Charles W. Mcmakin
Plan context: Altus Wealth Management LLC 401(K) Profit Sharing Plan
EIN 45-5029624 • Baton Rouge, LA • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$9,789,274
2024 Contributions
$430,211
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 | 3 | 14 | $9,789,274 | $430,211 | $30,729iApproximate average salary by contribution assumption: employee only about $768,234 at 4% or $512,156 at 6%; with 50% employer match about $512,156 at 4% or $341,437 at 6%; with 100% employer match about $384,117 at 4% or $256,078 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 14 | $7,271,367 | $425,608 | $30,401iApproximate average salary by contribution assumption: employee only about $760,014 at 4% or $506,676 at 6%; with 50% employer match about $506,676 at 4% or $337,784 at 6%; with 100% employer match about $380,007 at 4% or $253,338 at 6%. |
| Charles W. Mcmakin Cash Balance Pension Plan | - | 6 | $2,495,274 | $0 | - |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 4 | $22,633 | $4,603 | $1,151iApproximate average salary by contribution assumption: employee only about $28,769 at 4% or $19,179 at 6%; with 50% employer match about $19,179 at 4% or $12,786 at 6%; with 100% employer match about $14,384 at 4% or $9,590 at 6%. |
| 2023 | 2 | 13 | $5,422,691 | $468,335 | $36,026iApproximate average salary by contribution assumption: employee only about $900,644 at 4% or $600,429 at 6%; with 50% employer match about $600,429 at 4% or $400,286 at 6%; with 100% employer match about $450,322 at 4% or $300,215 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 13 | $5,406,323 | $462,865 | $35,605iApproximate average salary by contribution assumption: employee only about $890,125 at 4% or $593,417 at 6%; with 50% employer match about $593,417 at 4% or $395,611 at 6%; with 100% employer match about $445,063 at 4% or $296,708 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 3 | $16,368 | $5,470 | $1,823iApproximate average salary by contribution assumption: employee only about $45,583 at 4% or $30,389 at 6%; with 50% employer match about $30,389 at 4% or $20,259 at 6%; with 100% employer match about $22,792 at 4% or $15,194 at 6%. |
| 2022 | 3 | 11 | $5,065,928 | $793,763 | $72,160iApproximate average salary by contribution assumption: employee only about $1,804,007 at 4% or $1,202,671 at 6%; with 50% employer match about $1,202,671 at 4% or $801,781 at 6%; with 100% employer match about $902,003 at 4% or $601,336 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 11 | $4,079,251 | $428,573 | $38,961iApproximate average salary by contribution assumption: employee only about $974,030 at 4% or $649,353 at 6%; with 50% employer match about $649,353 at 4% or $432,902 at 6%; with 100% employer match about $487,015 at 4% or $324,677 at 6%. |
| Charles W. Mcmakin Cash Balance Pension Plan | - | 5 | $976,252 | $358,000 | $71,600iApproximate average salary by contribution assumption: employee only about $1,790,000 at 4% or $1,193,333 at 6%; with 50% employer match about $1,193,333 at 4% or $795,556 at 6%; with 100% employer match about $895,000 at 4% or $596,667 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 2 | $10,425 | $7,190 | $3,595iApproximate average salary by contribution assumption: employee only about $89,875 at 4% or $59,917 at 6%; with 50% employer match about $59,917 at 4% or $39,944 at 6%; with 100% employer match about $44,938 at 4% or $29,958 at 6%. |
| 2021 | 3 | 10 | $4,496,321 | $649,773 | $64,977iApproximate average salary by contribution assumption: employee only about $1,624,433 at 4% or $1,082,955 at 6%; with 50% employer match about $1,082,955 at 4% or $721,970 at 6%; with 100% employer match about $812,216 at 4% or $541,478 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 10 | $3,981,416 | $388,048 | $38,805iApproximate average salary by contribution assumption: employee only about $970,120 at 4% or $646,747 at 6%; with 50% employer match about $646,747 at 4% or $431,164 at 6%; with 100% employer match about $485,060 at 4% or $323,373 at 6%. |
| Charles W. Mcmakin Cash Balance Pension Plan | - | 5 | $511,180 | $258,000 | $51,600iApproximate average salary by contribution assumption: employee only about $1,290,000 at 4% or $860,000 at 6%; with 50% employer match about $860,000 at 4% or $573,333 at 6%; with 100% employer match about $645,000 at 4% or $430,000 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 1 | $3,725 | $3,725 | $3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%. |
| 2020 | 1 | 9 | $3,047,958 | $364,048 | $40,450iApproximate average salary by contribution assumption: employee only about $1,011,244 at 4% or $674,163 at 6%; with 50% employer match about $674,163 at 4% or $449,442 at 6%; with 100% employer match about $505,622 at 4% or $337,081 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 9 | $3,047,958 | $364,048 | $40,450iApproximate average salary by contribution assumption: employee only about $1,011,244 at 4% or $674,163 at 6%; with 50% employer match about $674,163 at 4% or $449,442 at 6%; with 100% employer match about $505,622 at 4% or $337,081 at 6%. |
| 2019 | 1 | 9 | $2,127,877 | $344,502 | $38,278iApproximate average salary by contribution assumption: employee only about $956,950 at 4% or $637,967 at 6%; with 50% employer match about $637,967 at 4% or $425,311 at 6%; with 100% employer match about $478,475 at 4% or $318,983 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 9 | $2,127,877 | $344,502 | $38,278iApproximate average salary by contribution assumption: employee only about $956,950 at 4% or $637,967 at 6%; with 50% employer match about $637,967 at 4% or $425,311 at 6%; with 100% employer match about $478,475 at 4% or $318,983 at 6%. |
| 2018 | 1 | 8 | $1,421,571 | $276,031 | $34,504iApproximate average salary by contribution assumption: employee only about $862,597 at 4% or $575,065 at 6%; with 50% employer match about $575,065 at 4% or $383,376 at 6%; with 100% employer match about $431,298 at 4% or $287,532 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 8 | $1,421,571 | $276,031 | $34,504iApproximate average salary by contribution assumption: employee only about $862,597 at 4% or $575,065 at 6%; with 50% employer match about $575,065 at 4% or $383,376 at 6%; with 100% employer match about $431,298 at 4% or $287,532 at 6%. |
| 2017 | 1 | 10 | $3,697,620 | $247,081 | $24,708iApproximate average salary by contribution assumption: employee only about $617,703 at 4% or $411,802 at 6%; with 50% employer match about $411,802 at 4% or $274,534 at 6%; with 100% employer match about $308,851 at 4% or $205,901 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 10 | $3,697,620 | $247,081 | $24,708iApproximate average salary by contribution assumption: employee only about $617,703 at 4% or $411,802 at 6%; with 50% employer match about $411,802 at 4% or $274,534 at 6%; with 100% employer match about $308,851 at 4% or $205,901 at 6%. |
| 2016 | 1 | 11 | $2,649,404 | $286,083 | $26,008iApproximate average salary by contribution assumption: employee only about $650,189 at 4% or $433,459 at 6%; with 50% employer match about $433,459 at 4% or $288,973 at 6%; with 100% employer match about $325,094 at 4% or $216,730 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 11 | $2,649,404 | $286,083 | $26,008iApproximate average salary by contribution assumption: employee only about $650,189 at 4% or $433,459 at 6%; with 50% employer match about $433,459 at 4% or $288,973 at 6%; with 100% employer match about $325,094 at 4% or $216,730 at 6%. |
| 2015 | 1 | 10 | $2,212,711 | $270,551 | $27,055iApproximate average salary by contribution assumption: employee only about $676,378 at 4% or $450,918 at 6%; with 50% employer match about $450,918 at 4% or $300,612 at 6%; with 100% employer match about $338,189 at 4% or $225,459 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 10 | $2,212,711 | $270,551 | $27,055iApproximate average salary by contribution assumption: employee only about $676,378 at 4% or $450,918 at 6%; with 50% employer match about $450,918 at 4% or $300,612 at 6%; with 100% employer match about $338,189 at 4% or $225,459 at 6%. |
| 2014 | 1 | 10 | $1,967,470 | $262,273 | $26,227iApproximate average salary by contribution assumption: employee only about $655,683 at 4% or $437,122 at 6%; with 50% employer match about $437,122 at 4% or $291,414 at 6%; with 100% employer match about $327,841 at 4% or $218,561 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 10 | $1,967,470 | $262,273 | $26,227iApproximate average salary by contribution assumption: employee only about $655,683 at 4% or $437,122 at 6%; with 50% employer match about $437,122 at 4% or $291,414 at 6%; with 100% employer match about $327,841 at 4% or $218,561 at 6%. |
| 2013 | 1 | 11 | $1,649,339 | $235,997 | $21,454iApproximate average salary by contribution assumption: employee only about $536,357 at 4% or $357,571 at 6%; with 50% employer match about $357,571 at 4% or $238,381 at 6%; with 100% employer match about $268,178 at 4% or $178,786 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 11 | $1,649,339 | $235,997 | $21,454iApproximate average salary by contribution assumption: employee only about $536,357 at 4% or $357,571 at 6%; with 50% employer match about $357,571 at 4% or $238,381 at 6%; with 100% employer match about $268,178 at 4% or $178,786 at 6%. |
| 2012 | 1 | 11 | $1,154,805 | $229,544 | $20,868iApproximate average salary by contribution assumption: employee only about $521,691 at 4% or $347,794 at 6%; with 50% employer match about $347,794 at 4% or $231,863 at 6%; with 100% employer match about $260,845 at 4% or $173,897 at 6%. |
| Altus Wealth Management LLC 401(K) Profit Sharing Plan | - | 11 | $1,154,805 | $229,544 | $20,868iApproximate average salary by contribution assumption: employee only about $521,691 at 4% or $347,794 at 6%; with 50% employer match about $347,794 at 4% or $231,863 at 6%; with 100% employer match about $260,845 at 4% or $173,897 at 6%. |