Civic Intelligence

Hatch, Allen & Shepherd, P.A.

Plan context: Hatch Allen & Shepherd Pa Salary Deferral Plan

EIN 85-0354072 • Albuquerque, NM • 26 filings • 9 plans

PO Box 94750Albuquerque, NM 87199-4750
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$3,959,688

2024 Contributions

$226,927

Historical Graphs

Total Assets Over Time

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

$8,199,146$4,099,573$0200220132024YearValue
$3,959,688Latest year 2024

Participants Over Time

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

49250200120132024YearValue
25Latest 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
2024125$3,959,688$226,927$9,077iApproximate average salary by contribution assumption: employee only about $226,927 at 4% or $151,285 at 6%; with 50% employer match about $151,285 at 4% or $100,856 at 6%; with 100% employer match about $113,464 at 4% or $75,642 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-25$3,959,688$226,927$9,077iApproximate average salary by contribution assumption: employee only about $226,927 at 4% or $151,285 at 6%; with 50% employer match about $151,285 at 4% or $100,856 at 6%; with 100% employer match about $113,464 at 4% or $75,642 at 6%.
2023125$3,295,889$241,768$9,671iApproximate average salary by contribution assumption: employee only about $241,768 at 4% or $161,179 at 6%; with 50% employer match about $161,179 at 4% or $107,452 at 6%; with 100% employer match about $120,884 at 4% or $80,589 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-25$3,295,889$241,768$9,671iApproximate average salary by contribution assumption: employee only about $241,768 at 4% or $161,179 at 6%; with 50% employer match about $161,179 at 4% or $107,452 at 6%; with 100% employer match about $120,884 at 4% or $80,589 at 6%.
2022125$2,805,080$193,345$7,734iApproximate average salary by contribution assumption: employee only about $193,345 at 4% or $128,897 at 6%; with 50% employer match about $128,897 at 4% or $85,931 at 6%; with 100% employer match about $96,673 at 4% or $64,448 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-25$2,805,080$193,345$7,734iApproximate average salary by contribution assumption: employee only about $193,345 at 4% or $128,897 at 6%; with 50% employer match about $128,897 at 4% or $85,931 at 6%; with 100% employer match about $96,673 at 4% or $64,448 at 6%.
2021128$3,199,107$173,115$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,045 at 6%; with 50% employer match about $103,045 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-28$3,199,107$173,115$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,045 at 6%; with 50% employer match about $103,045 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
2020129$2,641,397$203,993$7,034iApproximate average salary by contribution assumption: employee only about $175,856 at 4% or $117,237 at 6%; with 50% employer match about $117,237 at 4% or $78,158 at 6%; with 100% employer match about $87,928 at 4% or $58,619 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-29$2,641,397$203,993$7,034iApproximate average salary by contribution assumption: employee only about $175,856 at 4% or $117,237 at 6%; with 50% employer match about $117,237 at 4% or $78,158 at 6%; with 100% employer match about $87,928 at 4% or $58,619 at 6%.
2019130$5,377,205$235,120$7,837iApproximate average salary by contribution assumption: employee only about $195,933 at 4% or $130,622 at 6%; with 50% employer match about $130,622 at 4% or $87,081 at 6%; with 100% employer match about $97,967 at 4% or $65,311 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-30$5,377,205$235,120$7,837iApproximate average salary by contribution assumption: employee only about $195,933 at 4% or $130,622 at 6%; with 50% employer match about $130,622 at 4% or $87,081 at 6%; with 100% employer match about $97,967 at 4% or $65,311 at 6%.
2018135$6,538,993$244,824$6,995iApproximate average salary by contribution assumption: employee only about $174,874 at 4% or $116,583 at 6%; with 50% employer match about $116,583 at 4% or $77,722 at 6%; with 100% employer match about $87,437 at 4% or $58,291 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-35$6,538,993$244,824$6,995iApproximate average salary by contribution assumption: employee only about $174,874 at 4% or $116,583 at 6%; with 50% employer match about $116,583 at 4% or $77,722 at 6%; with 100% employer match about $87,437 at 4% or $58,291 at 6%.
2017141$8,199,146$518,544$12,647iApproximate average salary by contribution assumption: employee only about $316,185 at 4% or $210,790 at 6%; with 50% employer match about $210,790 at 4% or $140,527 at 6%; with 100% employer match about $158,093 at 4% or $105,395 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-41$8,199,146$518,544$12,647iApproximate average salary by contribution assumption: employee only about $316,185 at 4% or $210,790 at 6%; with 50% employer match about $210,790 at 4% or $140,527 at 6%; with 100% employer match about $158,093 at 4% or $105,395 at 6%.
2016141$6,916,530$464,804$11,337iApproximate average salary by contribution assumption: employee only about $283,417 at 4% or $188,945 at 6%; with 50% employer match about $188,945 at 4% or $125,963 at 6%; with 100% employer match about $141,709 at 4% or $94,472 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-41$6,916,530$464,804$11,337iApproximate average salary by contribution assumption: employee only about $283,417 at 4% or $188,945 at 6%; with 50% employer match about $188,945 at 4% or $125,963 at 6%; with 100% employer match about $141,709 at 4% or $94,472 at 6%.
2015142$6,307,130$473,888$11,283iApproximate average salary by contribution assumption: employee only about $282,076 at 4% or $188,051 at 6%; with 50% employer match about $188,051 at 4% or $125,367 at 6%; with 100% employer match about $141,038 at 4% or $94,025 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-42$6,307,130$473,888$11,283iApproximate average salary by contribution assumption: employee only about $282,076 at 4% or $188,051 at 6%; with 50% employer match about $188,051 at 4% or $125,367 at 6%; with 100% employer match about $141,038 at 4% or $94,025 at 6%.
2014142$6,584,651$365,910$8,712iApproximate average salary by contribution assumption: employee only about $217,804 at 4% or $145,202 at 6%; with 50% employer match about $145,202 at 4% or $96,802 at 6%; with 100% employer match about $108,902 at 4% or $72,601 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-42$6,584,651$365,910$8,712iApproximate average salary by contribution assumption: employee only about $217,804 at 4% or $145,202 at 6%; with 50% employer match about $145,202 at 4% or $96,802 at 6%; with 100% employer match about $108,902 at 4% or $72,601 at 6%.
2013140$6,543,670$328,961$8,224iApproximate average salary by contribution assumption: employee only about $205,601 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,534 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-40$6,543,670$328,961$8,224iApproximate average salary by contribution assumption: employee only about $205,601 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,534 at 6%.
2012142$5,111,471$322,832$7,686iApproximate average salary by contribution assumption: employee only about $192,162 at 4% or $128,108 at 6%; with 50% employer match about $128,108 at 4% or $85,405 at 6%; with 100% employer match about $96,081 at 4% or $64,054 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-42$5,111,471$322,832$7,686iApproximate average salary by contribution assumption: employee only about $192,162 at 4% or $128,108 at 6%; with 50% employer match about $128,108 at 4% or $85,405 at 6%; with 100% employer match about $96,081 at 4% or $64,054 at 6%.
2011143$4,609,670$312,626$7,270iApproximate average salary by contribution assumption: employee only about $181,759 at 4% or $121,173 at 6%; with 50% employer match about $121,173 at 4% or $80,782 at 6%; with 100% employer match about $90,880 at 4% or $60,586 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-43$4,609,670$312,626$7,270iApproximate average salary by contribution assumption: employee only about $181,759 at 4% or $121,173 at 6%; with 50% employer match about $121,173 at 4% or $80,782 at 6%; with 100% employer match about $90,880 at 4% or $60,586 at 6%.
2010145$4,311,840$333,126$7,403iApproximate average salary by contribution assumption: employee only about $185,070 at 4% or $123,380 at 6%; with 50% employer match about $123,380 at 4% or $82,253 at 6%; with 100% employer match about $92,535 at 4% or $61,690 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-45$4,311,840$333,126$7,403iApproximate average salary by contribution assumption: employee only about $185,070 at 4% or $123,380 at 6%; with 50% employer match about $123,380 at 4% or $82,253 at 6%; with 100% employer match about $92,535 at 4% or $61,690 at 6%.
2009149$3,560,323$238,343$4,864iApproximate average salary by contribution assumption: employee only about $121,604 at 4% or $81,069 at 6%; with 50% employer match about $81,069 at 4% or $54,046 at 6%; with 100% employer match about $60,802 at 4% or $40,535 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-49$3,560,323$238,343$4,864iApproximate average salary by contribution assumption: employee only about $121,604 at 4% or $81,069 at 6%; with 50% employer match about $81,069 at 4% or $54,046 at 6%; with 100% employer match about $60,802 at 4% or $40,535 at 6%.
2008136$4,376,804$348,432$9,679iApproximate average salary by contribution assumption: employee only about $241,967 at 4% or $161,311 at 6%; with 50% employer match about $161,311 at 4% or $107,541 at 6%; with 100% employer match about $120,983 at 4% or $80,656 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-36$4,376,804$348,432$9,679iApproximate average salary by contribution assumption: employee only about $241,967 at 4% or $161,311 at 6%; with 50% employer match about $161,311 at 4% or $107,541 at 6%; with 100% employer match about $120,983 at 4% or $80,656 at 6%.
2007139$6,174,591$419,693$10,761iApproximate average salary by contribution assumption: employee only about $269,034 at 4% or $179,356 at 6%; with 50% employer match about $179,356 at 4% or $119,571 at 6%; with 100% employer match about $134,517 at 4% or $89,678 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-39$6,174,591$419,693$10,761iApproximate average salary by contribution assumption: employee only about $269,034 at 4% or $179,356 at 6%; with 50% employer match about $179,356 at 4% or $119,571 at 6%; with 100% employer match about $134,517 at 4% or $89,678 at 6%.
2006139$5,470,450$264,840$6,791iApproximate average salary by contribution assumption: employee only about $169,769 at 4% or $113,179 at 6%; with 50% employer match about $113,179 at 4% or $75,453 at 6%; with 100% employer match about $84,885 at 4% or $56,590 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-39$5,470,450$264,840$6,791iApproximate average salary by contribution assumption: employee only about $169,769 at 4% or $113,179 at 6%; with 50% employer match about $113,179 at 4% or $75,453 at 6%; with 100% employer match about $84,885 at 4% or $56,590 at 6%.
2005136$4,515,005$523,833$14,551iApproximate average salary by contribution assumption: employee only about $363,773 at 4% or $242,515 at 6%; with 50% employer match about $242,515 at 4% or $161,677 at 6%; with 100% employer match about $181,886 at 4% or $121,258 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-36$4,515,005$523,833$14,551iApproximate average salary by contribution assumption: employee only about $363,773 at 4% or $242,515 at 6%; with 50% employer match about $242,515 at 4% or $161,677 at 6%; with 100% employer match about $181,886 at 4% or $121,258 at 6%.
2004136$3,978,024$194,429$5,401iApproximate average salary by contribution assumption: employee only about $135,020 at 4% or $90,013 at 6%; with 50% employer match about $90,013 at 4% or $60,009 at 6%; with 100% employer match about $67,510 at 4% or $45,007 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-36$3,978,024$194,429$5,401iApproximate average salary by contribution assumption: employee only about $135,020 at 4% or $90,013 at 6%; with 50% employer match about $90,013 at 4% or $60,009 at 6%; with 100% employer match about $67,510 at 4% or $45,007 at 6%.
2003133$3,351,480$245,247$7,432iApproximate average salary by contribution assumption: employee only about $185,793 at 4% or $123,862 at 6%; with 50% employer match about $123,862 at 4% or $82,575 at 6%; with 100% employer match about $92,897 at 4% or $61,931 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-33$3,351,480$245,247$7,432iApproximate average salary by contribution assumption: employee only about $185,793 at 4% or $123,862 at 6%; with 50% employer match about $123,862 at 4% or $82,575 at 6%; with 100% employer match about $92,897 at 4% or $61,931 at 6%.
2002130$2,504,230$263,552$8,785iApproximate average salary by contribution assumption: employee only about $219,627 at 4% or $146,418 at 6%; with 50% employer match about $146,418 at 4% or $97,612 at 6%; with 100% employer match about $109,813 at 4% or $73,209 at 6%.
Hatch Allen & Shepherd Pa Salary Deferral Plan-30$2,504,230$263,552$8,785iApproximate average salary by contribution assumption: employee only about $219,627 at 4% or $146,418 at 6%; with 50% employer match about $146,418 at 4% or $97,612 at 6%; with 100% employer match about $109,813 at 4% or $73,209 at 6%.
2001120$0$0-
Hatch Allen & Shepherd Pa Salary Deferral Plan-20---
200010$0$0-
Hatch, Allen & Shepherd, P.A. Flexible Benefit Plan-0---
199910$0$0-
Hatch, Allen & Shepherd, P.A. Flexible Benefit Plan-0---