Civic Intelligence

S&J LIGHTING/LENSE SUPPLY, INC.

Plan context: FIVE STAR LEGACY LLC CASH BALANCE PENSION PLAN

EIN 61-1338697 • Louisville, KY • 16 filings • 4 plans

2316 Watterson TrailLouisville, KY 40299
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,402,299

2025 Contributions

$208,862

Historical Graphs

Total Assets Over Time

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

$3,012,544$1,506,272$0201820222025YearValue
$2,402,299Latest year 2025

Participants Over Time

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

1580201820222025YearValue
13Latest 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
2025113$2,402,299$208,862$16,066iApproximate average salary by contribution assumption: employee only about $401,658 at 4% or $267,772 at 6%; with 50% employer match about $267,772 at 4% or $178,515 at 6%; with 100% employer match about $200,829 at 4% or $133,886 at 6%.
FIVE STAR LEGACY LLC CASH BALANCE PENSION PLAN-13$2,402,299$208,862$16,066iApproximate average salary by contribution assumption: employee only about $401,658 at 4% or $267,772 at 6%; with 50% employer match about $267,772 at 4% or $178,515 at 6%; with 100% employer match about $200,829 at 4% or $133,886 at 6%.
2024313$3,012,544$381,140$29,318iApproximate average salary by contribution assumption: employee only about $732,962 at 4% or $488,641 at 6%; with 50% employer match about $488,641 at 4% or $325,761 at 6%; with 100% employer match about $366,481 at 4% or $244,321 at 6%.
S&J LIGHTING CASH BALANCE PENSION PLAN-13$2,079,357$238,781$18,368iApproximate average salary by contribution assumption: employee only about $459,194 at 4% or $306,129 at 6%; with 50% employer match about $306,129 at 4% or $204,086 at 6%; with 100% employer match about $229,597 at 4% or $153,065 at 6%.
S&J LIGHTING 401(K) PLAN-12$930,253$77,521$6,460iApproximate average salary by contribution assumption: employee only about $161,502 at 4% or $107,668 at 6%; with 50% employer match about $107,668 at 4% or $71,779 at 6%; with 100% employer match about $80,751 at 4% or $53,834 at 6%.
S&J LIGHTING LENSE SUPPLY INC CBS BENEFIT PLAN-10$2,934$64,838$6,484iApproximate average salary by contribution assumption: employee only about $162,095 at 4% or $108,063 at 6%; with 50% employer match about $108,063 at 4% or $72,042 at 6%; with 100% employer match about $81,048 at 4% or $54,032 at 6%.
2023214$2,523,439$317,362$22,669iApproximate average salary by contribution assumption: employee only about $566,718 at 4% or $377,812 at 6%; with 50% employer match about $377,812 at 4% or $251,875 at 6%; with 100% employer match about $283,359 at 4% or $188,906 at 6%.
S&J LIGHTING CASH BALANCE PENSION PLAN-14$1,742,693$248,133$17,724iApproximate average salary by contribution assumption: employee only about $443,095 at 4% or $295,396 at 6%; with 50% employer match about $295,396 at 4% or $196,931 at 6%; with 100% employer match about $221,547 at 4% or $147,698 at 6%.
S&J LIGHTING 401(K) PLAN-11$780,746$69,229$6,294iApproximate average salary by contribution assumption: employee only about $157,339 at 4% or $104,892 at 6%; with 50% employer match about $104,892 at 4% or $69,928 at 6%; with 100% employer match about $78,669 at 4% or $52,446 at 6%.
2022215$2,056,469$427,648$28,510iApproximate average salary by contribution assumption: employee only about $712,747 at 4% or $475,164 at 6%; with 50% employer match about $475,164 at 4% or $316,776 at 6%; with 100% employer match about $356,373 at 4% or $237,582 at 6%.
S&J LIGHTING CASH BALANCE PENSION PLAN-15$1,430,210$372,549$24,837iApproximate average salary by contribution assumption: employee only about $620,915 at 4% or $413,943 at 6%; with 50% employer match about $413,943 at 4% or $275,962 at 6%; with 100% employer match about $310,458 at 4% or $206,972 at 6%.
S&J LIGHTING 401(K) PLAN-11$626,259$55,099$5,009iApproximate average salary by contribution assumption: employee only about $125,225 at 4% or $83,483 at 6%; with 50% employer match about $83,483 at 4% or $55,656 at 6%; with 100% employer match about $62,613 at 4% or $41,742 at 6%.
2021215$1,812,011$417,118$27,808iApproximate average salary by contribution assumption: employee only about $695,197 at 4% or $463,464 at 6%; with 50% employer match about $463,464 at 4% or $308,976 at 6%; with 100% employer match about $347,598 at 4% or $231,732 at 6%.
S&J LIGHTING CASH BALANCE PENSION PLAN-15$1,119,874$279,924$18,662iApproximate average salary by contribution assumption: employee only about $466,540 at 4% or $311,027 at 6%; with 50% employer match about $311,027 at 4% or $207,351 at 6%; with 100% employer match about $233,270 at 4% or $155,513 at 6%.
S&J LIGHTING 401(K) PLAN-12$692,137$137,194$11,433iApproximate average salary by contribution assumption: employee only about $285,821 at 4% or $190,547 at 6%; with 50% employer match about $190,547 at 4% or $127,031 at 6%; with 100% employer match about $142,910 at 4% or $95,274 at 6%.
2020214$1,351,790$430,040$30,717iApproximate average salary by contribution assumption: employee only about $767,929 at 4% or $511,952 at 6%; with 50% employer match about $511,952 at 4% or $341,302 at 6%; with 100% employer match about $383,964 at 4% or $255,976 at 6%.
S&J LIGHTING CASH BALANCE PENSION PLAN-13$820,399$259,638$19,972iApproximate average salary by contribution assumption: employee only about $499,304 at 4% or $332,869 at 6%; with 50% employer match about $332,869 at 4% or $221,913 at 6%; with 100% employer match about $249,652 at 4% or $166,435 at 6%.
S&J LIGHTING 401(K) PLAN-14$531,391$170,402$12,172iApproximate average salary by contribution assumption: employee only about $304,289 at 4% or $202,860 at 6%; with 50% employer match about $202,860 at 4% or $135,240 at 6%; with 100% employer match about $152,145 at 4% or $101,430 at 6%.
2019214$854,113$433,584$30,970iApproximate average salary by contribution assumption: employee only about $774,257 at 4% or $516,171 at 6%; with 50% employer match about $516,171 at 4% or $344,114 at 6%; with 100% employer match about $387,129 at 4% or $258,086 at 6%.
S&J LIGHTING CASH BALANCE PENSION PLAN-14$538,650$268,423$19,173iApproximate average salary by contribution assumption: employee only about $479,327 at 4% or $319,551 at 6%; with 50% employer match about $319,551 at 4% or $213,034 at 6%; with 100% employer match about $239,663 at 4% or $159,776 at 6%.
S&J LIGHTING 401(K) PLAN-14$315,463$165,161$11,797iApproximate average salary by contribution assumption: employee only about $294,930 at 4% or $196,620 at 6%; with 50% employer match about $196,620 at 4% or $131,080 at 6%; with 100% employer match about $147,465 at 4% or $98,310 at 6%.
2018214$406,409$406,409$29,029iApproximate average salary by contribution assumption: employee only about $725,730 at 4% or $483,820 at 6%; with 50% employer match about $483,820 at 4% or $322,547 at 6%; with 100% employer match about $362,865 at 4% or $241,910 at 6%.
S&J LIGHTING CASH BALANCE PENSION PLAN-14$264,031$264,031$18,859iApproximate average salary by contribution assumption: employee only about $471,484 at 4% or $314,323 at 6%; with 50% employer match about $314,323 at 4% or $209,548 at 6%; with 100% employer match about $235,742 at 4% or $157,161 at 6%.
S&J LIGHTING 401(K) PLAN-14$142,378$142,378$10,170iApproximate average salary by contribution assumption: employee only about $254,246 at 4% or $169,498 at 6%; with 50% employer match about $169,498 at 4% or $112,998 at 6%; with 100% employer match about $127,123 at 4% or $84,749 at 6%.