Katherine W. Hall PC.
Plan context: Katherine W. Hall PC. Cash Balance Plan
EIN 20-3733393 • Santa Fe, NM • 13 filings • 6 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$1,051,154
2019 Contributions
$450,000
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 0 | $0 | $0 | - |
| Katherine W. Hall PC. Cash Balance Plan | - | 0 | $0 | - | - |
| KATHERINE W. HALL P.C. 401(K) PLAN | - | 0 | $0 | - | - |
| 2018 | 2 | 2 | $1,051,154 | $0 | - |
| Katherine W. Hall PC. Cash Balance Plan | - | 2 | $905,299 | - | - |
| KATHERINE W. HALL P.C. 401(K) PLAN | - | 2 | $145,855 | - | - |
| 2017 | 2 | 2 | $1,083,146 | $450,000 | $225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%. |
| Katherine W. Hall PC. Cash Balance Plan | - | 2 | $931,097 | $390,000 | $195,000iApproximate average salary by contribution assumption: employee only about $4,875,000 at 4% or $3,250,000 at 6%; with 50% employer match about $3,250,000 at 4% or $2,166,667 at 6%; with 100% employer match about $2,437,500 at 4% or $1,625,000 at 6%. |
| KATHERINE W. HALL P.C. 401(K) PLAN | - | 2 | $152,049 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2016 | 2 | 2 | $578,245 | $578,244 | $289,122iApproximate average salary by contribution assumption: employee only about $7,228,050 at 4% or $4,818,700 at 6%; with 50% employer match about $4,818,700 at 4% or $3,212,467 at 6%; with 100% employer match about $3,614,025 at 4% or $2,409,350 at 6%. |
| Katherine W. Hall PC. Cash Balance Plan | - | 2 | $498,445 | $498,444 | $249,222iApproximate average salary by contribution assumption: employee only about $6,230,550 at 4% or $4,153,700 at 6%; with 50% employer match about $4,153,700 at 4% or $2,769,133 at 6%; with 100% employer match about $3,115,275 at 4% or $2,076,850 at 6%. |
| KATHERINE W. HALL P.C. 401(K) PLAN | - | 2 | $79,800 | $79,800 | $39,900iApproximate average salary by contribution assumption: employee only about $997,500 at 4% or $665,000 at 6%; with 50% employer match about $665,000 at 4% or $443,333 at 6%; with 100% employer match about $498,750 at 4% or $332,500 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| KATHERINE W. HALL, P.C. 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2010 | 1 | 1 | $22,224 | $0 | - |
| KATHERINE W. HALL, P.C. 401(K) PROFIT SHARING PLAN | - | 1 | $22,224 | $0 | - |
| 2009 | 1 | 1 | $19,931 | $0 | - |
| KATHERINE W. HALL, P.C. 401(K) PROFIT SHARING PLAN | - | 1 | $19,931 | $0 | - |
| 2008 | 1 | 2 | $16,618 | $0 | - |
| KATHERINE W. HALL, P.C. 401K PROFIT SHARING PLAN | - | 2 | $16,618 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| KATHERINE W. HALL 401K PROFIT SHARING PLAN | - | 2 | - | - | - |