Becker Financial Services Inc. DBA
Plan context: Becker Financial Services Inc. 401(K) Profit Sharing Plan
EIN 87-3892495 • Crestview Hills, KY • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$224,603
2025 Contributions
$60,869
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 | $224,603 | $60,869 | $12,174iApproximate average salary by contribution assumption: employee only about $304,345 at 4% or $202,897 at 6%; with 50% employer match about $202,897 at 4% or $135,264 at 6%; with 100% employer match about $152,173 at 4% or $101,448 at 6%. |
| Becker Financial Services Inc. 401(K) Profit Sharing Plan | - | 5 | $224,603 | $60,869 | $12,174iApproximate average salary by contribution assumption: employee only about $304,345 at 4% or $202,897 at 6%; with 50% employer match about $202,897 at 4% or $135,264 at 6%; with 100% employer match about $152,173 at 4% or $101,448 at 6%. |
| 2024 | 1 | 4 | $139,606 | $55,163 | $13,791iApproximate average salary by contribution assumption: employee only about $344,769 at 4% or $229,846 at 6%; with 50% employer match about $229,846 at 4% or $153,231 at 6%; with 100% employer match about $172,384 at 4% or $114,923 at 6%. |
| Becker Financial Services Inc. 401(K) Profit Sharing Plan | - | 4 | $139,606 | $55,163 | $13,791iApproximate average salary by contribution assumption: employee only about $344,769 at 4% or $229,846 at 6%; with 50% employer match about $229,846 at 4% or $153,231 at 6%; with 100% employer match about $172,384 at 4% or $114,923 at 6%. |
| 2023 | 1 | 4 | $73,745 | $42,426 | $10,607iApproximate average salary by contribution assumption: employee only about $265,163 at 4% or $176,775 at 6%; with 50% employer match about $176,775 at 4% or $117,850 at 6%; with 100% employer match about $132,581 at 4% or $88,388 at 6%. |
| Becker Financial Services Inc. 401(K) Profit Sharing Plan | - | 4 | $73,745 | $42,426 | $10,607iApproximate average salary by contribution assumption: employee only about $265,163 at 4% or $176,775 at 6%; with 50% employer match about $176,775 at 4% or $117,850 at 6%; with 100% employer match about $132,581 at 4% or $88,388 at 6%. |
| 2022 | 1 | 3 | $23,532 | $23,401 | $7,800iApproximate average salary by contribution assumption: employee only about $195,008 at 4% or $130,006 at 6%; with 50% employer match about $130,006 at 4% or $86,670 at 6%; with 100% employer match about $97,504 at 4% or $65,003 at 6%. |
| Becker Financial Services Inc. 401(K) Profit Sharing Plan | - | 3 | $23,532 | $23,401 | $7,800iApproximate average salary by contribution assumption: employee only about $195,008 at 4% or $130,006 at 6%; with 50% employer match about $130,006 at 4% or $86,670 at 6%; with 100% employer match about $97,504 at 4% or $65,003 at 6%. |