Tal & Associates LLC
Plan context: Tal & Associates LLC 401K Profit Sharing Plan & Trust
EIN 20-4119282 • Mount Kisco, NY • 19 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$3,667,712
2024 Contributions
$349,370
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 27 | $3,667,712 | $349,370 | $12,940iApproximate average salary by contribution assumption: employee only about $323,491 at 4% or $215,660 at 6%; with 50% employer match about $215,660 at 4% or $143,774 at 6%; with 100% employer match about $161,745 at 4% or $107,830 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 27 | $3,667,712 | $349,370 | $12,940iApproximate average salary by contribution assumption: employee only about $323,491 at 4% or $215,660 at 6%; with 50% employer match about $215,660 at 4% or $143,774 at 6%; with 100% employer match about $161,745 at 4% or $107,830 at 6%. |
| 2023 | 1 | 25 | $3,071,856 | $326,782 | $13,071iApproximate average salary by contribution assumption: employee only about $326,782 at 4% or $217,855 at 6%; with 50% employer match about $217,855 at 4% or $145,236 at 6%; with 100% employer match about $163,391 at 4% or $108,927 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 25 | $3,071,856 | $326,782 | $13,071iApproximate average salary by contribution assumption: employee only about $326,782 at 4% or $217,855 at 6%; with 50% employer match about $217,855 at 4% or $145,236 at 6%; with 100% employer match about $163,391 at 4% or $108,927 at 6%. |
| 2022 | 1 | 28 | $2,679,046 | $352,701 | $12,596iApproximate average salary by contribution assumption: employee only about $314,912 at 4% or $209,941 at 6%; with 50% employer match about $209,941 at 4% or $139,961 at 6%; with 100% employer match about $157,456 at 4% or $104,971 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 28 | $2,679,046 | $352,701 | $12,596iApproximate average salary by contribution assumption: employee only about $314,912 at 4% or $209,941 at 6%; with 50% employer match about $209,941 at 4% or $139,961 at 6%; with 100% employer match about $157,456 at 4% or $104,971 at 6%. |
| 2021 | 1 | 27 | $2,856,926 | $251,243 | $9,305iApproximate average salary by contribution assumption: employee only about $232,632 at 4% or $155,088 at 6%; with 50% employer match about $155,088 at 4% or $103,392 at 6%; with 100% employer match about $116,316 at 4% or $77,544 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 27 | $2,856,926 | $251,243 | $9,305iApproximate average salary by contribution assumption: employee only about $232,632 at 4% or $155,088 at 6%; with 50% employer match about $155,088 at 4% or $103,392 at 6%; with 100% employer match about $116,316 at 4% or $77,544 at 6%. |
| 2020 | 1 | 27 | $2,419,967 | $246,212 | $9,119iApproximate average salary by contribution assumption: employee only about $227,974 at 4% or $151,983 at 6%; with 50% employer match about $151,983 at 4% or $101,322 at 6%; with 100% employer match about $113,987 at 4% or $75,991 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 27 | $2,419,967 | $246,212 | $9,119iApproximate average salary by contribution assumption: employee only about $227,974 at 4% or $151,983 at 6%; with 50% employer match about $151,983 at 4% or $101,322 at 6%; with 100% employer match about $113,987 at 4% or $75,991 at 6%. |
| 2019 | 1 | 32 | $1,809,337 | $254,342 | $7,948iApproximate average salary by contribution assumption: employee only about $198,705 at 4% or $132,470 at 6%; with 50% employer match about $132,470 at 4% or $88,313 at 6%; with 100% employer match about $99,352 at 4% or $66,235 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 32 | $1,809,337 | $254,342 | $7,948iApproximate average salary by contribution assumption: employee only about $198,705 at 4% or $132,470 at 6%; with 50% employer match about $132,470 at 4% or $88,313 at 6%; with 100% employer match about $99,352 at 4% or $66,235 at 6%. |
| 2018 | 1 | 25 | $1,227,812 | $202,714 | $8,109iApproximate average salary by contribution assumption: employee only about $202,714 at 4% or $135,143 at 6%; with 50% employer match about $135,143 at 4% or $90,095 at 6%; with 100% employer match about $101,357 at 4% or $67,571 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 25 | $1,227,812 | $202,714 | $8,109iApproximate average salary by contribution assumption: employee only about $202,714 at 4% or $135,143 at 6%; with 50% employer match about $135,143 at 4% or $90,095 at 6%; with 100% employer match about $101,357 at 4% or $67,571 at 6%. |
| 2017 | 1 | 21 | $1,112,574 | $141,791 | $6,752iApproximate average salary by contribution assumption: employee only about $168,799 at 4% or $112,533 at 6%; with 50% employer match about $112,533 at 4% or $75,022 at 6%; with 100% employer match about $84,399 at 4% or $56,266 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 21 | $1,112,574 | $141,791 | $6,752iApproximate average salary by contribution assumption: employee only about $168,799 at 4% or $112,533 at 6%; with 50% employer match about $112,533 at 4% or $75,022 at 6%; with 100% employer match about $84,399 at 4% or $56,266 at 6%. |
| 2016 | 1 | 18 | $800,639 | $152,884 | $8,494iApproximate average salary by contribution assumption: employee only about $212,339 at 4% or $141,559 at 6%; with 50% employer match about $141,559 at 4% or $94,373 at 6%; with 100% employer match about $106,169 at 4% or $70,780 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 18 | $800,639 | $152,884 | $8,494iApproximate average salary by contribution assumption: employee only about $212,339 at 4% or $141,559 at 6%; with 50% employer match about $141,559 at 4% or $94,373 at 6%; with 100% employer match about $106,169 at 4% or $70,780 at 6%. |
| 2015 | 1 | 17 | $591,664 | $91,494 | $5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 17 | $591,664 | $91,494 | $5,382iApproximate average salary by contribution assumption: employee only about $134,550 at 4% or $89,700 at 6%; with 50% employer match about $89,700 at 4% or $59,800 at 6%; with 100% employer match about $67,275 at 4% or $44,850 at 6%. |
| 2014 | 1 | 14 | $523,014 | $62,490 | $4,464iApproximate average salary by contribution assumption: employee only about $111,589 at 4% or $74,393 at 6%; with 50% employer match about $74,393 at 4% or $49,595 at 6%; with 100% employer match about $55,795 at 4% or $37,196 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 14 | $523,014 | $62,490 | $4,464iApproximate average salary by contribution assumption: employee only about $111,589 at 4% or $74,393 at 6%; with 50% employer match about $74,393 at 4% or $49,595 at 6%; with 100% employer match about $55,795 at 4% or $37,196 at 6%. |
| 2013 | 1 | 11 | $447,790 | $46,087 | $4,190iApproximate average salary by contribution assumption: employee only about $104,743 at 4% or $69,829 at 6%; with 50% employer match about $69,829 at 4% or $46,553 at 6%; with 100% employer match about $52,372 at 4% or $34,914 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 11 | $447,790 | $46,087 | $4,190iApproximate average salary by contribution assumption: employee only about $104,743 at 4% or $69,829 at 6%; with 50% employer match about $69,829 at 4% or $46,553 at 6%; with 100% employer match about $52,372 at 4% or $34,914 at 6%. |
| 2012 | 1 | 10 | $329,599 | $45,469 | $4,547iApproximate average salary by contribution assumption: employee only about $113,672 at 4% or $75,782 at 6%; with 50% employer match about $75,782 at 4% or $50,521 at 6%; with 100% employer match about $56,836 at 4% or $37,891 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 10 | $329,599 | $45,469 | $4,547iApproximate average salary by contribution assumption: employee only about $113,672 at 4% or $75,782 at 6%; with 50% employer match about $75,782 at 4% or $50,521 at 6%; with 100% employer match about $56,836 at 4% or $37,891 at 6%. |
| 2011 | 1 | 10 | $266,242 | $39,161 | $3,916iApproximate average salary by contribution assumption: employee only about $97,903 at 4% or $65,268 at 6%; with 50% employer match about $65,268 at 4% or $43,512 at 6%; with 100% employer match about $48,951 at 4% or $32,634 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 10 | $266,242 | $39,161 | $3,916iApproximate average salary by contribution assumption: employee only about $97,903 at 4% or $65,268 at 6%; with 50% employer match about $65,268 at 4% or $43,512 at 6%; with 100% employer match about $48,951 at 4% or $32,634 at 6%. |
| 2010 | 1 | 9 | $235,147 | $44,262 | $4,918iApproximate average salary by contribution assumption: employee only about $122,950 at 4% or $81,967 at 6%; with 50% employer match about $81,967 at 4% or $54,644 at 6%; with 100% employer match about $61,475 at 4% or $40,983 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 9 | $235,147 | $44,262 | $4,918iApproximate average salary by contribution assumption: employee only about $122,950 at 4% or $81,967 at 6%; with 50% employer match about $81,967 at 4% or $54,644 at 6%; with 100% employer match about $61,475 at 4% or $40,983 at 6%. |
| 2009 | 1 | 10 | $162,274 | $46,823 | $4,682iApproximate average salary by contribution assumption: employee only about $117,058 at 4% or $78,038 at 6%; with 50% employer match about $78,038 at 4% or $52,026 at 6%; with 100% employer match about $58,529 at 4% or $39,019 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 10 | $162,274 | $46,823 | $4,682iApproximate average salary by contribution assumption: employee only about $117,058 at 4% or $78,038 at 6%; with 50% employer match about $78,038 at 4% or $52,026 at 6%; with 100% employer match about $58,529 at 4% or $39,019 at 6%. |
| 2008 | 1 | 10 | $77,271 | $44,524 | $4,452iApproximate average salary by contribution assumption: employee only about $111,310 at 4% or $74,207 at 6%; with 50% employer match about $74,207 at 4% or $49,471 at 6%; with 100% employer match about $55,655 at 4% or $37,103 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 10 | $77,271 | $44,524 | $4,452iApproximate average salary by contribution assumption: employee only about $111,310 at 4% or $74,207 at 6%; with 50% employer match about $74,207 at 4% or $49,471 at 6%; with 100% employer match about $55,655 at 4% or $37,103 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 2006 | 1 | 2 | $32,085 | $31,118 | $15,559iApproximate average salary by contribution assumption: employee only about $388,975 at 4% or $259,317 at 6%; with 50% employer match about $259,317 at 4% or $172,878 at 6%; with 100% employer match about $194,488 at 4% or $129,658 at 6%. |
| Tal & Associates LLC 401K Profit Sharing Plan & Trust | - | 2 | $32,085 | $31,118 | $15,559iApproximate average salary by contribution assumption: employee only about $388,975 at 4% or $259,317 at 6%; with 50% employer match about $259,317 at 4% or $172,878 at 6%; with 100% employer match about $194,488 at 4% or $129,658 at 6%. |