Civic Intelligence

Donald R. Frey & Company Inc.

Plan context: Donald R. Frey & Company Inc. Profit Sharing 401K Plan

EIN 61-1164332 • Ft. Thomas, KY • 26 filings • 2 plans

40 N. Grand Ave. #303Ft. Thomas, KY 41075
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,921,977

2024 Contributions

$187,130

Historical Graphs

Total Assets Over Time

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

$3,921,977$1,960,989$0199920122024YearValue
$3,921,977Latest year 2024

Participants Over Time

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

1680199920122024YearValue
13Latest 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
2024113$3,921,977$187,130$14,395iApproximate average salary by contribution assumption: employee only about $359,865 at 4% or $239,910 at 6%; with 50% employer match about $239,910 at 4% or $159,940 at 6%; with 100% employer match about $179,933 at 4% or $119,955 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-13$3,921,977$187,130$14,395iApproximate average salary by contribution assumption: employee only about $359,865 at 4% or $239,910 at 6%; with 50% employer match about $239,910 at 4% or $159,940 at 6%; with 100% employer match about $179,933 at 4% or $119,955 at 6%.
2023113$3,231,439$164,019$12,617iApproximate average salary by contribution assumption: employee only about $315,421 at 4% or $210,281 at 6%; with 50% employer match about $210,281 at 4% or $140,187 at 6%; with 100% employer match about $157,711 at 4% or $105,140 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-13$3,231,439$164,019$12,617iApproximate average salary by contribution assumption: employee only about $315,421 at 4% or $210,281 at 6%; with 50% employer match about $210,281 at 4% or $140,187 at 6%; with 100% employer match about $157,711 at 4% or $105,140 at 6%.
2022116$2,619,207$155,838$9,740iApproximate average salary by contribution assumption: employee only about $243,497 at 4% or $162,331 at 6%; with 50% employer match about $162,331 at 4% or $108,221 at 6%; with 100% employer match about $121,748 at 4% or $81,166 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-16$2,619,207$155,838$9,740iApproximate average salary by contribution assumption: employee only about $243,497 at 4% or $162,331 at 6%; with 50% employer match about $162,331 at 4% or $108,221 at 6%; with 100% employer match about $121,748 at 4% or $81,166 at 6%.
2021114$2,956,682$140,792$10,057iApproximate average salary by contribution assumption: employee only about $251,414 at 4% or $167,610 at 6%; with 50% employer match about $167,610 at 4% or $111,740 at 6%; with 100% employer match about $125,707 at 4% or $83,805 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-14$2,956,682$140,792$10,057iApproximate average salary by contribution assumption: employee only about $251,414 at 4% or $167,610 at 6%; with 50% employer match about $167,610 at 4% or $111,740 at 6%; with 100% employer match about $125,707 at 4% or $83,805 at 6%.
2020112$2,418,541$111,010$9,251iApproximate average salary by contribution assumption: employee only about $231,271 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,787 at 6%; with 100% employer match about $115,635 at 4% or $77,090 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-12$2,418,541$111,010$9,251iApproximate average salary by contribution assumption: employee only about $231,271 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,787 at 6%; with 100% employer match about $115,635 at 4% or $77,090 at 6%.
2019112$1,910,775$79,202$6,600iApproximate average salary by contribution assumption: employee only about $165,004 at 4% or $110,003 at 6%; with 50% employer match about $110,003 at 4% or $73,335 at 6%; with 100% employer match about $82,502 at 4% or $55,001 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-12$1,910,775$79,202$6,600iApproximate average salary by contribution assumption: employee only about $165,004 at 4% or $110,003 at 6%; with 50% employer match about $110,003 at 4% or $73,335 at 6%; with 100% employer match about $82,502 at 4% or $55,001 at 6%.
2018112$1,474,606$74,498$6,208iApproximate average salary by contribution assumption: employee only about $155,204 at 4% or $103,469 at 6%; with 50% employer match about $103,469 at 4% or $68,980 at 6%; with 100% employer match about $77,602 at 4% or $51,735 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-12$1,474,606$74,498$6,208iApproximate average salary by contribution assumption: employee only about $155,204 at 4% or $103,469 at 6%; with 50% employer match about $103,469 at 4% or $68,980 at 6%; with 100% employer match about $77,602 at 4% or $51,735 at 6%.
2017112$1,517,851$66,850$5,571iApproximate average salary by contribution assumption: employee only about $139,271 at 4% or $92,847 at 6%; with 50% employer match about $92,847 at 4% or $61,898 at 6%; with 100% employer match about $69,635 at 4% or $46,424 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-12$1,517,851$66,850$5,571iApproximate average salary by contribution assumption: employee only about $139,271 at 4% or $92,847 at 6%; with 50% employer match about $92,847 at 4% or $61,898 at 6%; with 100% employer match about $69,635 at 4% or $46,424 at 6%.
2016112$1,203,477$63,814$5,318iApproximate average salary by contribution assumption: employee only about $132,946 at 4% or $88,631 at 6%; with 50% employer match about $88,631 at 4% or $59,087 at 6%; with 100% employer match about $66,473 at 4% or $44,315 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-12$1,203,477$63,814$5,318iApproximate average salary by contribution assumption: employee only about $132,946 at 4% or $88,631 at 6%; with 50% employer match about $88,631 at 4% or $59,087 at 6%; with 100% employer match about $66,473 at 4% or $44,315 at 6%.
2015110$1,062,009$56,471$5,647iApproximate average salary by contribution assumption: employee only about $141,178 at 4% or $94,118 at 6%; with 50% employer match about $94,118 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,059 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-10$1,062,009$56,471$5,647iApproximate average salary by contribution assumption: employee only about $141,178 at 4% or $94,118 at 6%; with 50% employer match about $94,118 at 4% or $62,746 at 6%; with 100% employer match about $70,589 at 4% or $47,059 at 6%.
2014110$991,951$54,641$5,464iApproximate average salary by contribution assumption: employee only about $136,603 at 4% or $91,068 at 6%; with 50% employer match about $91,068 at 4% or $60,712 at 6%; with 100% employer match about $68,301 at 4% or $45,534 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-10$991,951$54,641$5,464iApproximate average salary by contribution assumption: employee only about $136,603 at 4% or $91,068 at 6%; with 50% employer match about $91,068 at 4% or $60,712 at 6%; with 100% employer match about $68,301 at 4% or $45,534 at 6%.
201319$887,481$47,167$5,241iApproximate average salary by contribution assumption: employee only about $131,019 at 4% or $87,346 at 6%; with 50% employer match about $87,346 at 4% or $58,231 at 6%; with 100% employer match about $65,510 at 4% or $43,673 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-9$887,481$47,167$5,241iApproximate average salary by contribution assumption: employee only about $131,019 at 4% or $87,346 at 6%; with 50% employer match about $87,346 at 4% or $58,231 at 6%; with 100% employer match about $65,510 at 4% or $43,673 at 6%.
201219$692,141$45,438$5,049iApproximate average salary by contribution assumption: employee only about $126,217 at 4% or $84,144 at 6%; with 50% employer match about $84,144 at 4% or $56,096 at 6%; with 100% employer match about $63,108 at 4% or $42,072 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-9$692,141$45,438$5,049iApproximate average salary by contribution assumption: employee only about $126,217 at 4% or $84,144 at 6%; with 50% employer match about $84,144 at 4% or $56,096 at 6%; with 100% employer match about $63,108 at 4% or $42,072 at 6%.
201119$561,622$28,085$3,121iApproximate average salary by contribution assumption: employee only about $78,014 at 4% or $52,009 at 6%; with 50% employer match about $52,009 at 4% or $34,673 at 6%; with 100% employer match about $39,007 at 4% or $26,005 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-9$561,622$28,085$3,121iApproximate average salary by contribution assumption: employee only about $78,014 at 4% or $52,009 at 6%; with 50% employer match about $52,009 at 4% or $34,673 at 6%; with 100% employer match about $39,007 at 4% or $26,005 at 6%.
2010111$1,468,315$44,536$4,049iApproximate average salary by contribution assumption: employee only about $101,218 at 4% or $67,479 at 6%; with 50% employer match about $67,479 at 4% or $44,986 at 6%; with 100% employer match about $50,609 at 4% or $33,739 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-11$1,468,315$44,536$4,049iApproximate average salary by contribution assumption: employee only about $101,218 at 4% or $67,479 at 6%; with 50% employer match about $67,479 at 4% or $44,986 at 6%; with 100% employer match about $50,609 at 4% or $33,739 at 6%.
2009111$1,296,855$176,468$16,043iApproximate average salary by contribution assumption: employee only about $401,064 at 4% or $267,376 at 6%; with 50% employer match about $267,376 at 4% or $178,251 at 6%; with 100% employer match about $200,532 at 4% or $133,688 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-11$1,296,855$176,468$16,043iApproximate average salary by contribution assumption: employee only about $401,064 at 4% or $267,376 at 6%; with 50% employer match about $267,376 at 4% or $178,251 at 6%; with 100% employer match about $200,532 at 4% or $133,688 at 6%.
2008111$896,363$156,876$14,261iApproximate average salary by contribution assumption: employee only about $356,536 at 4% or $237,691 at 6%; with 50% employer match about $237,691 at 4% or $158,461 at 6%; with 100% employer match about $178,268 at 4% or $118,845 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-11$896,363$156,876$14,261iApproximate average salary by contribution assumption: employee only about $356,536 at 4% or $237,691 at 6%; with 50% employer match about $237,691 at 4% or $158,461 at 6%; with 100% employer match about $178,268 at 4% or $118,845 at 6%.
200719$1,102,968$137,342$15,260iApproximate average salary by contribution assumption: employee only about $381,506 at 4% or $254,337 at 6%; with 50% employer match about $254,337 at 4% or $169,558 at 6%; with 100% employer match about $190,753 at 4% or $127,169 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-9$1,102,968$137,342$15,260iApproximate average salary by contribution assumption: employee only about $381,506 at 4% or $254,337 at 6%; with 50% employer match about $254,337 at 4% or $169,558 at 6%; with 100% employer match about $190,753 at 4% or $127,169 at 6%.
2006110$884,800$134,194$13,419iApproximate average salary by contribution assumption: employee only about $335,485 at 4% or $223,657 at 6%; with 50% employer match about $223,657 at 4% or $149,104 at 6%; with 100% employer match about $167,743 at 4% or $111,828 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-10$884,800$134,194$13,419iApproximate average salary by contribution assumption: employee only about $335,485 at 4% or $223,657 at 6%; with 50% employer match about $223,657 at 4% or $149,104 at 6%; with 100% employer match about $167,743 at 4% or $111,828 at 6%.
200519$666,183$98,317$10,924iApproximate average salary by contribution assumption: employee only about $273,103 at 4% or $182,069 at 6%; with 50% employer match about $182,069 at 4% or $121,379 at 6%; with 100% employer match about $136,551 at 4% or $91,034 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-9$666,183$98,317$10,924iApproximate average salary by contribution assumption: employee only about $273,103 at 4% or $182,069 at 6%; with 50% employer match about $182,069 at 4% or $121,379 at 6%; with 100% employer match about $136,551 at 4% or $91,034 at 6%.
200418$552,180$80,174$10,022iApproximate average salary by contribution assumption: employee only about $250,544 at 4% or $167,029 at 6%; with 50% employer match about $167,029 at 4% or $111,353 at 6%; with 100% employer match about $125,272 at 4% or $83,515 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-8$552,180$80,174$10,022iApproximate average salary by contribution assumption: employee only about $250,544 at 4% or $167,029 at 6%; with 50% employer match about $167,029 at 4% or $111,353 at 6%; with 100% employer match about $125,272 at 4% or $83,515 at 6%.
200318$436,689$77,067$9,633iApproximate average salary by contribution assumption: employee only about $240,834 at 4% or $160,556 at 6%; with 50% employer match about $160,556 at 4% or $107,038 at 6%; with 100% employer match about $120,417 at 4% or $80,278 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-8$436,689$77,067$9,633iApproximate average salary by contribution assumption: employee only about $240,834 at 4% or $160,556 at 6%; with 50% employer match about $160,556 at 4% or $107,038 at 6%; with 100% employer match about $120,417 at 4% or $80,278 at 6%.
200218$303,355$72,858$9,107iApproximate average salary by contribution assumption: employee only about $227,681 at 4% or $151,788 at 6%; with 50% employer match about $151,788 at 4% or $101,192 at 6%; with 100% employer match about $113,841 at 4% or $75,894 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-8$303,355$72,858$9,107iApproximate average salary by contribution assumption: employee only about $227,681 at 4% or $151,788 at 6%; with 50% employer match about $151,788 at 4% or $101,192 at 6%; with 100% employer match about $113,841 at 4% or $75,894 at 6%.
200118$257,775$62,331$7,791iApproximate average salary by contribution assumption: employee only about $194,784 at 4% or $129,856 at 6%; with 50% employer match about $129,856 at 4% or $86,571 at 6%; with 100% employer match about $97,392 at 4% or $64,928 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-8$257,775$62,331$7,791iApproximate average salary by contribution assumption: employee only about $194,784 at 4% or $129,856 at 6%; with 50% employer match about $129,856 at 4% or $86,571 at 6%; with 100% employer match about $97,392 at 4% or $64,928 at 6%.
200017$205,708$58,566$8,367iApproximate average salary by contribution assumption: employee only about $209,164 at 4% or $139,443 at 6%; with 50% employer match about $139,443 at 4% or $92,962 at 6%; with 100% employer match about $104,582 at 4% or $69,721 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-7$205,708$58,566$8,367iApproximate average salary by contribution assumption: employee only about $209,164 at 4% or $139,443 at 6%; with 50% employer match about $139,443 at 4% or $92,962 at 6%; with 100% employer match about $104,582 at 4% or $69,721 at 6%.
199916$158,719$56,455$9,409iApproximate average salary by contribution assumption: employee only about $235,229 at 4% or $156,819 at 6%; with 50% employer match about $156,819 at 4% or $104,546 at 6%; with 100% employer match about $117,615 at 4% or $78,410 at 6%.
Donald R. Frey & Company Inc. Profit Sharing 401K Plan-6$158,719$56,455$9,409iApproximate average salary by contribution assumption: employee only about $235,229 at 4% or $156,819 at 6%; with 50% employer match about $156,819 at 4% or $104,546 at 6%; with 100% employer match about $117,615 at 4% or $78,410 at 6%.