Civic Intelligence

Alta Financial LLC

Plan context: Alta Financial LLC 401(K) Profit Sharing Plan & Trust

EIN 20-8202474 • Blue Ash, OH • 9 filings • 3 plans

10856 Reed Hartman HighwaySuite 100Blue Ash, OH 45242
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$229,662

2018 Contributions

$764

Historical Graphs

Total Assets Over Time

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

$630,949$315,475$0201020142017YearValue
$229,662Latest year 2017

Participants Over Time

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

44220201020142017YearValue
9Latest year 2017

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
201810$0$764-
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-0$0$764-
201719$229,662$24,588$2,732iApproximate average salary by contribution assumption: employee only about $68,300 at 4% or $45,533 at 6%; with 50% employer match about $45,533 at 4% or $30,356 at 6%; with 100% employer match about $34,150 at 4% or $22,767 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-9$229,662$24,588$2,732iApproximate average salary by contribution assumption: employee only about $68,300 at 4% or $45,533 at 6%; with 50% employer match about $45,533 at 4% or $30,356 at 6%; with 100% employer match about $34,150 at 4% or $22,767 at 6%.
2016114$334,550$34,786$2,485iApproximate average salary by contribution assumption: employee only about $62,118 at 4% or $41,412 at 6%; with 50% employer match about $41,412 at 4% or $27,608 at 6%; with 100% employer match about $31,059 at 4% or $20,706 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-14$334,550$34,786$2,485iApproximate average salary by contribution assumption: employee only about $62,118 at 4% or $41,412 at 6%; with 50% employer match about $41,412 at 4% or $27,608 at 6%; with 100% employer match about $31,059 at 4% or $20,706 at 6%.
2015126$407,142$182,768$7,030iApproximate average salary by contribution assumption: employee only about $175,738 at 4% or $117,159 at 6%; with 50% employer match about $117,159 at 4% or $78,106 at 6%; with 100% employer match about $87,869 at 4% or $58,579 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-26$407,142$182,768$7,030iApproximate average salary by contribution assumption: employee only about $175,738 at 4% or $117,159 at 6%; with 50% employer match about $117,159 at 4% or $78,106 at 6%; with 100% employer match about $87,869 at 4% or $58,579 at 6%.
2014144$630,949$276,691$6,288iApproximate average salary by contribution assumption: employee only about $157,211 at 4% or $104,807 at 6%; with 50% employer match about $104,807 at 4% or $69,871 at 6%; with 100% employer match about $78,605 at 4% or $52,404 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-44$630,949$276,691$6,288iApproximate average salary by contribution assumption: employee only about $157,211 at 4% or $104,807 at 6%; with 50% employer match about $104,807 at 4% or $69,871 at 6%; with 100% employer match about $78,605 at 4% or $52,404 at 6%.
2013125$388,837$154,805$6,192iApproximate average salary by contribution assumption: employee only about $154,805 at 4% or $103,203 at 6%; with 50% employer match about $103,203 at 4% or $68,802 at 6%; with 100% employer match about $77,403 at 4% or $51,602 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-25$388,837$154,805$6,192iApproximate average salary by contribution assumption: employee only about $154,805 at 4% or $103,203 at 6%; with 50% employer match about $103,203 at 4% or $68,802 at 6%; with 100% employer match about $77,403 at 4% or $51,602 at 6%.
2012127$251,892$129,934$4,812iApproximate average salary by contribution assumption: employee only about $120,309 at 4% or $80,206 at 6%; with 50% employer match about $80,206 at 4% or $53,471 at 6%; with 100% employer match about $60,155 at 4% or $40,103 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-27$251,892$129,934$4,812iApproximate average salary by contribution assumption: employee only about $120,309 at 4% or $80,206 at 6%; with 50% employer match about $80,206 at 4% or $53,471 at 6%; with 100% employer match about $60,155 at 4% or $40,103 at 6%.
2011115$137,706$88,231$5,882iApproximate average salary by contribution assumption: employee only about $147,052 at 4% or $98,034 at 6%; with 50% employer match about $98,034 at 4% or $65,356 at 6%; with 100% employer match about $73,526 at 4% or $49,017 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-15$137,706$88,231$5,882iApproximate average salary by contribution assumption: employee only about $147,052 at 4% or $98,034 at 6%; with 50% employer match about $98,034 at 4% or $65,356 at 6%; with 100% employer match about $73,526 at 4% or $49,017 at 6%.
2010111$64,580$64,471$5,861iApproximate average salary by contribution assumption: employee only about $146,525 at 4% or $97,683 at 6%; with 50% employer match about $97,683 at 4% or $65,122 at 6%; with 100% employer match about $73,263 at 4% or $48,842 at 6%.
Alta Financial LLC 401(K) Profit Sharing Plan & Trust-11$64,580$64,471$5,861iApproximate average salary by contribution assumption: employee only about $146,525 at 4% or $97,683 at 6%; with 50% employer match about $97,683 at 4% or $65,122 at 6%; with 100% employer match about $73,263 at 4% or $48,842 at 6%.