Civic Intelligence

Mark T. Upton M.D. F.A.C.C., S.C.

Plan context: Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan

EIN 36-3790752 • Albuquerque, NM • 23 filings • 5 plans

505 Black Bear Loop N EAlbuquerque, NM 87122-1801
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,830,105

2017 Contributions

$53,281

Historical Graphs

Total Assets Over Time

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

$1,830,105$915,053$0199920082016YearValue
$1,830,105Latest year 2016

Participants Over Time

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

420199920082016YearValue
3Latest year 2016

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
201710$0$0-
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-0$0$0-
201613$1,830,105$0-
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,830,105$0-
201513$1,730,557$0-
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,730,557$0-
201413$1,761,853$53,281$17,760iApproximate average salary by contribution assumption: employee only about $444,008 at 4% or $296,006 at 6%; with 50% employer match about $296,006 at 4% or $197,337 at 6%; with 100% employer match about $222,004 at 4% or $148,003 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,761,853$53,281$17,760iApproximate average salary by contribution assumption: employee only about $444,008 at 4% or $296,006 at 6%; with 50% employer match about $296,006 at 4% or $197,337 at 6%; with 100% employer match about $222,004 at 4% or $148,003 at 6%.
201313$1,681,383$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,681,383$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201213$1,484,351$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,484,351$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201113$1,314,756$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,314,756$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201014$1,308,547$61,760$15,440iApproximate average salary by contribution assumption: employee only about $386,000 at 4% or $257,333 at 6%; with 50% employer match about $257,333 at 4% or $171,556 at 6%; with 100% employer match about $193,000 at 4% or $128,667 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-4$1,308,547$61,760$15,440iApproximate average salary by contribution assumption: employee only about $386,000 at 4% or $257,333 at 6%; with 50% employer match about $257,333 at 4% or $171,556 at 6%; with 100% employer match about $193,000 at 4% or $128,667 at 6%.
200914$1,141,256$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-4$1,141,256$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
200813$828,624$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$828,624$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200713$1,207,491$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,207,491$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200613$1,035,557$57,700$19,233iApproximate average salary by contribution assumption: employee only about $480,833 at 4% or $320,556 at 6%; with 50% employer match about $320,556 at 4% or $213,704 at 6%; with 100% employer match about $240,417 at 4% or $160,278 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$1,035,557$57,700$19,233iApproximate average salary by contribution assumption: employee only about $480,833 at 4% or $320,556 at 6%; with 50% employer match about $320,556 at 4% or $213,704 at 6%; with 100% employer match about $240,417 at 4% or $160,278 at 6%.
200513$831,745$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$831,745$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
200413$725,667$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$725,667$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200313$604,135$53,700$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$604,135$53,700$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.
200223$426,414$40,986$13,662iApproximate average salary by contribution assumption: employee only about $341,550 at 4% or $227,700 at 6%; with 50% employer match about $227,700 at 4% or $151,800 at 6%; with 100% employer match about $170,775 at 4% or $113,850 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-3$426,414$40,986$13,662iApproximate average salary by contribution assumption: employee only about $341,550 at 4% or $227,700 at 6%; with 50% employer match about $227,700 at 4% or $151,800 at 6%; with 100% employer match about $170,775 at 4% or $113,850 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Money Purchase Pension Plan-0---
200122$0$0-
Mark T. Upton M.D., F.A.C.C., S.C. Employees Money Purchase Pension Plan-2---
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-2---
200021$471,930$30,000$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%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-1$381,711$21,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Money Purchase Pension Plan-1$90,219$8,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
199922$450,960$31,950$15,975iApproximate average salary by contribution assumption: employee only about $399,375 at 4% or $266,250 at 6%; with 50% employer match about $266,250 at 4% or $177,500 at 6%; with 100% employer match about $199,688 at 4% or $133,125 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Profit Sharing Plan-2$352,689$23,250$11,625iApproximate average salary by contribution assumption: employee only about $290,625 at 4% or $193,750 at 6%; with 50% employer match about $193,750 at 4% or $129,167 at 6%; with 100% employer match about $145,313 at 4% or $96,875 at 6%.
Mark T. Upton M.D., F.A.C.C., S.C. Employees Money Purchase Pension Plan-2$98,271$8,700$4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.