at 4% or $155,173 at 6%.
Dbs Financial Services LLC 401(K) Plan-4$79,654$74,483$18,621iApproximate average salary by contribution assumption: employee only about $465,519 at 4% or $310,346 at 6%; with 50% employer match about $310,346 at 4% or $206,897 at 6%; with 100% employer match about $232,759 at 4% or $155,173 at 6%.