Civic Intelligence

Siebert & Johnson PLLC

Plan context: Siebert & Johnson PLLC 401(K) Plan

EIN 62-1750308 • Louisville, KY • 25 filings • 3 plans

2741 Brownsboro Rd.Louisville, KY 40206
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$4,681,362

2025 Contributions

$169,306

Historical Graphs

Total Assets Over Time

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

$4,681,362$2,340,681$0200620162025YearValue
$4,681,362Latest year 2025

Participants Over Time

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

1050200620162025YearValue
9Latest 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
202519$4,681,362$169,306$18,812iApproximate average salary by contribution assumption: employee only about $470,294 at 4% or $313,530 at 6%; with 50% employer match about $313,530 at 4% or $209,020 at 6%; with 100% employer match about $235,147 at 4% or $156,765 at 6%.
Siebert & Johnson PLLC 401(K) Plan-9$4,681,362$169,306$18,812iApproximate average salary by contribution assumption: employee only about $470,294 at 4% or $313,530 at 6%; with 50% employer match about $313,530 at 4% or $209,020 at 6%; with 100% employer match about $235,147 at 4% or $156,765 at 6%.
202418$3,761,235$150,218$18,777iApproximate average salary by contribution assumption: employee only about $469,431 at 4% or $312,954 at 6%; with 50% employer match about $312,954 at 4% or $208,636 at 6%; with 100% employer match about $234,716 at 4% or $156,477 at 6%.
Siebert & Johnson PLLC 401(K) Plan-8$3,761,235$150,218$18,777iApproximate average salary by contribution assumption: employee only about $469,431 at 4% or $312,954 at 6%; with 50% employer match about $312,954 at 4% or $208,636 at 6%; with 100% employer match about $234,716 at 4% or $156,477 at 6%.
202318$3,125,046$171,045$21,381iApproximate average salary by contribution assumption: employee only about $534,516 at 4% or $356,344 at 6%; with 50% employer match about $356,344 at 4% or $237,563 at 6%; with 100% employer match about $267,258 at 4% or $178,172 at 6%.
Siebert & Johnson PLLC 401(K) Plan-8$3,125,046$171,045$21,381iApproximate average salary by contribution assumption: employee only about $534,516 at 4% or $356,344 at 6%; with 50% employer match about $356,344 at 4% or $237,563 at 6%; with 100% employer match about $267,258 at 4% or $178,172 at 6%.
202219$2,520,721$172,585$19,176iApproximate average salary by contribution assumption: employee only about $479,403 at 4% or $319,602 at 6%; with 50% employer match about $319,602 at 4% or $213,068 at 6%; with 100% employer match about $239,701 at 4% or $159,801 at 6%.
Siebert & Johnson PLLC 401(K) Plan-9$2,520,721$172,585$19,176iApproximate average salary by contribution assumption: employee only about $479,403 at 4% or $319,602 at 6%; with 50% employer match about $319,602 at 4% or $213,068 at 6%; with 100% employer match about $239,701 at 4% or $159,801 at 6%.
202119$3,784,817$140,600$15,622iApproximate average salary by contribution assumption: employee only about $390,556 at 4% or $260,370 at 6%; with 50% employer match about $260,370 at 4% or $173,580 at 6%; with 100% employer match about $195,278 at 4% or $130,185 at 6%.
Siebert & Johnson PLLC 401(K) Plan-9$3,784,817$140,600$15,622iApproximate average salary by contribution assumption: employee only about $390,556 at 4% or $260,370 at 6%; with 50% employer match about $260,370 at 4% or $173,580 at 6%; with 100% employer match about $195,278 at 4% or $130,185 at 6%.
202028$3,105,807$131,475$16,434iApproximate average salary by contribution assumption: employee only about $410,859 at 4% or $273,906 at 6%; with 50% employer match about $273,906 at 4% or $182,604 at 6%; with 100% employer match about $205,430 at 4% or $136,953 at 6%.
Siebert & Johnson PLLC 401(K) Plan-8$3,105,807$131,475$16,434iApproximate average salary by contribution assumption: employee only about $410,859 at 4% or $273,906 at 6%; with 50% employer match about $273,906 at 4% or $182,604 at 6%; with 100% employer match about $205,430 at 4% or $136,953 at 6%.
SIEBERT & JOHNSON CASH BALANCE PLAN-0$0--
201929$3,351,591$157,299$17,478iApproximate average salary by contribution assumption: employee only about $436,942 at 4% or $291,294 at 6%; with 50% employer match about $291,294 at 4% or $194,196 at 6%; with 100% employer match about $218,471 at 4% or $145,647 at 6%.
Siebert & Johnson PLLC 401(K) Plan-9$2,735,243$131,959$14,662iApproximate average salary by contribution assumption: employee only about $366,553 at 4% or $244,369 at 6%; with 50% employer match about $244,369 at 4% or $162,912 at 6%; with 100% employer match about $183,276 at 4% or $122,184 at 6%.
SIEBERT & JOHNSON CASH BALANCE PLAN-4$616,348$25,340$6,335iApproximate average salary by contribution assumption: employee only about $158,375 at 4% or $105,583 at 6%; with 50% employer match about $105,583 at 4% or $70,389 at 6%; with 100% employer match about $79,188 at 4% or $52,792 at 6%.
201829$2,655,752$419,428$46,603iApproximate average salary by contribution assumption: employee only about $1,165,078 at 4% or $776,719 at 6%; with 50% employer match about $776,719 at 4% or $517,812 at 6%; with 100% employer match about $582,539 at 4% or $388,359 at 6%.
Siebert & Johnson PLLC 401(K) Plan-9$2,107,549$144,898$16,100iApproximate average salary by contribution assumption: employee only about $402,494 at 4% or $268,330 at 6%; with 50% employer match about $268,330 at 4% or $178,886 at 6%; with 100% employer match about $201,247 at 4% or $134,165 at 6%.
SIEBERT & JOHNSON CASH BALANCE PLAN-5$548,203$274,530$54,906iApproximate average salary by contribution assumption: employee only about $1,372,650 at 4% or $915,100 at 6%; with 50% employer match about $915,100 at 4% or $610,067 at 6%; with 100% employer match about $686,325 at 4% or $457,550 at 6%.
201728$2,385,529$219,397$27,425iApproximate average salary by contribution assumption: employee only about $685,616 at 4% or $457,077 at 6%; with 50% employer match about $457,077 at 4% or $304,718 at 6%; with 100% employer match about $342,808 at 4% or $228,539 at 6%.
Siebert & Johnson PLLC 401(K) Plan-8$2,106,629$108,491$13,561iApproximate average salary by contribution assumption: employee only about $339,034 at 4% or $226,023 at 6%; with 50% employer match about $226,023 at 4% or $150,682 at 6%; with 100% employer match about $169,517 at 4% or $113,011 at 6%.
SIEBERT & JOHNSON CASH BALANCE PLAN-5$278,900$110,906$22,181iApproximate average salary by contribution assumption: employee only about $554,530 at 4% or $369,687 at 6%; with 50% employer match about $369,687 at 4% or $246,458 at 6%; with 100% employer match about $277,265 at 4% or $184,843 at 6%.
201628$1,819,071$315,150$39,394iApproximate average salary by contribution assumption: employee only about $984,844 at 4% or $656,563 at 6%; with 50% employer match about $656,563 at 4% or $437,708 at 6%; with 100% employer match about $492,422 at 4% or $328,281 at 6%.
Siebert & Johnson PLLC 401(K) Plan-8$1,656,098$152,177$19,022iApproximate average salary by contribution assumption: employee only about $475,553 at 4% or $317,035 at 6%; with 50% employer match about $317,035 at 4% or $211,357 at 6%; with 100% employer match about $237,777 at 4% or $158,518 at 6%.
SIEBERT & JOHNSON CASH BALANCE PLAN-4$162,973$162,973$40,743iApproximate average salary by contribution assumption: employee only about $1,018,581 at 4% or $679,054 at 6%; with 50% employer match about $679,054 at 4% or $452,703 at 6%; with 100% employer match about $509,291 at 4% or $339,527 at 6%.
201519$1,376,687$45,549$5,061iApproximate average salary by contribution assumption: employee only about $126,525 at 4% or $84,350 at 6%; with 50% employer match about $84,350 at 4% or $56,233 at 6%; with 100% employer match about $63,263 at 4% or $42,175 at 6%.
Siebert & Johnson PLLC 401(K) Plan-9$1,376,687$45,549$5,061iApproximate average salary by contribution assumption: employee only about $126,525 at 4% or $84,350 at 6%; with 50% employer match about $84,350 at 4% or $56,233 at 6%; with 100% employer match about $63,263 at 4% or $42,175 at 6%.
201419$1,386,965$145,214$16,135iApproximate average salary by contribution assumption: employee only about $403,372 at 4% or $268,915 at 6%; with 50% employer match about $268,915 at 4% or $179,277 at 6%; with 100% employer match about $201,686 at 4% or $134,457 at 6%.
Siebert & Johnson PLLC 401(K) Plan-9$1,386,965$145,214$16,135iApproximate average salary by contribution assumption: employee only about $403,372 at 4% or $268,915 at 6%; with 50% employer match about $268,915 at 4% or $179,277 at 6%; with 100% employer match about $201,686 at 4% or $134,457 at 6%.
2013110$1,163,285$126,994$12,699iApproximate average salary by contribution assumption: employee only about $317,485 at 4% or $211,657 at 6%; with 50% employer match about $211,657 at 4% or $141,104 at 6%; with 100% employer match about $158,743 at 4% or $105,828 at 6%.
Siebert & Johnson PLLC 401(K) Plan-10$1,163,285$126,994$12,699iApproximate average salary by contribution assumption: employee only about $317,485 at 4% or $211,657 at 6%; with 50% employer match about $211,657 at 4% or $141,104 at 6%; with 100% employer match about $158,743 at 4% or $105,828 at 6%.
201218$863,301$104,176$13,022iApproximate average salary by contribution assumption: employee only about $325,550 at 4% or $217,033 at 6%; with 50% employer match about $217,033 at 4% or $144,689 at 6%; with 100% employer match about $162,775 at 4% or $108,517 at 6%.
Siebert & Johnson PLLC 401(K) Plan-8$863,301$104,176$13,022iApproximate average salary by contribution assumption: employee only about $325,550 at 4% or $217,033 at 6%; with 50% employer match about $217,033 at 4% or $144,689 at 6%; with 100% employer match about $162,775 at 4% or $108,517 at 6%.
201117$778,640$133,796$19,114iApproximate average salary by contribution assumption: employee only about $477,843 at 4% or $318,562 at 6%; with 50% employer match about $318,562 at 4% or $212,375 at 6%; with 100% employer match about $238,921 at 4% or $159,281 at 6%.
Siebert & Johnson PLLC 401(K) Plan-7$778,640$133,796$19,114iApproximate average salary by contribution assumption: employee only about $477,843 at 4% or $318,562 at 6%; with 50% employer match about $318,562 at 4% or $212,375 at 6%; with 100% employer match about $238,921 at 4% or $159,281 at 6%.
201016$666,603$139,316$23,219iApproximate average salary by contribution assumption: employee only about $580,483 at 4% or $386,989 at 6%; with 50% employer match about $386,989 at 4% or $257,993 at 6%; with 100% employer match about $290,242 at 4% or $193,494 at 6%.
Siebert & Johnson PLLC 401(K) Plan-6$666,603$139,316$23,219iApproximate average salary by contribution assumption: employee only about $580,483 at 4% or $386,989 at 6%; with 50% employer match about $386,989 at 4% or $257,993 at 6%; with 100% employer match about $290,242 at 4% or $193,494 at 6%.
200918$482,306$142,454$17,807iApproximate average salary by contribution assumption: employee only about $445,169 at 4% or $296,779 at 6%; with 50% employer match about $296,779 at 4% or $197,853 at 6%; with 100% employer match about $222,584 at 4% or $148,390 at 6%.
Siebert & Johnson PLLC 401(K) Plan-8$482,306$142,454$17,807iApproximate average salary by contribution assumption: employee only about $445,169 at 4% or $296,779 at 6%; with 50% employer match about $296,779 at 4% or $197,853 at 6%; with 100% employer match about $222,584 at 4% or $148,390 at 6%.
200815$288,021$125,916$25,183iApproximate average salary by contribution assumption: employee only about $629,580 at 4% or $419,720 at 6%; with 50% employer match about $419,720 at 4% or $279,813 at 6%; with 100% employer match about $314,790 at 4% or $209,860 at 6%.
Siebert & Johnson PLLC 401(K) Plan-5$288,021$125,916$25,183iApproximate average salary by contribution assumption: employee only about $629,580 at 4% or $419,720 at 6%; with 50% employer match about $419,720 at 4% or $279,813 at 6%; with 100% employer match about $314,790 at 4% or $209,860 at 6%.
200714$0$0-
Siebert & Johnson PLLC 401(K) Plan-4---
200614$109,038$108,045$27,011iApproximate average salary by contribution assumption: employee only about $675,281 at 4% or $450,188 at 6%; with 50% employer match about $450,188 at 4% or $300,125 at 6%; with 100% employer match about $337,641 at 4% or $225,094 at 6%.
Siebert & Johnson PLLC 401(K) Plan-4$109,038$108,045$27,011iApproximate average salary by contribution assumption: employee only about $675,281 at 4% or $450,188 at 6%; with 50% employer match about $450,188 at 4% or $300,125 at 6%; with 100% employer match about $337,641 at 4% or $225,094 at 6%.