The Talbert House
Plan context: Talbert House 403(B) Tax Sheltered Annuity Plan
EIN 31-0713350 • 64 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
815
2024 Assets
$31,426,595
2024 Contributions
$3,589,280
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 | 2 | 815 | $31,426,595 | $3,589,280 | $4,404iApproximate average salary by contribution assumption: employee only about $110,101 at 4% or $73,400 at 6%; with 50% employer match about $73,400 at 4% or $48,934 at 6%; with 100% employer match about $55,050 at 4% or $36,700 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 815 | $31,426,595 | $3,589,280 | $4,404iApproximate average salary by contribution assumption: employee only about $110,101 at 4% or $73,400 at 6%; with 50% employer match about $73,400 at 4% or $48,934 at 6%; with 100% employer match about $55,050 at 4% or $36,700 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 763 | - | - | - |
| 2023 | 2 | 862 | $28,440,275 | $3,495,320 | $4,055iApproximate average salary by contribution assumption: employee only about $101,372 at 4% or $67,582 at 6%; with 50% employer match about $67,582 at 4% or $45,054 at 6%; with 100% employer match about $50,686 at 4% or $33,791 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 862 | $28,440,275 | $3,495,320 | $4,055iApproximate average salary by contribution assumption: employee only about $101,372 at 4% or $67,582 at 6%; with 50% employer match about $67,582 at 4% or $45,054 at 6%; with 100% employer match about $50,686 at 4% or $33,791 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 719 | - | - | - |
| 2022 | 2 | 884 | $24,104,000 | $3,104,366 | $3,512iApproximate average salary by contribution assumption: employee only about $87,793 at 4% or $58,529 at 6%; with 50% employer match about $58,529 at 4% or $39,019 at 6%; with 100% employer match about $43,897 at 4% or $29,264 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 884 | $24,104,000 | $3,104,366 | $3,512iApproximate average salary by contribution assumption: employee only about $87,793 at 4% or $58,529 at 6%; with 50% employer match about $58,529 at 4% or $39,019 at 6%; with 100% employer match about $43,897 at 4% or $29,264 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 714 | - | - | - |
| 2021 | 2 | 882 | $27,133,156 | $2,898,746 | $3,287iApproximate average salary by contribution assumption: employee only about $82,164 at 4% or $54,776 at 6%; with 50% employer match about $54,776 at 4% or $36,517 at 6%; with 100% employer match about $41,082 at 4% or $27,388 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 882 | $27,133,156 | $2,898,746 | $3,287iApproximate average salary by contribution assumption: employee only about $82,164 at 4% or $54,776 at 6%; with 50% employer match about $54,776 at 4% or $36,517 at 6%; with 100% employer match about $41,082 at 4% or $27,388 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 667 | - | - | - |
| 2020 | 4 | 902 | $23,507,906 | $2,499,482 | $2,771iApproximate average salary by contribution assumption: employee only about $69,276 at 4% or $46,184 at 6%; with 50% employer match about $46,184 at 4% or $30,789 at 6%; with 100% employer match about $34,638 at 4% or $23,092 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 902 | $23,507,906 | $2,499,482 | $2,771iApproximate average salary by contribution assumption: employee only about $69,276 at 4% or $46,184 at 6%; with 50% employer match about $46,184 at 4% or $30,789 at 6%; with 100% employer match about $34,638 at 4% or $23,092 at 6%. |
| S125 Flexible Benefits Plan | - | 0 | - | - | - |
| Health Reimbursement Arrangement | - | 0 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 502 | - | - | - |
| 2019 | 2 | 1,190 | $20,873,458 | $2,385,159 | $2,004iApproximate average salary by contribution assumption: employee only about $50,108 at 4% or $33,406 at 6%; with 50% employer match about $33,406 at 4% or $22,270 at 6%; with 100% employer match about $25,054 at 4% or $16,703 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 1,190 | $20,873,458 | $2,385,159 | $2,004iApproximate average salary by contribution assumption: employee only about $50,108 at 4% or $33,406 at 6%; with 50% employer match about $33,406 at 4% or $22,270 at 6%; with 100% employer match about $25,054 at 4% or $16,703 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 660 | - | - | - |
| 2018 | 2 | 884 | $19,085,081 | $1,463,779 | $1,656iApproximate average salary by contribution assumption: employee only about $41,396 at 4% or $27,598 at 6%; with 50% employer match about $27,598 at 4% or $18,398 at 6%; with 100% employer match about $20,698 at 4% or $13,799 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 884 | $19,085,081 | $1,463,779 | $1,656iApproximate average salary by contribution assumption: employee only about $41,396 at 4% or $27,598 at 6%; with 50% employer match about $27,598 at 4% or $18,398 at 6%; with 100% employer match about $20,698 at 4% or $13,799 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 681 | - | - | - |
| 2017 | 4 | 815 | $22,270,515 | $2,032,487 | $2,494iApproximate average salary by contribution assumption: employee only about $62,346 at 4% or $41,564 at 6%; with 50% employer match about $41,564 at 4% or $27,709 at 6%; with 100% employer match about $31,173 at 4% or $20,782 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 815 | $22,270,515 | $2,032,487 | $2,494iApproximate average salary by contribution assumption: employee only about $62,346 at 4% or $41,564 at 6%; with 50% employer match about $41,564 at 4% or $27,709 at 6%; with 100% employer match about $31,173 at 4% or $20,782 at 6%. |
| S125 Flexible Benefits Plan | - | 105 | - | - | - |
| Health Reimbursement Arrangement | - | 460 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 664 | - | - | - |
| 2016 | 4 | 1,088 | $19,125,823 | $1,772,279 | $1,629iApproximate average salary by contribution assumption: employee only about $40,723 at 4% or $27,149 at 6%; with 50% employer match about $27,149 at 4% or $18,099 at 6%; with 100% employer match about $20,362 at 4% or $13,574 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 837 | $19,125,823 | $1,772,279 | $2,117iApproximate average salary by contribution assumption: employee only about $52,935 at 4% or $35,290 at 6%; with 50% employer match about $35,290 at 4% or $23,527 at 6%; with 100% employer match about $26,468 at 4% or $17,645 at 6%. |
| Health Reimbursement Arrangement | - | 1,088 | - | - | - |
| S125 Flexible Benefits Plan | - | 122 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 640 | - | - | - |
| 2015 | 2 | 877 | $18,533,794 | $1,817,542 | $2,072iApproximate average salary by contribution assumption: employee only about $51,811 at 4% or $34,541 at 6%; with 50% employer match about $34,541 at 4% or $23,027 at 6%; with 100% employer match about $25,906 at 4% or $17,270 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 877 | $18,533,794 | $1,817,542 | $2,072iApproximate average salary by contribution assumption: employee only about $51,811 at 4% or $34,541 at 6%; with 50% employer match about $34,541 at 4% or $23,027 at 6%; with 100% employer match about $25,906 at 4% or $17,270 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 637 | - | - | - |
| 2014 | 2 | 876 | $19,051,694 | $1,888,255 | $2,156iApproximate average salary by contribution assumption: employee only about $53,889 at 4% or $35,926 at 6%; with 50% employer match about $35,926 at 4% or $23,950 at 6%; with 100% employer match about $26,944 at 4% or $17,963 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 876 | $19,051,694 | $1,888,255 | $2,156iApproximate average salary by contribution assumption: employee only about $53,889 at 4% or $35,926 at 6%; with 50% employer match about $35,926 at 4% or $23,950 at 6%; with 100% employer match about $26,944 at 4% or $17,963 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 497 | - | - | - |
| 2013 | 2 | 826 | $17,682,550 | $2,135,408 | $2,585iApproximate average salary by contribution assumption: employee only about $64,631 at 4% or $43,087 at 6%; with 50% employer match about $43,087 at 4% or $28,725 at 6%; with 100% employer match about $32,315 at 4% or $21,544 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 826 | $17,682,550 | $2,135,408 | $2,585iApproximate average salary by contribution assumption: employee only about $64,631 at 4% or $43,087 at 6%; with 50% employer match about $43,087 at 4% or $28,725 at 6%; with 100% employer match about $32,315 at 4% or $21,544 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 697 | - | - | - |
| 2012 | 2 | 860 | $14,242,102 | $1,895,212 | $2,204iApproximate average salary by contribution assumption: employee only about $55,093 at 4% or $36,729 at 6%; with 50% employer match about $36,729 at 4% or $24,486 at 6%; with 100% employer match about $27,547 at 4% or $18,364 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 860 | $14,242,102 | $1,895,212 | $2,204iApproximate average salary by contribution assumption: employee only about $55,093 at 4% or $36,729 at 6%; with 50% employer match about $36,729 at 4% or $24,486 at 6%; with 100% employer match about $27,547 at 4% or $18,364 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 676 | - | - | - |
| 2011 | 2 | 799 | $11,759,380 | $1,866,565 | $2,336iApproximate average salary by contribution assumption: employee only about $58,403 at 4% or $38,935 at 6%; with 50% employer match about $38,935 at 4% or $25,957 at 6%; with 100% employer match about $29,202 at 4% or $19,468 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 799 | $11,759,380 | $1,866,565 | $2,336iApproximate average salary by contribution assumption: employee only about $58,403 at 4% or $38,935 at 6%; with 50% employer match about $38,935 at 4% or $25,957 at 6%; with 100% employer match about $29,202 at 4% or $19,468 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 684 | - | - | - |
| 2010 | 3 | 805 | $23,207,042 | $3,646,458 | $4,530iApproximate average salary by contribution assumption: employee only about $113,244 at 4% or $75,496 at 6%; with 50% employer match about $75,496 at 4% or $50,331 at 6%; with 100% employer match about $56,622 at 4% or $37,748 at 6%. |
| TALBERT HOUSE 403(B) TAX SHELTERED ANNUITY PLAN | - | 805 | $11,603,521 | $1,823,229 | $2,265iApproximate average salary by contribution assumption: employee only about $56,622 at 4% or $37,748 at 6%; with 50% employer match about $37,748 at 4% or $25,165 at 6%; with 100% employer match about $28,311 at 4% or $18,874 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 805 | $11,603,521 | $1,823,229 | $2,265iApproximate average salary by contribution assumption: employee only about $56,622 at 4% or $37,748 at 6%; with 50% employer match about $37,748 at 4% or $25,165 at 6%; with 100% employer match about $28,311 at 4% or $18,874 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 682 | - | - | - |
| 2009 | 3 | 782 | $19,246,883 | $4,310,393 | $5,512iApproximate average salary by contribution assumption: employee only about $137,800 at 4% or $91,867 at 6%; with 50% employer match about $91,867 at 4% or $61,245 at 6%; with 100% employer match about $68,900 at 4% or $45,933 at 6%. |
| Talbert House 403(B) Tax Sheltered Annuity Plan | - | 782 | $9,654,962 | $2,125,620 | $2,718iApproximate average salary by contribution assumption: employee only about $67,955 at 4% or $45,303 at 6%; with 50% employer match about $45,303 at 4% or $30,202 at 6%; with 100% employer match about $33,977 at 4% or $22,652 at 6%. |
| TALBERT HOUSE 403(B) TAX SHELTERED ANNUITY PLAN | - | 782 | $9,591,921 | $2,184,773 | $2,794iApproximate average salary by contribution assumption: employee only about $69,846 at 4% or $46,564 at 6%; with 50% employer match about $46,564 at 4% or $31,043 at 6%; with 100% employer match about $34,923 at 4% or $23,282 at 6%. |
| The Talbert House Welfare Benefit Plan | - | 658 | - | - | - |
| 2008 | 3 | 645 | $0 | $0 | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 645 | - | - | - |
| S125 Flexible Benefits Plan | - | 152 | - | - | - |
| 2007 | 3 | 610 | $0 | $0 | - |
| S125 Flexible Benefits Plan | - | 178 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 610 | - | - | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 3 | 603 | $0 | $0 | - |
| The Talbert House Welfare Benefit Plan | - | 603 | - | - | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| S125 Flexible Benefits Plan | - | 169 | - | - | - |
| 2005 | 3 | 652 | $0 | $0 | - |
| The Talbert House Welfare Benefit Plan | - | 652 | - | - | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| S125 Flexible Benefits Plan | - | 136 | - | - | - |
| 2004 | 2 | 514 | $0 | $0 | - |
| S125 Flexible Benefits Plan | - | 105 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 514 | - | - | - |
| 2003 | 3 | 510 | $0 | $0 | - |
| S125 Flexible Benefits Plan | - | 125 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 510 | - | - | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 2 | 418 | $0 | $0 | - |
| The Talbert House Welfare Benefit Plan | - | 418 | - | - | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| 2001 | 2 | 338 | $0 | $0 | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 338 | - | - | - |
| 2000 | 2 | 512 | $0 | $0 | - |
| THE TALBERT HOUSE TAX SHELTERED ANNUITY RETIREMENT PLAN | - | 0 | - | - | - |
| The Talbert House Welfare Benefit Plan | - | 512 | - | - | - |
| 1999 | 1 | 378 | $0 | $0 | - |
| The Talbert House Welfare Benefit Plan | - | 378 | - | - | - |