Civic Intelligence

Price Point Insurance Services

Plan context: Price Point Insurance Services 401(K) Profit Sharing Plan & Trust

EIN 40-0020300 • Louisville, KY • 3 filings • 2 plans

5427 Bardstown Rd Ste 3Louisville, KY 40291-1968
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$31,592

2025 Contributions

$21,183

Historical Graphs

Total Assets Over Time

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

$31,592$15,796$020242025YearValue
$31,592Latest year 2025

Participants Over Time

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

42020242025YearValue
4Latest year 2025

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
202514$31,592$21,183$5,296iApproximate average salary by contribution assumption: employee only about $132,394 at 4% or $88,263 at 6%; with 50% employer match about $88,263 at 4% or $58,842 at 6%; with 100% employer match about $66,197 at 4% or $44,131 at 6%.
Price Point Insurance Services 401(K) Profit Sharing Plan & Trust-4$31,592$21,183$5,296iApproximate average salary by contribution assumption: employee only about $132,394 at 4% or $88,263 at 6%; with 50% employer match about $88,263 at 4% or $58,842 at 6%; with 100% employer match about $66,197 at 4% or $44,131 at 6%.
202422$8,442$10,508$5,254iApproximate average salary by contribution assumption: employee only about $131,350 at 4% or $87,567 at 6%; with 50% employer match about $87,567 at 4% or $58,378 at 6%; with 100% employer match about $65,675 at 4% or $43,783 at 6%.
Price Point Insurance Services 401(K) Profit Sharing Plan & Trust-2$8,376$9,058$4,529iApproximate average salary by contribution assumption: employee only about $113,225 at 4% or $75,483 at 6%; with 50% employer match about $75,483 at 4% or $50,322 at 6%; with 100% employer match about $56,613 at 4% or $37,742 at 6%.
Price Point Insurance Services Cbs Benefit Plan-1$66$1,450$1,450iApproximate average salary by contribution assumption: employee only about $36,250 at 4% or $24,167 at 6%; with 50% employer match about $24,167 at 4% or $16,111 at 6%; with 100% employer match about $18,125 at 4% or $12,083 at 6%.