Civic Intelligence

Alterra Real Estate Advisors LLC

Plan context: ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN

EIN 31-1713176 • Columbus, OH • 30 filings • 3 plans

3 Easton OvalSuite 120Columbus, OH 43219-6293
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$4,435,304

2024 Contributions

$575,466

Historical Graphs

Total Assets Over Time

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

$4,435,304$2,217,652$0201220182024YearValue
$4,435,304Latest year 2024

Participants Over Time

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

1370201220182024YearValue
13Latest 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
2024213$4,435,304$575,466$44,267iApproximate average salary by contribution assumption: employee only about $1,106,665 at 4% or $737,777 at 6%; with 50% employer match about $737,777 at 4% or $491,851 at 6%; with 100% employer match about $553,333 at 4% or $368,888 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-13$2,785,900$192,991$14,845iApproximate average salary by contribution assumption: employee only about $371,137 at 4% or $247,424 at 6%; with 50% employer match about $247,424 at 4% or $164,950 at 6%; with 100% employer match about $185,568 at 4% or $123,712 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-10$1,649,404$382,475$38,248iApproximate average salary by contribution assumption: employee only about $956,188 at 4% or $637,458 at 6%; with 50% employer match about $637,458 at 4% or $424,972 at 6%; with 100% employer match about $478,094 at 4% or $318,729 at 6%.
2023213$3,493,306$283,568$21,813iApproximate average salary by contribution assumption: employee only about $545,323 at 4% or $363,549 at 6%; with 50% employer match about $363,549 at 4% or $242,366 at 6%; with 100% employer match about $272,662 at 4% or $181,774 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-13$2,333,125$283,568$21,813iApproximate average salary by contribution assumption: employee only about $545,323 at 4% or $363,549 at 6%; with 50% employer match about $363,549 at 4% or $242,366 at 6%; with 100% employer match about $272,662 at 4% or $181,774 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-10$1,160,181$0-
2022310$2,827,475$313,485$31,349iApproximate average salary by contribution assumption: employee only about $783,713 at 4% or $522,475 at 6%; with 50% employer match about $522,475 at 4% or $348,317 at 6%; with 100% employer match about $391,856 at 4% or $261,238 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-10$1,804,059$253,296$25,330iApproximate average salary by contribution assumption: employee only about $633,240 at 4% or $422,160 at 6%; with 50% employer match about $422,160 at 4% or $281,440 at 6%; with 100% employer match about $316,620 at 4% or $211,080 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-8$1,023,416$0-
ALTERRA REAL ESTATE ADVISORS SOCA BENEFIT PLAN-0$0$60,189-
202139$3,104,681$948,533$105,393iApproximate average salary by contribution assumption: employee only about $2,634,814 at 4% or $1,756,543 at 6%; with 50% employer match about $1,756,543 at 4% or $1,171,028 at 6%; with 100% employer match about $1,317,407 at 4% or $878,271 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-9$1,874,471$900,019$100,002iApproximate average salary by contribution assumption: employee only about $2,500,053 at 4% or $1,666,702 at 6%; with 50% employer match about $1,666,702 at 4% or $1,111,135 at 6%; with 100% employer match about $1,250,026 at 4% or $833,351 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-7$1,224,279$0-
ALTERRA REAL ESTATE ADVISORS SOCA BENEFIT PLAN-8$5,931$48,514$6,064iApproximate average salary by contribution assumption: employee only about $151,606 at 4% or $101,071 at 6%; with 50% employer match about $101,071 at 4% or $67,381 at 6%; with 100% employer match about $75,803 at 4% or $50,535 at 6%.
2020310$2,617,331$246,521$24,652iApproximate average salary by contribution assumption: employee only about $616,303 at 4% or $410,868 at 6%; with 50% employer match about $410,868 at 4% or $273,912 at 6%; with 100% employer match about $308,151 at 4% or $205,434 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-10$1,510,641$208,859$20,886iApproximate average salary by contribution assumption: employee only about $522,148 at 4% or $348,098 at 6%; with 50% employer match about $348,098 at 4% or $232,066 at 6%; with 100% employer match about $261,074 at 4% or $174,049 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-7$1,102,684$0-
ALTERRA REAL ESTATE ADVISORS SOCA BENEFIT PLAN-6$4,006$37,662$6,277iApproximate average salary by contribution assumption: employee only about $156,925 at 4% or $104,617 at 6%; with 50% employer match about $104,617 at 4% or $69,744 at 6%; with 100% employer match about $78,463 at 4% or $52,308 at 6%.
201939$2,018,814$185,964$20,663iApproximate average salary by contribution assumption: employee only about $516,567 at 4% or $344,378 at 6%; with 50% employer match about $344,378 at 4% or $229,585 at 6%; with 100% employer match about $258,283 at 4% or $172,189 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-9$1,056,672$167,181$18,576iApproximate average salary by contribution assumption: employee only about $464,392 at 4% or $309,594 at 6%; with 50% employer match about $309,594 at 4% or $206,396 at 6%; with 100% employer match about $232,196 at 4% or $154,797 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-8$959,650$0-
ALTERRA REAL ESTATE ADVISORS SOCA BENEFIT PLAN-7$2,492$18,783$2,683iApproximate average salary by contribution assumption: employee only about $67,082 at 4% or $44,721 at 6%; with 50% employer match about $44,721 at 4% or $29,814 at 6%; with 100% employer match about $33,541 at 4% or $22,361 at 6%.
201828$1,525,286$129,006$16,126iApproximate average salary by contribution assumption: employee only about $403,144 at 4% or $268,763 at 6%; with 50% employer match about $268,763 at 4% or $179,175 at 6%; with 100% employer match about $201,572 at 4% or $134,381 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-7$808,987$0-
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-8$716,299$129,006$16,126iApproximate average salary by contribution assumption: employee only about $403,144 at 4% or $268,763 at 6%; with 50% employer match about $268,763 at 4% or $179,175 at 6%; with 100% employer match about $201,572 at 4% or $134,381 at 6%.
201727$1,489,920$296,655$42,379iApproximate average salary by contribution assumption: employee only about $1,059,482 at 4% or $706,321 at 6%; with 50% employer match about $706,321 at 4% or $470,881 at 6%; with 100% employer match about $529,741 at 4% or $353,161 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-6$870,469$218,322$36,387iApproximate average salary by contribution assumption: employee only about $909,675 at 4% or $606,450 at 6%; with 50% employer match about $606,450 at 4% or $404,300 at 6%; with 100% employer match about $454,838 at 4% or $303,225 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-7$619,451$78,333$11,190iApproximate average salary by contribution assumption: employee only about $279,761 at 4% or $186,507 at 6%; with 50% employer match about $186,507 at 4% or $124,338 at 6%; with 100% employer match about $139,880 at 4% or $93,254 at 6%.
201626$1,030,895$223,036$37,173iApproximate average salary by contribution assumption: employee only about $929,317 at 4% or $619,544 at 6%; with 50% employer match about $619,544 at 4% or $413,030 at 6%; with 100% employer match about $464,658 at 4% or $309,772 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-5$582,716$149,788$29,958iApproximate average salary by contribution assumption: employee only about $748,940 at 4% or $499,293 at 6%; with 50% employer match about $499,293 at 4% or $332,862 at 6%; with 100% employer match about $374,470 at 4% or $249,647 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-6$448,179$73,248$12,208iApproximate average salary by contribution assumption: employee only about $305,200 at 4% or $203,467 at 6%; with 50% employer match about $203,467 at 4% or $135,644 at 6%; with 100% employer match about $152,600 at 4% or $101,733 at 6%.
201525$778,453$68,593$13,719iApproximate average salary by contribution assumption: employee only about $342,965 at 4% or $228,643 at 6%; with 50% employer match about $228,643 at 4% or $152,429 at 6%; with 100% employer match about $171,483 at 4% or $114,322 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-5$405,363$0-
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-5$373,090$68,593$13,719iApproximate average salary by contribution assumption: employee only about $342,965 at 4% or $228,643 at 6%; with 50% employer match about $228,643 at 4% or $152,429 at 6%; with 100% employer match about $171,483 at 4% or $114,322 at 6%.
201424$717,674$285,910$71,478iApproximate average salary by contribution assumption: employee only about $1,786,938 at 4% or $1,191,292 at 6%; with 50% employer match about $1,191,292 at 4% or $794,194 at 6%; with 100% employer match about $893,469 at 4% or $595,646 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-4$412,797$174,471$43,618iApproximate average salary by contribution assumption: employee only about $1,090,444 at 4% or $726,963 at 6%; with 50% employer match about $726,963 at 4% or $484,642 at 6%; with 100% employer match about $545,222 at 4% or $363,481 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-4$304,877$111,439$27,860iApproximate average salary by contribution assumption: employee only about $696,494 at 4% or $464,329 at 6%; with 50% employer match about $464,329 at 4% or $309,553 at 6%; with 100% employer match about $348,247 at 4% or $232,165 at 6%.
201324$403,839$220,339$55,085iApproximate average salary by contribution assumption: employee only about $1,377,119 at 4% or $918,079 at 6%; with 50% employer match about $918,079 at 4% or $612,053 at 6%; with 100% employer match about $688,559 at 4% or $459,040 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-4$232,743$123,451$30,863iApproximate average salary by contribution assumption: employee only about $771,569 at 4% or $514,379 at 6%; with 50% employer match about $514,379 at 4% or $342,919 at 6%; with 100% employer match about $385,784 at 4% or $257,190 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-4$171,096$96,888$24,222iApproximate average salary by contribution assumption: employee only about $605,550 at 4% or $403,700 at 6%; with 50% employer match about $403,700 at 4% or $269,133 at 6%; with 100% employer match about $302,775 at 4% or $201,850 at 6%.
201224$173,052$173,052$43,263iApproximate average salary by contribution assumption: employee only about $1,081,575 at 4% or $721,050 at 6%; with 50% employer match about $721,050 at 4% or $480,700 at 6%; with 100% employer match about $540,788 at 4% or $360,525 at 6%.
Alterra Real Estate Advisors LLC Cash Balance Pension Plan-4$107,400$107,400$26,850iApproximate average salary by contribution assumption: employee only about $671,250 at 4% or $447,500 at 6%; with 50% employer match about $447,500 at 4% or $298,333 at 6%; with 100% employer match about $335,625 at 4% or $223,750 at 6%.
ALTERRA REAL ESTATE ADVISORS, LLC 401(K) PROFIT SHARING PLAN-4$65,652$65,652$16,413iApproximate average salary by contribution assumption: employee only about $410,325 at 4% or $273,550 at 6%; with 50% employer match about $273,550 at 4% or $182,367 at 6%; with 100% employer match about $205,163 at 4% or $136,775 at 6%.