Preferred Benefits LLC
Plan context: Preferred Benefits LLC 401(K) Plan
EIN 82-0543772 • Louisville, KY • 24 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$466,065
2025 Contributions
$17,855
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $466,065 | $17,855 | $3,571iApproximate average salary by contribution assumption: employee only about $89,275 at 4% or $59,517 at 6%; with 50% employer match about $59,517 at 4% or $39,678 at 6%; with 100% employer match about $44,638 at 4% or $29,758 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 5 | $466,065 | $17,855 | $3,571iApproximate average salary by contribution assumption: employee only about $89,275 at 4% or $59,517 at 6%; with 50% employer match about $59,517 at 4% or $39,678 at 6%; with 100% employer match about $44,638 at 4% or $29,758 at 6%. |
| 2024 | 1 | 6 | $1,478,453 | $21,404 | $3,567iApproximate average salary by contribution assumption: employee only about $89,183 at 4% or $59,456 at 6%; with 50% employer match about $59,456 at 4% or $39,637 at 6%; with 100% employer match about $44,592 at 4% or $29,728 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 6 | $1,478,453 | $21,404 | $3,567iApproximate average salary by contribution assumption: employee only about $89,183 at 4% or $59,456 at 6%; with 50% employer match about $59,456 at 4% or $39,637 at 6%; with 100% employer match about $44,592 at 4% or $29,728 at 6%. |
| 2023 | 1 | 6 | $1,341,311 | $49,567 | $8,261iApproximate average salary by contribution assumption: employee only about $206,529 at 4% or $137,686 at 6%; with 50% employer match about $137,686 at 4% or $91,791 at 6%; with 100% employer match about $103,265 at 4% or $68,843 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 6 | $1,341,311 | $49,567 | $8,261iApproximate average salary by contribution assumption: employee only about $206,529 at 4% or $137,686 at 6%; with 50% employer match about $137,686 at 4% or $91,791 at 6%; with 100% employer match about $103,265 at 4% or $68,843 at 6%. |
| 2022 | 1 | 6 | $1,133,529 | $59,917 | $9,986iApproximate average salary by contribution assumption: employee only about $249,654 at 4% or $166,436 at 6%; with 50% employer match about $166,436 at 4% or $110,957 at 6%; with 100% employer match about $124,827 at 4% or $83,218 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 6 | $1,133,529 | $59,917 | $9,986iApproximate average salary by contribution assumption: employee only about $249,654 at 4% or $166,436 at 6%; with 50% employer match about $166,436 at 4% or $110,957 at 6%; with 100% employer match about $124,827 at 4% or $83,218 at 6%. |
| 2021 | 1 | 6 | $1,283,171 | $52,041 | $8,674iApproximate average salary by contribution assumption: employee only about $216,838 at 4% or $144,558 at 6%; with 50% employer match about $144,558 at 4% or $96,372 at 6%; with 100% employer match about $108,419 at 4% or $72,279 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 6 | $1,283,171 | $52,041 | $8,674iApproximate average salary by contribution assumption: employee only about $216,838 at 4% or $144,558 at 6%; with 50% employer match about $144,558 at 4% or $96,372 at 6%; with 100% employer match about $108,419 at 4% or $72,279 at 6%. |
| 2020 | 1 | 6 | $1,087,999 | $52,497 | $8,750iApproximate average salary by contribution assumption: employee only about $218,738 at 4% or $145,825 at 6%; with 50% employer match about $145,825 at 4% or $97,217 at 6%; with 100% employer match about $109,369 at 4% or $72,913 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 6 | $1,087,999 | $52,497 | $8,750iApproximate average salary by contribution assumption: employee only about $218,738 at 4% or $145,825 at 6%; with 50% employer match about $145,825 at 4% or $97,217 at 6%; with 100% employer match about $109,369 at 4% or $72,913 at 6%. |
| 2019 | 1 | 6 | $904,443 | $50,753 | $8,459iApproximate average salary by contribution assumption: employee only about $211,471 at 4% or $140,981 at 6%; with 50% employer match about $140,981 at 4% or $93,987 at 6%; with 100% employer match about $105,735 at 4% or $70,490 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 6 | $904,443 | $50,753 | $8,459iApproximate average salary by contribution assumption: employee only about $211,471 at 4% or $140,981 at 6%; with 50% employer match about $140,981 at 4% or $93,987 at 6%; with 100% employer match about $105,735 at 4% or $70,490 at 6%. |
| 2018 | 1 | 7 | $708,269 | $47,633 | $6,805iApproximate average salary by contribution assumption: employee only about $170,118 at 4% or $113,412 at 6%; with 50% employer match about $113,412 at 4% or $75,608 at 6%; with 100% employer match about $85,059 at 4% or $56,706 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 7 | $708,269 | $47,633 | $6,805iApproximate average salary by contribution assumption: employee only about $170,118 at 4% or $113,412 at 6%; with 50% employer match about $113,412 at 4% or $75,608 at 6%; with 100% employer match about $85,059 at 4% or $56,706 at 6%. |
| 2017 | 1 | 5 | $702,650 | $45,803 | $9,161iApproximate average salary by contribution assumption: employee only about $229,015 at 4% or $152,677 at 6%; with 50% employer match about $152,677 at 4% or $101,784 at 6%; with 100% employer match about $114,508 at 4% or $76,338 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 5 | $702,650 | $45,803 | $9,161iApproximate average salary by contribution assumption: employee only about $229,015 at 4% or $152,677 at 6%; with 50% employer match about $152,677 at 4% or $101,784 at 6%; with 100% employer match about $114,508 at 4% or $76,338 at 6%. |
| 2016 | 1 | 4 | $577,775 | $51,636 | $12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 4 | $577,775 | $51,636 | $12,909iApproximate average salary by contribution assumption: employee only about $322,725 at 4% or $215,150 at 6%; with 50% employer match about $215,150 at 4% or $143,433 at 6%; with 100% employer match about $161,363 at 4% or $107,575 at 6%. |
| 2015 | 1 | 4 | $479,154 | $51,606 | $12,902iApproximate average salary by contribution assumption: employee only about $322,538 at 4% or $215,025 at 6%; with 50% employer match about $215,025 at 4% or $143,350 at 6%; with 100% employer match about $161,269 at 4% or $107,513 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 4 | $479,154 | $51,606 | $12,902iApproximate average salary by contribution assumption: employee only about $322,538 at 4% or $215,025 at 6%; with 50% employer match about $215,025 at 4% or $143,350 at 6%; with 100% employer match about $161,269 at 4% or $107,513 at 6%. |
| 2014 | 1 | 4 | $456,584 | $43,764 | $10,941iApproximate average salary by contribution assumption: employee only about $273,525 at 4% or $182,350 at 6%; with 50% employer match about $182,350 at 4% or $121,567 at 6%; with 100% employer match about $136,763 at 4% or $91,175 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 4 | $456,584 | $43,764 | $10,941iApproximate average salary by contribution assumption: employee only about $273,525 at 4% or $182,350 at 6%; with 50% employer match about $182,350 at 4% or $121,567 at 6%; with 100% employer match about $136,763 at 4% or $91,175 at 6%. |
| 2013 | 1 | 4 | $395,115 | $40,792 | $10,198iApproximate average salary by contribution assumption: employee only about $254,950 at 4% or $169,967 at 6%; with 50% employer match about $169,967 at 4% or $113,311 at 6%; with 100% employer match about $127,475 at 4% or $84,983 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 4 | $395,115 | $40,792 | $10,198iApproximate average salary by contribution assumption: employee only about $254,950 at 4% or $169,967 at 6%; with 50% employer match about $169,967 at 4% or $113,311 at 6%; with 100% employer match about $127,475 at 4% or $84,983 at 6%. |
| 2012 | 1 | 3 | $311,675 | $34,617 | $11,539iApproximate average salary by contribution assumption: employee only about $288,475 at 4% or $192,317 at 6%; with 50% employer match about $192,317 at 4% or $128,211 at 6%; with 100% employer match about $144,238 at 4% or $96,158 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 3 | $311,675 | $34,617 | $11,539iApproximate average salary by contribution assumption: employee only about $288,475 at 4% or $192,317 at 6%; with 50% employer match about $192,317 at 4% or $128,211 at 6%; with 100% employer match about $144,238 at 4% or $96,158 at 6%. |
| 2011 | 1 | 4 | $274,454 | $35,171 | $8,793iApproximate average salary by contribution assumption: employee only about $219,819 at 4% or $146,546 at 6%; with 50% employer match about $146,546 at 4% or $97,697 at 6%; with 100% employer match about $109,909 at 4% or $73,273 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 4 | $274,454 | $35,171 | $8,793iApproximate average salary by contribution assumption: employee only about $219,819 at 4% or $146,546 at 6%; with 50% employer match about $146,546 at 4% or $97,697 at 6%; with 100% employer match about $109,909 at 4% or $73,273 at 6%. |
| 2010 | 1 | 4 | $236,851 | $35,060 | $8,765iApproximate average salary by contribution assumption: employee only about $219,125 at 4% or $146,083 at 6%; with 50% employer match about $146,083 at 4% or $97,389 at 6%; with 100% employer match about $109,563 at 4% or $73,042 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 4 | $236,851 | $35,060 | $8,765iApproximate average salary by contribution assumption: employee only about $219,125 at 4% or $146,083 at 6%; with 50% employer match about $146,083 at 4% or $97,389 at 6%; with 100% employer match about $109,563 at 4% or $73,042 at 6%. |
| 2009 | 1 | 3 | $167,141 | $28,992 | $9,664iApproximate average salary by contribution assumption: employee only about $241,600 at 4% or $161,067 at 6%; with 50% employer match about $161,067 at 4% or $107,378 at 6%; with 100% employer match about $120,800 at 4% or $80,533 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 3 | $167,141 | $28,992 | $9,664iApproximate average salary by contribution assumption: employee only about $241,600 at 4% or $161,067 at 6%; with 50% employer match about $161,067 at 4% or $107,378 at 6%; with 100% employer match about $120,800 at 4% or $80,533 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Preferred Benefits LLC 401(K) Plan | - | 2 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Preferred Benefits LLC 401(K) Plan | - | 3 | - | - | - |
| 2006 | 1 | 4 | $132,252 | $35,012 | $8,753iApproximate average salary by contribution assumption: employee only about $218,825 at 4% or $145,883 at 6%; with 50% employer match about $145,883 at 4% or $97,256 at 6%; with 100% employer match about $109,413 at 4% or $72,942 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 4 | $132,252 | $35,012 | $8,753iApproximate average salary by contribution assumption: employee only about $218,825 at 4% or $145,883 at 6%; with 50% employer match about $145,883 at 4% or $97,256 at 6%; with 100% employer match about $109,413 at 4% or $72,942 at 6%. |
| 2005 | 1 | 3 | $80,749 | $45,899 | $15,300iApproximate average salary by contribution assumption: employee only about $382,492 at 4% or $254,994 at 6%; with 50% employer match about $254,994 at 4% or $169,996 at 6%; with 100% employer match about $191,246 at 4% or $127,497 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 3 | $80,749 | $45,899 | $15,300iApproximate average salary by contribution assumption: employee only about $382,492 at 4% or $254,994 at 6%; with 50% employer match about $254,994 at 4% or $169,996 at 6%; with 100% employer match about $191,246 at 4% or $127,497 at 6%. |
| 2004 | 1 | 3 | $30,266 | $23,683 | $7,894iApproximate average salary by contribution assumption: employee only about $197,358 at 4% or $131,572 at 6%; with 50% employer match about $131,572 at 4% or $87,715 at 6%; with 100% employer match about $98,679 at 4% or $65,786 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 3 | $30,266 | $23,683 | $7,894iApproximate average salary by contribution assumption: employee only about $197,358 at 4% or $131,572 at 6%; with 50% employer match about $131,572 at 4% or $87,715 at 6%; with 100% employer match about $98,679 at 4% or $65,786 at 6%. |
| 2003 | 1 | 2 | $4,833 | $4,710 | $2,355iApproximate average salary by contribution assumption: employee only about $58,875 at 4% or $39,250 at 6%; with 50% employer match about $39,250 at 4% or $26,167 at 6%; with 100% employer match about $29,438 at 4% or $19,625 at 6%. |
| Preferred Benefits LLC 401(K) Plan | - | 2 | $4,833 | $4,710 | $2,355iApproximate average salary by contribution assumption: employee only about $58,875 at 4% or $39,250 at 6%; with 50% employer match about $39,250 at 4% or $26,167 at 6%; with 100% employer match about $29,438 at 4% or $19,625 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Preferred Benefits LLC 401(K) Plan | - | 2 | - | - | - |