Civic Intelligence

Joseph E. Ratterman & Son Funeral Home

Plan context: Joseph E. Ratterman & Son Profit Sharing Plan

EIN 61-1083400 • Louisville, KY • 25 filings • 8 plans

7336 Southside DrLouisville, KY 40214-3732
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,116,869

2025 Contributions

$48,677

Historical Graphs

Total Assets Over Time

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

$1,817,064$908,532$0200420152025YearValue
$1,116,869Latest year 2025

Participants Over Time

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

840200120132025YearValue
8Latest year 2025

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
202518$1,116,869$48,677$6,085iApproximate average salary by contribution assumption: employee only about $152,116 at 4% or $101,410 at 6%; with 50% employer match about $101,410 at 4% or $67,607 at 6%; with 100% employer match about $76,058 at 4% or $50,705 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-8$1,116,869$48,677$6,085iApproximate average salary by contribution assumption: employee only about $152,116 at 4% or $101,410 at 6%; with 50% employer match about $101,410 at 4% or $67,607 at 6%; with 100% employer match about $76,058 at 4% or $50,705 at 6%.
202418$947,426$42,982$5,373iApproximate average salary by contribution assumption: employee only about $134,319 at 4% or $89,546 at 6%; with 50% employer match about $89,546 at 4% or $59,697 at 6%; with 100% employer match about $67,159 at 4% or $44,773 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-8$947,426$42,982$5,373iApproximate average salary by contribution assumption: employee only about $134,319 at 4% or $89,546 at 6%; with 50% employer match about $89,546 at 4% or $59,697 at 6%; with 100% employer match about $67,159 at 4% or $44,773 at 6%.
202317$895,637$29,952$4,279iApproximate average salary by contribution assumption: employee only about $106,971 at 4% or $71,314 at 6%; with 50% employer match about $71,314 at 4% or $47,543 at 6%; with 100% employer match about $53,486 at 4% or $35,657 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-7$895,637$29,952$4,279iApproximate average salary by contribution assumption: employee only about $106,971 at 4% or $71,314 at 6%; with 50% employer match about $71,314 at 4% or $47,543 at 6%; with 100% employer match about $53,486 at 4% or $35,657 at 6%.
202215$698,822$44,804$8,961iApproximate average salary by contribution assumption: employee only about $224,020 at 4% or $149,347 at 6%; with 50% employer match about $149,347 at 4% or $99,564 at 6%; with 100% employer match about $112,010 at 4% or $74,673 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-5$698,822$44,804$8,961iApproximate average salary by contribution assumption: employee only about $224,020 at 4% or $149,347 at 6%; with 50% employer match about $149,347 at 4% or $99,564 at 6%; with 100% employer match about $112,010 at 4% or $74,673 at 6%.
202115$860,318$55,732$11,146iApproximate average salary by contribution assumption: employee only about $278,660 at 4% or $185,773 at 6%; with 50% employer match about $185,773 at 4% or $123,849 at 6%; with 100% employer match about $139,330 at 4% or $92,887 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-5$860,318$55,732$11,146iApproximate average salary by contribution assumption: employee only about $278,660 at 4% or $185,773 at 6%; with 50% employer match about $185,773 at 4% or $123,849 at 6%; with 100% employer match about $139,330 at 4% or $92,887 at 6%.
202016$915,452$49,215$8,203iApproximate average salary by contribution assumption: employee only about $205,063 at 4% or $136,708 at 6%; with 50% employer match about $136,708 at 4% or $91,139 at 6%; with 100% employer match about $102,531 at 4% or $68,354 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-6$915,452$49,215$8,203iApproximate average salary by contribution assumption: employee only about $205,063 at 4% or $136,708 at 6%; with 50% employer match about $136,708 at 4% or $91,139 at 6%; with 100% employer match about $102,531 at 4% or $68,354 at 6%.
201916$612,749$51,751$8,625iApproximate average salary by contribution assumption: employee only about $215,629 at 4% or $143,753 at 6%; with 50% employer match about $143,753 at 4% or $95,835 at 6%; with 100% employer match about $107,815 at 4% or $71,876 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-6$612,749$51,751$8,625iApproximate average salary by contribution assumption: employee only about $215,629 at 4% or $143,753 at 6%; with 50% employer match about $143,753 at 4% or $95,835 at 6%; with 100% employer match about $107,815 at 4% or $71,876 at 6%.
201815$415,606$50,311$10,062iApproximate average salary by contribution assumption: employee only about $251,555 at 4% or $167,703 at 6%; with 50% employer match about $167,703 at 4% or $111,802 at 6%; with 100% employer match about $125,778 at 4% or $83,852 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-5$415,606$50,311$10,062iApproximate average salary by contribution assumption: employee only about $251,555 at 4% or $167,703 at 6%; with 50% employer match about $167,703 at 4% or $111,802 at 6%; with 100% employer match about $125,778 at 4% or $83,852 at 6%.
201714$394,870$41,365$10,341iApproximate average salary by contribution assumption: employee only about $258,531 at 4% or $172,354 at 6%; with 50% employer match about $172,354 at 4% or $114,903 at 6%; with 100% employer match about $129,266 at 4% or $86,177 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-4$394,870$41,365$10,341iApproximate average salary by contribution assumption: employee only about $258,531 at 4% or $172,354 at 6%; with 50% employer match about $172,354 at 4% or $114,903 at 6%; with 100% employer match about $129,266 at 4% or $86,177 at 6%.
201614$292,513$42,068$10,517iApproximate average salary by contribution assumption: employee only about $262,925 at 4% or $175,283 at 6%; with 50% employer match about $175,283 at 4% or $116,856 at 6%; with 100% employer match about $131,463 at 4% or $87,642 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-4$292,513$42,068$10,517iApproximate average salary by contribution assumption: employee only about $262,925 at 4% or $175,283 at 6%; with 50% employer match about $175,283 at 4% or $116,856 at 6%; with 100% employer match about $131,463 at 4% or $87,642 at 6%.
201515$262,419$46,263$9,253iApproximate average salary by contribution assumption: employee only about $231,315 at 4% or $154,210 at 6%; with 50% employer match about $154,210 at 4% or $102,807 at 6%; with 100% employer match about $115,658 at 4% or $77,105 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-5$262,419$46,263$9,253iApproximate average salary by contribution assumption: employee only about $231,315 at 4% or $154,210 at 6%; with 50% employer match about $154,210 at 4% or $102,807 at 6%; with 100% employer match about $115,658 at 4% or $77,105 at 6%.
201415$1,817,064$39,882$7,976iApproximate average salary by contribution assumption: employee only about $199,410 at 4% or $132,940 at 6%; with 50% employer match about $132,940 at 4% or $88,627 at 6%; with 100% employer match about $99,705 at 4% or $66,470 at 6%.
JOSEPH E. RATTERMAN & SON PROFIT SHARING PLAN-5$1,817,064$39,882$7,976iApproximate average salary by contribution assumption: employee only about $199,410 at 4% or $132,940 at 6%; with 50% employer match about $132,940 at 4% or $88,627 at 6%; with 100% employer match about $99,705 at 4% or $66,470 at 6%.
201315$1,715,264$40,685$8,137iApproximate average salary by contribution assumption: employee only about $203,425 at 4% or $135,617 at 6%; with 50% employer match about $135,617 at 4% or $90,411 at 6%; with 100% employer match about $101,713 at 4% or $67,808 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-5$1,715,264$40,685$8,137iApproximate average salary by contribution assumption: employee only about $203,425 at 4% or $135,617 at 6%; with 50% employer match about $135,617 at 4% or $90,411 at 6%; with 100% employer match about $101,713 at 4% or $67,808 at 6%.
201215$1,515,128$30,435$6,087iApproximate average salary by contribution assumption: employee only about $152,175 at 4% or $101,450 at 6%; with 50% employer match about $101,450 at 4% or $67,633 at 6%; with 100% employer match about $76,088 at 4% or $50,725 at 6%.
JOSEPH E. RATTERMAN & SON F.H., INC. PSP-5$1,515,128$30,435$6,087iApproximate average salary by contribution assumption: employee only about $152,175 at 4% or $101,450 at 6%; with 50% employer match about $101,450 at 4% or $67,633 at 6%; with 100% employer match about $76,088 at 4% or $50,725 at 6%.
201116$1,411,085$44,176$7,363iApproximate average salary by contribution assumption: employee only about $184,067 at 4% or $122,711 at 6%; with 50% employer match about $122,711 at 4% or $81,807 at 6%; with 100% employer match about $92,033 at 4% or $61,356 at 6%.
JE RATTERMAN & SON FH, INC. PSP-6$1,411,085$44,176$7,363iApproximate average salary by contribution assumption: employee only about $184,067 at 4% or $122,711 at 6%; with 50% employer match about $122,711 at 4% or $81,807 at 6%; with 100% employer match about $92,033 at 4% or $61,356 at 6%.
201014$1,429,684$40,652$10,163iApproximate average salary by contribution assumption: employee only about $254,075 at 4% or $169,383 at 6%; with 50% employer match about $169,383 at 4% or $112,922 at 6%; with 100% employer match about $127,038 at 4% or $84,692 at 6%.
JE RATTERMAN AND SON FH, INC., PSP-4$1,429,684$40,652$10,163iApproximate average salary by contribution assumption: employee only about $254,075 at 4% or $169,383 at 6%; with 50% employer match about $169,383 at 4% or $112,922 at 6%; with 100% employer match about $127,038 at 4% or $84,692 at 6%.
200914$1,214,444$53,588$13,397iApproximate average salary by contribution assumption: employee only about $334,925 at 4% or $223,283 at 6%; with 50% employer match about $223,283 at 4% or $148,856 at 6%; with 100% employer match about $167,463 at 4% or $111,642 at 6%.
JE RATTERMAN AND SON FH, INC., PSP-4$1,214,444$53,588$13,397iApproximate average salary by contribution assumption: employee only about $334,925 at 4% or $223,283 at 6%; with 50% employer match about $223,283 at 4% or $148,856 at 6%; with 100% employer match about $167,463 at 4% or $111,642 at 6%.
200814$868,121$9,178$2,295iApproximate average salary by contribution assumption: employee only about $57,363 at 4% or $38,242 at 6%; with 50% employer match about $38,242 at 4% or $25,494 at 6%; with 100% employer match about $28,681 at 4% or $19,121 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-4$868,121$9,178$2,295iApproximate average salary by contribution assumption: employee only about $57,363 at 4% or $38,242 at 6%; with 50% employer match about $38,242 at 4% or $25,494 at 6%; with 100% employer match about $28,681 at 4% or $19,121 at 6%.
200715$1,623,414$0-
Joseph E. Ratterman & Son Profit Sharing Plan-5$1,623,414--
200615$1,635,709$51,687$10,337iApproximate average salary by contribution assumption: employee only about $258,435 at 4% or $172,290 at 6%; with 50% employer match about $172,290 at 4% or $114,860 at 6%; with 100% employer match about $129,218 at 4% or $86,145 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-5$1,635,709$51,687$10,337iApproximate average salary by contribution assumption: employee only about $258,435 at 4% or $172,290 at 6%; with 50% employer match about $172,290 at 4% or $114,860 at 6%; with 100% employer match about $129,218 at 4% or $86,145 at 6%.
200516$1,350,377$57,439$9,573iApproximate average salary by contribution assumption: employee only about $239,329 at 4% or $159,553 at 6%; with 50% employer match about $159,553 at 4% or $106,369 at 6%; with 100% employer match about $119,665 at 4% or $79,776 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-6$1,350,377$57,439$9,573iApproximate average salary by contribution assumption: employee only about $239,329 at 4% or $159,553 at 6%; with 50% employer match about $159,553 at 4% or $106,369 at 6%; with 100% employer match about $119,665 at 4% or $79,776 at 6%.
200416$1,167,321$52,412$8,735iApproximate average salary by contribution assumption: employee only about $218,383 at 4% or $145,589 at 6%; with 50% employer match about $145,589 at 4% or $97,059 at 6%; with 100% employer match about $109,192 at 4% or $72,794 at 6%.
Joseph E. Ratterman & Son Profit Sharing Plan-6$1,167,321$52,412$8,735iApproximate average salary by contribution assumption: employee only about $218,383 at 4% or $145,589 at 6%; with 50% employer match about $145,589 at 4% or $97,059 at 6%; with 100% employer match about $109,192 at 4% or $72,794 at 6%.
200316$0$0-
Joseph E. Ratterman & Son Profit Sharing Plan-6---
200215$0$0-
Joseph E. Ratterman & Son Profit Sharing Plan-5---
200115$0$0-
Joseph E. Ratterman & Son Profit Sharing Plan-5---