Civic Intelligence

Katherine a. Haltom

Plan context: Katherine a. Haltom, D.M.D. Profit Sharing Plan

EIN 04-3090301 • Framingham, MA • 25 filings • 5 plans

223 Walnut Street, Suite 2Framingham, MA 01701
Current Snapshot

Latest Year

2018

2018 Participants

8

2018 Assets

$4,525,942

2018 Contributions

$54,107

Historical Graphs

Total Assets Over Time

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

$4,525,942$2,262,971$0199920102017YearValue
$4,525,942Latest year 2017

Participants Over Time

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

840199920082017YearValue
8Latest year 2017

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
201810$0$0-
Katherine a. Haltom, D.M.D. Profit Sharing Plan-0$0--
201718$4,525,942$54,107$6,763iApproximate average salary by contribution assumption: employee only about $169,084 at 4% or $112,723 at 6%; with 50% employer match about $112,723 at 4% or $75,149 at 6%; with 100% employer match about $84,542 at 4% or $56,361 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-8$4,525,942$54,107$6,763iApproximate average salary by contribution assumption: employee only about $169,084 at 4% or $112,723 at 6%; with 50% employer match about $112,723 at 4% or $75,149 at 6%; with 100% employer match about $84,542 at 4% or $56,361 at 6%.
201617$3,834,547$109,374$15,625iApproximate average salary by contribution assumption: employee only about $390,621 at 4% or $260,414 at 6%; with 50% employer match about $260,414 at 4% or $173,610 at 6%; with 100% employer match about $195,311 at 4% or $130,207 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$3,834,547$109,374$15,625iApproximate average salary by contribution assumption: employee only about $390,621 at 4% or $260,414 at 6%; with 50% employer match about $260,414 at 4% or $173,610 at 6%; with 100% employer match about $195,311 at 4% or $130,207 at 6%.
201517$3,455,639$114,583$16,369iApproximate average salary by contribution assumption: employee only about $409,225 at 4% or $272,817 at 6%; with 50% employer match about $272,817 at 4% or $181,878 at 6%; with 100% employer match about $204,613 at 4% or $136,408 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$3,455,639$114,583$16,369iApproximate average salary by contribution assumption: employee only about $409,225 at 4% or $272,817 at 6%; with 50% employer match about $272,817 at 4% or $181,878 at 6%; with 100% employer match about $204,613 at 4% or $136,408 at 6%.
201417$3,373,484$110,686$15,812iApproximate average salary by contribution assumption: employee only about $395,307 at 4% or $263,538 at 6%; with 50% employer match about $263,538 at 4% or $175,692 at 6%; with 100% employer match about $197,654 at 4% or $131,769 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$3,373,484$110,686$15,812iApproximate average salary by contribution assumption: employee only about $395,307 at 4% or $263,538 at 6%; with 50% employer match about $263,538 at 4% or $175,692 at 6%; with 100% employer match about $197,654 at 4% or $131,769 at 6%.
201317$3,033,345$107,066$15,295iApproximate average salary by contribution assumption: employee only about $382,379 at 4% or $254,919 at 6%; with 50% employer match about $254,919 at 4% or $169,946 at 6%; with 100% employer match about $191,189 at 4% or $127,460 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$3,033,345$107,066$15,295iApproximate average salary by contribution assumption: employee only about $382,379 at 4% or $254,919 at 6%; with 50% employer match about $254,919 at 4% or $169,946 at 6%; with 100% employer match about $191,189 at 4% or $127,460 at 6%.
201217$2,400,974$108,207$15,458iApproximate average salary by contribution assumption: employee only about $386,454 at 4% or $257,636 at 6%; with 50% employer match about $257,636 at 4% or $171,757 at 6%; with 100% employer match about $193,227 at 4% or $128,818 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$2,400,974$108,207$15,458iApproximate average salary by contribution assumption: employee only about $386,454 at 4% or $257,636 at 6%; with 50% employer match about $257,636 at 4% or $171,757 at 6%; with 100% employer match about $193,227 at 4% or $128,818 at 6%.
201117$2,071,111$94,131$13,447iApproximate average salary by contribution assumption: employee only about $336,182 at 4% or $224,121 at 6%; with 50% employer match about $224,121 at 4% or $149,414 at 6%; with 100% employer match about $168,091 at 4% or $112,061 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$2,071,111$94,131$13,447iApproximate average salary by contribution assumption: employee only about $336,182 at 4% or $224,121 at 6%; with 50% employer match about $224,121 at 4% or $149,414 at 6%; with 100% employer match about $168,091 at 4% or $112,061 at 6%.
201017$2,212,520$102,793$14,685iApproximate average salary by contribution assumption: employee only about $367,118 at 4% or $244,745 at 6%; with 50% employer match about $244,745 at 4% or $163,163 at 6%; with 100% employer match about $183,559 at 4% or $122,373 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$2,212,520$102,793$14,685iApproximate average salary by contribution assumption: employee only about $367,118 at 4% or $244,745 at 6%; with 50% employer match about $244,745 at 4% or $163,163 at 6%; with 100% employer match about $183,559 at 4% or $122,373 at 6%.
200917$1,882,328$103,410$14,773iApproximate average salary by contribution assumption: employee only about $369,321 at 4% or $246,214 at 6%; with 50% employer match about $246,214 at 4% or $164,143 at 6%; with 100% employer match about $184,661 at 4% or $123,107 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$1,882,328$103,410$14,773iApproximate average salary by contribution assumption: employee only about $369,321 at 4% or $246,214 at 6%; with 50% employer match about $246,214 at 4% or $164,143 at 6%; with 100% employer match about $184,661 at 4% or $123,107 at 6%.
200817$1,495,408$98,659$14,094iApproximate average salary by contribution assumption: employee only about $352,354 at 4% or $234,902 at 6%; with 50% employer match about $234,902 at 4% or $156,602 at 6%; with 100% employer match about $176,177 at 4% or $117,451 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$1,495,408$98,659$14,094iApproximate average salary by contribution assumption: employee only about $352,354 at 4% or $234,902 at 6%; with 50% employer match about $234,902 at 4% or $156,602 at 6%; with 100% employer match about $176,177 at 4% or $117,451 at 6%.
200717$0$0-
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7---
200617$1,664,360$91,416$13,059iApproximate average salary by contribution assumption: employee only about $326,486 at 4% or $217,657 at 6%; with 50% employer match about $217,657 at 4% or $145,105 at 6%; with 100% employer match about $163,243 at 4% or $108,829 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$1,664,360$91,416$13,059iApproximate average salary by contribution assumption: employee only about $326,486 at 4% or $217,657 at 6%; with 50% employer match about $217,657 at 4% or $145,105 at 6%; with 100% employer match about $163,243 at 4% or $108,829 at 6%.
200517$1,366,038$88,499$12,643iApproximate average salary by contribution assumption: employee only about $316,068 at 4% or $210,712 at 6%; with 50% employer match about $210,712 at 4% or $140,475 at 6%; with 100% employer match about $158,034 at 4% or $105,356 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$1,366,038$88,499$12,643iApproximate average salary by contribution assumption: employee only about $316,068 at 4% or $210,712 at 6%; with 50% employer match about $210,712 at 4% or $140,475 at 6%; with 100% employer match about $158,034 at 4% or $105,356 at 6%.
200417$1,221,868$85,847$12,264iApproximate average salary by contribution assumption: employee only about $306,596 at 4% or $204,398 at 6%; with 50% employer match about $204,398 at 4% or $136,265 at 6%; with 100% employer match about $153,298 at 4% or $102,199 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$1,221,868$85,847$12,264iApproximate average salary by contribution assumption: employee only about $306,596 at 4% or $204,398 at 6%; with 50% employer match about $204,398 at 4% or $136,265 at 6%; with 100% employer match about $153,298 at 4% or $102,199 at 6%.
200327$998,772$82,277$11,754iApproximate average salary by contribution assumption: employee only about $293,846 at 4% or $195,898 at 6%; with 50% employer match about $195,898 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,949 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$998,772$82,277$11,754iApproximate average salary by contribution assumption: employee only about $293,846 at 4% or $195,898 at 6%; with 50% employer match about $195,898 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,949 at 6%.
Katherine a. Halton, D.M.D. Pension Plan-0---
200227$741,516$76,929$10,990iApproximate average salary by contribution assumption: employee only about $274,746 at 4% or $183,164 at 6%; with 50% employer match about $183,164 at 4% or $122,110 at 6%; with 100% employer match about $137,373 at 4% or $91,582 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7$518,024$46,863$6,695iApproximate average salary by contribution assumption: employee only about $167,368 at 4% or $111,579 at 6%; with 50% employer match about $111,579 at 4% or $74,386 at 6%; with 100% employer match about $83,684 at 4% or $55,789 at 6%.
Katherine a. Halton, D.M.D. Pension Plan-7$223,492$30,066$4,295iApproximate average salary by contribution assumption: employee only about $107,379 at 4% or $71,586 at 6%; with 50% employer match about $71,586 at 4% or $47,724 at 6%; with 100% employer match about $53,689 at 4% or $35,793 at 6%.
200126$0$0-
Katherine a. Halton, D.M.D. Pension Plan-6---
Katherine a. Haltom, D.M.D. Profit Sharing Plan-6---
200027$0$0-
Katherine a. Haltom, D.M.D. Profit Sharing Plan-7---
Katherine a. Halton, D.M.D. Pension Plan-7---
199926$1,041,449$48,378$8,063iApproximate average salary by contribution assumption: employee only about $201,575 at 4% or $134,383 at 6%; with 50% employer match about $134,383 at 4% or $89,589 at 6%; with 100% employer match about $100,788 at 4% or $67,192 at 6%.
Katherine a. Haltom, D.M.D. Profit Sharing Plan-6$764,125$23,821$3,970iApproximate average salary by contribution assumption: employee only about $99,254 at 4% or $66,169 at 6%; with 50% employer match about $66,169 at 4% or $44,113 at 6%; with 100% employer match about $49,627 at 4% or $33,085 at 6%.
Katherine a. Halton, D.M.D. Pension Plan-6$277,324$24,557$4,093iApproximate average salary by contribution assumption: employee only about $102,321 at 4% or $68,214 at 6%; with 50% employer match about $68,214 at 4% or $45,476 at 6%; with 100% employer match about $51,160 at 4% or $34,107 at 6%.