Ortman & Holcomb LLC
Plan context: Ortman & Holcomb Retirement Plan & Trust
EIN 99-0834390 • Lafayette, IN • 2 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$8,503,389
2024 Contributions
$587,220
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 | 2 | 14 | $8,503,389 | $587,220 | $41,944iApproximate average salary by contribution assumption: employee only about $1,048,607 at 4% or $699,071 at 6%; with 50% employer match about $699,071 at 4% or $466,048 at 6%; with 100% employer match about $524,304 at 4% or $349,536 at 6%. |
| Ortman & Holcomb Retirement Plan & Trust | - | 14 | $5,552,159 | $137,220 | $9,801iApproximate average salary by contribution assumption: employee only about $245,036 at 4% or $163,357 at 6%; with 50% employer match about $163,357 at 4% or $108,905 at 6%; with 100% employer match about $122,518 at 4% or $81,679 at 6%. |
| GREG ORTMAN, DDS, INC. DEFINED BENEFIT PENSION PLAN & TRUST | - | 8 | $2,951,230 | $450,000 | $56,250iApproximate average salary by contribution assumption: employee only about $1,406,250 at 4% or $937,500 at 6%; with 50% employer match about $937,500 at 4% or $625,000 at 6%; with 100% employer match about $703,125 at 4% or $468,750 at 6%. |