Altius Financial Inc
Plan context: Altius Financial 401 K Profit Sharing Plan Trust
EIN 84-1522239 • Denver, CO • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$488,394
2024 Contributions
$51,096
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 | 1 | 3 | $488,394 | $51,096 | $17,032iApproximate average salary by contribution assumption: employee only about $425,800 at 4% or $283,867 at 6%; with 50% employer match about $283,867 at 4% or $189,244 at 6%; with 100% employer match about $212,900 at 4% or $141,933 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 3 | $488,394 | $51,096 | $17,032iApproximate average salary by contribution assumption: employee only about $425,800 at 4% or $283,867 at 6%; with 50% employer match about $283,867 at 4% or $189,244 at 6%; with 100% employer match about $212,900 at 4% or $141,933 at 6%. |
| 2023 | 1 | 3 | $404,662 | $50,666 | $16,889iApproximate average salary by contribution assumption: employee only about $422,217 at 4% or $281,478 at 6%; with 50% employer match about $281,478 at 4% or $187,652 at 6%; with 100% employer match about $211,108 at 4% or $140,739 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 3 | $404,662 | $50,666 | $16,889iApproximate average salary by contribution assumption: employee only about $422,217 at 4% or $281,478 at 6%; with 50% employer match about $281,478 at 4% or $187,652 at 6%; with 100% employer match about $211,108 at 4% or $140,739 at 6%. |
| 2022 | 1 | 4 | $325,611 | $55,240 | $13,810iApproximate average salary by contribution assumption: employee only about $345,250 at 4% or $230,167 at 6%; with 50% employer match about $230,167 at 4% or $153,444 at 6%; with 100% employer match about $172,625 at 4% or $115,083 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 4 | $325,611 | $55,240 | $13,810iApproximate average salary by contribution assumption: employee only about $345,250 at 4% or $230,167 at 6%; with 50% employer match about $230,167 at 4% or $153,444 at 6%; with 100% employer match about $172,625 at 4% or $115,083 at 6%. |
| 2021 | 1 | 5 | $322,597 | $45,235 | $9,047iApproximate average salary by contribution assumption: employee only about $226,175 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,088 at 4% or $75,392 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 5 | $322,597 | $45,235 | $9,047iApproximate average salary by contribution assumption: employee only about $226,175 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,088 at 4% or $75,392 at 6%. |
| 2020 | 1 | 4 | $265,365 | $44,540 | $11,135iApproximate average salary by contribution assumption: employee only about $278,375 at 4% or $185,583 at 6%; with 50% employer match about $185,583 at 4% or $123,722 at 6%; with 100% employer match about $139,188 at 4% or $92,792 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 4 | $265,365 | $44,540 | $11,135iApproximate average salary by contribution assumption: employee only about $278,375 at 4% or $185,583 at 6%; with 50% employer match about $185,583 at 4% or $123,722 at 6%; with 100% employer match about $139,188 at 4% or $92,792 at 6%. |
| 2019 | 1 | 4 | $192,233 | $44,341 | $11,085iApproximate average salary by contribution assumption: employee only about $277,131 at 4% or $184,754 at 6%; with 50% employer match about $184,754 at 4% or $123,169 at 6%; with 100% employer match about $138,566 at 4% or $92,377 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 4 | $192,233 | $44,341 | $11,085iApproximate average salary by contribution assumption: employee only about $277,131 at 4% or $184,754 at 6%; with 50% employer match about $184,754 at 4% or $123,169 at 6%; with 100% employer match about $138,566 at 4% or $92,377 at 6%. |
| 2018 | 1 | 3 | $125,485 | $40,644 | $13,548iApproximate average salary by contribution assumption: employee only about $338,700 at 4% or $225,800 at 6%; with 50% employer match about $225,800 at 4% or $150,533 at 6%; with 100% employer match about $169,350 at 4% or $112,900 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 3 | $125,485 | $40,644 | $13,548iApproximate average salary by contribution assumption: employee only about $338,700 at 4% or $225,800 at 6%; with 50% employer match about $225,800 at 4% or $150,533 at 6%; with 100% employer match about $169,350 at 4% or $112,900 at 6%. |
| 2017 | 1 | 2 | $95,888 | $35,758 | $17,879iApproximate average salary by contribution assumption: employee only about $446,975 at 4% or $297,983 at 6%; with 50% employer match about $297,983 at 4% or $198,656 at 6%; with 100% employer match about $223,488 at 4% or $148,992 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 2 | $95,888 | $35,758 | $17,879iApproximate average salary by contribution assumption: employee only about $446,975 at 4% or $297,983 at 6%; with 50% employer match about $297,983 at 4% or $198,656 at 6%; with 100% employer match about $223,488 at 4% or $148,992 at 6%. |
| 2016 | 1 | 2 | $54,760 | $26,854 | $13,427iApproximate average salary by contribution assumption: employee only about $335,675 at 4% or $223,783 at 6%; with 50% employer match about $223,783 at 4% or $149,189 at 6%; with 100% employer match about $167,838 at 4% or $111,892 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 2 | $54,760 | $26,854 | $13,427iApproximate average salary by contribution assumption: employee only about $335,675 at 4% or $223,783 at 6%; with 50% employer match about $223,783 at 4% or $149,189 at 6%; with 100% employer match about $167,838 at 4% or $111,892 at 6%. |
| 2015 | 1 | 1 | $27,679 | $27,692 | $27,692iApproximate average salary by contribution assumption: employee only about $692,300 at 4% or $461,533 at 6%; with 50% employer match about $461,533 at 4% or $307,689 at 6%; with 100% employer match about $346,150 at 4% or $230,767 at 6%. |
| Altius Financial 401 K Profit Sharing Plan Trust | - | 1 | $27,679 | $27,692 | $27,692iApproximate average salary by contribution assumption: employee only about $692,300 at 4% or $461,533 at 6%; with 50% employer match about $461,533 at 4% or $307,689 at 6%; with 100% employer match about $346,150 at 4% or $230,767 at 6%. |