Taglich Brothers Inc.
Plan context: Taglich Brothers Inc. 401(K) Plan
EIN 13-3638581 • Cold Spring Harbor, NY • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$2,031,451
2025 Contributions
$25,250
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $25,250 | - |
| Taglich Brothers Inc. 401(K) Plan | - | 0 | $0 | $25,250 | - |
| 2024 | 1 | 6 | $2,031,451 | $36,740 | $6,123iApproximate average salary by contribution assumption: employee only about $153,083 at 4% or $102,056 at 6%; with 50% employer match about $102,056 at 4% or $68,037 at 6%; with 100% employer match about $76,542 at 4% or $51,028 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 6 | $2,031,451 | $36,740 | $6,123iApproximate average salary by contribution assumption: employee only about $153,083 at 4% or $102,056 at 6%; with 50% employer match about $102,056 at 4% or $68,037 at 6%; with 100% employer match about $76,542 at 4% or $51,028 at 6%. |
| 2023 | 1 | 9 | $2,270,965 | $69,386 | $7,710iApproximate average salary by contribution assumption: employee only about $192,739 at 4% or $128,493 at 6%; with 50% employer match about $128,493 at 4% or $85,662 at 6%; with 100% employer match about $96,369 at 4% or $64,246 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 9 | $2,270,965 | $69,386 | $7,710iApproximate average salary by contribution assumption: employee only about $192,739 at 4% or $128,493 at 6%; with 50% employer match about $128,493 at 4% or $85,662 at 6%; with 100% employer match about $96,369 at 4% or $64,246 at 6%. |
| 2022 | 1 | 9 | $1,998,136 | $65,498 | $7,278iApproximate average salary by contribution assumption: employee only about $181,939 at 4% or $121,293 at 6%; with 50% employer match about $121,293 at 4% or $80,862 at 6%; with 100% employer match about $90,969 at 4% or $60,646 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 9 | $1,998,136 | $65,498 | $7,278iApproximate average salary by contribution assumption: employee only about $181,939 at 4% or $121,293 at 6%; with 50% employer match about $121,293 at 4% or $80,862 at 6%; with 100% employer match about $90,969 at 4% or $60,646 at 6%. |
| 2021 | 1 | 10 | $2,096,826 | $89,038 | $8,904iApproximate average salary by contribution assumption: employee only about $222,595 at 4% or $148,397 at 6%; with 50% employer match about $148,397 at 4% or $98,931 at 6%; with 100% employer match about $111,297 at 4% or $74,198 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 10 | $2,096,826 | $89,038 | $8,904iApproximate average salary by contribution assumption: employee only about $222,595 at 4% or $148,397 at 6%; with 50% employer match about $148,397 at 4% or $98,931 at 6%; with 100% employer match about $111,297 at 4% or $74,198 at 6%. |
| 2020 | 1 | 11 | $2,753,733 | $88,227 | $8,021iApproximate average salary by contribution assumption: employee only about $200,516 at 4% or $133,677 at 6%; with 50% employer match about $133,677 at 4% or $89,118 at 6%; with 100% employer match about $100,258 at 4% or $66,839 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 11 | $2,753,733 | $88,227 | $8,021iApproximate average salary by contribution assumption: employee only about $200,516 at 4% or $133,677 at 6%; with 50% employer match about $133,677 at 4% or $89,118 at 6%; with 100% employer match about $100,258 at 4% or $66,839 at 6%. |
| 2019 | 1 | 11 | $2,378,134 | $85,921 | $7,811iApproximate average salary by contribution assumption: employee only about $195,275 at 4% or $130,183 at 6%; with 50% employer match about $130,183 at 4% or $86,789 at 6%; with 100% employer match about $97,638 at 4% or $65,092 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 11 | $2,378,134 | $85,921 | $7,811iApproximate average salary by contribution assumption: employee only about $195,275 at 4% or $130,183 at 6%; with 50% employer match about $130,183 at 4% or $86,789 at 6%; with 100% employer match about $97,638 at 4% or $65,092 at 6%. |
| 2018 | 1 | 12 | $2,003,134 | $88,007 | $7,334iApproximate average salary by contribution assumption: employee only about $183,348 at 4% or $122,232 at 6%; with 50% employer match about $122,232 at 4% or $81,488 at 6%; with 100% employer match about $91,674 at 4% or $61,116 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 12 | $2,003,134 | $88,007 | $7,334iApproximate average salary by contribution assumption: employee only about $183,348 at 4% or $122,232 at 6%; with 50% employer match about $122,232 at 4% or $81,488 at 6%; with 100% employer match about $91,674 at 4% or $61,116 at 6%. |
| 2017 | 1 | 15 | $2,446,993 | $109,373 | $7,292iApproximate average salary by contribution assumption: employee only about $182,288 at 4% or $121,526 at 6%; with 50% employer match about $121,526 at 4% or $81,017 at 6%; with 100% employer match about $91,144 at 4% or $60,763 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 15 | $2,446,993 | $109,373 | $7,292iApproximate average salary by contribution assumption: employee only about $182,288 at 4% or $121,526 at 6%; with 50% employer match about $121,526 at 4% or $81,017 at 6%; with 100% employer match about $91,144 at 4% or $60,763 at 6%. |
| 2016 | 1 | 16 | $2,158,824 | $114,032 | $7,127iApproximate average salary by contribution assumption: employee only about $178,175 at 4% or $118,783 at 6%; with 50% employer match about $118,783 at 4% or $79,189 at 6%; with 100% employer match about $89,088 at 4% or $59,392 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 16 | $2,158,824 | $114,032 | $7,127iApproximate average salary by contribution assumption: employee only about $178,175 at 4% or $118,783 at 6%; with 50% employer match about $118,783 at 4% or $79,189 at 6%; with 100% employer match about $89,088 at 4% or $59,392 at 6%. |
| 2015 | 1 | 19 | $1,869,538 | $82,287 | $4,331iApproximate average salary by contribution assumption: employee only about $108,272 at 4% or $72,182 at 6%; with 50% employer match about $72,182 at 4% or $48,121 at 6%; with 100% employer match about $54,136 at 4% or $36,091 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 19 | $1,869,538 | $82,287 | $4,331iApproximate average salary by contribution assumption: employee only about $108,272 at 4% or $72,182 at 6%; with 50% employer match about $72,182 at 4% or $48,121 at 6%; with 100% employer match about $54,136 at 4% or $36,091 at 6%. |
| 2014 | 1 | 13 | $1,792,350 | $87,160 | $6,705iApproximate average salary by contribution assumption: employee only about $167,615 at 4% or $111,744 at 6%; with 50% employer match about $111,744 at 4% or $74,496 at 6%; with 100% employer match about $83,808 at 4% or $55,872 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 13 | $1,792,350 | $87,160 | $6,705iApproximate average salary by contribution assumption: employee only about $167,615 at 4% or $111,744 at 6%; with 50% employer match about $111,744 at 4% or $74,496 at 6%; with 100% employer match about $83,808 at 4% or $55,872 at 6%. |
| 2013 | 1 | 13 | $1,621,226 | $78,410 | $6,032iApproximate average salary by contribution assumption: employee only about $150,788 at 4% or $100,526 at 6%; with 50% employer match about $100,526 at 4% or $67,017 at 6%; with 100% employer match about $75,394 at 4% or $50,263 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 13 | $1,621,226 | $78,410 | $6,032iApproximate average salary by contribution assumption: employee only about $150,788 at 4% or $100,526 at 6%; with 50% employer match about $100,526 at 4% or $67,017 at 6%; with 100% employer match about $75,394 at 4% or $50,263 at 6%. |
| 2012 | 1 | 13 | $1,367,015 | $74,383 | $5,722iApproximate average salary by contribution assumption: employee only about $143,044 at 4% or $95,363 at 6%; with 50% employer match about $95,363 at 4% or $63,575 at 6%; with 100% employer match about $71,522 at 4% or $47,681 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 13 | $1,367,015 | $74,383 | $5,722iApproximate average salary by contribution assumption: employee only about $143,044 at 4% or $95,363 at 6%; with 50% employer match about $95,363 at 4% or $63,575 at 6%; with 100% employer match about $71,522 at 4% or $47,681 at 6%. |
| 2011 | 1 | 13 | $1,168,752 | $72,945 | $5,611iApproximate average salary by contribution assumption: employee only about $140,279 at 4% or $93,519 at 6%; with 50% employer match about $93,519 at 4% or $62,346 at 6%; with 100% employer match about $70,139 at 4% or $46,760 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 13 | $1,168,752 | $72,945 | $5,611iApproximate average salary by contribution assumption: employee only about $140,279 at 4% or $93,519 at 6%; with 50% employer match about $93,519 at 4% or $62,346 at 6%; with 100% employer match about $70,139 at 4% or $46,760 at 6%. |
| 2010 | 1 | 14 | $1,156,330 | $93,998 | $6,714iApproximate average salary by contribution assumption: employee only about $167,854 at 4% or $111,902 at 6%; with 50% employer match about $111,902 at 4% or $74,602 at 6%; with 100% employer match about $83,927 at 4% or $55,951 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 14 | $1,156,330 | $93,998 | $6,714iApproximate average salary by contribution assumption: employee only about $167,854 at 4% or $111,902 at 6%; with 50% employer match about $111,902 at 4% or $74,602 at 6%; with 100% employer match about $83,927 at 4% or $55,951 at 6%. |
| 2009 | 1 | 14 | $945,768 | $32,838 | $2,346iApproximate average salary by contribution assumption: employee only about $58,639 at 4% or $39,093 at 6%; with 50% employer match about $39,093 at 4% or $26,062 at 6%; with 100% employer match about $29,320 at 4% or $19,546 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 14 | $945,768 | $32,838 | $2,346iApproximate average salary by contribution assumption: employee only about $58,639 at 4% or $39,093 at 6%; with 50% employer match about $39,093 at 4% or $26,062 at 6%; with 100% employer match about $29,320 at 4% or $19,546 at 6%. |
| 2008 | 1 | 16 | $839,295 | $93,146 | $5,822iApproximate average salary by contribution assumption: employee only about $145,541 at 4% or $97,027 at 6%; with 50% employer match about $97,027 at 4% or $64,685 at 6%; with 100% employer match about $72,770 at 4% or $48,514 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 16 | $839,295 | $93,146 | $5,822iApproximate average salary by contribution assumption: employee only about $145,541 at 4% or $97,027 at 6%; with 50% employer match about $97,027 at 4% or $64,685 at 6%; with 100% employer match about $72,770 at 4% or $48,514 at 6%. |
| 2007 | 1 | 15 | $915,277 | $105,197 | $7,013iApproximate average salary by contribution assumption: employee only about $175,328 at 4% or $116,886 at 6%; with 50% employer match about $116,886 at 4% or $77,924 at 6%; with 100% employer match about $87,664 at 4% or $58,443 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 15 | $915,277 | $105,197 | $7,013iApproximate average salary by contribution assumption: employee only about $175,328 at 4% or $116,886 at 6%; with 50% employer match about $116,886 at 4% or $77,924 at 6%; with 100% employer match about $87,664 at 4% or $58,443 at 6%. |
| 2006 | 1 | 10 | $763,065 | $86,239 | $8,624iApproximate average salary by contribution assumption: employee only about $215,598 at 4% or $143,732 at 6%; with 50% employer match about $143,732 at 4% or $95,821 at 6%; with 100% employer match about $107,799 at 4% or $71,866 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 10 | $763,065 | $86,239 | $8,624iApproximate average salary by contribution assumption: employee only about $215,598 at 4% or $143,732 at 6%; with 50% employer match about $143,732 at 4% or $95,821 at 6%; with 100% employer match about $107,799 at 4% or $71,866 at 6%. |
| 2005 | 1 | 10 | $615,783 | $81,187 | $8,119iApproximate average salary by contribution assumption: employee only about $202,968 at 4% or $135,312 at 6%; with 50% employer match about $135,312 at 4% or $90,208 at 6%; with 100% employer match about $101,484 at 4% or $67,656 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 10 | $615,783 | $81,187 | $8,119iApproximate average salary by contribution assumption: employee only about $202,968 at 4% or $135,312 at 6%; with 50% employer match about $135,312 at 4% or $90,208 at 6%; with 100% employer match about $101,484 at 4% or $67,656 at 6%. |
| 2004 | 1 | 11 | $505,146 | $69,750 | $6,341iApproximate average salary by contribution assumption: employee only about $158,523 at 4% or $105,682 at 6%; with 50% employer match about $105,682 at 4% or $70,455 at 6%; with 100% employer match about $79,261 at 4% or $52,841 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 11 | $505,146 | $69,750 | $6,341iApproximate average salary by contribution assumption: employee only about $158,523 at 4% or $105,682 at 6%; with 50% employer match about $105,682 at 4% or $70,455 at 6%; with 100% employer match about $79,261 at 4% or $52,841 at 6%. |
| 2002 | 1 | 13 | $308,180 | $71,892 | $5,530iApproximate average salary by contribution assumption: employee only about $138,254 at 4% or $92,169 at 6%; with 50% employer match about $92,169 at 4% or $61,446 at 6%; with 100% employer match about $69,127 at 4% or $46,085 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 13 | $308,180 | $71,892 | $5,530iApproximate average salary by contribution assumption: employee only about $138,254 at 4% or $92,169 at 6%; with 50% employer match about $92,169 at 4% or $61,446 at 6%; with 100% employer match about $69,127 at 4% or $46,085 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| Taglich Brothers Inc. 401(K) Plan | - | 19 | - | - | - |
| 2000 | 1 | 17 | $0 | $0 | - |
| Taglich Brothers Inc. 401(K) Plan | - | 17 | - | - | - |
| 1999 | 1 | 21 | $833,003 | $65,459 | $3,117iApproximate average salary by contribution assumption: employee only about $77,927 at 4% or $51,952 at 6%; with 50% employer match about $51,952 at 4% or $34,634 at 6%; with 100% employer match about $38,964 at 4% or $25,976 at 6%. |
| Taglich Brothers Inc. 401(K) Plan | - | 21 | $833,003 | $65,459 | $3,117iApproximate average salary by contribution assumption: employee only about $77,927 at 4% or $51,952 at 6%; with 50% employer match about $51,952 at 4% or $34,634 at 6%; with 100% employer match about $38,964 at 4% or $25,976 at 6%. |