Civic Intelligence

Elkhorn Private Wealth

Plan context: Elkhorn Private Wealth

EIN 87-2553374 • Lexington, KY • 8 filings • 2 plans

771 Corporate DrSuite 605Lexington, KY 40503
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$416,501

2025 Contributions

$103,669

Historical Graphs

Total Assets Over Time

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

$416,501$208,251$0202120232025YearValue
$416,501Latest year 2025

Participants Over Time

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

530202120232025YearValue
4Latest 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
202514$416,501$103,669$25,917iApproximate average salary by contribution assumption: employee only about $647,931 at 4% or $431,954 at 6%; with 50% employer match about $431,954 at 4% or $287,969 at 6%; with 100% employer match about $323,966 at 4% or $215,977 at 6%.
Elkhorn Private Wealth-4$416,501$103,669$25,917iApproximate average salary by contribution assumption: employee only about $647,931 at 4% or $431,954 at 6%; with 50% employer match about $431,954 at 4% or $287,969 at 6%; with 100% employer match about $323,966 at 4% or $215,977 at 6%.
202424$256,630$132,110$33,028iApproximate average salary by contribution assumption: employee only about $825,688 at 4% or $550,458 at 6%; with 50% employer match about $550,458 at 4% or $366,972 at 6%; with 100% employer match about $412,844 at 4% or $275,229 at 6%.
Elkhorn Private Wealth-4$252,615$94,715$23,679iApproximate average salary by contribution assumption: employee only about $591,969 at 4% or $394,646 at 6%; with 50% employer match about $394,646 at 4% or $263,097 at 6%; with 100% employer match about $295,984 at 4% or $197,323 at 6%.
ELKHORN PRIVATE WEALTH CBS BENEFIT PLAN-4$4,015$37,395$9,349iApproximate average salary by contribution assumption: employee only about $233,719 at 4% or $155,813 at 6%; with 50% employer match about $155,813 at 4% or $103,875 at 6%; with 100% employer match about $116,859 at 4% or $77,906 at 6%.
202325$131,886$104,081$20,816iApproximate average salary by contribution assumption: employee only about $520,405 at 4% or $346,937 at 6%; with 50% employer match about $346,937 at 4% or $231,291 at 6%; with 100% employer match about $260,203 at 4% or $173,468 at 6%.
Elkhorn Private Wealth-5$129,169$69,136$13,827iApproximate average salary by contribution assumption: employee only about $345,680 at 4% or $230,453 at 6%; with 50% employer match about $230,453 at 4% or $153,636 at 6%; with 100% employer match about $172,840 at 4% or $115,227 at 6%.
ELKHORN PRIVATE WEALTH CBS BENEFIT PLAN-4$2,717$34,945$8,736iApproximate average salary by contribution assumption: employee only about $218,406 at 4% or $145,604 at 6%; with 50% employer match about $145,604 at 4% or $97,069 at 6%; with 100% employer match about $109,203 at 4% or $72,802 at 6%.
202225$49,639$80,678$16,136iApproximate average salary by contribution assumption: employee only about $403,390 at 4% or $268,927 at 6%; with 50% employer match about $268,927 at 4% or $179,284 at 6%; with 100% employer match about $201,695 at 4% or $134,463 at 6%.
Elkhorn Private Wealth-5$48,613$49,287$9,857iApproximate average salary by contribution assumption: employee only about $246,435 at 4% or $164,290 at 6%; with 50% employer match about $164,290 at 4% or $109,527 at 6%; with 100% employer match about $123,218 at 4% or $82,145 at 6%.
ELKHORN PRIVATE WEALTH CBS BENEFIT PLAN-4$1,026$31,391$7,848iApproximate average salary by contribution assumption: employee only about $196,194 at 4% or $130,796 at 6%; with 50% employer match about $130,796 at 4% or $87,197 at 6%; with 100% employer match about $98,097 at 4% or $65,398 at 6%.
202114$598$17,615$4,404iApproximate average salary by contribution assumption: employee only about $110,094 at 4% or $73,396 at 6%; with 50% employer match about $73,396 at 4% or $48,931 at 6%; with 100% employer match about $55,047 at 4% or $36,698 at 6%.
ELKHORN PRIVATE WEALTH CBS BENEFIT PLAN-4$598$17,615$4,404iApproximate average salary by contribution assumption: employee only about $110,094 at 4% or $73,396 at 6%; with 50% employer match about $73,396 at 4% or $48,931 at 6%; with 100% employer match about $55,047 at 4% or $36,698 at 6%.