Talley Management Group Inc.
Plan context: TALLEY MANAGEMENT GROUP, INC. 401(K) PLAN
EIN 52-1527206 • Mount Royal, NJ • 29 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
89
2024 Assets
$5,574,318
2024 Contributions
$660,252
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 | 89 | $5,574,318 | $660,252 | $7,419iApproximate average salary by contribution assumption: employee only about $185,464 at 4% or $123,643 at 6%; with 50% employer match about $123,643 at 4% or $82,428 at 6%; with 100% employer match about $92,732 at 4% or $61,821 at 6%. |
| TALLEY MANAGEMENT GROUP, INC. 401(K) PLAN | - | 89 | $3,589,640 | $587,631 | $6,603iApproximate average salary by contribution assumption: employee only about $165,065 at 4% or $110,043 at 6%; with 50% employer match about $110,043 at 4% or $73,362 at 6%; with 100% employer match about $82,532 at 4% or $55,022 at 6%. |
| Talley Management Group Employee Stock Ownership Plan | - | 57 | $1,984,678 | $72,621 | $1,274iApproximate average salary by contribution assumption: employee only about $31,851 at 4% or $21,234 at 6%; with 50% employer match about $21,234 at 4% or $14,156 at 6%; with 100% employer match about $15,926 at 4% or $10,617 at 6%. |
| 2023 | 2 | 89 | $5,288,923 | $674,969 | $7,584iApproximate average salary by contribution assumption: employee only about $189,598 at 4% or $126,399 at 6%; with 50% employer match about $126,399 at 4% or $84,266 at 6%; with 100% employer match about $94,799 at 4% or $63,199 at 6%. |
| TALLEY MANAGEMENT GROUP, INC. 401(K) PLAN | - | 89 | $3,374,050 | $646,689 | $7,266iApproximate average salary by contribution assumption: employee only about $181,654 at 4% or $121,103 at 6%; with 50% employer match about $121,103 at 4% or $80,735 at 6%; with 100% employer match about $90,827 at 4% or $60,551 at 6%. |
| Talley Management Group Employee Stock Ownership Plan | - | 46 | $1,914,873 | $28,280 | $615iApproximate average salary by contribution assumption: employee only about $15,370 at 4% or $10,246 at 6%; with 50% employer match about $10,246 at 4% or $6,831 at 6%; with 100% employer match about $7,685 at 4% or $5,123 at 6%. |
| 2022 | 2 | 75 | $4,628,762 | $367,755 | $4,903iApproximate average salary by contribution assumption: employee only about $122,585 at 4% or $81,723 at 6%; with 50% employer match about $81,723 at 4% or $54,482 at 6%; with 100% employer match about $61,292 at 4% or $40,862 at 6%. |
| TALLEY MANAGEMENT GROUP, INC. 401(K) PLAN | - | 75 | $2,924,208 | $338,939 | $4,519iApproximate average salary by contribution assumption: employee only about $112,980 at 4% or $75,320 at 6%; with 50% employer match about $75,320 at 4% or $50,213 at 6%; with 100% employer match about $56,490 at 4% or $37,660 at 6%. |
| Talley Management Group Employee Stock Ownership Plan | - | 44 | $1,704,554 | $28,816 | $655iApproximate average salary by contribution assumption: employee only about $16,373 at 4% or $10,915 at 6%; with 50% employer match about $10,915 at 4% or $7,277 at 6%; with 100% employer match about $8,186 at 4% or $5,458 at 6%. |
| 2021 | 2 | 69 | $4,757,688 | $364,211 | $5,278iApproximate average salary by contribution assumption: employee only about $131,961 at 4% or $87,974 at 6%; with 50% employer match about $87,974 at 4% or $58,649 at 6%; with 100% employer match about $65,980 at 4% or $43,987 at 6%. |
| TALLEY MANAGEMENT GROUP, INC. 401(K) PLAN | - | 69 | $3,263,806 | $344,289 | $4,990iApproximate average salary by contribution assumption: employee only about $124,742 at 4% or $83,162 at 6%; with 50% employer match about $83,162 at 4% or $55,441 at 6%; with 100% employer match about $62,371 at 4% or $41,581 at 6%. |
| Talley Management Group Employee Stock Ownership Plan | - | 41 | $1,493,882 | $19,922 | $486iApproximate average salary by contribution assumption: employee only about $12,148 at 4% or $8,098 at 6%; with 50% employer match about $8,098 at 4% or $5,399 at 6%; with 100% employer match about $6,074 at 4% or $4,049 at 6%. |
| 2020 | 2 | 91 | $5,129,332 | $305,033 | $3,352iApproximate average salary by contribution assumption: employee only about $83,800 at 4% or $55,867 at 6%; with 50% employer match about $55,867 at 4% or $37,245 at 6%; with 100% employer match about $41,900 at 4% or $27,933 at 6%. |
| TALLEY MANAGEMENT GROUP, INC. 401(K) PLAN | - | 91 | $4,074,327 | $305,033 | $3,352iApproximate average salary by contribution assumption: employee only about $83,800 at 4% or $55,867 at 6%; with 50% employer match about $55,867 at 4% or $37,245 at 6%; with 100% employer match about $41,900 at 4% or $27,933 at 6%. |
| Talley Management Group Employee Stock Ownership Plan | - | 40 | $1,055,005 | - | - |
| 2019 | 1 | 39 | $714,957 | $28,295 | $726iApproximate average salary by contribution assumption: employee only about $18,138 at 4% or $12,092 at 6%; with 50% employer match about $12,092 at 4% or $8,061 at 6%; with 100% employer match about $9,069 at 4% or $6,046 at 6%. |
| Talley Management Group Employee Stock Ownership Plan | - | 39 | $714,957 | $28,295 | $726iApproximate average salary by contribution assumption: employee only about $18,138 at 4% or $12,092 at 6%; with 50% employer match about $12,092 at 4% or $8,061 at 6%; with 100% employer match about $9,069 at 4% or $6,046 at 6%. |
| 2018 | 1 | 33 | $358,449 | $0 | - |
| Talley Management Group Employee Stock Ownership Plan | - | 33 | $358,449 | - | - |
| 2015 | 1 | 0 | $0 | $11,024 | - |
| Talley Management Group Retirement, Performance and 401K Plan | - | 0 | $0 | $11,024 | - |
| 2014 | 1 | 66 | $2,776,834 | $226,583 | $3,433iApproximate average salary by contribution assumption: employee only about $85,827 at 4% or $57,218 at 6%; with 50% employer match about $57,218 at 4% or $38,145 at 6%; with 100% employer match about $42,913 at 4% or $28,609 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 66 | $2,776,834 | $226,583 | $3,433iApproximate average salary by contribution assumption: employee only about $85,827 at 4% or $57,218 at 6%; with 50% employer match about $57,218 at 4% or $38,145 at 6%; with 100% employer match about $42,913 at 4% or $28,609 at 6%. |
| 2013 | 1 | 66 | $2,500,545 | $523,191 | $7,927iApproximate average salary by contribution assumption: employee only about $198,178 at 4% or $132,119 at 6%; with 50% employer match about $132,119 at 4% or $88,079 at 6%; with 100% employer match about $99,089 at 4% or $66,059 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 66 | $2,500,545 | $523,191 | $7,927iApproximate average salary by contribution assumption: employee only about $198,178 at 4% or $132,119 at 6%; with 50% employer match about $132,119 at 4% or $88,079 at 6%; with 100% employer match about $99,089 at 4% or $66,059 at 6%. |
| 2012 | 1 | 72 | $1,713,991 | $247,521 | $3,438iApproximate average salary by contribution assumption: employee only about $85,945 at 4% or $57,297 at 6%; with 50% employer match about $57,297 at 4% or $38,198 at 6%; with 100% employer match about $42,972 at 4% or $28,648 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 72 | $1,713,991 | $247,521 | $3,438iApproximate average salary by contribution assumption: employee only about $85,945 at 4% or $57,297 at 6%; with 50% employer match about $57,297 at 4% or $38,198 at 6%; with 100% employer match about $42,972 at 4% or $28,648 at 6%. |
| 2011 | 1 | 66 | $1,310,940 | $246,499 | $3,735iApproximate average salary by contribution assumption: employee only about $93,371 at 4% or $62,247 at 6%; with 50% employer match about $62,247 at 4% or $41,498 at 6%; with 100% employer match about $46,685 at 4% or $31,124 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 66 | $1,310,940 | $246,499 | $3,735iApproximate average salary by contribution assumption: employee only about $93,371 at 4% or $62,247 at 6%; with 50% employer match about $62,247 at 4% or $41,498 at 6%; with 100% employer match about $46,685 at 4% or $31,124 at 6%. |
| 2010 | 1 | 64 | $1,238,324 | $218,684 | $3,417iApproximate average salary by contribution assumption: employee only about $85,423 at 4% or $56,949 at 6%; with 50% employer match about $56,949 at 4% or $37,966 at 6%; with 100% employer match about $42,712 at 4% or $28,474 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 64 | $1,238,324 | $218,684 | $3,417iApproximate average salary by contribution assumption: employee only about $85,423 at 4% or $56,949 at 6%; with 50% employer match about $56,949 at 4% or $37,966 at 6%; with 100% employer match about $42,712 at 4% or $28,474 at 6%. |
| 2009 | 2 | 62 | $1,692,116 | $409,356 | $6,603iApproximate average salary by contribution assumption: employee only about $165,063 at 4% or $110,042 at 6%; with 50% employer match about $110,042 at 4% or $73,361 at 6%; with 100% employer match about $82,531 at 4% or $55,021 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 62 | $979,028 | $266,570 | $4,300iApproximate average salary by contribution assumption: employee only about $107,488 at 4% or $71,659 at 6%; with 50% employer match about $71,659 at 4% or $47,772 at 6%; with 100% employer match about $53,744 at 4% or $35,829 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 50 | $713,088 | $142,786 | $2,856iApproximate average salary by contribution assumption: employee only about $71,393 at 4% or $47,595 at 6%; with 50% employer match about $47,595 at 4% or $31,730 at 6%; with 100% employer match about $35,697 at 4% or $23,798 at 6%. |
| 2008 | 1 | 65 | $617,552 | $166,852 | $2,567iApproximate average salary by contribution assumption: employee only about $64,174 at 4% or $42,783 at 6%; with 50% employer match about $42,783 at 4% or $28,522 at 6%; with 100% employer match about $32,087 at 4% or $21,391 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 65 | $617,552 | $166,852 | $2,567iApproximate average salary by contribution assumption: employee only about $64,174 at 4% or $42,783 at 6%; with 50% employer match about $42,783 at 4% or $28,522 at 6%; with 100% employer match about $32,087 at 4% or $21,391 at 6%. |
| 2006 | 1 | 50 | $610,600 | $138,868 | $2,777iApproximate average salary by contribution assumption: employee only about $69,434 at 4% or $46,289 at 6%; with 50% employer match about $46,289 at 4% or $30,860 at 6%; with 100% employer match about $34,717 at 4% or $23,145 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 50 | $610,600 | $138,868 | $2,777iApproximate average salary by contribution assumption: employee only about $69,434 at 4% or $46,289 at 6%; with 50% employer match about $46,289 at 4% or $30,860 at 6%; with 100% employer match about $34,717 at 4% or $23,145 at 6%. |
| 2005 | 1 | 46 | $550,780 | $124,000 | $2,696iApproximate average salary by contribution assumption: employee only about $67,391 at 4% or $44,928 at 6%; with 50% employer match about $44,928 at 4% or $29,952 at 6%; with 100% employer match about $33,696 at 4% or $22,464 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 46 | $550,780 | $124,000 | $2,696iApproximate average salary by contribution assumption: employee only about $67,391 at 4% or $44,928 at 6%; with 50% employer match about $44,928 at 4% or $29,952 at 6%; with 100% employer match about $33,696 at 4% or $22,464 at 6%. |
| 2004 | 1 | 42 | $528,789 | $98,212 | $2,338iApproximate average salary by contribution assumption: employee only about $58,460 at 4% or $38,973 at 6%; with 50% employer match about $38,973 at 4% or $25,982 at 6%; with 100% employer match about $29,230 at 4% or $19,487 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 42 | $528,789 | $98,212 | $2,338iApproximate average salary by contribution assumption: employee only about $58,460 at 4% or $38,973 at 6%; with 50% employer match about $38,973 at 4% or $25,982 at 6%; with 100% employer match about $29,230 at 4% or $19,487 at 6%. |
| 2003 | 1 | 40 | $395,870 | $86,475 | $2,162iApproximate average salary by contribution assumption: employee only about $54,047 at 4% or $36,031 at 6%; with 50% employer match about $36,031 at 4% or $24,021 at 6%; with 100% employer match about $27,023 at 4% or $18,016 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 40 | $395,870 | $86,475 | $2,162iApproximate average salary by contribution assumption: employee only about $54,047 at 4% or $36,031 at 6%; with 50% employer match about $36,031 at 4% or $24,021 at 6%; with 100% employer match about $27,023 at 4% or $18,016 at 6%. |
| 2002 | 1 | 36 | $358,197 | $73,076 | $2,030iApproximate average salary by contribution assumption: employee only about $50,747 at 4% or $33,831 at 6%; with 50% employer match about $33,831 at 4% or $22,554 at 6%; with 100% employer match about $25,374 at 4% or $16,916 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 36 | $358,197 | $73,076 | $2,030iApproximate average salary by contribution assumption: employee only about $50,747 at 4% or $33,831 at 6%; with 50% employer match about $33,831 at 4% or $22,554 at 6%; with 100% employer match about $25,374 at 4% or $16,916 at 6%. |
| 2001 | 1 | 35 | $0 | $0 | - |
| Talley Management Group Retirement, Performance and 401K Plan | - | 35 | - | - | - |
| 2000 | 1 | 29 | $0 | $0 | - |
| Talley Management Group Retirement, Performance and 401K Plan | - | 29 | - | - | - |
| 1999 | 1 | 31 | $573,537 | $100,727 | $3,249iApproximate average salary by contribution assumption: employee only about $81,231 at 4% or $54,154 at 6%; with 50% employer match about $54,154 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,077 at 6%. |
| Talley Management Group Retirement, Performance and 401K Plan | - | 31 | $573,537 | $100,727 | $3,249iApproximate average salary by contribution assumption: employee only about $81,231 at 4% or $54,154 at 6%; with 50% employer match about $54,154 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,077 at 6%. |