Talonvest Capital Inc.
Plan context: Talonvest Capital Inc. 401(K) Profit Sharing Plan
EIN 27-2557746 • Newport Beach, CA • 14 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$3,152,373
2025 Contributions
$381,894
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 | 19 | $3,152,373 | $381,894 | $20,100iApproximate average salary by contribution assumption: employee only about $502,492 at 4% or $334,995 at 6%; with 50% employer match about $334,995 at 4% or $223,330 at 6%; with 100% employer match about $251,246 at 4% or $167,497 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 19 | $3,152,373 | $381,894 | $20,100iApproximate average salary by contribution assumption: employee only about $502,492 at 4% or $334,995 at 6%; with 50% employer match about $334,995 at 4% or $223,330 at 6%; with 100% employer match about $251,246 at 4% or $167,497 at 6%. |
| 2024 | 1 | 14 | $6,478,094 | $376,544 | $26,896iApproximate average salary by contribution assumption: employee only about $672,400 at 4% or $448,267 at 6%; with 50% employer match about $448,267 at 4% or $298,844 at 6%; with 100% employer match about $336,200 at 4% or $224,133 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 14 | $6,478,094 | $376,544 | $26,896iApproximate average salary by contribution assumption: employee only about $672,400 at 4% or $448,267 at 6%; with 50% employer match about $448,267 at 4% or $298,844 at 6%; with 100% employer match about $336,200 at 4% or $224,133 at 6%. |
| 2023 | 1 | 17 | $5,224,735 | $344,577 | $20,269iApproximate average salary by contribution assumption: employee only about $506,731 at 4% or $337,821 at 6%; with 50% employer match about $337,821 at 4% or $225,214 at 6%; with 100% employer match about $253,365 at 4% or $168,910 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 17 | $5,224,735 | $344,577 | $20,269iApproximate average salary by contribution assumption: employee only about $506,731 at 4% or $337,821 at 6%; with 50% employer match about $337,821 at 4% or $225,214 at 6%; with 100% employer match about $253,365 at 4% or $168,910 at 6%. |
| 2022 | 1 | 12 | $4,114,708 | $287,689 | $23,974iApproximate average salary by contribution assumption: employee only about $599,352 at 4% or $399,568 at 6%; with 50% employer match about $399,568 at 4% or $266,379 at 6%; with 100% employer match about $299,676 at 4% or $199,784 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 12 | $4,114,708 | $287,689 | $23,974iApproximate average salary by contribution assumption: employee only about $599,352 at 4% or $399,568 at 6%; with 50% employer match about $399,568 at 4% or $266,379 at 6%; with 100% employer match about $299,676 at 4% or $199,784 at 6%. |
| 2021 | 1 | 12 | $4,485,449 | $287,089 | $23,924iApproximate average salary by contribution assumption: employee only about $598,102 at 4% or $398,735 at 6%; with 50% employer match about $398,735 at 4% or $265,823 at 6%; with 100% employer match about $299,051 at 4% or $199,367 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 12 | $4,485,449 | $287,089 | $23,924iApproximate average salary by contribution assumption: employee only about $598,102 at 4% or $398,735 at 6%; with 50% employer match about $398,735 at 4% or $265,823 at 6%; with 100% employer match about $299,051 at 4% or $199,367 at 6%. |
| 2020 | 1 | 10 | $3,536,215 | $277,330 | $27,733iApproximate average salary by contribution assumption: employee only about $693,325 at 4% or $462,217 at 6%; with 50% employer match about $462,217 at 4% or $308,144 at 6%; with 100% employer match about $346,663 at 4% or $231,108 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 10 | $3,536,215 | $277,330 | $27,733iApproximate average salary by contribution assumption: employee only about $693,325 at 4% or $462,217 at 6%; with 50% employer match about $462,217 at 4% or $308,144 at 6%; with 100% employer match about $346,663 at 4% or $231,108 at 6%. |
| 2019 | 1 | 10 | $2,858,669 | $228,475 | $22,848iApproximate average salary by contribution assumption: employee only about $571,188 at 4% or $380,792 at 6%; with 50% employer match about $380,792 at 4% or $253,861 at 6%; with 100% employer match about $285,594 at 4% or $190,396 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 10 | $2,858,669 | $228,475 | $22,848iApproximate average salary by contribution assumption: employee only about $571,188 at 4% or $380,792 at 6%; with 50% employer match about $380,792 at 4% or $253,861 at 6%; with 100% employer match about $285,594 at 4% or $190,396 at 6%. |
| 2018 | 1 | 8 | $2,260,475 | $206,248 | $25,781iApproximate average salary by contribution assumption: employee only about $644,525 at 4% or $429,683 at 6%; with 50% employer match about $429,683 at 4% or $286,456 at 6%; with 100% employer match about $322,263 at 4% or $214,842 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 8 | $2,260,475 | $206,248 | $25,781iApproximate average salary by contribution assumption: employee only about $644,525 at 4% or $429,683 at 6%; with 50% employer match about $429,683 at 4% or $286,456 at 6%; with 100% employer match about $322,263 at 4% or $214,842 at 6%. |
| 2017 | 1 | 8 | $2,185,588 | $204,859 | $25,607iApproximate average salary by contribution assumption: employee only about $640,184 at 4% or $426,790 at 6%; with 50% employer match about $426,790 at 4% or $284,526 at 6%; with 100% employer match about $320,092 at 4% or $213,395 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 8 | $2,185,588 | $204,859 | $25,607iApproximate average salary by contribution assumption: employee only about $640,184 at 4% or $426,790 at 6%; with 50% employer match about $426,790 at 4% or $284,526 at 6%; with 100% employer match about $320,092 at 4% or $213,395 at 6%. |
| 2016 | 1 | 8 | $1,727,995 | $204,962 | $25,620iApproximate average salary by contribution assumption: employee only about $640,506 at 4% or $427,004 at 6%; with 50% employer match about $427,004 at 4% or $284,669 at 6%; with 100% employer match about $320,253 at 4% or $213,502 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 8 | $1,727,995 | $204,962 | $25,620iApproximate average salary by contribution assumption: employee only about $640,506 at 4% or $427,004 at 6%; with 50% employer match about $427,004 at 4% or $284,669 at 6%; with 100% employer match about $320,253 at 4% or $213,502 at 6%. |
| 2015 | 1 | 8 | $1,421,769 | $853,486 | $106,686iApproximate average salary by contribution assumption: employee only about $2,667,144 at 4% or $1,778,096 at 6%; with 50% employer match about $1,778,096 at 4% or $1,185,397 at 6%; with 100% employer match about $1,333,572 at 4% or $889,048 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 8 | $1,421,769 | $853,486 | $106,686iApproximate average salary by contribution assumption: employee only about $2,667,144 at 4% or $1,778,096 at 6%; with 50% employer match about $1,778,096 at 4% or $1,185,397 at 6%; with 100% employer match about $1,333,572 at 4% or $889,048 at 6%. |
| 2014 | 1 | 8 | $553,294 | $169,940 | $21,243iApproximate average salary by contribution assumption: employee only about $531,063 at 4% or $354,042 at 6%; with 50% employer match about $354,042 at 4% or $236,028 at 6%; with 100% employer match about $265,531 at 4% or $177,021 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 8 | $553,294 | $169,940 | $21,243iApproximate average salary by contribution assumption: employee only about $531,063 at 4% or $354,042 at 6%; with 50% employer match about $354,042 at 4% or $236,028 at 6%; with 100% employer match about $265,531 at 4% or $177,021 at 6%. |
| 2013 | 1 | 6 | $359,703 | $139,417 | $23,236iApproximate average salary by contribution assumption: employee only about $580,904 at 4% or $387,269 at 6%; with 50% employer match about $387,269 at 4% or $258,180 at 6%; with 100% employer match about $290,452 at 4% or $193,635 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 6 | $359,703 | $139,417 | $23,236iApproximate average salary by contribution assumption: employee only about $580,904 at 4% or $387,269 at 6%; with 50% employer match about $387,269 at 4% or $258,180 at 6%; with 100% employer match about $290,452 at 4% or $193,635 at 6%. |
| 2012 | 1 | 5 | $186,580 | $90,500 | $18,100iApproximate average salary by contribution assumption: employee only about $452,500 at 4% or $301,667 at 6%; with 50% employer match about $301,667 at 4% or $201,111 at 6%; with 100% employer match about $226,250 at 4% or $150,833 at 6%. |
| Talonvest Capital Inc. 401(K) Profit Sharing Plan | - | 5 | $186,580 | $90,500 | $18,100iApproximate average salary by contribution assumption: employee only about $452,500 at 4% or $301,667 at 6%; with 50% employer match about $301,667 at 4% or $201,111 at 6%; with 100% employer match about $226,250 at 4% or $150,833 at 6%. |