Ben Tally & Associates Inc
Plan context: Ben Tally & Associates Inc. 401(K) Plan
EIN 58-1793421 • Marietta, GA • 28 filings • 6 plans
Current Snapshot
Latest Year
2022
2022 Participants
12
2022 Assets
$1,128,614
2022 Contributions
$36,418
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Ben Tally & Associates Inc. 401(K) Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 12 | $1,128,614 | $36,418 | $3,035iApproximate average salary by contribution assumption: employee only about $75,871 at 4% or $50,581 at 6%; with 50% employer match about $50,581 at 4% or $33,720 at 6%; with 100% employer match about $37,935 at 4% or $25,290 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 12 | $1,128,614 | $36,418 | $3,035iApproximate average salary by contribution assumption: employee only about $75,871 at 4% or $50,581 at 6%; with 50% employer match about $50,581 at 4% or $33,720 at 6%; with 100% employer match about $37,935 at 4% or $25,290 at 6%. |
| 2020 | 1 | 14 | $944,011 | $37,908 | $2,708iApproximate average salary by contribution assumption: employee only about $67,693 at 4% or $45,129 at 6%; with 50% employer match about $45,129 at 4% or $30,086 at 6%; with 100% employer match about $33,846 at 4% or $22,564 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 14 | $944,011 | $37,908 | $2,708iApproximate average salary by contribution assumption: employee only about $67,693 at 4% or $45,129 at 6%; with 50% employer match about $45,129 at 4% or $30,086 at 6%; with 100% employer match about $33,846 at 4% or $22,564 at 6%. |
| 2019 | 1 | 14 | $781,891 | $51,387 | $3,671iApproximate average salary by contribution assumption: employee only about $91,763 at 4% or $61,175 at 6%; with 50% employer match about $61,175 at 4% or $40,783 at 6%; with 100% employer match about $45,881 at 4% or $30,588 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 14 | $781,891 | $51,387 | $3,671iApproximate average salary by contribution assumption: employee only about $91,763 at 4% or $61,175 at 6%; with 50% employer match about $61,175 at 4% or $40,783 at 6%; with 100% employer match about $45,881 at 4% or $30,588 at 6%. |
| 2018 | 1 | 12 | $597,837 | $33,826 | $2,819iApproximate average salary by contribution assumption: employee only about $70,471 at 4% or $46,981 at 6%; with 50% employer match about $46,981 at 4% or $31,320 at 6%; with 100% employer match about $35,235 at 4% or $23,490 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 12 | $597,837 | $33,826 | $2,819iApproximate average salary by contribution assumption: employee only about $70,471 at 4% or $46,981 at 6%; with 50% employer match about $46,981 at 4% or $31,320 at 6%; with 100% employer match about $35,235 at 4% or $23,490 at 6%. |
| 2017 | 1 | 13 | $732,638 | $31,426 | $2,417iApproximate average salary by contribution assumption: employee only about $60,435 at 4% or $40,290 at 6%; with 50% employer match about $40,290 at 4% or $26,860 at 6%; with 100% employer match about $30,217 at 4% or $20,145 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 13 | $732,638 | $31,426 | $2,417iApproximate average salary by contribution assumption: employee only about $60,435 at 4% or $40,290 at 6%; with 50% employer match about $40,290 at 4% or $26,860 at 6%; with 100% employer match about $30,217 at 4% or $20,145 at 6%. |
| 2016 | 1 | 14 | $598,029 | $50,983 | $3,642iApproximate average salary by contribution assumption: employee only about $91,041 at 4% or $60,694 at 6%; with 50% employer match about $60,694 at 4% or $40,463 at 6%; with 100% employer match about $45,521 at 4% or $30,347 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 14 | $598,029 | $50,983 | $3,642iApproximate average salary by contribution assumption: employee only about $91,041 at 4% or $60,694 at 6%; with 50% employer match about $60,694 at 4% or $40,463 at 6%; with 100% employer match about $45,521 at 4% or $30,347 at 6%. |
| 2015 | 1 | 13 | $521,141 | $51,636 | $3,972iApproximate average salary by contribution assumption: employee only about $99,300 at 4% or $66,200 at 6%; with 50% employer match about $66,200 at 4% or $44,133 at 6%; with 100% employer match about $49,650 at 4% or $33,100 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 13 | $521,141 | $51,636 | $3,972iApproximate average salary by contribution assumption: employee only about $99,300 at 4% or $66,200 at 6%; with 50% employer match about $66,200 at 4% or $44,133 at 6%; with 100% employer match about $49,650 at 4% or $33,100 at 6%. |
| 2014 | 1 | 13 | $469,730 | $55,403 | $4,262iApproximate average salary by contribution assumption: employee only about $106,544 at 4% or $71,029 at 6%; with 50% employer match about $71,029 at 4% or $47,353 at 6%; with 100% employer match about $53,272 at 4% or $35,515 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 13 | $469,730 | $55,403 | $4,262iApproximate average salary by contribution assumption: employee only about $106,544 at 4% or $71,029 at 6%; with 50% employer match about $71,029 at 4% or $47,353 at 6%; with 100% employer match about $53,272 at 4% or $35,515 at 6%. |
| 2013 | 1 | 13 | $399,579 | $66,509 | $5,116iApproximate average salary by contribution assumption: employee only about $127,902 at 4% or $85,268 at 6%; with 50% employer match about $85,268 at 4% or $56,845 at 6%; with 100% employer match about $63,951 at 4% or $42,634 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 13 | $399,579 | $66,509 | $5,116iApproximate average salary by contribution assumption: employee only about $127,902 at 4% or $85,268 at 6%; with 50% employer match about $85,268 at 4% or $56,845 at 6%; with 100% employer match about $63,951 at 4% or $42,634 at 6%. |
| 2012 | 1 | 12 | $505,979 | $62,213 | $5,184iApproximate average salary by contribution assumption: employee only about $129,610 at 4% or $86,407 at 6%; with 50% employer match about $86,407 at 4% or $57,605 at 6%; with 100% employer match about $64,805 at 4% or $43,203 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 12 | $505,979 | $62,213 | $5,184iApproximate average salary by contribution assumption: employee only about $129,610 at 4% or $86,407 at 6%; with 50% employer match about $86,407 at 4% or $57,605 at 6%; with 100% employer match about $64,805 at 4% or $43,203 at 6%. |
| 2011 | 1 | 13 | $496,204 | $73,448 | $5,650iApproximate average salary by contribution assumption: employee only about $141,246 at 4% or $94,164 at 6%; with 50% employer match about $94,164 at 4% or $62,776 at 6%; with 100% employer match about $70,623 at 4% or $47,082 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 13 | $496,204 | $73,448 | $5,650iApproximate average salary by contribution assumption: employee only about $141,246 at 4% or $94,164 at 6%; with 50% employer match about $94,164 at 4% or $62,776 at 6%; with 100% employer match about $70,623 at 4% or $47,082 at 6%. |
| 2010 | 1 | 13 | $455,262 | $59,788 | $4,599iApproximate average salary by contribution assumption: employee only about $114,977 at 4% or $76,651 at 6%; with 50% employer match about $76,651 at 4% or $51,101 at 6%; with 100% employer match about $57,488 at 4% or $38,326 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 13 | $455,262 | $59,788 | $4,599iApproximate average salary by contribution assumption: employee only about $114,977 at 4% or $76,651 at 6%; with 50% employer match about $76,651 at 4% or $51,101 at 6%; with 100% employer match about $57,488 at 4% or $38,326 at 6%. |
| 2009 | 1 | 11 | $405,386 | $51,147 | $4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 11 | $405,386 | $51,147 | $4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%. |
| 2008 | 1 | 10 | $278,031 | $71,960 | $7,196iApproximate average salary by contribution assumption: employee only about $179,900 at 4% or $119,933 at 6%; with 50% employer match about $119,933 at 4% or $79,956 at 6%; with 100% employer match about $89,950 at 4% or $59,967 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 10 | $278,031 | $71,960 | $7,196iApproximate average salary by contribution assumption: employee only about $179,900 at 4% or $119,933 at 6%; with 50% employer match about $119,933 at 4% or $79,956 at 6%; with 100% employer match about $89,950 at 4% or $59,967 at 6%. |
| 2007 | 1 | 12 | $301,048 | $80,032 | $6,669iApproximate average salary by contribution assumption: employee only about $166,733 at 4% or $111,156 at 6%; with 50% employer match about $111,156 at 4% or $74,104 at 6%; with 100% employer match about $83,367 at 4% or $55,578 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 12 | $301,048 | $80,032 | $6,669iApproximate average salary by contribution assumption: employee only about $166,733 at 4% or $111,156 at 6%; with 50% employer match about $111,156 at 4% or $74,104 at 6%; with 100% employer match about $83,367 at 4% or $55,578 at 6%. |
| 2006 | 1 | 13 | $198,641 | $65,659 | $5,051iApproximate average salary by contribution assumption: employee only about $126,267 at 4% or $84,178 at 6%; with 50% employer match about $84,178 at 4% or $56,119 at 6%; with 100% employer match about $63,134 at 4% or $42,089 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 13 | $198,641 | $65,659 | $5,051iApproximate average salary by contribution assumption: employee only about $126,267 at 4% or $84,178 at 6%; with 50% employer match about $84,178 at 4% or $56,119 at 6%; with 100% employer match about $63,134 at 4% or $42,089 at 6%. |
| 2005 | 1 | 8 | $119,119 | $61,398 | $7,675iApproximate average salary by contribution assumption: employee only about $191,869 at 4% or $127,913 at 6%; with 50% employer match about $127,913 at 4% or $85,275 at 6%; with 100% employer match about $95,934 at 4% or $63,956 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 8 | $119,119 | $61,398 | $7,675iApproximate average salary by contribution assumption: employee only about $191,869 at 4% or $127,913 at 6%; with 50% employer match about $127,913 at 4% or $85,275 at 6%; with 100% employer match about $95,934 at 4% or $63,956 at 6%. |
| 2004 | 1 | 8 | $53,109 | $40,444 | $5,056iApproximate average salary by contribution assumption: employee only about $126,388 at 4% or $84,258 at 6%; with 50% employer match about $84,258 at 4% or $56,172 at 6%; with 100% employer match about $63,194 at 4% or $42,129 at 6%. |
| Ben Tally & Associates Inc. 401(K) Plan | - | 8 | $53,109 | $40,444 | $5,056iApproximate average salary by contribution assumption: employee only about $126,388 at 4% or $84,258 at 6%; with 50% employer match about $84,258 at 4% or $56,172 at 6%; with 100% employer match about $63,194 at 4% or $42,129 at 6%. |
| 2003 | 2 | 0 | $0 | $1,390 | - |
| Basic Prototype Profit Sharing Plan of Ben Tally & Associates Inc. | - | 0 | - | - | - |
| Ben Tally & Associates Inc. 401(K) Plan | - | 0 | - | $1,390 | - |
| 2002 | 2 | 2 | $229,775 | $0 | - |
| Basic Prototype Profit Sharing Plan of Ben Tally & Associates Inc. | - | 2 | $229,775 | - | - |
| Ben Tally & Associates Inc. 401(K) Plan | - | 2 | - | - | - |
| 2001 | 2 | 2 | $348,004 | $0 | - |
| Basic Prototype Profit Sharing Plan of Ben Tally & Associates Inc. | - | 2 | $348,004 | - | - |
| Ben Tally & Associates Inc. 401(K) Plan | - | 2 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Ben Tally & Associates Inc. 401(K) Plan | - | 3 | - | - | - |
| Basic Prototype Profit Sharing Plan of Ben Tally & Associates Inc. | - | 3 | - | - | - |
| 1999 | 1 | 3 | $379,179 | $0 | - |
| Basic Prototype Profit Sharing Plan of Ben Tally & Associates Inc. | - | 3 | $379,179 | - | - |