Resources

The City of Lexington

We are lucky to call the beautiful city of Lexington, Kentucky our home. As the reigning “Horse Capital of the World,” Lexington has more than 400 horse farms and was the first city in the United States to host the World Equestrian Games. Home to the University of Kentucky, Big Blue Nation is in full effect here and fiercely loyal of the Wildcats. Lexington is also home to Transylvania University, a liberal arts college in the heart of downtown. Transylvania was the first university in Kentucky and among the oldest in the United States. Our city has been nationally recognized as a top community for retirement (Forbes & CNN Money), homebuyers (Movo Real Estate), jobs (Forbes), and college towns (Livability.com). Although our office is located her in Lexington, we are proud to serve employers all over the commonwealth, southern Ohio, Indian and Tennessee.


Plan Limits

2024 2025 Retirement Plans
$23,000 $23,500 Maximum 401(k), 403(b) Deferrals
$7,500 $7,500/$11,250 401(k), 403(b) Catch-up Contributions
$69,000 $70,000 Maximum Defined Contribution
$155,000 $160,000 Highly Compensated Employee
$345,000 $350,000 Maximum Plan Compensation
$168,600 $176,000 Social Security Taxable Wage Base
$16,000 $16,500 SIMPLE Deferral Limit
$3,500 $3,500 SIMPLE Catch-Up Contributions
2024 2025 Health Savings Account (HSA)
$4,150 $4,300 Single Coverage
$8,300 $8,550 Family Coverage
$1,000 $1,000 Catch-up Contribution (55 & Over)
2024 2025 Flexible Spending Account (FSA)
$3,200 $3,300 Maximum Contribution
2024 2025 Qualified Small Employer Health Reimbursement Arrangement
$6,150 $6,300 Single Reimbursement
$12,450 $12,800 Family Reimbursement