Civic Intelligence

Ladegast & Heffner

Plan context: LADEGAST & HEFFNER CLAIM SERVICE INC CBS BENEFIT PLAN

EIN 61-1294537 • Louisville, KY • 28 filings • 4 plans

320 N Evergreen RdLouisville, KY 40243
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$40,430

2023 Contributions

$33,175

Historical Graphs

Total Assets Over Time

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

$5,478,500$2,739,250$0199920112022YearValue
$40,430Latest year 2022

Participants Over Time

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

32160199920112022YearValue
4Latest year 2022

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
202310$0$33,175-
LADEGAST & HEFFNER CLAIM SERVICE INC CBS BENEFIT PLAN-0$0$33,175-
202224$40,430$176,701$44,175iApproximate average salary by contribution assumption: employee only about $1,104,381 at 4% or $736,254 at 6%; with 50% employer match about $736,254 at 4% or $490,836 at 6%; with 100% employer match about $552,191 at 4% or $368,127 at 6%.
LADEGAST & HEFFNER CLAIM SERVICE INC CBS BENEFIT PLAN-4$40,430$159,421$39,855iApproximate average salary by contribution assumption: employee only about $996,381 at 4% or $664,254 at 6%; with 50% employer match about $664,254 at 4% or $442,836 at 6%; with 100% employer match about $498,191 at 4% or $332,127 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-0$0$17,280-
2021224$5,478,500$481,904$20,079iApproximate average salary by contribution assumption: employee only about $501,983 at 4% or $334,656 at 6%; with 50% employer match about $334,656 at 4% or $223,104 at 6%; with 100% employer match about $250,992 at 4% or $167,328 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-24$5,445,665$220,965$9,207iApproximate average salary by contribution assumption: employee only about $230,172 at 4% or $153,448 at 6%; with 50% employer match about $153,448 at 4% or $102,299 at 6%; with 100% employer match about $115,086 at 4% or $76,724 at 6%.
LADEGAST & HEFFNER CLAIM SERVICE INC CBS BENEFIT PLAN-19$32,835$260,939$13,734iApproximate average salary by contribution assumption: employee only about $343,341 at 4% or $228,894 at 6%; with 50% employer match about $228,894 at 4% or $152,596 at 6%; with 100% employer match about $171,670 at 4% or $114,447 at 6%.
2020227$5,046,756$463,575$17,169iApproximate average salary by contribution assumption: employee only about $429,236 at 4% or $286,157 at 6%; with 50% employer match about $286,157 at 4% or $190,772 at 6%; with 100% employer match about $214,618 at 4% or $143,079 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-27$5,023,926$233,650$8,654iApproximate average salary by contribution assumption: employee only about $216,343 at 4% or $144,228 at 6%; with 50% employer match about $144,228 at 4% or $96,152 at 6%; with 100% employer match about $108,171 at 4% or $72,114 at 6%.
LADEGAST & HEFFNER CLAIM SERVICE INC CBS BENEFIT PLAN-19$22,830$229,925$12,101iApproximate average salary by contribution assumption: employee only about $302,533 at 4% or $201,689 at 6%; with 50% employer match about $201,689 at 4% or $134,459 at 6%; with 100% employer match about $151,266 at 4% or $100,844 at 6%.
2019127$4,509,332$258,906$9,589iApproximate average salary by contribution assumption: employee only about $239,728 at 4% or $159,819 at 6%; with 50% employer match about $159,819 at 4% or $106,546 at 6%; with 100% employer match about $119,864 at 4% or $79,909 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-27$4,509,332$258,906$9,589iApproximate average salary by contribution assumption: employee only about $239,728 at 4% or $159,819 at 6%; with 50% employer match about $159,819 at 4% or $106,546 at 6%; with 100% employer match about $119,864 at 4% or $79,909 at 6%.
2018125$3,516,238$234,636$9,385iApproximate average salary by contribution assumption: employee only about $234,636 at 4% or $156,424 at 6%; with 50% employer match about $156,424 at 4% or $104,283 at 6%; with 100% employer match about $117,318 at 4% or $78,212 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-25$3,516,238$234,636$9,385iApproximate average salary by contribution assumption: employee only about $234,636 at 4% or $156,424 at 6%; with 50% employer match about $156,424 at 4% or $104,283 at 6%; with 100% employer match about $117,318 at 4% or $78,212 at 6%.
2017127$3,627,047$212,169$7,858iApproximate average salary by contribution assumption: employee only about $196,453 at 4% or $130,969 at 6%; with 50% employer match about $130,969 at 4% or $87,312 at 6%; with 100% employer match about $98,226 at 4% or $65,484 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-27$3,627,047$212,169$7,858iApproximate average salary by contribution assumption: employee only about $196,453 at 4% or $130,969 at 6%; with 50% employer match about $130,969 at 4% or $87,312 at 6%; with 100% employer match about $98,226 at 4% or $65,484 at 6%.
2016128$2,929,686$199,652$7,130iApproximate average salary by contribution assumption: employee only about $178,261 at 4% or $118,840 at 6%; with 50% employer match about $118,840 at 4% or $79,227 at 6%; with 100% employer match about $89,130 at 4% or $59,420 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-28$2,929,686$199,652$7,130iApproximate average salary by contribution assumption: employee only about $178,261 at 4% or $118,840 at 6%; with 50% employer match about $118,840 at 4% or $79,227 at 6%; with 100% employer match about $89,130 at 4% or $59,420 at 6%.
2015127$2,626,337$247,651$9,172iApproximate average salary by contribution assumption: employee only about $229,306 at 4% or $152,871 at 6%; with 50% employer match about $152,871 at 4% or $101,914 at 6%; with 100% employer match about $114,653 at 4% or $76,435 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-27$2,626,337$247,651$9,172iApproximate average salary by contribution assumption: employee only about $229,306 at 4% or $152,871 at 6%; with 50% employer match about $152,871 at 4% or $101,914 at 6%; with 100% employer match about $114,653 at 4% or $76,435 at 6%.
2014130$3,769,922$217,064$7,235iApproximate average salary by contribution assumption: employee only about $180,887 at 4% or $120,591 at 6%; with 50% employer match about $120,591 at 4% or $80,394 at 6%; with 100% employer match about $90,443 at 4% or $60,296 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-30$3,769,922$217,064$7,235iApproximate average salary by contribution assumption: employee only about $180,887 at 4% or $120,591 at 6%; with 50% employer match about $120,591 at 4% or $80,394 at 6%; with 100% employer match about $90,443 at 4% or $60,296 at 6%.
2013128$3,514,308$207,518$7,411iApproximate average salary by contribution assumption: employee only about $185,284 at 4% or $123,523 at 6%; with 50% employer match about $123,523 at 4% or $82,348 at 6%; with 100% employer match about $92,642 at 4% or $61,761 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-28$3,514,308$207,518$7,411iApproximate average salary by contribution assumption: employee only about $185,284 at 4% or $123,523 at 6%; with 50% employer match about $123,523 at 4% or $82,348 at 6%; with 100% employer match about $92,642 at 4% or $61,761 at 6%.
2012128$2,807,344$195,179$6,971iApproximate average salary by contribution assumption: employee only about $174,267 at 4% or $116,178 at 6%; with 50% employer match about $116,178 at 4% or $77,452 at 6%; with 100% employer match about $87,133 at 4% or $58,089 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-28$2,807,344$195,179$6,971iApproximate average salary by contribution assumption: employee only about $174,267 at 4% or $116,178 at 6%; with 50% employer match about $116,178 at 4% or $77,452 at 6%; with 100% employer match about $87,133 at 4% or $58,089 at 6%.
2011125$2,326,676$200,863$8,035iApproximate average salary by contribution assumption: employee only about $200,863 at 4% or $133,909 at 6%; with 50% employer match about $133,909 at 4% or $89,272 at 6%; with 100% employer match about $100,432 at 4% or $66,954 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-25$2,326,676$200,863$8,035iApproximate average salary by contribution assumption: employee only about $200,863 at 4% or $133,909 at 6%; with 50% employer match about $133,909 at 4% or $89,272 at 6%; with 100% employer match about $100,432 at 4% or $66,954 at 6%.
2010126$2,255,797$188,472$7,249iApproximate average salary by contribution assumption: employee only about $181,223 at 4% or $120,815 at 6%; with 50% employer match about $120,815 at 4% or $80,544 at 6%; with 100% employer match about $90,612 at 4% or $60,408 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-26$2,255,797$188,472$7,249iApproximate average salary by contribution assumption: employee only about $181,223 at 4% or $120,815 at 6%; with 50% employer match about $120,815 at 4% or $80,544 at 6%; with 100% employer match about $90,612 at 4% or $60,408 at 6%.
2009126$1,815,860$189,332$7,282iApproximate average salary by contribution assumption: employee only about $182,050 at 4% or $121,367 at 6%; with 50% employer match about $121,367 at 4% or $80,911 at 6%; with 100% employer match about $91,025 at 4% or $60,683 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-26$1,815,860$189,332$7,282iApproximate average salary by contribution assumption: employee only about $182,050 at 4% or $121,367 at 6%; with 50% employer match about $121,367 at 4% or $80,911 at 6%; with 100% employer match about $91,025 at 4% or $60,683 at 6%.
2008132$1,234,054$184,499$5,766iApproximate average salary by contribution assumption: employee only about $144,140 at 4% or $96,093 at 6%; with 50% employer match about $96,093 at 4% or $64,062 at 6%; with 100% employer match about $72,070 at 4% or $48,047 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-32$1,234,054$184,499$5,766iApproximate average salary by contribution assumption: employee only about $144,140 at 4% or $96,093 at 6%; with 50% employer match about $96,093 at 4% or $64,062 at 6%; with 100% employer match about $72,070 at 4% or $48,047 at 6%.
2007130$0$0-
Ladegast & Heffner 401K Retirement Savings Plan-30---
2006130$1,454,419$184,509$6,150iApproximate average salary by contribution assumption: employee only about $153,758 at 4% or $102,505 at 6%; with 50% employer match about $102,505 at 4% or $68,337 at 6%; with 100% employer match about $76,879 at 4% or $51,253 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-30$1,454,419$184,509$6,150iApproximate average salary by contribution assumption: employee only about $153,758 at 4% or $102,505 at 6%; with 50% employer match about $102,505 at 4% or $68,337 at 6%; with 100% employer match about $76,879 at 4% or $51,253 at 6%.
2005127$1,141,683$173,737$6,435iApproximate average salary by contribution assumption: employee only about $160,868 at 4% or $107,245 at 6%; with 50% employer match about $107,245 at 4% or $71,497 at 6%; with 100% employer match about $80,434 at 4% or $53,623 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-27$1,141,683$173,737$6,435iApproximate average salary by contribution assumption: employee only about $160,868 at 4% or $107,245 at 6%; with 50% employer match about $107,245 at 4% or $71,497 at 6%; with 100% employer match about $80,434 at 4% or $53,623 at 6%.
2004127$899,968$166,235$6,157iApproximate average salary by contribution assumption: employee only about $153,921 at 4% or $102,614 at 6%; with 50% employer match about $102,614 at 4% or $68,409 at 6%; with 100% employer match about $76,961 at 4% or $51,307 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-27$899,968$166,235$6,157iApproximate average salary by contribution assumption: employee only about $153,921 at 4% or $102,614 at 6%; with 50% employer match about $102,614 at 4% or $68,409 at 6%; with 100% employer match about $76,961 at 4% or $51,307 at 6%.
2003127$667,627$145,847$5,402iApproximate average salary by contribution assumption: employee only about $135,044 at 4% or $90,029 at 6%; with 50% employer match about $90,029 at 4% or $60,019 at 6%; with 100% employer match about $67,522 at 4% or $45,015 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-27$667,627$145,847$5,402iApproximate average salary by contribution assumption: employee only about $135,044 at 4% or $90,029 at 6%; with 50% employer match about $90,029 at 4% or $60,019 at 6%; with 100% employer match about $67,522 at 4% or $45,015 at 6%.
2002125$395,056$101,769$4,071iApproximate average salary by contribution assumption: employee only about $101,769 at 4% or $67,846 at 6%; with 50% employer match about $67,846 at 4% or $45,231 at 6%; with 100% employer match about $50,885 at 4% or $33,923 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-25$395,056$101,769$4,071iApproximate average salary by contribution assumption: employee only about $101,769 at 4% or $67,846 at 6%; with 50% employer match about $67,846 at 4% or $45,231 at 6%; with 100% employer match about $50,885 at 4% or $33,923 at 6%.
2001115$417,638$103,753$6,917iApproximate average salary by contribution assumption: employee only about $172,922 at 4% or $115,281 at 6%; with 50% employer match about $115,281 at 4% or $76,854 at 6%; with 100% employer match about $86,461 at 4% or $57,641 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-15$417,638$103,753$6,917iApproximate average salary by contribution assumption: employee only about $172,922 at 4% or $115,281 at 6%; with 50% employer match about $115,281 at 4% or $76,854 at 6%; with 100% employer match about $86,461 at 4% or $57,641 at 6%.
2000120$375,149$94,784$4,739iApproximate average salary by contribution assumption: employee only about $118,480 at 4% or $78,987 at 6%; with 50% employer match about $78,987 at 4% or $52,658 at 6%; with 100% employer match about $59,240 at 4% or $39,493 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-20$375,149$94,784$4,739iApproximate average salary by contribution assumption: employee only about $118,480 at 4% or $78,987 at 6%; with 50% employer match about $78,987 at 4% or $52,658 at 6%; with 100% employer match about $59,240 at 4% or $39,493 at 6%.
1999120$327,861$94,917$4,746iApproximate average salary by contribution assumption: employee only about $118,646 at 4% or $79,098 at 6%; with 50% employer match about $79,098 at 4% or $52,732 at 6%; with 100% employer match about $59,323 at 4% or $39,549 at 6%.
Ladegast & Heffner 401K Retirement Savings Plan-20$327,861$94,917$4,746iApproximate average salary by contribution assumption: employee only about $118,646 at 4% or $79,098 at 6%; with 50% employer match about $79,098 at 4% or $52,732 at 6%; with 100% employer match about $59,323 at 4% or $39,549 at 6%.