Civic Intelligence

J.R. Tallman & Co., Inc.

Plan context: J.R. Tallman Co. Inc 401K Plan

EIN 04-1891650 • Taunton, MA • 25 filings • 2 plans

12 Court St.Taunton, MA 02780
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$509,337

2022 Contributions

$33,958

Historical Graphs

Total Assets Over Time

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

$509,337$254,669$0199920102021YearValue
$509,337Latest year 2021

Participants Over Time

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

1160199920102021YearValue
9Latest year 2021

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
202210$0$0-
J.R. Tallman Co. Inc 401K Plan-0$0--
202119$509,337$33,958$3,773iApproximate average salary by contribution assumption: employee only about $94,328 at 4% or $62,885 at 6%; with 50% employer match about $62,885 at 4% or $41,923 at 6%; with 100% employer match about $47,164 at 4% or $31,443 at 6%.
J.R. Tallman Co. Inc 401K Plan-9$509,337$33,958$3,773iApproximate average salary by contribution assumption: employee only about $94,328 at 4% or $62,885 at 6%; with 50% employer match about $62,885 at 4% or $41,923 at 6%; with 100% employer match about $47,164 at 4% or $31,443 at 6%.
202019$460,553$31,588$3,510iApproximate average salary by contribution assumption: employee only about $87,744 at 4% or $58,496 at 6%; with 50% employer match about $58,496 at 4% or $38,998 at 6%; with 100% employer match about $43,872 at 4% or $29,248 at 6%.
J.R. Tallman Co. Inc 401K Plan-9$460,553$31,588$3,510iApproximate average salary by contribution assumption: employee only about $87,744 at 4% or $58,496 at 6%; with 50% employer match about $58,496 at 4% or $38,998 at 6%; with 100% employer match about $43,872 at 4% or $29,248 at 6%.
201918$388,856$39,381$4,923iApproximate average salary by contribution assumption: employee only about $123,066 at 4% or $82,044 at 6%; with 50% employer match about $82,044 at 4% or $54,696 at 6%; with 100% employer match about $61,533 at 4% or $41,022 at 6%.
J.R. Tallman Co. Inc 401K Plan-8$388,856$39,381$4,923iApproximate average salary by contribution assumption: employee only about $123,066 at 4% or $82,044 at 6%; with 50% employer match about $82,044 at 4% or $54,696 at 6%; with 100% employer match about $61,533 at 4% or $41,022 at 6%.
2018111$461,940$39,028$3,548iApproximate average salary by contribution assumption: employee only about $88,700 at 4% or $59,133 at 6%; with 50% employer match about $59,133 at 4% or $39,422 at 6%; with 100% employer match about $44,350 at 4% or $29,567 at 6%.
J.R. Tallman Co. Inc 401K Plan-11$461,940$39,028$3,548iApproximate average salary by contribution assumption: employee only about $88,700 at 4% or $59,133 at 6%; with 50% employer match about $59,133 at 4% or $39,422 at 6%; with 100% employer match about $44,350 at 4% or $29,567 at 6%.
2017111$437,374$40,765$3,706iApproximate average salary by contribution assumption: employee only about $92,648 at 4% or $61,765 at 6%; with 50% employer match about $61,765 at 4% or $41,177 at 6%; with 100% employer match about $46,324 at 4% or $30,883 at 6%.
J.R. Tallman Co. Inc 401K Plan-11$437,374$40,765$3,706iApproximate average salary by contribution assumption: employee only about $92,648 at 4% or $61,765 at 6%; with 50% employer match about $61,765 at 4% or $41,177 at 6%; with 100% employer match about $46,324 at 4% or $30,883 at 6%.
2016111$392,528$37,073$3,370iApproximate average salary by contribution assumption: employee only about $84,257 at 4% or $56,171 at 6%; with 50% employer match about $56,171 at 4% or $37,447 at 6%; with 100% employer match about $42,128 at 4% or $28,086 at 6%.
J.R. Tallman Co. Inc 401K Plan-11$392,528$37,073$3,370iApproximate average salary by contribution assumption: employee only about $84,257 at 4% or $56,171 at 6%; with 50% employer match about $56,171 at 4% or $37,447 at 6%; with 100% employer match about $42,128 at 4% or $28,086 at 6%.
2015111$345,092$36,635$3,330iApproximate average salary by contribution assumption: employee only about $83,261 at 4% or $55,508 at 6%; with 50% employer match about $55,508 at 4% or $37,005 at 6%; with 100% employer match about $41,631 at 4% or $27,754 at 6%.
J.R. Tallman Co. Inc 401K Plan-11$345,092$36,635$3,330iApproximate average salary by contribution assumption: employee only about $83,261 at 4% or $55,508 at 6%; with 50% employer match about $55,508 at 4% or $37,005 at 6%; with 100% employer match about $41,631 at 4% or $27,754 at 6%.
2014111$322,410$36,155$3,287iApproximate average salary by contribution assumption: employee only about $82,170 at 4% or $54,780 at 6%; with 50% employer match about $54,780 at 4% or $36,520 at 6%; with 100% employer match about $41,085 at 4% or $27,390 at 6%.
J.R. Tallman Co. Inc 401K Plan-11$322,410$36,155$3,287iApproximate average salary by contribution assumption: employee only about $82,170 at 4% or $54,780 at 6%; with 50% employer match about $54,780 at 4% or $36,520 at 6%; with 100% employer match about $41,085 at 4% or $27,390 at 6%.
2013111$387,918$31,491$2,863iApproximate average salary by contribution assumption: employee only about $71,570 at 4% or $47,714 at 6%; with 50% employer match about $47,714 at 4% or $31,809 at 6%; with 100% employer match about $35,785 at 4% or $23,857 at 6%.
J.R. Tallman Co. Inc 401K Plan-11$387,918$31,491$2,863iApproximate average salary by contribution assumption: employee only about $71,570 at 4% or $47,714 at 6%; with 50% employer match about $47,714 at 4% or $31,809 at 6%; with 100% employer match about $35,785 at 4% or $23,857 at 6%.
2012110$392,334$29,738$2,974iApproximate average salary by contribution assumption: employee only about $74,345 at 4% or $49,563 at 6%; with 50% employer match about $49,563 at 4% or $33,042 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$392,334$29,738$2,974iApproximate average salary by contribution assumption: employee only about $74,345 at 4% or $49,563 at 6%; with 50% employer match about $49,563 at 4% or $33,042 at 6%; with 100% employer match about $37,173 at 4% or $24,782 at 6%.
2011110$368,226$33,428$3,343iApproximate average salary by contribution assumption: employee only about $83,570 at 4% or $55,713 at 6%; with 50% employer match about $55,713 at 4% or $37,142 at 6%; with 100% employer match about $41,785 at 4% or $27,857 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$368,226$33,428$3,343iApproximate average salary by contribution assumption: employee only about $83,570 at 4% or $55,713 at 6%; with 50% employer match about $55,713 at 4% or $37,142 at 6%; with 100% employer match about $41,785 at 4% or $27,857 at 6%.
2010110$369,143$44,213$4,421iApproximate average salary by contribution assumption: employee only about $110,533 at 4% or $73,688 at 6%; with 50% employer match about $73,688 at 4% or $49,126 at 6%; with 100% employer match about $55,266 at 4% or $36,844 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$369,143$44,213$4,421iApproximate average salary by contribution assumption: employee only about $110,533 at 4% or $73,688 at 6%; with 50% employer match about $73,688 at 4% or $49,126 at 6%; with 100% employer match about $55,266 at 4% or $36,844 at 6%.
200918$400,245$42,781$5,348iApproximate average salary by contribution assumption: employee only about $133,691 at 4% or $89,127 at 6%; with 50% employer match about $89,127 at 4% or $59,418 at 6%; with 100% employer match about $66,845 at 4% or $44,564 at 6%.
J.R. Tallman Co. Inc 401K Plan-8$400,245$42,781$5,348iApproximate average salary by contribution assumption: employee only about $133,691 at 4% or $89,127 at 6%; with 50% employer match about $89,127 at 4% or $59,418 at 6%; with 100% employer match about $66,845 at 4% or $44,564 at 6%.
200818$344,589$38,712$4,839iApproximate average salary by contribution assumption: employee only about $120,975 at 4% or $80,650 at 6%; with 50% employer match about $80,650 at 4% or $53,767 at 6%; with 100% employer match about $60,488 at 4% or $40,325 at 6%.
J.R. Tallman Co. Inc 401K Plan-8$344,589$38,712$4,839iApproximate average salary by contribution assumption: employee only about $120,975 at 4% or $80,650 at 6%; with 50% employer match about $80,650 at 4% or $53,767 at 6%; with 100% employer match about $60,488 at 4% or $40,325 at 6%.
200719$347,624$37,874$4,208iApproximate average salary by contribution assumption: employee only about $105,206 at 4% or $70,137 at 6%; with 50% employer match about $70,137 at 4% or $46,758 at 6%; with 100% employer match about $52,603 at 4% or $35,069 at 6%.
J.R. Tallman Co. Inc 401K Plan-9$347,624$37,874$4,208iApproximate average salary by contribution assumption: employee only about $105,206 at 4% or $70,137 at 6%; with 50% employer match about $70,137 at 4% or $46,758 at 6%; with 100% employer match about $52,603 at 4% or $35,069 at 6%.
200619$292,969$34,767$3,863iApproximate average salary by contribution assumption: employee only about $96,575 at 4% or $64,383 at 6%; with 50% employer match about $64,383 at 4% or $42,922 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%.
J.R. Tallman Co. Inc 401K Plan-9$292,969$34,767$3,863iApproximate average salary by contribution assumption: employee only about $96,575 at 4% or $64,383 at 6%; with 50% employer match about $64,383 at 4% or $42,922 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%.
2005110$240,173$33,926$3,393iApproximate average salary by contribution assumption: employee only about $84,815 at 4% or $56,543 at 6%; with 50% employer match about $56,543 at 4% or $37,696 at 6%; with 100% employer match about $42,408 at 4% or $28,272 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$240,173$33,926$3,393iApproximate average salary by contribution assumption: employee only about $84,815 at 4% or $56,543 at 6%; with 50% employer match about $56,543 at 4% or $37,696 at 6%; with 100% employer match about $42,408 at 4% or $28,272 at 6%.
2004110$206,279$26,774$2,677iApproximate average salary by contribution assumption: employee only about $66,935 at 4% or $44,623 at 6%; with 50% employer match about $44,623 at 4% or $29,749 at 6%; with 100% employer match about $33,468 at 4% or $22,312 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$206,279$26,774$2,677iApproximate average salary by contribution assumption: employee only about $66,935 at 4% or $44,623 at 6%; with 50% employer match about $44,623 at 4% or $29,749 at 6%; with 100% employer match about $33,468 at 4% or $22,312 at 6%.
2003110$174,229$25,668$2,567iApproximate average salary by contribution assumption: employee only about $64,170 at 4% or $42,780 at 6%; with 50% employer match about $42,780 at 4% or $28,520 at 6%; with 100% employer match about $32,085 at 4% or $21,390 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$174,229$25,668$2,567iApproximate average salary by contribution assumption: employee only about $64,170 at 4% or $42,780 at 6%; with 50% employer match about $42,780 at 4% or $28,520 at 6%; with 100% employer match about $32,085 at 4% or $21,390 at 6%.
2002110$146,692$28,996$2,900iApproximate average salary by contribution assumption: employee only about $72,490 at 4% or $48,327 at 6%; with 50% employer match about $48,327 at 4% or $32,218 at 6%; with 100% employer match about $36,245 at 4% or $24,163 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$146,692$28,996$2,900iApproximate average salary by contribution assumption: employee only about $72,490 at 4% or $48,327 at 6%; with 50% employer match about $48,327 at 4% or $32,218 at 6%; with 100% employer match about $36,245 at 4% or $24,163 at 6%.
200119$123,575$29,263$3,251iApproximate average salary by contribution assumption: employee only about $81,286 at 4% or $54,191 at 6%; with 50% employer match about $54,191 at 4% or $36,127 at 6%; with 100% employer match about $40,643 at 4% or $27,095 at 6%.
J.R. Tallman Co. Inc 401K Plan-9$123,575$29,263$3,251iApproximate average salary by contribution assumption: employee only about $81,286 at 4% or $54,191 at 6%; with 50% employer match about $54,191 at 4% or $36,127 at 6%; with 100% employer match about $40,643 at 4% or $27,095 at 6%.
2000110$95,102$62,088$6,209iApproximate average salary by contribution assumption: employee only about $155,220 at 4% or $103,480 at 6%; with 50% employer match about $103,480 at 4% or $68,987 at 6%; with 100% employer match about $77,610 at 4% or $51,740 at 6%.
J.R. Tallman Co. Inc 401K Plan-10$95,102$62,088$6,209iApproximate average salary by contribution assumption: employee only about $155,220 at 4% or $103,480 at 6%; with 50% employer match about $103,480 at 4% or $68,987 at 6%; with 100% employer match about $77,610 at 4% or $51,740 at 6%.
199928$36,427$27,225$3,403iApproximate average salary by contribution assumption: employee only about $85,078 at 4% or $56,719 at 6%; with 50% employer match about $56,719 at 4% or $37,813 at 6%; with 100% employer match about $42,539 at 4% or $28,359 at 6%.
J.R. Tallman Co. Inc 401K Plan-8$36,427$27,225$3,403iApproximate average salary by contribution assumption: employee only about $85,078 at 4% or $56,719 at 6%; with 50% employer match about $56,719 at 4% or $37,813 at 6%; with 100% employer match about $42,539 at 4% or $28,359 at 6%.
J.R. Tallman & Co. Inc. Defined Benefit Pension Plan and Trust-0---