Hl Financial Services LLC
Plan context: Hilliard Lyons Profit Sharing Plan
EIN 30-0450751 • Louisville, KY • 50 filings • 10 plans
Current Snapshot
Latest Year
2019
2019 Participants
941
2019 Assets
$492,719
2019 Contributions
$8,585,469
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 0 | $0 | $0 | - |
| Hilliard Lyons Profit Sharing Plan | - | 0 | $0 | - | - |
| Hl Financial Services LLC Employee Benefits Plan | - | 0 | - | - | - |
| 2018 | 2 | 941 | $492,719 | $8,585,469 | $9,124iApproximate average salary by contribution assumption: employee only about $228,094 at 4% or $152,063 at 6%; with 50% employer match about $152,063 at 4% or $101,375 at 6%; with 100% employer match about $114,047 at 4% or $76,031 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 0 | $492,719 | $8,585,469 | - |
| Hl Financial Services LLC Employee Benefits Plan | - | 941 | - | - | - |
| 2017 | 2 | 991 | $365,546,273 | $16,236,477 | $16,384iApproximate average salary by contribution assumption: employee only about $409,598 at 4% or $273,066 at 6%; with 50% employer match about $273,066 at 4% or $182,044 at 6%; with 100% employer match about $204,799 at 4% or $136,533 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 991 | $365,546,273 | $16,236,477 | $16,384iApproximate average salary by contribution assumption: employee only about $409,598 at 4% or $273,066 at 6%; with 50% employer match about $273,066 at 4% or $182,044 at 6%; with 100% employer match about $204,799 at 4% or $136,533 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 965 | - | - | - |
| 2016 | 2 | 1,003 | $342,187,153 | $13,625,016 | $13,584iApproximate average salary by contribution assumption: employee only about $339,607 at 4% or $226,404 at 6%; with 50% employer match about $226,404 at 4% or $150,936 at 6%; with 100% employer match about $169,803 at 4% or $113,202 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 976 | $342,187,153 | $13,625,016 | $13,960iApproximate average salary by contribution assumption: employee only about $349,001 at 4% or $232,668 at 6%; with 50% employer match about $232,668 at 4% or $155,112 at 6%; with 100% employer match about $174,501 at 4% or $116,334 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 1,003 | - | - | - |
| 2015 | 2 | 1,048 | $308,725,682 | $15,714,465 | $14,995iApproximate average salary by contribution assumption: employee only about $374,868 at 4% or $249,912 at 6%; with 50% employer match about $249,912 at 4% or $166,608 at 6%; with 100% employer match about $187,434 at 4% or $124,956 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,015 | $308,725,682 | $15,714,465 | $15,482iApproximate average salary by contribution assumption: employee only about $387,056 at 4% or $258,037 at 6%; with 50% employer match about $258,037 at 4% or $172,025 at 6%; with 100% employer match about $193,528 at 4% or $129,019 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 1,048 | - | - | - |
| 2014 | 2 | 1,059 | $283,108,133 | $13,908,807 | $13,134iApproximate average salary by contribution assumption: employee only about $328,348 at 4% or $218,898 at 6%; with 50% employer match about $218,898 at 4% or $145,932 at 6%; with 100% employer match about $164,174 at 4% or $109,449 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,053 | $283,108,133 | $13,908,807 | $13,209iApproximate average salary by contribution assumption: employee only about $330,219 at 4% or $220,146 at 6%; with 50% employer match about $220,146 at 4% or $146,764 at 6%; with 100% employer match about $165,109 at 4% or $110,073 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 1,059 | - | - | - |
| 2013 | 2 | 1,049 | $289,854,641 | $17,689,481 | $16,863iApproximate average salary by contribution assumption: employee only about $421,580 at 4% or $281,053 at 6%; with 50% employer match about $281,053 at 4% or $187,369 at 6%; with 100% employer match about $210,790 at 4% or $140,527 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,049 | $289,854,641 | $17,689,481 | $16,863iApproximate average salary by contribution assumption: employee only about $421,580 at 4% or $281,053 at 6%; with 50% employer match about $281,053 at 4% or $187,369 at 6%; with 100% employer match about $210,790 at 4% or $140,527 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 1,041 | - | - | - |
| 2012 | 8 | 1,073 | $262,232,533 | $12,331,429 | $11,492iApproximate average salary by contribution assumption: employee only about $287,312 at 4% or $191,541 at 6%; with 50% employer match about $191,541 at 4% or $127,694 at 6%; with 100% employer match about $143,656 at 4% or $95,771 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,061 | $262,232,533 | $12,331,429 | $11,622iApproximate average salary by contribution assumption: employee only about $290,561 at 4% or $193,708 at 6%; with 50% employer match about $193,708 at 4% or $129,138 at 6%; with 100% employer match about $145,281 at 4% or $96,854 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 829 | - | - | - |
| HL FINANCIAL SERVICES LLC SECTION 125 FLEXIBLE SPENDING PLAN | - | 0 | - | - | - |
| GROUP LONG-TERM DISABILITY | - | 0 | - | - | - |
| HL FINANCIAL SERVICES LLC LIFE AND AD&D PLAN | - | 0 | - | - | - |
| HL FINANCIAL SERVICES LLC DENTAL PLAN | - | 0 | - | - | - |
| HL FINANCIAL SERVICES, LLC CANCER PLAN | - | 0 | - | - | - |
| HL FINANCIAL SERVICES, LLC EMPLOYEE ASSISTANCE PLAN | - | 1,073 | - | - | - |
| 2011 | 8 | 1,024 | $228,109,321 | $11,373,590 | $11,107iApproximate average salary by contribution assumption: employee only about $277,676 at 4% or $185,117 at 6%; with 50% employer match about $185,117 at 4% or $123,411 at 6%; with 100% employer match about $138,838 at 4% or $92,559 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,024 | $228,109,321 | $11,373,590 | $11,107iApproximate average salary by contribution assumption: employee only about $277,676 at 4% or $185,117 at 6%; with 50% employer match about $185,117 at 4% or $123,411 at 6%; with 100% employer match about $138,838 at 4% or $92,559 at 6%. |
| HL FINANCIAL SERVICES LLC LIFE AND AD&D PLAN | - | 772 | - | - | - |
| HL FINANCIAL SERVICES LLC SECTION 125 FLEXIBLE SPENDING PLAN | - | 503 | - | - | - |
| HL FINANCIAL SERVICES LLC DENTAL PLAN | - | 594 | - | - | - |
| GROUP LONG-TERM DISABILITY | - | 963 | - | - | - |
| Hl Financial Services LLC Employee Benefits Plan | - | 813 | - | - | - |
| HL FINANCIAL SERVICES, LLC CANCER PLAN | - | 97 | - | - | - |
| HL FINANCIAL SERVICES, LLC EMPLOYEE ASSISTANCE PLAN | - | 1,012 | - | - | - |
| 2010 | 7 | 1,063 | $201,832,675 | $12,394,817 | $11,660iApproximate average salary by contribution assumption: employee only about $291,506 at 4% or $194,337 at 6%; with 50% employer match about $194,337 at 4% or $129,558 at 6%; with 100% employer match about $145,753 at 4% or $97,169 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,063 | $201,832,675 | $12,394,817 | $11,660iApproximate average salary by contribution assumption: employee only about $291,506 at 4% or $194,337 at 6%; with 50% employer match about $194,337 at 4% or $129,558 at 6%; with 100% employer match about $145,753 at 4% or $97,169 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 850 | - | - | - |
| HL FINANCIAL SERVICES LLC SECTION 125 FLEXIBLE SPENDING PLAN | - | 520 | - | - | - |
| HL FINANCIAL SERVICES LLC DENTAL PLAN | - | 602 | - | - | - |
| GROUP LONG-TERM DISABILITY | - | 1,003 | - | - | - |
| HL FINANCIAL SERVICES LLC LIFE AND AD&D PLAN | - | 801 | - | - | - |
| HL FINANCIAL SERVICES, LLC EMPLOYEE ASSISTANCE PLAN | - | 1,046 | - | - | - |
| 2009 | 7 | 1,077 | $214,689,406 | $12,672,126 | $11,766iApproximate average salary by contribution assumption: employee only about $294,153 at 4% or $196,102 at 6%; with 50% employer match about $196,102 at 4% or $130,735 at 6%; with 100% employer match about $147,077 at 4% or $98,051 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,077 | $214,689,406 | $12,672,126 | $11,766iApproximate average salary by contribution assumption: employee only about $294,153 at 4% or $196,102 at 6%; with 50% employer match about $196,102 at 4% or $130,735 at 6%; with 100% employer match about $147,077 at 4% or $98,051 at 6%. |
| HL FINANCIAL SERVICES LLC SECTION 125 FLEXIBLE SPENDING PLAN | - | 526 | - | - | - |
| Hl Financial Services LLC Employee Benefits Plan | - | 914 | - | - | - |
| GROUP LONG-TERM DISABILITY | - | 1,033 | - | - | - |
| HL FINANCIAL SERVICES LLC LIFE AND AD&D PLAN | - | 791 | - | - | - |
| HL FINANCIAL SERVICES LLC DENTAL PLAN | - | 591 | - | - | - |
| HL FINANCIAL SERVICES, LLC EMPLOYEE ASSISTANCE PLAN | - | 1,049 | - | - | - |
| 2008 | 6 | 1,110 | $213,425,566 | $9,690,885 | $8,731iApproximate average salary by contribution assumption: employee only about $218,263 at 4% or $145,509 at 6%; with 50% employer match about $145,509 at 4% or $97,006 at 6%; with 100% employer match about $109,132 at 4% or $72,754 at 6%. |
| Hilliard Lyons Profit Sharing Plan | - | 1,110 | $213,425,566 | $9,690,885 | $8,731iApproximate average salary by contribution assumption: employee only about $218,263 at 4% or $145,509 at 6%; with 50% employer match about $145,509 at 4% or $97,006 at 6%; with 100% employer match about $109,132 at 4% or $72,754 at 6%. |
| Hl Financial Services LLC Employee Benefits Plan | - | 887 | - | - | - |
| HL FINANCIAL SERVICES LLC SECTION 125 FLEXIBLE SPENDING PLAN | - | 497 | - | - | - |
| GROUP LONG-TERM DISABILITY | - | 983 | - | - | - |
| HL FINANCIAL SERVICES LLC LIFE AND AD&D PLAN | - | 799 | - | - | - |
| HL FINANCIAL SERVICES LLC DENTAL PLAN | - | 580 | - | - | - |