Civic Intelligence

Talbert & Talbert LLC

Plan context: Talbert & Talbert LLC 401(K) Profit Sharing Plan

EIN 45-2653914 • New York, NY • 11 filings • 1 plans

55 Wall StreetSuite 506New York, NY 10005
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,197,779

2024 Contributions

$113,016

Historical Graphs

Total Assets Over Time

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

$1,197,779$598,890$0201420192024YearValue
$1,197,779Latest year 2024

Participants Over Time

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

420201420192024YearValue
3Latest 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
202413$1,197,779$113,016$37,672iApproximate average salary by contribution assumption: employee only about $941,800 at 4% or $627,867 at 6%; with 50% employer match about $627,867 at 4% or $418,578 at 6%; with 100% employer match about $470,900 at 4% or $313,933 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-3$1,197,779$113,016$37,672iApproximate average salary by contribution assumption: employee only about $941,800 at 4% or $627,867 at 6%; with 50% employer match about $627,867 at 4% or $418,578 at 6%; with 100% employer match about $470,900 at 4% or $313,933 at 6%.
202313$878,480$110,610$36,870iApproximate average salary by contribution assumption: employee only about $921,750 at 4% or $614,500 at 6%; with 50% employer match about $614,500 at 4% or $409,667 at 6%; with 100% employer match about $460,875 at 4% or $307,250 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-3$878,480$110,610$36,870iApproximate average salary by contribution assumption: employee only about $921,750 at 4% or $614,500 at 6%; with 50% employer match about $614,500 at 4% or $409,667 at 6%; with 100% employer match about $460,875 at 4% or $307,250 at 6%.
202213$591,816$100,110$33,370iApproximate average salary by contribution assumption: employee only about $834,250 at 4% or $556,167 at 6%; with 50% employer match about $556,167 at 4% or $370,778 at 6%; with 100% employer match about $417,125 at 4% or $278,083 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-3$591,816$100,110$33,370iApproximate average salary by contribution assumption: employee only about $834,250 at 4% or $556,167 at 6%; with 50% employer match about $556,167 at 4% or $370,778 at 6%; with 100% employer match about $417,125 at 4% or $278,083 at 6%.
202114$674,371$86,715$21,679iApproximate average salary by contribution assumption: employee only about $541,969 at 4% or $361,313 at 6%; with 50% employer match about $361,313 at 4% or $240,875 at 6%; with 100% employer match about $270,984 at 4% or $180,656 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-4$674,371$86,715$21,679iApproximate average salary by contribution assumption: employee only about $541,969 at 4% or $361,313 at 6%; with 50% employer match about $361,313 at 4% or $240,875 at 6%; with 100% employer match about $270,984 at 4% or $180,656 at 6%.
202011$552,668$54,020$54,020iApproximate average salary by contribution assumption: employee only about $1,350,500 at 4% or $900,333 at 6%; with 50% employer match about $900,333 at 4% or $600,222 at 6%; with 100% employer match about $675,250 at 4% or $450,167 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-1$552,668$54,020$54,020iApproximate average salary by contribution assumption: employee only about $1,350,500 at 4% or $900,333 at 6%; with 50% employer match about $900,333 at 4% or $600,222 at 6%; with 100% employer match about $675,250 at 4% or $450,167 at 6%.
201911$390,067$61,810$61,810iApproximate average salary by contribution assumption: employee only about $1,545,250 at 4% or $1,030,167 at 6%; with 50% employer match about $1,030,167 at 4% or $686,778 at 6%; with 100% employer match about $772,625 at 4% or $515,083 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-1$390,067$61,810$61,810iApproximate average salary by contribution assumption: employee only about $1,545,250 at 4% or $1,030,167 at 6%; with 50% employer match about $1,030,167 at 4% or $686,778 at 6%; with 100% employer match about $772,625 at 4% or $515,083 at 6%.
201812$277,018$58,896$29,448iApproximate average salary by contribution assumption: employee only about $736,200 at 4% or $490,800 at 6%; with 50% employer match about $490,800 at 4% or $327,200 at 6%; with 100% employer match about $368,100 at 4% or $245,400 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-2$277,018$58,896$29,448iApproximate average salary by contribution assumption: employee only about $736,200 at 4% or $490,800 at 6%; with 50% employer match about $490,800 at 4% or $327,200 at 6%; with 100% employer match about $368,100 at 4% or $245,400 at 6%.
201713$236,438$59,937$19,979iApproximate average salary by contribution assumption: employee only about $499,475 at 4% or $332,983 at 6%; with 50% employer match about $332,983 at 4% or $221,989 at 6%; with 100% employer match about $249,738 at 4% or $166,492 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-3$236,438$59,937$19,979iApproximate average salary by contribution assumption: employee only about $499,475 at 4% or $332,983 at 6%; with 50% employer match about $332,983 at 4% or $221,989 at 6%; with 100% employer match about $249,738 at 4% or $166,492 at 6%.
201613$175,019$53,781$17,927iApproximate average salary by contribution assumption: employee only about $448,175 at 4% or $298,783 at 6%; with 50% employer match about $298,783 at 4% or $199,189 at 6%; with 100% employer match about $224,088 at 4% or $149,392 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-3$175,019$53,781$17,927iApproximate average salary by contribution assumption: employee only about $448,175 at 4% or $298,783 at 6%; with 50% employer match about $298,783 at 4% or $199,189 at 6%; with 100% employer match about $224,088 at 4% or $149,392 at 6%.
201511$104,942$53,084$53,084iApproximate average salary by contribution assumption: employee only about $1,327,100 at 4% or $884,733 at 6%; with 50% employer match about $884,733 at 4% or $589,822 at 6%; with 100% employer match about $663,550 at 4% or $442,367 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-1$104,942$53,084$53,084iApproximate average salary by contribution assumption: employee only about $1,327,100 at 4% or $884,733 at 6%; with 50% employer match about $884,733 at 4% or $589,822 at 6%; with 100% employer match about $663,550 at 4% or $442,367 at 6%.
201412$58,526$58,526$29,263iApproximate average salary by contribution assumption: employee only about $731,575 at 4% or $487,717 at 6%; with 50% employer match about $487,717 at 4% or $325,144 at 6%; with 100% employer match about $365,788 at 4% or $243,858 at 6%.
Talbert & Talbert LLC 401(K) Profit Sharing Plan-2$58,526$58,526$29,263iApproximate average salary by contribution assumption: employee only about $731,575 at 4% or $487,717 at 6%; with 50% employer match about $487,717 at 4% or $325,144 at 6%; with 100% employer match about $365,788 at 4% or $243,858 at 6%.