Alta Asset Management Inc.
Plan context: Aami Profit Sharing Plan
EIN 20-3752289 • Los Angeles, CA • 14 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$282,216
2020 Contributions
$72,473
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 1 | $282,216 | $0 | - |
| Aami Profit Sharing Plan | - | 1 | $282,216 | - | - |
| 2019 | 1 | 2 | $360,448 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $360,448 | - | - |
| 2018 | 1 | 2 | $303,700 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $303,700 | - | - |
| 2017 | 1 | 2 | $303,603 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $303,603 | - | - |
| 2016 | 1 | 2 | $234,543 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $234,543 | - | - |
| 2015 | 1 | 2 | $236,510 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $236,510 | - | - |
| 2014 | 1 | 2 | $268,682 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $268,682 | - | - |
| 2013 | 1 | 2 | $237,874 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $237,874 | - | - |
| 2012 | 1 | 2 | $159,876 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $159,876 | - | - |
| 2011 | 1 | 2 | $149,736 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $149,736 | - | - |
| 2010 | 1 | 2 | $189,198 | $72,473 | $36,237iApproximate average salary by contribution assumption: employee only about $905,913 at 4% or $603,942 at 6%; with 50% employer match about $603,942 at 4% or $402,628 at 6%; with 100% employer match about $452,956 at 4% or $301,971 at 6%. |
| Aami Profit Sharing Plan | - | 2 | $189,198 | $72,473 | $36,237iApproximate average salary by contribution assumption: employee only about $905,913 at 4% or $603,942 at 6%; with 50% employer match about $603,942 at 4% or $402,628 at 6%; with 100% employer match about $452,956 at 4% or $301,971 at 6%. |
| 2009 | 1 | 1 | $112,022 | $0 | - |
| Aami Profit Sharing Plan | - | 1 | $112,022 | $0 | - |
| 2008 | 1 | 2 | $87,280 | $0 | - |
| Aami Profit Sharing Plan | - | 2 | $87,280 | - | - |
| 2007 | 1 | 2 | $148,623 | $152,273 | $76,137iApproximate average salary by contribution assumption: employee only about $1,903,413 at 4% or $1,268,942 at 6%; with 50% employer match about $1,268,942 at 4% or $845,961 at 6%; with 100% employer match about $951,706 at 4% or $634,471 at 6%. |
| Aami Profit Sharing Plan | - | 2 | $148,623 | $152,273 | $76,137iApproximate average salary by contribution assumption: employee only about $1,903,413 at 4% or $1,268,942 at 6%; with 50% employer match about $1,268,942 at 4% or $845,961 at 6%; with 100% employer match about $951,706 at 4% or $634,471 at 6%. |