Civic Intelligence

Private Client Services LLC

Plan context: Private Client Services Employee Stock Ownership Plan and Trust Agreement

EIN 61-1383537 • Louisville, KY • 14 filings • 4 plans

2225 Lexington RoadLouisville, KY 40206-2818
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$12,444,988

2024 Contributions

$2,199,918

Historical Graphs

Total Assets Over Time

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

$12,444,988$6,222,494$0201620202024YearValue
$12,444,988Latest year 2024

Participants Over Time

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

57290201620202024YearValue
57Latest 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
2024257$12,444,988$2,199,918$38,595iApproximate average salary by contribution assumption: employee only about $964,876 at 4% or $643,251 at 6%; with 50% employer match about $643,251 at 4% or $428,834 at 6%; with 100% employer match about $482,438 at 4% or $321,625 at 6%.
Private Client Services Employee Stock Ownership Plan and Trust Agreement-44$7,988,390$1,163,968$26,454iApproximate average salary by contribution assumption: employee only about $661,345 at 4% or $440,897 at 6%; with 50% employer match about $440,897 at 4% or $293,931 at 6%; with 100% employer match about $330,673 at 4% or $220,448 at 6%.
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN-57$4,456,598$1,035,950$18,175iApproximate average salary by contribution assumption: employee only about $454,364 at 4% or $302,909 at 6%; with 50% employer match about $302,909 at 4% or $201,940 at 6%; with 100% employer match about $227,182 at 4% or $151,455 at 6%.
2023248$7,788,561$1,656,451$34,509iApproximate average salary by contribution assumption: employee only about $862,735 at 4% or $575,157 at 6%; with 50% employer match about $575,157 at 4% or $383,438 at 6%; with 100% employer match about $431,367 at 4% or $287,578 at 6%.
Private Client Services Employee Stock Ownership Plan and Trust Agreement-43$4,599,172$1,150,238$26,750iApproximate average salary by contribution assumption: employee only about $668,743 at 4% or $445,829 at 6%; with 50% employer match about $445,829 at 4% or $297,219 at 6%; with 100% employer match about $334,372 at 4% or $222,914 at 6%.
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN-48$3,189,389$506,213$10,546iApproximate average salary by contribution assumption: employee only about $263,653 at 4% or $175,768 at 6%; with 50% employer match about $175,768 at 4% or $117,179 at 6%; with 100% employer match about $131,826 at 4% or $87,884 at 6%.
2022248$6,698,223$519,569$10,824iApproximate average salary by contribution assumption: employee only about $270,609 at 4% or $180,406 at 6%; with 50% employer match about $180,406 at 4% or $120,271 at 6%; with 100% employer match about $135,304 at 4% or $90,203 at 6%.
Private Client Services Employee Stock Ownership Plan and Trust Agreement-34$4,265,765--
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN-48$2,432,458$519,569$10,824iApproximate average salary by contribution assumption: employee only about $270,609 at 4% or $180,406 at 6%; with 50% employer match about $180,406 at 4% or $120,271 at 6%; with 100% employer match about $135,304 at 4% or $90,203 at 6%.
2021247$3,718,027$1,183,739$25,186iApproximate average salary by contribution assumption: employee only about $629,648 at 4% or $419,766 at 6%; with 50% employer match about $419,766 at 4% or $279,844 at 6%; with 100% employer match about $314,824 at 4% or $209,883 at 6%.
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN-47$2,948,596$778,161$16,557iApproximate average salary by contribution assumption: employee only about $413,915 at 4% or $275,944 at 6%; with 50% employer match about $275,944 at 4% or $183,962 at 6%; with 100% employer match about $206,958 at 4% or $137,972 at 6%.
Private Client Services Employee Stock Ownership Plan and Trust Agreement-35$769,431$405,578$11,588iApproximate average salary by contribution assumption: employee only about $289,699 at 4% or $193,132 at 6%; with 50% employer match about $193,132 at 4% or $128,755 at 6%; with 100% employer match about $144,849 at 4% or $96,566 at 6%.
2020246$2,282,736$668,270$14,528iApproximate average salary by contribution assumption: employee only about $363,190 at 4% or $242,127 at 6%; with 50% employer match about $242,127 at 4% or $161,418 at 6%; with 100% employer match about $181,595 at 4% or $121,063 at 6%.
PRIVATE CLIENT SERVICES LLC 401K PROFIT SHARING PLAN-46$2,082,736$468,270$10,180iApproximate average salary by contribution assumption: employee only about $254,495 at 4% or $169,663 at 6%; with 50% employer match about $169,663 at 4% or $113,109 at 6%; with 100% employer match about $127,247 at 4% or $84,832 at 6%.
Private Client Services Employee Stock Ownership Plan and Trust Agreement-43$200,000$200,000$4,651iApproximate average salary by contribution assumption: employee only about $116,279 at 4% or $77,519 at 6%; with 50% employer match about $77,519 at 4% or $51,680 at 6%; with 100% employer match about $58,140 at 4% or $38,760 at 6%.
2019142$1,372,347$335,427$7,986iApproximate average salary by contribution assumption: employee only about $199,659 at 4% or $133,106 at 6%; with 50% employer match about $133,106 at 4% or $88,737 at 6%; with 100% employer match about $99,829 at 4% or $66,553 at 6%.
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN-42$1,372,347$335,427$7,986iApproximate average salary by contribution assumption: employee only about $199,659 at 4% or $133,106 at 6%; with 50% employer match about $133,106 at 4% or $88,737 at 6%; with 100% employer match about $99,829 at 4% or $66,553 at 6%.
2018136$864,868$343,018$9,528iApproximate average salary by contribution assumption: employee only about $238,207 at 4% or $158,805 at 6%; with 50% employer match about $158,805 at 4% or $105,870 at 6%; with 100% employer match about $119,103 at 4% or $79,402 at 6%.
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN-36$864,868$343,018$9,528iApproximate average salary by contribution assumption: employee only about $238,207 at 4% or $158,805 at 6%; with 50% employer match about $158,805 at 4% or $105,870 at 6%; with 100% employer match about $119,103 at 4% or $79,402 at 6%.
2017119$682,864$119,350$6,282iApproximate average salary by contribution assumption: employee only about $157,039 at 4% or $104,693 at 6%; with 50% employer match about $104,693 at 4% or $69,795 at 6%; with 100% employer match about $78,520 at 4% or $52,346 at 6%.
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN-19$682,864$119,350$6,282iApproximate average salary by contribution assumption: employee only about $157,039 at 4% or $104,693 at 6%; with 50% employer match about $104,693 at 4% or $69,795 at 6%; with 100% employer match about $78,520 at 4% or $52,346 at 6%.
2016117$451,654$88,847$5,226iApproximate average salary by contribution assumption: employee only about $130,657 at 4% or $87,105 at 6%; with 50% employer match about $87,105 at 4% or $58,070 at 6%; with 100% employer match about $65,329 at 4% or $43,552 at 6%.
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN-17$451,654$88,847$5,226iApproximate average salary by contribution assumption: employee only about $130,657 at 4% or $87,105 at 6%; with 50% employer match about $87,105 at 4% or $58,070 at 6%; with 100% employer match about $65,329 at 4% or $43,552 at 6%.