Civic Intelligence

Haltom Real Estate Group LLC

Plan context: Trust Tbh Safe Harbor 401(K) Plan

EIN 47-3952131 • 8 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,211,273

2024 Contributions

$73,920

Historical Graphs

Total Assets Over Time

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

$1,211,273$605,637$0201720212024YearValue
$1,211,273Latest year 2024

Participants Over Time

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

630201720212024YearValue
6Latest year 2024

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
202416$1,211,273$73,920$12,320iApproximate average salary by contribution assumption: employee only about $308,000 at 4% or $205,333 at 6%; with 50% employer match about $205,333 at 4% or $136,889 at 6%; with 100% employer match about $154,000 at 4% or $102,667 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-6$1,211,273$73,920$12,320iApproximate average salary by contribution assumption: employee only about $308,000 at 4% or $205,333 at 6%; with 50% employer match about $205,333 at 4% or $136,889 at 6%; with 100% employer match about $154,000 at 4% or $102,667 at 6%.
202314$1,109,192$141,093$35,273iApproximate average salary by contribution assumption: employee only about $881,831 at 4% or $587,888 at 6%; with 50% employer match about $587,888 at 4% or $391,925 at 6%; with 100% employer match about $440,916 at 4% or $293,944 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-4$1,109,192$141,093$35,273iApproximate average salary by contribution assumption: employee only about $881,831 at 4% or $587,888 at 6%; with 50% employer match about $587,888 at 4% or $391,925 at 6%; with 100% employer match about $440,916 at 4% or $293,944 at 6%.
202214$870,315$124,307$31,077iApproximate average salary by contribution assumption: employee only about $776,919 at 4% or $517,946 at 6%; with 50% employer match about $517,946 at 4% or $345,297 at 6%; with 100% employer match about $388,459 at 4% or $258,973 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-4$870,315$124,307$31,077iApproximate average salary by contribution assumption: employee only about $776,919 at 4% or $517,946 at 6%; with 50% employer match about $517,946 at 4% or $345,297 at 6%; with 100% employer match about $388,459 at 4% or $258,973 at 6%.
202115$891,966$119,562$23,912iApproximate average salary by contribution assumption: employee only about $597,810 at 4% or $398,540 at 6%; with 50% employer match about $398,540 at 4% or $265,693 at 6%; with 100% employer match about $298,905 at 4% or $199,270 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-5$891,966$119,562$23,912iApproximate average salary by contribution assumption: employee only about $597,810 at 4% or $398,540 at 6%; with 50% employer match about $398,540 at 4% or $265,693 at 6%; with 100% employer match about $298,905 at 4% or $199,270 at 6%.
202013$736,563$117,061$39,020iApproximate average salary by contribution assumption: employee only about $975,508 at 4% or $650,339 at 6%; with 50% employer match about $650,339 at 4% or $433,559 at 6%; with 100% employer match about $487,754 at 4% or $325,169 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-3$736,563$117,061$39,020iApproximate average salary by contribution assumption: employee only about $975,508 at 4% or $650,339 at 6%; with 50% employer match about $650,339 at 4% or $433,559 at 6%; with 100% employer match about $487,754 at 4% or $325,169 at 6%.
201913$540,206$118,665$39,555iApproximate average salary by contribution assumption: employee only about $988,875 at 4% or $659,250 at 6%; with 50% employer match about $659,250 at 4% or $439,500 at 6%; with 100% employer match about $494,438 at 4% or $329,625 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-3$540,206$118,665$39,555iApproximate average salary by contribution assumption: employee only about $988,875 at 4% or $659,250 at 6%; with 50% employer match about $659,250 at 4% or $439,500 at 6%; with 100% employer match about $494,438 at 4% or $329,625 at 6%.
201815$371,158$115,281$23,056iApproximate average salary by contribution assumption: employee only about $576,405 at 4% or $384,270 at 6%; with 50% employer match about $384,270 at 4% or $256,180 at 6%; with 100% employer match about $288,203 at 4% or $192,135 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-5$371,158$115,281$23,056iApproximate average salary by contribution assumption: employee only about $576,405 at 4% or $384,270 at 6%; with 50% employer match about $384,270 at 4% or $256,180 at 6%; with 100% employer match about $288,203 at 4% or $192,135 at 6%.
201713$270,507$265,467$88,489iApproximate average salary by contribution assumption: employee only about $2,212,225 at 4% or $1,474,817 at 6%; with 50% employer match about $1,474,817 at 4% or $983,211 at 6%; with 100% employer match about $1,106,113 at 4% or $737,408 at 6%.
Trust Tbh Safe Harbor 401(K) Plan-3$270,507$265,467$88,489iApproximate average salary by contribution assumption: employee only about $2,212,225 at 4% or $1,474,817 at 6%; with 50% employer match about $1,474,817 at 4% or $983,211 at 6%; with 100% employer match about $1,106,113 at 4% or $737,408 at 6%.