Civic Intelligence

Tal Holdings

Plan context: Tal Holdings LLC 401(K) Retirement Plan

EIN 45-2504780 • Bend, OR • 16 filings • 4 plans

P.O. Box 5008Bend, OR 97708
Current Snapshot

Latest Year

2024

2024 Participants

505

2024 Assets

$10,850,552

2024 Contributions

$2,574,059

Historical Graphs

Total Assets Over Time

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

$10,850,552$5,425,276$0201720212024YearValue
$10,850,552Latest year 2024

Participants Over Time

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

5722860201720212024YearValue
505Latest 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
20242505$10,850,552$2,574,059$5,097iApproximate average salary by contribution assumption: employee only about $127,429 at 4% or $84,952 at 6%; with 50% employer match about $84,952 at 4% or $56,635 at 6%; with 100% employer match about $63,714 at 4% or $42,476 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-501$10,850,552$2,574,059$5,138iApproximate average salary by contribution assumption: employee only about $128,446 at 4% or $85,631 at 6%; with 50% employer match about $85,631 at 4% or $57,087 at 6%; with 100% employer match about $64,223 at 4% or $42,815 at 6%.
Tal Holdings Benefit Plan-505---
20232572$9,563,581$2,696,371$4,714iApproximate average salary by contribution assumption: employee only about $117,848 at 4% or $78,566 at 6%; with 50% employer match about $78,566 at 4% or $52,377 at 6%; with 100% employer match about $58,924 at 4% or $39,283 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-572$9,563,581$2,696,371$4,714iApproximate average salary by contribution assumption: employee only about $117,848 at 4% or $78,566 at 6%; with 50% employer match about $78,566 at 4% or $52,377 at 6%; with 100% employer match about $58,924 at 4% or $39,283 at 6%.
Tal Holdings Benefit Plan-552---
20222475$6,571,056$2,249,443$4,736iApproximate average salary by contribution assumption: employee only about $118,392 at 4% or $78,928 at 6%; with 50% employer match about $78,928 at 4% or $52,619 at 6%; with 100% employer match about $59,196 at 4% or $39,464 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-475$6,571,056$2,249,443$4,736iApproximate average salary by contribution assumption: employee only about $118,392 at 4% or $78,928 at 6%; with 50% employer match about $78,928 at 4% or $52,619 at 6%; with 100% employer match about $59,196 at 4% or $39,464 at 6%.
Tal Holdings Benefit Plan-393---
20212235$5,609,956$1,237,213$5,265iApproximate average salary by contribution assumption: employee only about $131,618 at 4% or $87,746 at 6%; with 50% employer match about $87,746 at 4% or $58,497 at 6%; with 100% employer match about $65,809 at 4% or $43,873 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-211$5,609,956$1,237,213$5,864iApproximate average salary by contribution assumption: employee only about $146,589 at 4% or $97,726 at 6%; with 50% employer match about $97,726 at 4% or $65,151 at 6%; with 100% employer match about $73,295 at 4% or $48,863 at 6%.
Tal Holdings Benefit Plan-235---
20202219$4,164,526$689,729$3,149iApproximate average salary by contribution assumption: employee only about $78,736 at 4% or $52,491 at 6%; with 50% employer match about $52,491 at 4% or $34,994 at 6%; with 100% employer match about $39,368 at 4% or $26,245 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-195$4,164,526$689,729$3,537iApproximate average salary by contribution assumption: employee only about $88,427 at 4% or $58,951 at 6%; with 50% employer match about $58,951 at 4% or $39,301 at 6%; with 100% employer match about $44,213 at 4% or $29,476 at 6%.
Tal Holdings Benefit Plan-219---
20192230$3,289,175$585,472$2,546iApproximate average salary by contribution assumption: employee only about $63,638 at 4% or $42,426 at 6%; with 50% employer match about $42,426 at 4% or $28,284 at 6%; with 100% employer match about $31,819 at 4% or $21,213 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-139$3,289,175$585,472$4,212iApproximate average salary by contribution assumption: employee only about $105,301 at 4% or $70,200 at 6%; with 50% employer match about $70,200 at 4% or $46,800 at 6%; with 100% employer match about $52,650 at 4% or $35,100 at 6%.
Tal Holdings Benefit Plan-230---
20182145$2,550,228$504,541$3,480iApproximate average salary by contribution assumption: employee only about $86,990 at 4% or $57,993 at 6%; with 50% employer match about $57,993 at 4% or $38,662 at 6%; with 100% employer match about $43,495 at 4% or $28,997 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-145$2,550,228$504,541$3,480iApproximate average salary by contribution assumption: employee only about $86,990 at 4% or $57,993 at 6%; with 50% employer match about $57,993 at 4% or $38,662 at 6%; with 100% employer match about $43,495 at 4% or $28,997 at 6%.
Tal Holdings Benefit Plan-114---
20172107$2,621,107$1,672,426$15,630iApproximate average salary by contribution assumption: employee only about $390,754 at 4% or $260,502 at 6%; with 50% employer match about $260,502 at 4% or $173,668 at 6%; with 100% employer match about $195,377 at 4% or $130,251 at 6%.
Tal Holdings LLC 401(K) Retirement Plan-107$2,621,107$1,672,426$15,630iApproximate average salary by contribution assumption: employee only about $390,754 at 4% or $260,502 at 6%; with 50% employer match about $260,502 at 4% or $173,668 at 6%; with 100% employer match about $195,377 at 4% or $130,251 at 6%.
TAL HOLDINGS LLC BENEFITS PLAN-0---