Alta Trust Company
Plan context: Wealthmark Principal Preservation
EIN 47-4972674 • Sioux Falls, SD • 5 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
0
2020 Assets
$787,348
2020 Contributions
$0
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
No historical points available.
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Wealthmark Principal Preservation | - | - | - | - | - |
| 2019 | 1 | 0 | $787,348 | $0 | - |
| Wealthmark Principal Preservation | - | - | $787,348 | - | - |
| 2018 | 1 | 0 | $2,835,934 | $0 | - |
| Wealthmark Principal Preservation | - | - | $2,835,934 | - | - |
| 2017 | 1 | 0 | $2,620,378 | $0 | - |
| Wealthmark Principal Preservation | - | - | $2,620,378 | - | - |
| 2016 | 1 | 0 | $4,064,282 | $0 | - |
| Wealthmark Principal Preservation | - | - | $4,064,282 | - | - |