D. David Altman Co., L.P.A.
Plan context: ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN
EIN 31-1130343 • Cincinnati, OH • 33 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,733,428
2024 Contributions
$103,374
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $2,733,428 | $103,374 | $12,922iApproximate average salary by contribution assumption: employee only about $323,044 at 4% or $215,363 at 6%; with 50% employer match about $215,363 at 4% or $143,575 at 6%; with 100% employer match about $161,522 at 4% or $107,681 at 6%. |
| ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN | - | 8 | $2,733,428 | $103,374 | $12,922iApproximate average salary by contribution assumption: employee only about $323,044 at 4% or $215,363 at 6%; with 50% employer match about $215,363 at 4% or $143,575 at 6%; with 100% employer match about $161,522 at 4% or $107,681 at 6%. |
| 2023 | 1 | 8 | $2,464,905 | $116,286 | $14,536iApproximate average salary by contribution assumption: employee only about $363,394 at 4% or $242,263 at 6%; with 50% employer match about $242,263 at 4% or $161,508 at 6%; with 100% employer match about $181,697 at 4% or $121,131 at 6%. |
| ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN | - | 8 | $2,464,905 | $116,286 | $14,536iApproximate average salary by contribution assumption: employee only about $363,394 at 4% or $242,263 at 6%; with 50% employer match about $242,263 at 4% or $161,508 at 6%; with 100% employer match about $181,697 at 4% or $121,131 at 6%. |
| 2022 | 1 | 10 | $2,238,967 | $8,036 | $804iApproximate average salary by contribution assumption: employee only about $20,090 at 4% or $13,393 at 6%; with 50% employer match about $13,393 at 4% or $8,929 at 6%; with 100% employer match about $10,045 at 4% or $6,697 at 6%. |
| ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN | - | 10 | $2,238,967 | $8,036 | $804iApproximate average salary by contribution assumption: employee only about $20,090 at 4% or $13,393 at 6%; with 50% employer match about $13,393 at 4% or $8,929 at 6%; with 100% employer match about $10,045 at 4% or $6,697 at 6%. |
| 2021 | 1 | 9 | $2,476,615 | $50,487 | $5,610iApproximate average salary by contribution assumption: employee only about $140,242 at 4% or $93,494 at 6%; with 50% employer match about $93,494 at 4% or $62,330 at 6%; with 100% employer match about $70,121 at 4% or $46,747 at 6%. |
| ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN | - | 9 | $2,476,615 | $50,487 | $5,610iApproximate average salary by contribution assumption: employee only about $140,242 at 4% or $93,494 at 6%; with 50% employer match about $93,494 at 4% or $62,330 at 6%; with 100% employer match about $70,121 at 4% or $46,747 at 6%. |
| 2020 | 1 | 9 | $2,389,974 | $7,785 | $865iApproximate average salary by contribution assumption: employee only about $21,625 at 4% or $14,417 at 6%; with 50% employer match about $14,417 at 4% or $9,611 at 6%; with 100% employer match about $10,813 at 4% or $7,208 at 6%. |
| ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN | - | 9 | $2,389,974 | $7,785 | $865iApproximate average salary by contribution assumption: employee only about $21,625 at 4% or $14,417 at 6%; with 50% employer match about $14,417 at 4% or $9,611 at 6%; with 100% employer match about $10,813 at 4% or $7,208 at 6%. |
| 2019 | 2 | 9 | $2,349,142 | $69,798 | $7,755iApproximate average salary by contribution assumption: employee only about $193,883 at 4% or $129,256 at 6%; with 50% employer match about $129,256 at 4% or $86,170 at 6%; with 100% employer match about $96,942 at 4% or $64,628 at 6%. |
| ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN | - | 9 | $2,349,142 | $69,798 | $7,755iApproximate average salary by contribution assumption: employee only about $193,883 at 4% or $129,256 at 6%; with 50% employer match about $129,256 at 4% or $86,170 at 6%; with 100% employer match about $96,942 at 4% or $64,628 at 6%. |
| D. David Altman Co., L.P.A. Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2018 | 2 | 8 | $2,934,628 | $275,326 | $34,416iApproximate average salary by contribution assumption: employee only about $860,394 at 4% or $573,596 at 6%; with 50% employer match about $573,596 at 4% or $382,397 at 6%; with 100% employer match about $430,197 at 4% or $286,798 at 6%. |
| ALTMANNEWMAN CO., L.P.A. PROFIT SHARING PLAN | - | 8 | $2,094,739 | $66,572 | $8,322iApproximate average salary by contribution assumption: employee only about $208,038 at 4% or $138,692 at 6%; with 50% employer match about $138,692 at 4% or $92,461 at 6%; with 100% employer match about $104,019 at 4% or $69,346 at 6%. |
| D. David Altman Co., L.P.A. Defined Benefit Plan | - | 7 | $839,889 | $208,754 | $29,822iApproximate average salary by contribution assumption: employee only about $745,550 at 4% or $497,033 at 6%; with 50% employer match about $497,033 at 4% or $331,356 at 6%; with 100% employer match about $372,775 at 4% or $248,517 at 6%. |
| 2017 | 2 | 9 | $2,844,810 | $405,399 | $45,044iApproximate average salary by contribution assumption: employee only about $1,126,108 at 4% or $750,739 at 6%; with 50% employer match about $750,739 at 4% or $500,493 at 6%; with 100% employer match about $563,054 at 4% or $375,369 at 6%. |
| D. DAVID ALTMAN, CO., L.P.A. PROFIT SHARING PLAN | - | 9 | $2,174,505 | $71,049 | $7,894iApproximate average salary by contribution assumption: employee only about $197,358 at 4% or $131,572 at 6%; with 50% employer match about $131,572 at 4% or $87,715 at 6%; with 100% employer match about $98,679 at 4% or $65,786 at 6%. |
| D. David Altman Co., L.P.A. Defined Benefit Plan | - | 7 | $670,305 | $334,350 | $47,764iApproximate average salary by contribution assumption: employee only about $1,194,107 at 4% or $796,071 at 6%; with 50% employer match about $796,071 at 4% or $530,714 at 6%; with 100% employer match about $597,054 at 4% or $398,036 at 6%. |
| 2016 | 2 | 10 | $2,402,016 | $435,189 | $43,519iApproximate average salary by contribution assumption: employee only about $1,087,973 at 4% or $725,315 at 6%; with 50% employer match about $725,315 at 4% or $483,543 at 6%; with 100% employer match about $543,986 at 4% or $362,658 at 6%. |
| D. DAVID ALTMAN, CO., L.P.A. PROFIT SHARING PLAN | - | 10 | $2,082,171 | $115,344 | $11,534iApproximate average salary by contribution assumption: employee only about $288,360 at 4% or $192,240 at 6%; with 50% employer match about $192,240 at 4% or $128,160 at 6%; with 100% employer match about $144,180 at 4% or $96,120 at 6%. |
| D. David Altman Co., L.P.A. Defined Benefit Plan | - | 7 | $319,845 | $319,845 | $45,692iApproximate average salary by contribution assumption: employee only about $1,142,304 at 4% or $761,536 at 6%; with 50% employer match about $761,536 at 4% or $507,690 at 6%; with 100% employer match about $571,152 at 4% or $380,768 at 6%. |
| 2015 | 1 | 6 | $1,932,531 | $116,556 | $19,426iApproximate average salary by contribution assumption: employee only about $485,650 at 4% or $323,767 at 6%; with 50% employer match about $323,767 at 4% or $215,844 at 6%; with 100% employer match about $242,825 at 4% or $161,883 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 6 | $1,932,531 | $116,556 | $19,426iApproximate average salary by contribution assumption: employee only about $485,650 at 4% or $323,767 at 6%; with 50% employer match about $323,767 at 4% or $215,844 at 6%; with 100% employer match about $242,825 at 4% or $161,883 at 6%. |
| 2014 | 1 | 7 | $1,822,356 | $45,101 | $6,443iApproximate average salary by contribution assumption: employee only about $161,075 at 4% or $107,383 at 6%; with 50% employer match about $107,383 at 4% or $71,589 at 6%; with 100% employer match about $80,538 at 4% or $53,692 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 7 | $1,822,356 | $45,101 | $6,443iApproximate average salary by contribution assumption: employee only about $161,075 at 4% or $107,383 at 6%; with 50% employer match about $107,383 at 4% or $71,589 at 6%; with 100% employer match about $80,538 at 4% or $53,692 at 6%. |
| 2013 | 1 | 7 | $1,767,241 | $80,527 | $11,504iApproximate average salary by contribution assumption: employee only about $287,596 at 4% or $191,731 at 6%; with 50% employer match about $191,731 at 4% or $127,821 at 6%; with 100% employer match about $143,798 at 4% or $95,865 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 7 | $1,767,241 | $80,527 | $11,504iApproximate average salary by contribution assumption: employee only about $287,596 at 4% or $191,731 at 6%; with 50% employer match about $191,731 at 4% or $127,821 at 6%; with 100% employer match about $143,798 at 4% or $95,865 at 6%. |
| 2012 | 1 | 8 | $1,671,243 | $97,587 | $12,198iApproximate average salary by contribution assumption: employee only about $304,959 at 4% or $203,306 at 6%; with 50% employer match about $203,306 at 4% or $135,538 at 6%; with 100% employer match about $152,480 at 4% or $101,653 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 8 | $1,671,243 | $97,587 | $12,198iApproximate average salary by contribution assumption: employee only about $304,959 at 4% or $203,306 at 6%; with 50% employer match about $203,306 at 4% or $135,538 at 6%; with 100% employer match about $152,480 at 4% or $101,653 at 6%. |
| 2011 | 1 | 9 | $1,678,320 | $113,645 | $12,627iApproximate average salary by contribution assumption: employee only about $315,681 at 4% or $210,454 at 6%; with 50% employer match about $210,454 at 4% or $140,302 at 6%; with 100% employer match about $157,840 at 4% or $105,227 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 9 | $1,678,320 | $113,645 | $12,627iApproximate average salary by contribution assumption: employee only about $315,681 at 4% or $210,454 at 6%; with 50% employer match about $210,454 at 4% or $140,302 at 6%; with 100% employer match about $157,840 at 4% or $105,227 at 6%. |
| 2010 | 1 | 9 | $1,569,350 | $114,440 | $12,716iApproximate average salary by contribution assumption: employee only about $317,889 at 4% or $211,926 at 6%; with 50% employer match about $211,926 at 4% or $141,284 at 6%; with 100% employer match about $158,944 at 4% or $105,963 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 9 | $1,569,350 | $114,440 | $12,716iApproximate average salary by contribution assumption: employee only about $317,889 at 4% or $211,926 at 6%; with 50% employer match about $211,926 at 4% or $141,284 at 6%; with 100% employer match about $158,944 at 4% or $105,963 at 6%. |
| 2009 | 1 | 7 | $1,397,810 | $118,418 | $16,917iApproximate average salary by contribution assumption: employee only about $422,921 at 4% or $281,948 at 6%; with 50% employer match about $281,948 at 4% or $187,965 at 6%; with 100% employer match about $211,461 at 4% or $140,974 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 7 | $1,397,810 | $118,418 | $16,917iApproximate average salary by contribution assumption: employee only about $422,921 at 4% or $281,948 at 6%; with 50% employer match about $281,948 at 4% or $187,965 at 6%; with 100% employer match about $211,461 at 4% or $140,974 at 6%. |
| 2008 | 1 | 6 | $1,196,525 | $131,525 | $21,921iApproximate average salary by contribution assumption: employee only about $548,021 at 4% or $365,347 at 6%; with 50% employer match about $365,347 at 4% or $243,565 at 6%; with 100% employer match about $274,010 at 4% or $182,674 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 6 | $1,196,525 | $131,525 | $21,921iApproximate average salary by contribution assumption: employee only about $548,021 at 4% or $365,347 at 6%; with 50% employer match about $365,347 at 4% or $243,565 at 6%; with 100% employer match about $274,010 at 4% or $182,674 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| D- DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 7 | - | - | - |
| 2006 | 1 | 7 | $1,050,858 | $29,006 | $4,144iApproximate average salary by contribution assumption: employee only about $103,593 at 4% or $69,062 at 6%; with 50% employer match about $69,062 at 4% or $46,041 at 6%; with 100% employer match about $51,796 at 4% or $34,531 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 7 | $1,050,858 | $29,006 | $4,144iApproximate average salary by contribution assumption: employee only about $103,593 at 4% or $69,062 at 6%; with 50% employer match about $69,062 at 4% or $46,041 at 6%; with 100% employer match about $51,796 at 4% or $34,531 at 6%. |
| 2005 | 1 | 6 | $935,960 | $55,423 | $9,237iApproximate average salary by contribution assumption: employee only about $230,929 at 4% or $153,953 at 6%; with 50% employer match about $153,953 at 4% or $102,635 at 6%; with 100% employer match about $115,465 at 4% or $76,976 at 6%. |
| D.DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 6 | $935,960 | $55,423 | $9,237iApproximate average salary by contribution assumption: employee only about $230,929 at 4% or $153,953 at 6%; with 50% employer match about $153,953 at 4% or $102,635 at 6%; with 100% employer match about $115,465 at 4% or $76,976 at 6%. |
| 2004 | 1 | 6 | $847,195 | $74,356 | $12,393iApproximate average salary by contribution assumption: employee only about $309,817 at 4% or $206,544 at 6%; with 50% employer match about $206,544 at 4% or $137,696 at 6%; with 100% employer match about $154,908 at 4% or $103,272 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 6 | $847,195 | $74,356 | $12,393iApproximate average salary by contribution assumption: employee only about $309,817 at 4% or $206,544 at 6%; with 50% employer match about $206,544 at 4% or $137,696 at 6%; with 100% employer match about $154,908 at 4% or $103,272 at 6%. |
| 2003 | 2 | 4 | $774,598 | $50,204 | $12,551iApproximate average salary by contribution assumption: employee only about $313,775 at 4% or $209,183 at 6%; with 50% employer match about $209,183 at 4% or $139,456 at 6%; with 100% employer match about $156,888 at 4% or $104,592 at 6%. |
| D. DAVID ALTMAN CO., LPA PROFIT SHARING PLAN | - | 4 | $774,598 | $50,204 | $12,551iApproximate average salary by contribution assumption: employee only about $313,775 at 4% or $209,183 at 6%; with 50% employer match about $209,183 at 4% or $139,456 at 6%; with 100% employer match about $156,888 at 4% or $104,592 at 6%. |
| D. DAVID ALTMAN CO., LPA MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2002 | 2 | 3 | $683,065 | $70,675 | $23,558iApproximate average salary by contribution assumption: employee only about $588,958 at 4% or $392,639 at 6%; with 50% employer match about $392,639 at 4% or $261,759 at 6%; with 100% employer match about $294,479 at 4% or $196,319 at 6%. |
| D DAVID ALTMAN CO LPA PROFIT SHARING PLAN | - | 3 | $561,143 | $50,450 | $16,817iApproximate average salary by contribution assumption: employee only about $420,417 at 4% or $280,278 at 6%; with 50% employer match about $280,278 at 4% or $186,852 at 6%; with 100% employer match about $210,208 at 4% or $140,139 at 6%. |
| D DAVID ALTMAN CO LPA MONEY PURCHASE PENSION PLAN | - | 3 | $121,922 | $20,225 | $6,742iApproximate average salary by contribution assumption: employee only about $168,542 at 4% or $112,361 at 6%; with 50% employer match about $112,361 at 4% or $74,907 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| D DAVID ALTMAN CO LPA PROFIT SHARING PLAN | - | 0 | - | - | - |
| D DAVID ALTMAN CO LPA MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| D. DAVID ALTMAN CO. LPA MONEY PURCHASE PENSION PLAN | - | 3 | - | - | - |
| D. DAVID ALTMAN CO. LPA PROFIT SHARING PLAN | - | 3 | - | - | - |