Civic Intelligence

James V. Talano, M.D., M.M., P.A.

Plan context: James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan

EIN 20-1827306 • Naples, FL • 19 filings • 4 plans

6257 Union Island WayNaples, FL 34113
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$3,045,677

2024 Contributions

$197,630

Historical Graphs

Total Assets Over Time

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

$3,340,619$1,670,310$0200620162024YearValue
$3,045,677Latest year 2024

Participants Over Time

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

31160200620152024YearValue
31Latest 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
2024131$3,045,677$197,630$6,375iApproximate average salary by contribution assumption: employee only about $159,379 at 4% or $106,253 at 6%; with 50% employer match about $106,253 at 4% or $70,835 at 6%; with 100% employer match about $79,690 at 4% or $53,126 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-31$3,045,677$197,630$6,375iApproximate average salary by contribution assumption: employee only about $159,379 at 4% or $106,253 at 6%; with 50% employer match about $106,253 at 4% or $70,835 at 6%; with 100% employer match about $79,690 at 4% or $53,126 at 6%.
2023129$2,599,564$200,642$6,919iApproximate average salary by contribution assumption: employee only about $172,967 at 4% or $115,311 at 6%; with 50% employer match about $115,311 at 4% or $76,874 at 6%; with 100% employer match about $86,484 at 4% or $57,656 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-29$2,599,564$200,642$6,919iApproximate average salary by contribution assumption: employee only about $172,967 at 4% or $115,311 at 6%; with 50% employer match about $115,311 at 4% or $76,874 at 6%; with 100% employer match about $86,484 at 4% or $57,656 at 6%.
2022126$2,012,632$178,876$6,880iApproximate average salary by contribution assumption: employee only about $171,996 at 4% or $114,664 at 6%; with 50% employer match about $114,664 at 4% or $76,443 at 6%; with 100% employer match about $85,998 at 4% or $57,332 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-26$2,012,632$178,876$6,880iApproximate average salary by contribution assumption: employee only about $171,996 at 4% or $114,664 at 6%; with 50% employer match about $114,664 at 4% or $76,443 at 6%; with 100% employer match about $85,998 at 4% or $57,332 at 6%.
2021124$3,340,619$176,256$7,344iApproximate average salary by contribution assumption: employee only about $183,600 at 4% or $122,400 at 6%; with 50% employer match about $122,400 at 4% or $81,600 at 6%; with 100% employer match about $91,800 at 4% or $61,200 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-24$3,340,619$176,256$7,344iApproximate average salary by contribution assumption: employee only about $183,600 at 4% or $122,400 at 6%; with 50% employer match about $122,400 at 4% or $81,600 at 6%; with 100% employer match about $91,800 at 4% or $61,200 at 6%.
2020124$2,769,131$301,023$12,543iApproximate average salary by contribution assumption: employee only about $313,566 at 4% or $209,044 at 6%; with 50% employer match about $209,044 at 4% or $139,363 at 6%; with 100% employer match about $156,783 at 4% or $104,522 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-24$2,769,131$301,023$12,543iApproximate average salary by contribution assumption: employee only about $313,566 at 4% or $209,044 at 6%; with 50% employer match about $209,044 at 4% or $139,363 at 6%; with 100% employer match about $156,783 at 4% or $104,522 at 6%.
2019119$2,093,972$307,352$16,176iApproximate average salary by contribution assumption: employee only about $404,411 at 4% or $269,607 at 6%; with 50% employer match about $269,607 at 4% or $179,738 at 6%; with 100% employer match about $202,205 at 4% or $134,804 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-19$2,093,972$307,352$16,176iApproximate average salary by contribution assumption: employee only about $404,411 at 4% or $269,607 at 6%; with 50% employer match about $269,607 at 4% or $179,738 at 6%; with 100% employer match about $202,205 at 4% or $134,804 at 6%.
2018120$1,474,650$141,329$7,066iApproximate average salary by contribution assumption: employee only about $176,661 at 4% or $117,774 at 6%; with 50% employer match about $117,774 at 4% or $78,516 at 6%; with 100% employer match about $88,331 at 4% or $58,887 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-20$1,474,650$141,329$7,066iApproximate average salary by contribution assumption: employee only about $176,661 at 4% or $117,774 at 6%; with 50% employer match about $117,774 at 4% or $78,516 at 6%; with 100% employer match about $88,331 at 4% or $58,887 at 6%.
2017121$1,502,493$151,320$7,206iApproximate average salary by contribution assumption: employee only about $180,143 at 4% or $120,095 at 6%; with 50% employer match about $120,095 at 4% or $80,063 at 6%; with 100% employer match about $90,071 at 4% or $60,048 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-21$1,502,493$151,320$7,206iApproximate average salary by contribution assumption: employee only about $180,143 at 4% or $120,095 at 6%; with 50% employer match about $120,095 at 4% or $80,063 at 6%; with 100% employer match about $90,071 at 4% or $60,048 at 6%.
2016120$1,190,855$137,074$6,854iApproximate average salary by contribution assumption: employee only about $171,343 at 4% or $114,228 at 6%; with 50% employer match about $114,228 at 4% or $76,152 at 6%; with 100% employer match about $85,671 at 4% or $57,114 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-20$1,190,855$137,074$6,854iApproximate average salary by contribution assumption: employee only about $171,343 at 4% or $114,228 at 6%; with 50% employer match about $114,228 at 4% or $76,152 at 6%; with 100% employer match about $85,671 at 4% or $57,114 at 6%.
2015114$1,052,267$134,903$9,636iApproximate average salary by contribution assumption: employee only about $240,898 at 4% or $160,599 at 6%; with 50% employer match about $160,599 at 4% or $107,066 at 6%; with 100% employer match about $120,449 at 4% or $80,299 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-14$1,052,267$134,903$9,636iApproximate average salary by contribution assumption: employee only about $240,898 at 4% or $160,599 at 6%; with 50% employer match about $160,599 at 4% or $107,066 at 6%; with 100% employer match about $120,449 at 4% or $80,299 at 6%.
2014115$970,647$114,015$7,601iApproximate average salary by contribution assumption: employee only about $190,025 at 4% or $126,683 at 6%; with 50% employer match about $126,683 at 4% or $84,456 at 6%; with 100% employer match about $95,013 at 4% or $63,342 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-15$970,647$114,015$7,601iApproximate average salary by contribution assumption: employee only about $190,025 at 4% or $126,683 at 6%; with 50% employer match about $126,683 at 4% or $84,456 at 6%; with 100% employer match about $95,013 at 4% or $63,342 at 6%.
2013112$803,456$175,674$14,640iApproximate average salary by contribution assumption: employee only about $365,988 at 4% or $243,992 at 6%; with 50% employer match about $243,992 at 4% or $162,661 at 6%; with 100% employer match about $182,994 at 4% or $121,996 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-12$803,456$175,674$14,640iApproximate average salary by contribution assumption: employee only about $365,988 at 4% or $243,992 at 6%; with 50% employer match about $243,992 at 4% or $162,661 at 6%; with 100% employer match about $182,994 at 4% or $121,996 at 6%.
201219$534,753$171,596$19,066iApproximate average salary by contribution assumption: employee only about $476,656 at 4% or $317,770 at 6%; with 50% employer match about $317,770 at 4% or $211,847 at 6%; with 100% employer match about $238,328 at 4% or $158,885 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-9$534,753$171,596$19,066iApproximate average salary by contribution assumption: employee only about $476,656 at 4% or $317,770 at 6%; with 50% employer match about $317,770 at 4% or $211,847 at 6%; with 100% employer match about $238,328 at 4% or $158,885 at 6%.
201119$370,479$79,938$8,882iApproximate average salary by contribution assumption: employee only about $222,050 at 4% or $148,033 at 6%; with 50% employer match about $148,033 at 4% or $98,689 at 6%; with 100% employer match about $111,025 at 4% or $74,017 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-9$370,479$79,938$8,882iApproximate average salary by contribution assumption: employee only about $222,050 at 4% or $148,033 at 6%; with 50% employer match about $148,033 at 4% or $98,689 at 6%; with 100% employer match about $111,025 at 4% or $74,017 at 6%.
201018$310,002$85,100$10,638iApproximate average salary by contribution assumption: employee only about $265,938 at 4% or $177,292 at 6%; with 50% employer match about $177,292 at 4% or $118,194 at 6%; with 100% employer match about $132,969 at 4% or $88,646 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-8$310,002$85,100$10,638iApproximate average salary by contribution assumption: employee only about $265,938 at 4% or $177,292 at 6%; with 50% employer match about $177,292 at 4% or $118,194 at 6%; with 100% employer match about $132,969 at 4% or $88,646 at 6%.
200916$228,056$76,682$12,780iApproximate average salary by contribution assumption: employee only about $319,508 at 4% or $213,006 at 6%; with 50% employer match about $213,006 at 4% or $142,004 at 6%; with 100% employer match about $159,754 at 4% or $106,503 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-6$228,056$76,682$12,780iApproximate average salary by contribution assumption: employee only about $319,508 at 4% or $213,006 at 6%; with 50% employer match about $213,006 at 4% or $142,004 at 6%; with 100% employer match about $159,754 at 4% or $106,503 at 6%.
200814$0$0-
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-4---
200713$0$0-
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-3---
200613$47,607$47,607$15,869iApproximate average salary by contribution assumption: employee only about $396,725 at 4% or $264,483 at 6%; with 50% employer match about $264,483 at 4% or $176,322 at 6%; with 100% employer match about $198,363 at 4% or $132,242 at 6%.
James V. Talano, M.D., M.M., P.A. 401K Profit Sharing Plan-3$47,607$47,607$15,869iApproximate average salary by contribution assumption: employee only about $396,725 at 4% or $264,483 at 6%; with 50% employer match about $264,483 at 4% or $176,322 at 6%; with 100% employer match about $198,363 at 4% or $132,242 at 6%.