Fidelity bond in place
Not reported
Drs. Borders & Associates, Psc • EIN 61-1140260 • Lexington, KY • Plan year 2009
Participants
Up41 → 46
5 • 12.20%
Assets
No comparison- → $3,318,903
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
Fidelity bond in place
Not reported
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $8,569,304 | $274,873 | $16,169iApproximate average salary by contribution assumption: employee only about $404,225 at 4% or $269,483 at 6%; with 50% employer match about $269,483 at 4% or $179,656 at 6%; with 100% employer match about $202,113 at 4% or $134,742 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 17 | $8,569,304 | $274,873 | $16,169iApproximate average salary by contribution assumption: employee only about $404,225 at 4% or $269,483 at 6%; with 50% employer match about $269,483 at 4% or $179,656 at 6%; with 100% employer match about $202,113 at 4% or $134,742 at 6%. |
| 2024 | 2 | 17 | $7,460,347 | $354,281 | $20,840iApproximate average salary by contribution assumption: employee only about $521,001 at 4% or $347,334 at 6%; with 50% employer match about $347,334 at 4% or $231,556 at 6%; with 100% employer match about $260,501 at 4% or $173,667 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 17 | $7,455,466 | $265,204 | $15,600iApproximate average salary by contribution assumption: employee only about $390,006 at 4% or $260,004 at 6%; with 50% employer match about $260,004 at 4% or $173,336 at 6%; with 100% employer match about $195,003 at 4% or $130,002 at 6%. |
| DRS BORDERS HOOD & ASSOCIATE CBS BENEFIT PLAN | - | 10 | $4,881 | $89,077 | $8,908iApproximate average salary by contribution assumption: employee only about $222,693 at 4% or $148,462 at 6%; with 50% employer match about $148,462 at 4% or $98,974 at 6%; with 100% employer match about $111,346 at 4% or $74,231 at 6%. |
| 2023 | 2 | 20 | $6,621,986 | $320,595 | $16,030iApproximate average salary by contribution assumption: employee only about $400,744 at 4% or $267,163 at 6%; with 50% employer match about $267,163 at 4% or $178,108 at 6%; with 100% employer match about $200,372 at 4% or $133,581 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 20 | $6,618,262 | $261,796 | $13,090iApproximate average salary by contribution assumption: employee only about $327,245 at 4% or $218,163 at 6%; with 50% employer match about $218,163 at 4% or $145,442 at 6%; with 100% employer match about $163,623 at 4% or $109,082 at 6%. |
| DRS BORDERS HOOD & ASSOCIATE CBS BENEFIT PLAN | - | 7 | $3,724 | $58,799 | $8,400iApproximate average salary by contribution assumption: employee only about $209,996 at 4% or $139,998 at 6%; with 50% employer match about $139,998 at 4% or $93,332 at 6%; with 100% employer match about $104,998 at 4% or $69,999 at 6%. |
| 2022 | 1 | 21 | $5,531,820 | $235,244 | $11,202iApproximate average salary by contribution assumption: employee only about $280,052 at 4% or $186,702 at 6%; with 50% employer match about $186,702 at 4% or $124,468 at 6%; with 100% employer match about $140,026 at 4% or $93,351 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 21 | $5,531,820 | $235,244 | $11,202iApproximate average salary by contribution assumption: employee only about $280,052 at 4% or $186,702 at 6%; with 50% employer match about $186,702 at 4% or $124,468 at 6%; with 100% employer match about $140,026 at 4% or $93,351 at 6%. |
| 2021 | 1 | 21 | $6,249,224 | $225,270 | $10,727iApproximate average salary by contribution assumption: employee only about $268,179 at 4% or $178,786 at 6%; with 50% employer match about $178,786 at 4% or $119,190 at 6%; with 100% employer match about $134,089 at 4% or $89,393 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 21 | $6,249,224 | $225,270 | $10,727iApproximate average salary by contribution assumption: employee only about $268,179 at 4% or $178,786 at 6%; with 50% employer match about $178,786 at 4% or $119,190 at 6%; with 100% employer match about $134,089 at 4% or $89,393 at 6%. |
| 2020 | 1 | 21 | $5,272,424 | $221,249 | $10,536iApproximate average salary by contribution assumption: employee only about $263,392 at 4% or $175,594 at 6%; with 50% employer match about $175,594 at 4% or $117,063 at 6%; with 100% employer match about $131,696 at 4% or $87,797 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 21 | $5,272,424 | $221,249 | $10,536iApproximate average salary by contribution assumption: employee only about $263,392 at 4% or $175,594 at 6%; with 50% employer match about $175,594 at 4% or $117,063 at 6%; with 100% employer match about $131,696 at 4% or $87,797 at 6%. |
| 2019 | 1 | 30 | $4,703,569 | $201,921 | $6,731iApproximate average salary by contribution assumption: employee only about $168,268 at 4% or $112,178 at 6%; with 50% employer match about $112,178 at 4% or $74,786 at 6%; with 100% employer match about $84,134 at 4% or $56,089 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 30 | $4,703,569 | $201,921 | $6,731iApproximate average salary by contribution assumption: employee only about $168,268 at 4% or $112,178 at 6%; with 50% employer match about $112,178 at 4% or $74,786 at 6%; with 100% employer match about $84,134 at 4% or $56,089 at 6%. |
| 2018 | 1 | 29 | $3,778,064 | $220,950 | $7,619iApproximate average salary by contribution assumption: employee only about $190,474 at 4% or $126,983 at 6%; with 50% employer match about $126,983 at 4% or $84,655 at 6%; with 100% employer match about $95,237 at 4% or $63,491 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 29 | $3,778,064 | $220,950 | $7,619iApproximate average salary by contribution assumption: employee only about $190,474 at 4% or $126,983 at 6%; with 50% employer match about $126,983 at 4% or $84,655 at 6%; with 100% employer match about $95,237 at 4% or $63,491 at 6%. |
| 2017 | 1 | 39 | $3,918,351 | $95,832 | $2,457iApproximate average salary by contribution assumption: employee only about $61,431 at 4% or $40,954 at 6%; with 50% employer match about $40,954 at 4% or $27,303 at 6%; with 100% employer match about $30,715 at 4% or $20,477 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 39 | $3,918,351 | $95,832 | $2,457iApproximate average salary by contribution assumption: employee only about $61,431 at 4% or $40,954 at 6%; with 50% employer match about $40,954 at 4% or $27,303 at 6%; with 100% employer match about $30,715 at 4% or $20,477 at 6%. |
| 2016 | 1 | 33 | $3,651,873 | $191,168 | $5,793iApproximate average salary by contribution assumption: employee only about $144,824 at 4% or $96,549 at 6%; with 50% employer match about $96,549 at 4% or $64,366 at 6%; with 100% employer match about $72,412 at 4% or $48,275 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 33 | $3,651,873 | $191,168 | $5,793iApproximate average salary by contribution assumption: employee only about $144,824 at 4% or $96,549 at 6%; with 50% employer match about $96,549 at 4% or $64,366 at 6%; with 100% employer match about $72,412 at 4% or $48,275 at 6%. |
| 2015 | 1 | 30 | $3,235,022 | $190,581 | $6,353iApproximate average salary by contribution assumption: employee only about $158,818 at 4% or $105,878 at 6%; with 50% employer match about $105,878 at 4% or $70,586 at 6%; with 100% employer match about $79,409 at 4% or $52,939 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 30 | $3,235,022 | $190,581 | $6,353iApproximate average salary by contribution assumption: employee only about $158,818 at 4% or $105,878 at 6%; with 50% employer match about $105,878 at 4% or $70,586 at 6%; with 100% employer match about $79,409 at 4% or $52,939 at 6%. |
| 2014 | 1 | 29 | $4,130,726 | $198,133 | $6,832iApproximate average salary by contribution assumption: employee only about $170,804 at 4% or $113,870 at 6%; with 50% employer match about $113,870 at 4% or $75,913 at 6%; with 100% employer match about $85,402 at 4% or $56,935 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 29 | $4,130,726 | $198,133 | $6,832iApproximate average salary by contribution assumption: employee only about $170,804 at 4% or $113,870 at 6%; with 50% employer match about $113,870 at 4% or $75,913 at 6%; with 100% employer match about $85,402 at 4% or $56,935 at 6%. |
| 2013 | 1 | 27 | $3,881,912 | $199,435 | $7,386iApproximate average salary by contribution assumption: employee only about $184,662 at 4% or $123,108 at 6%; with 50% employer match about $123,108 at 4% or $82,072 at 6%; with 100% employer match about $92,331 at 4% or $61,554 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 27 | $3,881,912 | $199,435 | $7,386iApproximate average salary by contribution assumption: employee only about $184,662 at 4% or $123,108 at 6%; with 50% employer match about $123,108 at 4% or $82,072 at 6%; with 100% employer match about $92,331 at 4% or $61,554 at 6%. |
| 2012 | 1 | 23 | $3,332,396 | $185,447 | $8,063iApproximate average salary by contribution assumption: employee only about $201,573 at 4% or $134,382 at 6%; with 50% employer match about $134,382 at 4% or $89,588 at 6%; with 100% employer match about $100,786 at 4% or $67,191 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 23 | $3,332,396 | $185,447 | $8,063iApproximate average salary by contribution assumption: employee only about $201,573 at 4% or $134,382 at 6%; with 50% employer match about $134,382 at 4% or $89,588 at 6%; with 100% employer match about $100,786 at 4% or $67,191 at 6%. |
| 2011 | 1 | 26 | $2,833,277 | $210,340 | $8,090iApproximate average salary by contribution assumption: employee only about $202,250 at 4% or $134,833 at 6%; with 50% employer match about $134,833 at 4% or $89,889 at 6%; with 100% employer match about $101,125 at 4% or $67,417 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 26 | $2,833,277 | $210,340 | $8,090iApproximate average salary by contribution assumption: employee only about $202,250 at 4% or $134,833 at 6%; with 50% employer match about $134,833 at 4% or $89,889 at 6%; with 100% employer match about $101,125 at 4% or $67,417 at 6%. |
| 2010 | 1 | 46 | $3,742,346 | $192,665 | $4,188iApproximate average salary by contribution assumption: employee only about $104,709 at 4% or $69,806 at 6%; with 50% employer match about $69,806 at 4% or $46,537 at 6%; with 100% employer match about $52,355 at 4% or $34,903 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 46 | $3,742,346 | $192,665 | $4,188iApproximate average salary by contribution assumption: employee only about $104,709 at 4% or $69,806 at 6%; with 50% employer match about $69,806 at 4% or $46,537 at 6%; with 100% employer match about $52,355 at 4% or $34,903 at 6%. |
| 2009 | 1 | 46 | $3,318,903 | $235,741 | $5,125iApproximate average salary by contribution assumption: employee only about $128,120 at 4% or $85,413 at 6%; with 50% employer match about $85,413 at 4% or $56,942 at 6%; with 100% employer match about $64,060 at 4% or $42,707 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | Current | 46 | $3,318,903 | $235,741 | $5,125iApproximate average salary by contribution assumption: employee only about $128,120 at 4% or $85,413 at 6%; with 50% employer match about $85,413 at 4% or $56,942 at 6%; with 100% employer match about $64,060 at 4% or $42,707 at 6%. |
| 2008 | 1 | 25 | $2,607,208 | $235,171 | $9,407iApproximate average salary by contribution assumption: employee only about $235,171 at 4% or $156,781 at 6%; with 50% employer match about $156,781 at 4% or $104,520 at 6%; with 100% employer match about $117,586 at 4% or $78,390 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 25 | $2,607,208 | $235,171 | $9,407iApproximate average salary by contribution assumption: employee only about $235,171 at 4% or $156,781 at 6%; with 50% employer match about $156,781 at 4% or $104,520 at 6%; with 100% employer match about $117,586 at 4% or $78,390 at 6%. |
| 2007 | 1 | 18 | $3,691,375 | $200,810 | $11,156iApproximate average salary by contribution assumption: employee only about $278,903 at 4% or $185,935 at 6%; with 50% employer match about $185,935 at 4% or $123,957 at 6%; with 100% employer match about $139,451 at 4% or $92,968 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 18 | $3,691,375 | $200,810 | $11,156iApproximate average salary by contribution assumption: employee only about $278,903 at 4% or $185,935 at 6%; with 50% employer match about $185,935 at 4% or $123,957 at 6%; with 100% employer match about $139,451 at 4% or $92,968 at 6%. |
| 2006 | 1 | 21 | $3,099,237 | $203,449 | $9,688iApproximate average salary by contribution assumption: employee only about $242,201 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,645 at 6%; with 100% employer match about $121,101 at 4% or $80,734 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 21 | $3,099,237 | $203,449 | $9,688iApproximate average salary by contribution assumption: employee only about $242,201 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,645 at 6%; with 100% employer match about $121,101 at 4% or $80,734 at 6%. |
| 2005 | 1 | 20 | $2,637,149 | $227,200 | $11,360iApproximate average salary by contribution assumption: employee only about $284,000 at 4% or $189,333 at 6%; with 50% employer match about $189,333 at 4% or $126,222 at 6%; with 100% employer match about $142,000 at 4% or $94,667 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 20 | $2,637,149 | $227,200 | $11,360iApproximate average salary by contribution assumption: employee only about $284,000 at 4% or $189,333 at 6%; with 50% employer match about $189,333 at 4% or $126,222 at 6%; with 100% employer match about $142,000 at 4% or $94,667 at 6%. |
| 2004 | 2 | 23 | $2,229,620 | $202,600 | $8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,812 at 6%; with 50% employer match about $146,812 at 4% or $97,874 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 23 | $2,229,620 | $202,600 | $8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,812 at 6%; with 50% employer match about $146,812 at 4% or $97,874 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%. |
| Drs. Borders & Associates, Psc Money Purchase Pension Plan | - | 0 | - | - | - |
| 2003 | 2 | 25 | $1,793,359 | $194,645 | $7,786iApproximate average salary by contribution assumption: employee only about $194,645 at 4% or $129,763 at 6%; with 50% employer match about $129,763 at 4% or $86,509 at 6%; with 100% employer match about $97,323 at 4% or $64,882 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 24 | $1,240,796 | $194,645 | $8,110iApproximate average salary by contribution assumption: employee only about $202,755 at 4% or $135,170 at 6%; with 50% employer match about $135,170 at 4% or $90,113 at 6%; with 100% employer match about $101,378 at 4% or $67,585 at 6%. |
| Drs. Borders & Associates, Psc Money Purchase Pension Plan | - | 25 | $552,563 | - | - |
| 2002 | 2 | 20 | $1,197,491 | $167,718 | $8,386iApproximate average salary by contribution assumption: employee only about $209,648 at 4% or $139,765 at 6%; with 50% employer match about $139,765 at 4% or $93,177 at 6%; with 100% employer match about $104,824 at 4% or $69,883 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 20 | $779,279 | $114,750 | $5,738iApproximate average salary by contribution assumption: employee only about $143,438 at 4% or $95,625 at 6%; with 50% employer match about $95,625 at 4% or $63,750 at 6%; with 100% employer match about $71,719 at 4% or $47,813 at 6%. |
| Drs. Borders & Associates, Psc Money Purchase Pension Plan | - | 18 | $418,212 | $52,968 | $2,943iApproximate average salary by contribution assumption: employee only about $73,567 at 4% or $49,044 at 6%; with 50% employer match about $49,044 at 4% or $32,696 at 6%; with 100% employer match about $36,783 at 4% or $24,522 at 6%. |
| 2001 | 2 | 12 | $0 | $0 | - |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 11 | - | - | - |
| Drs. Borders & Associates, Psc Money Purchase Pension Plan | - | 12 | - | - | - |
| 2000 | 2 | 13 | $0 | $0 | - |
| Drs. Borders & Associates, Psc Money Purchase Pension Plan | - | 13 | - | - | - |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 12 | - | - | - |
| 1999 | 2 | 8 | $1,132,270 | $104,143 | $13,018iApproximate average salary by contribution assumption: employee only about $325,447 at 4% or $216,965 at 6%; with 50% employer match about $216,965 at 4% or $144,643 at 6%; with 100% employer match about $162,723 at 4% or $108,482 at 6%. |
| Drs. Borders & Associates, Psc 401(K) Profit Sharing Plan | - | 8 | $735,635 | $52,189 | $6,524iApproximate average salary by contribution assumption: employee only about $163,091 at 4% or $108,727 at 6%; with 50% employer match about $108,727 at 4% or $72,485 at 6%; with 100% employer match about $81,545 at 4% or $54,364 at 6%. |
| Drs. Borders & Associates, Psc Money Purchase Pension Plan | - | 8 | $396,635 | $51,954 | $6,494iApproximate average salary by contribution assumption: employee only about $162,356 at 4% or $108,238 at 6%; with 50% employer match about $108,238 at 4% or $72,158 at 6%; with 100% employer match about $81,178 at 4% or $54,119 at 6%. |
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
Filing received by DOL Oct 06, 2010