Civic Intelligence

Tucker Haltom, D.D.S., M.S., P.A.

Plan context: Haltom Orthodontics PC. 401(K) Plan

EIN 85-0225329 • Albuquerque, NM • 28 filings • 7 plans

10433 Lagrima DE Oro Rd NEAlbuquerque, NM 87111
Current Snapshot

Latest Year

2023

2023 Participants

17

2023 Assets

$1,372,899

2023 Contributions

$19,426

Historical Graphs

Total Assets Over Time

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

$3,500,802$1,750,401$0199920122023YearValue
$1,372,899Latest year 2023

Participants Over Time

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

28140199920112023YearValue
17Latest year 2023

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
2023117$1,372,899$19,426$1,143iApproximate average salary by contribution assumption: employee only about $28,568 at 4% or $19,045 at 6%; with 50% employer match about $19,045 at 4% or $12,697 at 6%; with 100% employer match about $14,284 at 4% or $9,523 at 6%.
Haltom Orthodontics PC. 401(K) Plan-17$1,372,899$19,426$1,143iApproximate average salary by contribution assumption: employee only about $28,568 at 4% or $19,045 at 6%; with 50% employer match about $19,045 at 4% or $12,697 at 6%; with 100% employer match about $14,284 at 4% or $9,523 at 6%.
2022127$1,577,230$100,995$3,741iApproximate average salary by contribution assumption: employee only about $93,514 at 4% or $62,343 at 6%; with 50% employer match about $62,343 at 4% or $41,562 at 6%; with 100% employer match about $46,757 at 4% or $31,171 at 6%.
Haltom Orthodontics PC. 401(K) Plan-27$1,577,230$100,995$3,741iApproximate average salary by contribution assumption: employee only about $93,514 at 4% or $62,343 at 6%; with 50% employer match about $62,343 at 4% or $41,562 at 6%; with 100% employer match about $46,757 at 4% or $31,171 at 6%.
2021128$1,860,364$122,065$4,359iApproximate average salary by contribution assumption: employee only about $108,987 at 4% or $72,658 at 6%; with 50% employer match about $72,658 at 4% or $48,438 at 6%; with 100% employer match about $54,493 at 4% or $36,329 at 6%.
Haltom Orthodontics PC. 401(K) Plan-28$1,860,364$122,065$4,359iApproximate average salary by contribution assumption: employee only about $108,987 at 4% or $72,658 at 6%; with 50% employer match about $72,658 at 4% or $48,438 at 6%; with 100% employer match about $54,493 at 4% or $36,329 at 6%.
2020120$1,533,652$95,150$4,758iApproximate average salary by contribution assumption: employee only about $118,938 at 4% or $79,292 at 6%; with 50% employer match about $79,292 at 4% or $52,861 at 6%; with 100% employer match about $59,469 at 4% or $39,646 at 6%.
Haltom Orthodontics PC. 401(K) Plan-20$1,533,652$95,150$4,758iApproximate average salary by contribution assumption: employee only about $118,938 at 4% or $79,292 at 6%; with 50% employer match about $79,292 at 4% or $52,861 at 6%; with 100% employer match about $59,469 at 4% or $39,646 at 6%.
2019118$1,279,393$75,548$4,197iApproximate average salary by contribution assumption: employee only about $104,928 at 4% or $69,952 at 6%; with 50% employer match about $69,952 at 4% or $46,635 at 6%; with 100% employer match about $52,464 at 4% or $34,976 at 6%.
Haltom Orthodontics PC. 401(K) Plan-18$1,279,393$75,548$4,197iApproximate average salary by contribution assumption: employee only about $104,928 at 4% or $69,952 at 6%; with 50% employer match about $69,952 at 4% or $46,635 at 6%; with 100% employer match about $52,464 at 4% or $34,976 at 6%.
2018114$1,004,343$108,295$7,735iApproximate average salary by contribution assumption: employee only about $193,384 at 4% or $128,923 at 6%; with 50% employer match about $128,923 at 4% or $85,948 at 6%; with 100% employer match about $96,692 at 4% or $64,461 at 6%.
Haltom Orthodontics PC. 401(K) Plan-14$1,004,343$108,295$7,735iApproximate average salary by contribution assumption: employee only about $193,384 at 4% or $128,923 at 6%; with 50% employer match about $128,923 at 4% or $85,948 at 6%; with 100% employer match about $96,692 at 4% or $64,461 at 6%.
2017110$989,760$104,472$10,447iApproximate average salary by contribution assumption: employee only about $261,180 at 4% or $174,120 at 6%; with 50% employer match about $174,120 at 4% or $116,080 at 6%; with 100% employer match about $130,590 at 4% or $87,060 at 6%.
Haltom Orthodontics PC. 401(K) Plan-10$989,760$104,472$10,447iApproximate average salary by contribution assumption: employee only about $261,180 at 4% or $174,120 at 6%; with 50% employer match about $174,120 at 4% or $116,080 at 6%; with 100% employer match about $130,590 at 4% or $87,060 at 6%.
2016112$828,764$46,187$3,849iApproximate average salary by contribution assumption: employee only about $96,223 at 4% or $64,149 at 6%; with 50% employer match about $64,149 at 4% or $42,766 at 6%; with 100% employer match about $48,111 at 4% or $32,074 at 6%.
Haltom Orthodontics PC. 401(K) Plan-12$828,764$46,187$3,849iApproximate average salary by contribution assumption: employee only about $96,223 at 4% or $64,149 at 6%; with 50% employer match about $64,149 at 4% or $42,766 at 6%; with 100% employer match about $48,111 at 4% or $32,074 at 6%.
2015116$729,240$94,252$5,891iApproximate average salary by contribution assumption: employee only about $147,269 at 4% or $98,179 at 6%; with 50% employer match about $98,179 at 4% or $65,453 at 6%; with 100% employer match about $73,634 at 4% or $49,090 at 6%.
Haltom Orthodontics PC. 401(K) Plan-16$729,240$94,252$5,891iApproximate average salary by contribution assumption: employee only about $147,269 at 4% or $98,179 at 6%; with 50% employer match about $98,179 at 4% or $65,453 at 6%; with 100% employer match about $73,634 at 4% or $49,090 at 6%.
2014117$685,489$91,112$5,360iApproximate average salary by contribution assumption: employee only about $133,988 at 4% or $89,325 at 6%; with 50% employer match about $89,325 at 4% or $59,550 at 6%; with 100% employer match about $66,994 at 4% or $44,663 at 6%.
Haltom Orthodontics PC. 401(K) Plan-17$685,489$91,112$5,360iApproximate average salary by contribution assumption: employee only about $133,988 at 4% or $89,325 at 6%; with 50% employer match about $89,325 at 4% or $59,550 at 6%; with 100% employer match about $66,994 at 4% or $44,663 at 6%.
2013117$599,254$85,019$5,001iApproximate average salary by contribution assumption: employee only about $125,028 at 4% or $83,352 at 6%; with 50% employer match about $83,352 at 4% or $55,568 at 6%; with 100% employer match about $62,514 at 4% or $41,676 at 6%.
Haltom Orthodontics PC. 401(K) Plan-17$599,254$85,019$5,001iApproximate average salary by contribution assumption: employee only about $125,028 at 4% or $83,352 at 6%; with 50% employer match about $83,352 at 4% or $55,568 at 6%; with 100% employer match about $62,514 at 4% or $41,676 at 6%.
2012116$497,652$79,416$4,964iApproximate average salary by contribution assumption: employee only about $124,088 at 4% or $82,725 at 6%; with 50% employer match about $82,725 at 4% or $55,150 at 6%; with 100% employer match about $62,044 at 4% or $41,363 at 6%.
Haltom Orthodontics PC. 401(K) Plan-16$497,652$79,416$4,964iApproximate average salary by contribution assumption: employee only about $124,088 at 4% or $82,725 at 6%; with 50% employer match about $82,725 at 4% or $55,150 at 6%; with 100% employer match about $62,044 at 4% or $41,363 at 6%.
2011120$418,903$81,500$4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%.
Haltom Orthodontics PC. 401(K) Plan-20$418,903$81,500$4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%.
2010116$338,973$115,327$7,208iApproximate average salary by contribution assumption: employee only about $180,198 at 4% or $120,132 at 6%; with 50% employer match about $120,132 at 4% or $80,088 at 6%; with 100% employer match about $90,099 at 4% or $60,066 at 6%.
Haltom Orthodontics PC. 401(K) Plan-16$338,973$115,327$7,208iApproximate average salary by contribution assumption: employee only about $180,198 at 4% or $120,132 at 6%; with 50% employer match about $120,132 at 4% or $80,088 at 6%; with 100% employer match about $90,099 at 4% or $60,066 at 6%.
2009119$354,010$86,442$4,550iApproximate average salary by contribution assumption: employee only about $113,739 at 4% or $75,826 at 6%; with 50% employer match about $75,826 at 4% or $50,551 at 6%; with 100% employer match about $56,870 at 4% or $37,913 at 6%.
Haltom Orthodontics PC. 401(K) Plan-19$354,010$86,442$4,550iApproximate average salary by contribution assumption: employee only about $113,739 at 4% or $75,826 at 6%; with 50% employer match about $75,826 at 4% or $50,551 at 6%; with 100% employer match about $56,870 at 4% or $37,913 at 6%.
2008112$324,731$48,783$4,065iApproximate average salary by contribution assumption: employee only about $101,631 at 4% or $67,754 at 6%; with 50% employer match about $67,754 at 4% or $45,169 at 6%; with 100% employer match about $50,816 at 4% or $33,877 at 6%.
Haltom Orthodontics PC. 401(K) Plan-12$324,731$48,783$4,065iApproximate average salary by contribution assumption: employee only about $101,631 at 4% or $67,754 at 6%; with 50% employer match about $67,754 at 4% or $45,169 at 6%; with 100% employer match about $50,816 at 4% or $33,877 at 6%.
2007216$375,104$78,906$4,932iApproximate average salary by contribution assumption: employee only about $123,291 at 4% or $82,194 at 6%; with 50% employer match about $82,194 at 4% or $54,796 at 6%; with 100% employer match about $61,645 at 4% or $41,097 at 6%.
Haltom Orthodontics PC. 401(K) Plan-16$375,104$78,906$4,932iApproximate average salary by contribution assumption: employee only about $123,291 at 4% or $82,194 at 6%; with 50% employer match about $82,194 at 4% or $54,796 at 6%; with 100% employer match about $61,645 at 4% or $41,097 at 6%.
Tucker Haltom, Dds, Ms, Pa Defined Benefit Plan-0---
2006217$3,500,802$273,947$16,115iApproximate average salary by contribution assumption: employee only about $402,863 at 4% or $268,575 at 6%; with 50% employer match about $268,575 at 4% or $179,050 at 6%; with 100% employer match about $201,432 at 4% or $134,288 at 6%.
Tucker Haltom, Dds, Ms, Pa Defined Benefit Plan-0$3,223,172--
Haltom Orthodontics PC. 401(K) Plan-17$277,630$273,947$16,115iApproximate average salary by contribution assumption: employee only about $402,863 at 4% or $268,575 at 6%; with 50% employer match about $268,575 at 4% or $179,050 at 6%; with 100% employer match about $201,432 at 4% or $134,288 at 6%.
2005117$3,359,064$100,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
Tucker Haltom, Dds, Ms, Pa Defined Benefit Plan-17$3,359,064$100,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
2004116$3,119,387$192,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Tucker Haltom, Dds, Ms, Pa Defined Benefit Plan-16$3,119,387$192,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2003116$2,547,984$203,363$12,710iApproximate average salary by contribution assumption: employee only about $317,755 at 4% or $211,836 at 6%; with 50% employer match about $211,836 at 4% or $141,224 at 6%; with 100% employer match about $158,877 at 4% or $105,918 at 6%.
Tucker Haltom, Dds, Ms, Pa Defined Benefit Plan-16$2,547,984$203,363$12,710iApproximate average salary by contribution assumption: employee only about $317,755 at 4% or $211,836 at 6%; with 50% employer match about $211,836 at 4% or $141,224 at 6%; with 100% employer match about $158,877 at 4% or $105,918 at 6%.
2002114$2,050,982$2,044,994$146,071iApproximate average salary by contribution assumption: employee only about $3,651,775 at 4% or $2,434,517 at 6%; with 50% employer match about $2,434,517 at 4% or $1,623,011 at 6%; with 100% employer match about $1,825,888 at 4% or $1,217,258 at 6%.
Tucker Haltom, Dds, Ms, Pa Defined Benefit Plan-14$2,050,982$2,044,994$146,071iApproximate average salary by contribution assumption: employee only about $3,651,775 at 4% or $2,434,517 at 6%; with 50% employer match about $2,434,517 at 4% or $1,623,011 at 6%; with 100% employer match about $1,825,888 at 4% or $1,217,258 at 6%.
2001213$0$0-
Tucker Haltom, Dds, Ms, Pa Defined Benefit Plan-13---
TUCKER HALTOM, D.D.S., M.S., P.A. 401K PROFIT SHARING PLAN-0---
2000113$2,122,834$31,976$2,460iApproximate average salary by contribution assumption: employee only about $61,492 at 4% or $40,995 at 6%; with 50% employer match about $40,995 at 4% or $27,330 at 6%; with 100% employer match about $30,746 at 4% or $20,497 at 6%.
Tucker Haltom, D.D.S., M.S., P.A. 401K Profit Sharing Plan-13$2,122,834$31,976$2,460iApproximate average salary by contribution assumption: employee only about $61,492 at 4% or $40,995 at 6%; with 50% employer match about $40,995 at 4% or $27,330 at 6%; with 100% employer match about $30,746 at 4% or $20,497 at 6%.
1999114$2,263,896$72,438$5,174iApproximate average salary by contribution assumption: employee only about $129,354 at 4% or $86,236 at 6%; with 50% employer match about $86,236 at 4% or $57,490 at 6%; with 100% employer match about $64,677 at 4% or $43,118 at 6%.
Tucker Haltom, D.D.S., M.S., P.A. 401K Profit Sharing Plan-14$2,263,896$72,438$5,174iApproximate average salary by contribution assumption: employee only about $129,354 at 4% or $86,236 at 6%; with 50% employer match about $86,236 at 4% or $57,490 at 6%; with 100% employer match about $64,677 at 4% or $43,118 at 6%.