Diversified Brokerage Specialists Inc.
Plan context: Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan
EIN 31-0998734 • Cincinnati, OH • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$3,880,184
2024 Contributions
$161,029
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 | 15 | $3,880,184 | $161,029 | $10,735iApproximate average salary by contribution assumption: employee only about $268,382 at 4% or $178,921 at 6%; with 50% employer match about $178,921 at 4% or $119,281 at 6%; with 100% employer match about $134,191 at 4% or $89,461 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 15 | $3,880,184 | $161,029 | $10,735iApproximate average salary by contribution assumption: employee only about $268,382 at 4% or $178,921 at 6%; with 50% employer match about $178,921 at 4% or $119,281 at 6%; with 100% employer match about $134,191 at 4% or $89,461 at 6%. |
| 2023 | 1 | 17 | $3,490,036 | $164,198 | $9,659iApproximate average salary by contribution assumption: employee only about $241,468 at 4% or $160,978 at 6%; with 50% employer match about $160,978 at 4% or $107,319 at 6%; with 100% employer match about $120,734 at 4% or $80,489 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 17 | $3,490,036 | $164,198 | $9,659iApproximate average salary by contribution assumption: employee only about $241,468 at 4% or $160,978 at 6%; with 50% employer match about $160,978 at 4% or $107,319 at 6%; with 100% employer match about $120,734 at 4% or $80,489 at 6%. |
| 2022 | 1 | 17 | $2,864,401 | $193,575 | $11,387iApproximate average salary by contribution assumption: employee only about $284,669 at 4% or $189,779 at 6%; with 50% employer match about $189,779 at 4% or $126,520 at 6%; with 100% employer match about $142,335 at 4% or $94,890 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 17 | $2,864,401 | $193,575 | $11,387iApproximate average salary by contribution assumption: employee only about $284,669 at 4% or $189,779 at 6%; with 50% employer match about $189,779 at 4% or $126,520 at 6%; with 100% employer match about $142,335 at 4% or $94,890 at 6%. |
| 2021 | 1 | 17 | $3,363,186 | $141,378 | $8,316iApproximate average salary by contribution assumption: employee only about $207,909 at 4% or $138,606 at 6%; with 50% employer match about $138,606 at 4% or $92,404 at 6%; with 100% employer match about $103,954 at 4% or $69,303 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 17 | $3,363,186 | $141,378 | $8,316iApproximate average salary by contribution assumption: employee only about $207,909 at 4% or $138,606 at 6%; with 50% employer match about $138,606 at 4% or $92,404 at 6%; with 100% employer match about $103,954 at 4% or $69,303 at 6%. |
| 2020 | 1 | 17 | $2,864,306 | $178,590 | $10,505iApproximate average salary by contribution assumption: employee only about $262,632 at 4% or $175,088 at 6%; with 50% employer match about $175,088 at 4% or $116,725 at 6%; with 100% employer match about $131,316 at 4% or $87,544 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 17 | $2,864,306 | $178,590 | $10,505iApproximate average salary by contribution assumption: employee only about $262,632 at 4% or $175,088 at 6%; with 50% employer match about $175,088 at 4% or $116,725 at 6%; with 100% employer match about $131,316 at 4% or $87,544 at 6%. |
| 2019 | 1 | 17 | $2,796,450 | $198,001 | $11,647iApproximate average salary by contribution assumption: employee only about $291,178 at 4% or $194,119 at 6%; with 50% employer match about $194,119 at 4% or $129,412 at 6%; with 100% employer match about $145,589 at 4% or $97,059 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 17 | $2,796,450 | $198,001 | $11,647iApproximate average salary by contribution assumption: employee only about $291,178 at 4% or $194,119 at 6%; with 50% employer match about $194,119 at 4% or $129,412 at 6%; with 100% employer match about $145,589 at 4% or $97,059 at 6%. |
| 2018 | 1 | 20 | $2,125,658 | $157,420 | $7,871iApproximate average salary by contribution assumption: employee only about $196,775 at 4% or $131,183 at 6%; with 50% employer match about $131,183 at 4% or $87,456 at 6%; with 100% employer match about $98,388 at 4% or $65,592 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 20 | $2,125,658 | $157,420 | $7,871iApproximate average salary by contribution assumption: employee only about $196,775 at 4% or $131,183 at 6%; with 50% employer match about $131,183 at 4% or $87,456 at 6%; with 100% employer match about $98,388 at 4% or $65,592 at 6%. |
| 2017 | 1 | 21 | $2,396,594 | $161,026 | $7,668iApproximate average salary by contribution assumption: employee only about $191,698 at 4% or $127,798 at 6%; with 50% employer match about $127,798 at 4% or $85,199 at 6%; with 100% employer match about $95,849 at 4% or $63,899 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 21 | $2,396,594 | $161,026 | $7,668iApproximate average salary by contribution assumption: employee only about $191,698 at 4% or $127,798 at 6%; with 50% employer match about $127,798 at 4% or $85,199 at 6%; with 100% employer match about $95,849 at 4% or $63,899 at 6%. |
| 2016 | 1 | 20 | $1,971,637 | $135,964 | $6,798iApproximate average salary by contribution assumption: employee only about $169,955 at 4% or $113,303 at 6%; with 50% employer match about $113,303 at 4% or $75,536 at 6%; with 100% employer match about $84,978 at 4% or $56,652 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 20 | $1,971,637 | $135,964 | $6,798iApproximate average salary by contribution assumption: employee only about $169,955 at 4% or $113,303 at 6%; with 50% employer match about $113,303 at 4% or $75,536 at 6%; with 100% employer match about $84,978 at 4% or $56,652 at 6%. |
| 2015 | 1 | 19 | $1,830,983 | $160,365 | $8,440iApproximate average salary by contribution assumption: employee only about $211,007 at 4% or $140,671 at 6%; with 50% employer match about $140,671 at 4% or $93,781 at 6%; with 100% employer match about $105,503 at 4% or $70,336 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 19 | $1,830,983 | $160,365 | $8,440iApproximate average salary by contribution assumption: employee only about $211,007 at 4% or $140,671 at 6%; with 50% employer match about $140,671 at 4% or $93,781 at 6%; with 100% employer match about $105,503 at 4% or $70,336 at 6%. |
| 2014 | 1 | 19 | $1,672,913 | $141,537 | $7,449iApproximate average salary by contribution assumption: employee only about $186,233 at 4% or $124,155 at 6%; with 50% employer match about $124,155 at 4% or $82,770 at 6%; with 100% employer match about $93,116 at 4% or $62,078 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 19 | $1,672,913 | $141,537 | $7,449iApproximate average salary by contribution assumption: employee only about $186,233 at 4% or $124,155 at 6%; with 50% employer match about $124,155 at 4% or $82,770 at 6%; with 100% employer match about $93,116 at 4% or $62,078 at 6%. |
| 2013 | 1 | 18 | $1,453,280 | $147,404 | $8,189iApproximate average salary by contribution assumption: employee only about $204,728 at 4% or $136,485 at 6%; with 50% employer match about $136,485 at 4% or $90,990 at 6%; with 100% employer match about $102,364 at 4% or $68,243 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 18 | $1,453,280 | $147,404 | $8,189iApproximate average salary by contribution assumption: employee only about $204,728 at 4% or $136,485 at 6%; with 50% employer match about $136,485 at 4% or $90,990 at 6%; with 100% employer match about $102,364 at 4% or $68,243 at 6%. |
| 2012 | 1 | 18 | $1,102,831 | $128,201 | $7,122iApproximate average salary by contribution assumption: employee only about $178,057 at 4% or $118,705 at 6%; with 50% employer match about $118,705 at 4% or $79,136 at 6%; with 100% employer match about $89,028 at 4% or $59,352 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 18 | $1,102,831 | $128,201 | $7,122iApproximate average salary by contribution assumption: employee only about $178,057 at 4% or $118,705 at 6%; with 50% employer match about $118,705 at 4% or $79,136 at 6%; with 100% employer match about $89,028 at 4% or $59,352 at 6%. |
| 2011 | 1 | 19 | $957,689 | $136,425 | $7,180iApproximate average salary by contribution assumption: employee only about $179,507 at 4% or $119,671 at 6%; with 50% employer match about $119,671 at 4% or $79,781 at 6%; with 100% employer match about $89,753 at 4% or $59,836 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 19 | $957,689 | $136,425 | $7,180iApproximate average salary by contribution assumption: employee only about $179,507 at 4% or $119,671 at 6%; with 50% employer match about $119,671 at 4% or $79,781 at 6%; with 100% employer match about $89,753 at 4% or $59,836 at 6%. |
| 2010 | 1 | 16 | $888,574 | $123,585 | $7,724iApproximate average salary by contribution assumption: employee only about $193,102 at 4% or $128,734 at 6%; with 50% employer match about $128,734 at 4% or $85,823 at 6%; with 100% employer match about $96,551 at 4% or $64,367 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 16 | $888,574 | $123,585 | $7,724iApproximate average salary by contribution assumption: employee only about $193,102 at 4% or $128,734 at 6%; with 50% employer match about $128,734 at 4% or $85,823 at 6%; with 100% employer match about $96,551 at 4% or $64,367 at 6%. |
| 2009 | 1 | 19 | $692,776 | $100,798 | $5,305iApproximate average salary by contribution assumption: employee only about $132,629 at 4% or $88,419 at 6%; with 50% employer match about $88,419 at 4% or $58,946 at 6%; with 100% employer match about $66,314 at 4% or $44,210 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 19 | $692,776 | $100,798 | $5,305iApproximate average salary by contribution assumption: employee only about $132,629 at 4% or $88,419 at 6%; with 50% employer match about $88,419 at 4% or $58,946 at 6%; with 100% employer match about $66,314 at 4% or $44,210 at 6%. |
| 2008 | 1 | 18 | $625,788 | $91,679 | $5,093iApproximate average salary by contribution assumption: employee only about $127,332 at 4% or $84,888 at 6%; with 50% employer match about $84,888 at 4% or $56,592 at 6%; with 100% employer match about $63,666 at 4% or $42,444 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 18 | $625,788 | $91,679 | $5,093iApproximate average salary by contribution assumption: employee only about $127,332 at 4% or $84,888 at 6%; with 50% employer match about $84,888 at 4% or $56,592 at 6%; with 100% employer match about $63,666 at 4% or $42,444 at 6%. |
| 2007 | 1 | 14 | $779,352 | $134,532 | $9,609iApproximate average salary by contribution assumption: employee only about $240,236 at 4% or $160,157 at 6%; with 50% employer match about $160,157 at 4% or $106,771 at 6%; with 100% employer match about $120,118 at 4% or $80,079 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 14 | $779,352 | $134,532 | $9,609iApproximate average salary by contribution assumption: employee only about $240,236 at 4% or $160,157 at 6%; with 50% employer match about $160,157 at 4% or $106,771 at 6%; with 100% employer match about $120,118 at 4% or $80,079 at 6%. |
| 2006 | 1 | 13 | $616,139 | $99,258 | $7,635iApproximate average salary by contribution assumption: employee only about $190,881 at 4% or $127,254 at 6%; with 50% employer match about $127,254 at 4% or $84,836 at 6%; with 100% employer match about $95,440 at 4% or $63,627 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 13 | $616,139 | $99,258 | $7,635iApproximate average salary by contribution assumption: employee only about $190,881 at 4% or $127,254 at 6%; with 50% employer match about $127,254 at 4% or $84,836 at 6%; with 100% employer match about $95,440 at 4% or $63,627 at 6%. |
| 2005 | 1 | 11 | $472,642 | $93,688 | $8,517iApproximate average salary by contribution assumption: employee only about $212,927 at 4% or $141,952 at 6%; with 50% employer match about $141,952 at 4% or $94,634 at 6%; with 100% employer match about $106,464 at 4% or $70,976 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 11 | $472,642 | $93,688 | $8,517iApproximate average salary by contribution assumption: employee only about $212,927 at 4% or $141,952 at 6%; with 50% employer match about $141,952 at 4% or $94,634 at 6%; with 100% employer match about $106,464 at 4% or $70,976 at 6%. |
| 2004 | 1 | 11 | $359,060 | $84,788 | $7,708iApproximate average salary by contribution assumption: employee only about $192,700 at 4% or $128,467 at 6%; with 50% employer match about $128,467 at 4% or $85,644 at 6%; with 100% employer match about $96,350 at 4% or $64,233 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 11 | $359,060 | $84,788 | $7,708iApproximate average salary by contribution assumption: employee only about $192,700 at 4% or $128,467 at 6%; with 50% employer match about $128,467 at 4% or $85,644 at 6%; with 100% employer match about $96,350 at 4% or $64,233 at 6%. |
| 2003 | 1 | 10 | $299,194 | $86,045 | $8,605iApproximate average salary by contribution assumption: employee only about $215,113 at 4% or $143,408 at 6%; with 50% employer match about $143,408 at 4% or $95,606 at 6%; with 100% employer match about $107,556 at 4% or $71,704 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 10 | $299,194 | $86,045 | $8,605iApproximate average salary by contribution assumption: employee only about $215,113 at 4% or $143,408 at 6%; with 50% employer match about $143,408 at 4% or $95,606 at 6%; with 100% employer match about $107,556 at 4% or $71,704 at 6%. |
| 2002 | 1 | 9 | $191,462 | $86,605 | $9,623iApproximate average salary by contribution assumption: employee only about $240,569 at 4% or $160,380 at 6%; with 50% employer match about $160,380 at 4% or $106,920 at 6%; with 100% employer match about $120,285 at 4% or $80,190 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 9 | $191,462 | $86,605 | $9,623iApproximate average salary by contribution assumption: employee only about $240,569 at 4% or $160,380 at 6%; with 50% employer match about $160,380 at 4% or $106,920 at 6%; with 100% employer match about $120,285 at 4% or $80,190 at 6%. |
| 2000 | 1 | 12 | $63,987 | $65,492 | $5,458iApproximate average salary by contribution assumption: employee only about $136,442 at 4% or $90,961 at 6%; with 50% employer match about $90,961 at 4% or $60,641 at 6%; with 100% employer match about $68,221 at 4% or $45,481 at 6%. |
| Diversified Brokerage Specialists Inc. 401(K) Profit Sharing Plan | - | 12 | $63,987 | $65,492 | $5,458iApproximate average salary by contribution assumption: employee only about $136,442 at 4% or $90,961 at 6%; with 50% employer match about $90,961 at 4% or $60,641 at 6%; with 100% employer match about $68,221 at 4% or $45,481 at 6%. |