Civic Intelligence

Feltrup & Company

Plan context: Td Ameritrade Simplified Profit Sharing Plan

EIN 31-1487461 • Cincinnati, OH • 25 filings • 7 plans

8050 Hosbrook Rd Ste 109Cincinnati, OH 45236-2907
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,558,788

2024 Contributions

$10,644

Historical Graphs

Total Assets Over Time

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

$3,127,312$1,563,656$0200020132024YearValue
$2,558,788Latest year 2024

Participants Over Time

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

420200020132024YearValue
3Latest year 2024

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
202413$2,558,788$10,644$3,548iApproximate average salary by contribution assumption: employee only about $88,700 at 4% or $59,133 at 6%; with 50% employer match about $59,133 at 4% or $39,422 at 6%; with 100% employer match about $44,350 at 4% or $29,567 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$2,558,788$10,644$3,548iApproximate average salary by contribution assumption: employee only about $88,700 at 4% or $59,133 at 6%; with 50% employer match about $59,133 at 4% or $39,422 at 6%; with 100% employer match about $44,350 at 4% or $29,567 at 6%.
202314$3,078,711$10,613$2,653iApproximate average salary by contribution assumption: employee only about $66,331 at 4% or $44,221 at 6%; with 50% employer match about $44,221 at 4% or $29,481 at 6%; with 100% employer match about $33,166 at 4% or $22,110 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$3,078,711$10,613$2,653iApproximate average salary by contribution assumption: employee only about $66,331 at 4% or $44,221 at 6%; with 50% employer match about $44,221 at 4% or $29,481 at 6%; with 100% employer match about $33,166 at 4% or $22,110 at 6%.
202214$2,554,748$90,768$22,692iApproximate average salary by contribution assumption: employee only about $567,300 at 4% or $378,200 at 6%; with 50% employer match about $378,200 at 4% or $252,133 at 6%; with 100% employer match about $283,650 at 4% or $189,100 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$2,554,748$90,768$22,692iApproximate average salary by contribution assumption: employee only about $567,300 at 4% or $378,200 at 6%; with 50% employer match about $378,200 at 4% or $252,133 at 6%; with 100% employer match about $283,650 at 4% or $189,100 at 6%.
202114$3,127,312$46,126$11,532iApproximate average salary by contribution assumption: employee only about $288,288 at 4% or $192,192 at 6%; with 50% employer match about $192,192 at 4% or $128,128 at 6%; with 100% employer match about $144,144 at 4% or $96,096 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$3,127,312$46,126$11,532iApproximate average salary by contribution assumption: employee only about $288,288 at 4% or $192,192 at 6%; with 50% employer match about $192,192 at 4% or $128,128 at 6%; with 100% employer match about $144,144 at 4% or $96,096 at 6%.
202014$2,629,183$56,714$14,179iApproximate average salary by contribution assumption: employee only about $354,463 at 4% or $236,308 at 6%; with 50% employer match about $236,308 at 4% or $157,539 at 6%; with 100% employer match about $177,231 at 4% or $118,154 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$2,629,183$56,714$14,179iApproximate average salary by contribution assumption: employee only about $354,463 at 4% or $236,308 at 6%; with 50% employer match about $236,308 at 4% or $157,539 at 6%; with 100% employer match about $177,231 at 4% or $118,154 at 6%.
201913$2,222,346$45,776$15,259iApproximate average salary by contribution assumption: employee only about $381,467 at 4% or $254,311 at 6%; with 50% employer match about $254,311 at 4% or $169,541 at 6%; with 100% employer match about $190,733 at 4% or $127,156 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$2,222,346$45,776$15,259iApproximate average salary by contribution assumption: employee only about $381,467 at 4% or $254,311 at 6%; with 50% employer match about $254,311 at 4% or $169,541 at 6%; with 100% employer match about $190,733 at 4% or $127,156 at 6%.
201812$1,757,963$37,950$18,975iApproximate average salary by contribution assumption: employee only about $474,375 at 4% or $316,250 at 6%; with 50% employer match about $316,250 at 4% or $210,833 at 6%; with 100% employer match about $237,188 at 4% or $158,125 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-2$1,757,963$37,950$18,975iApproximate average salary by contribution assumption: employee only about $474,375 at 4% or $316,250 at 6%; with 50% employer match about $316,250 at 4% or $210,833 at 6%; with 100% employer match about $237,188 at 4% or $158,125 at 6%.
201713$1,868,664$44,013$14,671iApproximate average salary by contribution assumption: employee only about $366,775 at 4% or $244,517 at 6%; with 50% employer match about $244,517 at 4% or $163,011 at 6%; with 100% employer match about $183,388 at 4% or $122,258 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,868,664$44,013$14,671iApproximate average salary by contribution assumption: employee only about $366,775 at 4% or $244,517 at 6%; with 50% employer match about $244,517 at 4% or $163,011 at 6%; with 100% employer match about $183,388 at 4% or $122,258 at 6%.
201613$1,567,829$44,514$14,838iApproximate average salary by contribution assumption: employee only about $370,950 at 4% or $247,300 at 6%; with 50% employer match about $247,300 at 4% or $164,867 at 6%; with 100% employer match about $185,475 at 4% or $123,650 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,567,829$44,514$14,838iApproximate average salary by contribution assumption: employee only about $370,950 at 4% or $247,300 at 6%; with 50% employer match about $247,300 at 4% or $164,867 at 6%; with 100% employer match about $185,475 at 4% or $123,650 at 6%.
201513$1,444,407$45,101$15,034iApproximate average salary by contribution assumption: employee only about $375,842 at 4% or $250,561 at 6%; with 50% employer match about $250,561 at 4% or $167,041 at 6%; with 100% employer match about $187,921 at 4% or $125,281 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,444,407$45,101$15,034iApproximate average salary by contribution assumption: employee only about $375,842 at 4% or $250,561 at 6%; with 50% employer match about $250,561 at 4% or $167,041 at 6%; with 100% employer match about $187,921 at 4% or $125,281 at 6%.
201413$1,391,108$40,595$13,532iApproximate average salary by contribution assumption: employee only about $338,292 at 4% or $225,528 at 6%; with 50% employer match about $225,528 at 4% or $150,352 at 6%; with 100% employer match about $169,146 at 4% or $112,764 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,391,108$40,595$13,532iApproximate average salary by contribution assumption: employee only about $338,292 at 4% or $225,528 at 6%; with 50% employer match about $225,528 at 4% or $150,352 at 6%; with 100% employer match about $169,146 at 4% or $112,764 at 6%.
201313$1,263,050$43,664$14,555iApproximate average salary by contribution assumption: employee only about $363,867 at 4% or $242,578 at 6%; with 50% employer match about $242,578 at 4% or $161,719 at 6%; with 100% employer match about $181,933 at 4% or $121,289 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,263,050$43,664$14,555iApproximate average salary by contribution assumption: employee only about $363,867 at 4% or $242,578 at 6%; with 50% employer match about $242,578 at 4% or $161,719 at 6%; with 100% employer match about $181,933 at 4% or $121,289 at 6%.
201213$984,787$42,742$14,247iApproximate average salary by contribution assumption: employee only about $356,183 at 4% or $237,456 at 6%; with 50% employer match about $237,456 at 4% or $158,304 at 6%; with 100% employer match about $178,092 at 4% or $118,728 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$984,787$42,742$14,247iApproximate average salary by contribution assumption: employee only about $356,183 at 4% or $237,456 at 6%; with 50% employer match about $237,456 at 4% or $158,304 at 6%; with 100% employer match about $178,092 at 4% or $118,728 at 6%.
201113$905,794$40,437$13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$905,794$40,437$13,479iApproximate average salary by contribution assumption: employee only about $336,975 at 4% or $224,650 at 6%; with 50% employer match about $224,650 at 4% or $149,767 at 6%; with 100% employer match about $168,488 at 4% or $112,325 at 6%.
201012$893,940$30,799$15,400iApproximate average salary by contribution assumption: employee only about $384,988 at 4% or $256,658 at 6%; with 50% employer match about $256,658 at 4% or $171,106 at 6%; with 100% employer match about $192,494 at 4% or $128,329 at 6%.
TD AMERITRADE SIMPLIFIED PROFIT SHARING PLAN-2$893,940$30,799$15,400iApproximate average salary by contribution assumption: employee only about $384,988 at 4% or $256,658 at 6%; with 50% employer match about $256,658 at 4% or $171,106 at 6%; with 100% employer match about $192,494 at 4% or $128,329 at 6%.
200914$1,308,593$34,618$8,655iApproximate average salary by contribution assumption: employee only about $216,363 at 4% or $144,242 at 6%; with 50% employer match about $144,242 at 4% or $96,161 at 6%; with 100% employer match about $108,181 at 4% or $72,121 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$1,308,593$34,618$8,655iApproximate average salary by contribution assumption: employee only about $216,363 at 4% or $144,242 at 6%; with 50% employer match about $144,242 at 4% or $96,161 at 6%; with 100% employer match about $108,181 at 4% or $72,121 at 6%.
200810$1,087,003$33,635-
Td Ameritrade Simplified Profit Sharing Plan-0$1,087,003$33,635-
200713$0$0-
Td Ameritrade Simplified Profit Sharing Plan-3---
200613$1,297,030$27,643$9,214iApproximate average salary by contribution assumption: employee only about $230,358 at 4% or $153,572 at 6%; with 50% employer match about $153,572 at 4% or $102,381 at 6%; with 100% employer match about $115,179 at 4% or $76,786 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,297,030$27,643$9,214iApproximate average salary by contribution assumption: employee only about $230,358 at 4% or $153,572 at 6%; with 50% employer match about $153,572 at 4% or $102,381 at 6%; with 100% employer match about $115,179 at 4% or $76,786 at 6%.
200513$1,211,346$26,827$8,942iApproximate average salary by contribution assumption: employee only about $223,558 at 4% or $149,039 at 6%; with 50% employer match about $149,039 at 4% or $99,359 at 6%; with 100% employer match about $111,779 at 4% or $74,519 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,211,346$26,827$8,942iApproximate average salary by contribution assumption: employee only about $223,558 at 4% or $149,039 at 6%; with 50% employer match about $149,039 at 4% or $99,359 at 6%; with 100% employer match about $111,779 at 4% or $74,519 at 6%.
200413$1,177,504$34,584$11,528iApproximate average salary by contribution assumption: employee only about $288,200 at 4% or $192,133 at 6%; with 50% employer match about $192,133 at 4% or $128,089 at 6%; with 100% employer match about $144,100 at 4% or $96,067 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-3$1,177,504$34,584$11,528iApproximate average salary by contribution assumption: employee only about $288,200 at 4% or $192,133 at 6%; with 50% employer match about $192,133 at 4% or $128,089 at 6%; with 100% employer match about $144,100 at 4% or $96,067 at 6%.
200314$1,189,691$34,640$8,660iApproximate average salary by contribution assumption: employee only about $216,500 at 4% or $144,333 at 6%; with 50% employer match about $144,333 at 4% or $96,222 at 6%; with 100% employer match about $108,250 at 4% or $72,167 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$1,189,691$34,640$8,660iApproximate average salary by contribution assumption: employee only about $216,500 at 4% or $144,333 at 6%; with 50% employer match about $144,333 at 4% or $96,222 at 6%; with 100% employer match about $108,250 at 4% or $72,167 at 6%.
200214$1,052,739$34,632$8,658iApproximate average salary by contribution assumption: employee only about $216,450 at 4% or $144,300 at 6%; with 50% employer match about $144,300 at 4% or $96,200 at 6%; with 100% employer match about $108,225 at 4% or $72,150 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$1,052,739$34,632$8,658iApproximate average salary by contribution assumption: employee only about $216,450 at 4% or $144,300 at 6%; with 50% employer match about $144,300 at 4% or $96,200 at 6%; with 100% employer match about $108,225 at 4% or $72,150 at 6%.
200114$1,095,835$33,076$8,269iApproximate average salary by contribution assumption: employee only about $206,725 at 4% or $137,817 at 6%; with 50% employer match about $137,817 at 4% or $91,878 at 6%; with 100% employer match about $103,363 at 4% or $68,908 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$1,095,835$33,076$8,269iApproximate average salary by contribution assumption: employee only about $206,725 at 4% or $137,817 at 6%; with 50% employer match about $137,817 at 4% or $91,878 at 6%; with 100% employer match about $103,363 at 4% or $68,908 at 6%.
200014$1,103,452$37,515$9,379iApproximate average salary by contribution assumption: employee only about $234,469 at 4% or $156,313 at 6%; with 50% employer match about $156,313 at 4% or $104,208 at 6%; with 100% employer match about $117,234 at 4% or $78,156 at 6%.
Td Ameritrade Simplified Profit Sharing Plan-4$1,103,452$37,515$9,379iApproximate average salary by contribution assumption: employee only about $234,469 at 4% or $156,313 at 6%; with 50% employer match about $156,313 at 4% or $104,208 at 6%; with 100% employer match about $117,234 at 4% or $78,156 at 6%.