Civic Intelligence

Clotfelter/Samokar, P.S.C.

Plan context: Clotfelter/Samokar, P.S.C. Retirement Savings Plan

EIN 61-1166904 • Lexington, KY • 25 filings • 3 plans

228 East Reynolds RoadSuite 1Lexington, KY 40517
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$6,988,540

2025 Contributions

$339,343

Historical Graphs

Total Assets Over Time

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

$6,988,540$3,494,270$0199920142025YearValue
$6,988,540Latest year 2025

Participants Over Time

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

44220200020142025YearValue
23Latest 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
2025123$6,988,540$339,343$14,754iApproximate average salary by contribution assumption: employee only about $368,851 at 4% or $245,901 at 6%; with 50% employer match about $245,901 at 4% or $163,934 at 6%; with 100% employer match about $184,426 at 4% or $122,950 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-23$6,988,540$339,343$14,754iApproximate average salary by contribution assumption: employee only about $368,851 at 4% or $245,901 at 6%; with 50% employer match about $245,901 at 4% or $163,934 at 6%; with 100% employer match about $184,426 at 4% or $122,950 at 6%.
2024122$6,301,698$299,290$13,604iApproximate average salary by contribution assumption: employee only about $340,102 at 4% or $226,735 at 6%; with 50% employer match about $226,735 at 4% or $151,157 at 6%; with 100% employer match about $170,051 at 4% or $113,367 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-22$6,301,698$299,290$13,604iApproximate average salary by contribution assumption: employee only about $340,102 at 4% or $226,735 at 6%; with 50% employer match about $226,735 at 4% or $151,157 at 6%; with 100% employer match about $170,051 at 4% or $113,367 at 6%.
2023122$5,226,849$253,640$11,529iApproximate average salary by contribution assumption: employee only about $288,227 at 4% or $192,152 at 6%; with 50% employer match about $192,152 at 4% or $128,101 at 6%; with 100% employer match about $144,114 at 4% or $96,076 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-22$5,226,849$253,640$11,529iApproximate average salary by contribution assumption: employee only about $288,227 at 4% or $192,152 at 6%; with 50% employer match about $192,152 at 4% or $128,101 at 6%; with 100% employer match about $144,114 at 4% or $96,076 at 6%.
2022120$4,080,958$234,013$11,701iApproximate average salary by contribution assumption: employee only about $292,516 at 4% or $195,011 at 6%; with 50% employer match about $195,011 at 4% or $130,007 at 6%; with 100% employer match about $146,258 at 4% or $97,505 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-20$4,080,958$234,013$11,701iApproximate average salary by contribution assumption: employee only about $292,516 at 4% or $195,011 at 6%; with 50% employer match about $195,011 at 4% or $130,007 at 6%; with 100% employer match about $146,258 at 4% or $97,505 at 6%.
2021118$5,172,432$213,676$11,871iApproximate average salary by contribution assumption: employee only about $296,772 at 4% or $197,848 at 6%; with 50% employer match about $197,848 at 4% or $131,899 at 6%; with 100% employer match about $148,386 at 4% or $98,924 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-18$5,172,432$213,676$11,871iApproximate average salary by contribution assumption: employee only about $296,772 at 4% or $197,848 at 6%; with 50% employer match about $197,848 at 4% or $131,899 at 6%; with 100% employer match about $148,386 at 4% or $98,924 at 6%.
2020117$4,385,659$145,098$8,535iApproximate average salary by contribution assumption: employee only about $213,379 at 4% or $142,253 at 6%; with 50% employer match about $142,253 at 4% or $94,835 at 6%; with 100% employer match about $106,690 at 4% or $71,126 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-17$4,385,659$145,098$8,535iApproximate average salary by contribution assumption: employee only about $213,379 at 4% or $142,253 at 6%; with 50% employer match about $142,253 at 4% or $94,835 at 6%; with 100% employer match about $106,690 at 4% or $71,126 at 6%.
2019116$3,639,078$163,304$10,207iApproximate average salary by contribution assumption: employee only about $255,163 at 4% or $170,108 at 6%; with 50% employer match about $170,108 at 4% or $113,406 at 6%; with 100% employer match about $127,581 at 4% or $85,054 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-16$3,639,078$163,304$10,207iApproximate average salary by contribution assumption: employee only about $255,163 at 4% or $170,108 at 6%; with 50% employer match about $170,108 at 4% or $113,406 at 6%; with 100% employer match about $127,581 at 4% or $85,054 at 6%.
2018119$2,829,939$169,283$8,910iApproximate average salary by contribution assumption: employee only about $222,741 at 4% or $148,494 at 6%; with 50% employer match about $148,494 at 4% or $98,996 at 6%; with 100% employer match about $111,370 at 4% or $74,247 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-19$2,829,939$169,283$8,910iApproximate average salary by contribution assumption: employee only about $222,741 at 4% or $148,494 at 6%; with 50% employer match about $148,494 at 4% or $98,996 at 6%; with 100% employer match about $111,370 at 4% or $74,247 at 6%.
2017119$2,881,079$171,025$9,001iApproximate average salary by contribution assumption: employee only about $225,033 at 4% or $150,022 at 6%; with 50% employer match about $150,022 at 4% or $100,015 at 6%; with 100% employer match about $112,516 at 4% or $75,011 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-19$2,881,079$171,025$9,001iApproximate average salary by contribution assumption: employee only about $225,033 at 4% or $150,022 at 6%; with 50% employer match about $150,022 at 4% or $100,015 at 6%; with 100% employer match about $112,516 at 4% or $75,011 at 6%.
2016120$2,433,682$101,184$5,059iApproximate average salary by contribution assumption: employee only about $126,480 at 4% or $84,320 at 6%; with 50% employer match about $84,320 at 4% or $56,213 at 6%; with 100% employer match about $63,240 at 4% or $42,160 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-20$2,433,682$101,184$5,059iApproximate average salary by contribution assumption: employee only about $126,480 at 4% or $84,320 at 6%; with 50% employer match about $84,320 at 4% or $56,213 at 6%; with 100% employer match about $63,240 at 4% or $42,160 at 6%.
2015123$2,316,448$94,188$4,095iApproximate average salary by contribution assumption: employee only about $102,378 at 4% or $68,252 at 6%; with 50% employer match about $68,252 at 4% or $45,501 at 6%; with 100% employer match about $51,189 at 4% or $34,126 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-23$2,316,448$94,188$4,095iApproximate average salary by contribution assumption: employee only about $102,378 at 4% or $68,252 at 6%; with 50% employer match about $68,252 at 4% or $45,501 at 6%; with 100% employer match about $51,189 at 4% or $34,126 at 6%.
2014122$2,248,426$117,017$5,319iApproximate average salary by contribution assumption: employee only about $132,974 at 4% or $88,649 at 6%; with 50% employer match about $88,649 at 4% or $59,099 at 6%; with 100% employer match about $66,487 at 4% or $44,325 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-22$2,248,426$117,017$5,319iApproximate average salary by contribution assumption: employee only about $132,974 at 4% or $88,649 at 6%; with 50% employer match about $88,649 at 4% or $59,099 at 6%; with 100% employer match about $66,487 at 4% or $44,325 at 6%.
2013123$2,006,449$162,003$7,044iApproximate average salary by contribution assumption: employee only about $176,090 at 4% or $117,393 at 6%; with 50% employer match about $117,393 at 4% or $78,262 at 6%; with 100% employer match about $88,045 at 4% or $58,697 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-23$2,006,449$162,003$7,044iApproximate average salary by contribution assumption: employee only about $176,090 at 4% or $117,393 at 6%; with 50% employer match about $117,393 at 4% or $78,262 at 6%; with 100% employer match about $88,045 at 4% or $58,697 at 6%.
2012130$2,223,880$79,649$2,655iApproximate average salary by contribution assumption: employee only about $66,374 at 4% or $44,249 at 6%; with 50% employer match about $44,249 at 4% or $29,500 at 6%; with 100% employer match about $33,187 at 4% or $22,125 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-30$2,223,880$79,649$2,655iApproximate average salary by contribution assumption: employee only about $66,374 at 4% or $44,249 at 6%; with 50% employer match about $44,249 at 4% or $29,500 at 6%; with 100% employer match about $33,187 at 4% or $22,125 at 6%.
2011129$1,970,849$117,122$4,039iApproximate average salary by contribution assumption: employee only about $100,967 at 4% or $67,311 at 6%; with 50% employer match about $67,311 at 4% or $44,874 at 6%; with 100% employer match about $50,484 at 4% or $33,656 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-29$1,970,849$117,122$4,039iApproximate average salary by contribution assumption: employee only about $100,967 at 4% or $67,311 at 6%; with 50% employer match about $67,311 at 4% or $44,874 at 6%; with 100% employer match about $50,484 at 4% or $33,656 at 6%.
2009144$1,309,556$160,252$3,642iApproximate average salary by contribution assumption: employee only about $91,052 at 4% or $60,702 at 6%; with 50% employer match about $60,702 at 4% or $40,468 at 6%; with 100% employer match about $45,526 at 4% or $30,351 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-44$1,309,556$160,252$3,642iApproximate average salary by contribution assumption: employee only about $91,052 at 4% or $60,702 at 6%; with 50% employer match about $60,702 at 4% or $40,468 at 6%; with 100% employer match about $45,526 at 4% or $30,351 at 6%.
2007136$0$0-
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-36---
2006132$1,111,611$246,159$7,692iApproximate average salary by contribution assumption: employee only about $192,312 at 4% or $128,208 at 6%; with 50% employer match about $128,208 at 4% or $85,472 at 6%; with 100% employer match about $96,156 at 4% or $64,104 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-32$1,111,611$246,159$7,692iApproximate average salary by contribution assumption: employee only about $192,312 at 4% or $128,208 at 6%; with 50% employer match about $128,208 at 4% or $85,472 at 6%; with 100% employer match about $96,156 at 4% or $64,104 at 6%.
2005131$822,954$201,137$6,488iApproximate average salary by contribution assumption: employee only about $162,207 at 4% or $108,138 at 6%; with 50% employer match about $108,138 at 4% or $72,092 at 6%; with 100% employer match about $81,104 at 4% or $54,069 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-31$822,954$201,137$6,488iApproximate average salary by contribution assumption: employee only about $162,207 at 4% or $108,138 at 6%; with 50% employer match about $108,138 at 4% or $72,092 at 6%; with 100% employer match about $81,104 at 4% or $54,069 at 6%.
2004125$639,578$141,850$5,674iApproximate average salary by contribution assumption: employee only about $141,850 at 4% or $94,567 at 6%; with 50% employer match about $94,567 at 4% or $63,044 at 6%; with 100% employer match about $70,925 at 4% or $47,283 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-25$639,578$141,850$5,674iApproximate average salary by contribution assumption: employee only about $141,850 at 4% or $94,567 at 6%; with 50% employer match about $94,567 at 4% or $63,044 at 6%; with 100% employer match about $70,925 at 4% or $47,283 at 6%.
2003122$476,475$126,800$5,764iApproximate average salary by contribution assumption: employee only about $144,091 at 4% or $96,061 at 6%; with 50% employer match about $96,061 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-22$476,475$126,800$5,764iApproximate average salary by contribution assumption: employee only about $144,091 at 4% or $96,061 at 6%; with 50% employer match about $96,061 at 4% or $64,040 at 6%; with 100% employer match about $72,045 at 4% or $48,030 at 6%.
2002123$327,596$109,751$4,772iApproximate average salary by contribution assumption: employee only about $119,295 at 4% or $79,530 at 6%; with 50% employer match about $79,530 at 4% or $53,020 at 6%; with 100% employer match about $59,647 at 4% or $39,765 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-23$327,596$109,751$4,772iApproximate average salary by contribution assumption: employee only about $119,295 at 4% or $79,530 at 6%; with 50% employer match about $79,530 at 4% or $53,020 at 6%; with 100% employer match about $59,647 at 4% or $39,765 at 6%.
2001124$310,365$119,886$4,995iApproximate average salary by contribution assumption: employee only about $124,881 at 4% or $83,254 at 6%; with 50% employer match about $83,254 at 4% or $55,503 at 6%; with 100% employer match about $62,441 at 4% or $41,627 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-24$310,365$119,886$4,995iApproximate average salary by contribution assumption: employee only about $124,881 at 4% or $83,254 at 6%; with 50% employer match about $83,254 at 4% or $55,503 at 6%; with 100% employer match about $62,441 at 4% or $41,627 at 6%.
2000117$268,579$77,167$4,539iApproximate average salary by contribution assumption: employee only about $113,481 at 4% or $75,654 at 6%; with 50% employer match about $75,654 at 4% or $50,436 at 6%; with 100% employer match about $56,740 at 4% or $37,827 at 6%.
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-17$268,579$77,167$4,539iApproximate average salary by contribution assumption: employee only about $113,481 at 4% or $75,654 at 6%; with 50% employer match about $75,654 at 4% or $50,436 at 6%; with 100% employer match about $56,740 at 4% or $37,827 at 6%.
199910$249,336$54,726-
Clotfelter/Samokar, P.S.C. Retirement Savings Plan-0$249,336$54,726-