Civic Intelligence

Timothy M. Talbott, D.D.S., M.S., P.A.

Plan context: Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan

EIN 65-1108724 • Naples, FL • 35 filings • 3 plans

4521 Executive Dr., Suite 201Naples, FL 34119
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,782,056

2024 Contributions

$398,142

Historical Graphs

Total Assets Over Time

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

$5,782,056$2,891,028$0200420152024YearValue
$5,782,056Latest year 2024

Participants Over Time

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

1260200320142024YearValue
12Latest 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
2024212$5,782,056$398,142$33,179iApproximate average salary by contribution assumption: employee only about $829,463 at 4% or $552,975 at 6%; with 50% employer match about $552,975 at 4% or $368,650 at 6%; with 100% employer match about $414,731 at 4% or $276,488 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-10$3,117,179$254,436$25,444iApproximate average salary by contribution assumption: employee only about $636,090 at 4% or $424,060 at 6%; with 50% employer match about $424,060 at 4% or $282,707 at 6%; with 100% employer match about $318,045 at 4% or $212,030 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-12$2,664,877$143,706$11,976iApproximate average salary by contribution assumption: employee only about $299,388 at 4% or $199,592 at 6%; with 50% employer match about $199,592 at 4% or $133,061 at 6%; with 100% employer match about $149,694 at 4% or $99,796 at 6%.
2023211$4,823,771$260,663$23,697iApproximate average salary by contribution assumption: employee only about $592,416 at 4% or $394,944 at 6%; with 50% employer match about $394,944 at 4% or $263,296 at 6%; with 100% employer match about $296,208 at 4% or $197,472 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-9$2,588,758$122,958$13,662iApproximate average salary by contribution assumption: employee only about $341,550 at 4% or $227,700 at 6%; with 50% employer match about $227,700 at 4% or $151,800 at 6%; with 100% employer match about $170,775 at 4% or $113,850 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-11$2,235,013$137,705$12,519iApproximate average salary by contribution assumption: employee only about $312,966 at 4% or $208,644 at 6%; with 50% employer match about $208,644 at 4% or $139,096 at 6%; with 100% employer match about $156,483 at 4% or $104,322 at 6%.
2022212$3,929,042$410,840$34,237iApproximate average salary by contribution assumption: employee only about $855,917 at 4% or $570,611 at 6%; with 50% employer match about $570,611 at 4% or $380,407 at 6%; with 100% employer match about $427,958 at 4% or $285,306 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-10$2,157,432$279,605$27,961iApproximate average salary by contribution assumption: employee only about $699,013 at 4% or $466,008 at 6%; with 50% employer match about $466,008 at 4% or $310,672 at 6%; with 100% employer match about $349,506 at 4% or $233,004 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-12$1,771,610$131,235$10,936iApproximate average salary by contribution assumption: employee only about $273,406 at 4% or $182,271 at 6%; with 50% employer match about $182,271 at 4% or $121,514 at 6%; with 100% employer match about $136,703 at 4% or $91,135 at 6%.
2021210$4,168,873$363,427$36,343iApproximate average salary by contribution assumption: employee only about $908,567 at 4% or $605,712 at 6%; with 50% employer match about $605,712 at 4% or $403,808 at 6%; with 100% employer match about $454,284 at 4% or $302,856 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-8$2,173,837$241,244$30,156iApproximate average salary by contribution assumption: employee only about $753,888 at 4% or $502,592 at 6%; with 50% employer match about $502,592 at 4% or $335,061 at 6%; with 100% employer match about $376,944 at 4% or $251,296 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-10$1,995,036$122,183$12,218iApproximate average salary by contribution assumption: employee only about $305,458 at 4% or $203,638 at 6%; with 50% employer match about $203,638 at 4% or $135,759 at 6%; with 100% employer match about $152,729 at 4% or $101,819 at 6%.
2020210$3,318,159$372,832$37,283iApproximate average salary by contribution assumption: employee only about $932,080 at 4% or $621,387 at 6%; with 50% employer match about $621,387 at 4% or $414,258 at 6%; with 100% employer match about $466,040 at 4% or $310,693 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-8$1,687,538$259,817$32,477iApproximate average salary by contribution assumption: employee only about $811,928 at 4% or $541,285 at 6%; with 50% employer match about $541,285 at 4% or $360,857 at 6%; with 100% employer match about $405,964 at 4% or $270,643 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-10$1,630,621$113,015$11,302iApproximate average salary by contribution assumption: employee only about $282,538 at 4% or $188,358 at 6%; with 50% employer match about $188,358 at 4% or $125,572 at 6%; with 100% employer match about $141,269 at 4% or $94,179 at 6%.
2019212$2,602,298$329,365$27,447iApproximate average salary by contribution assumption: employee only about $686,177 at 4% or $457,451 at 6%; with 50% employer match about $457,451 at 4% or $304,968 at 6%; with 100% employer match about $343,089 at 4% or $228,726 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-12$1,334,279$107,889$8,991iApproximate average salary by contribution assumption: employee only about $224,769 at 4% or $149,846 at 6%; with 50% employer match about $149,846 at 4% or $99,897 at 6%; with 100% employer match about $112,384 at 4% or $74,923 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-10$1,268,019$221,476$22,148iApproximate average salary by contribution assumption: employee only about $553,690 at 4% or $369,127 at 6%; with 50% employer match about $369,127 at 4% or $246,084 at 6%; with 100% employer match about $276,845 at 4% or $184,563 at 6%.
2018212$1,921,871$340,986$28,416iApproximate average salary by contribution assumption: employee only about $710,388 at 4% or $473,592 at 6%; with 50% employer match about $473,592 at 4% or $315,728 at 6%; with 100% employer match about $355,194 at 4% or $236,796 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-12$1,035,495$101,559$8,463iApproximate average salary by contribution assumption: employee only about $211,581 at 4% or $141,054 at 6%; with 50% employer match about $141,054 at 4% or $94,036 at 6%; with 100% employer match about $105,791 at 4% or $70,527 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-9$886,376$239,427$26,603iApproximate average salary by contribution assumption: employee only about $665,075 at 4% or $443,383 at 6%; with 50% employer match about $443,383 at 4% or $295,589 at 6%; with 100% employer match about $332,538 at 4% or $221,692 at 6%.
2017210$1,574,649$262,675$26,268iApproximate average salary by contribution assumption: employee only about $656,688 at 4% or $437,792 at 6%; with 50% employer match about $437,792 at 4% or $291,861 at 6%; with 100% employer match about $328,344 at 4% or $218,896 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-10$863,726$130,586$13,059iApproximate average salary by contribution assumption: employee only about $326,465 at 4% or $217,643 at 6%; with 50% employer match about $217,643 at 4% or $145,096 at 6%; with 100% employer match about $163,233 at 4% or $108,822 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-9$710,923$132,089$14,677iApproximate average salary by contribution assumption: employee only about $366,914 at 4% or $244,609 at 6%; with 50% employer match about $244,609 at 4% or $163,073 at 6%; with 100% employer match about $183,457 at 4% or $122,305 at 6%.
201629$1,146,602$201,543$22,394iApproximate average salary by contribution assumption: employee only about $559,842 at 4% or $373,228 at 6%; with 50% employer match about $373,228 at 4% or $248,819 at 6%; with 100% employer match about $279,921 at 4% or $186,614 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-9$640,312$96,043$10,671iApproximate average salary by contribution assumption: employee only about $266,786 at 4% or $177,857 at 6%; with 50% employer match about $177,857 at 4% or $118,572 at 6%; with 100% employer match about $133,393 at 4% or $88,929 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-8$506,290$105,500$13,188iApproximate average salary by contribution assumption: employee only about $329,688 at 4% or $219,792 at 6%; with 50% employer match about $219,792 at 4% or $146,528 at 6%; with 100% employer match about $164,844 at 4% or $109,896 at 6%.
201527$883,229$126,022$18,003iApproximate average salary by contribution assumption: employee only about $450,079 at 4% or $300,052 at 6%; with 50% employer match about $300,052 at 4% or $200,035 at 6%; with 100% employer match about $225,039 at 4% or $150,026 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-7$512,195$41,022$5,860iApproximate average salary by contribution assumption: employee only about $146,507 at 4% or $97,671 at 6%; with 50% employer match about $97,671 at 4% or $65,114 at 6%; with 100% employer match about $73,254 at 4% or $48,836 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-6$371,034$85,000$14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%.
201425$778,162$128,070$25,614iApproximate average salary by contribution assumption: employee only about $640,350 at 4% or $426,900 at 6%; with 50% employer match about $426,900 at 4% or $284,600 at 6%; with 100% employer match about $320,175 at 4% or $213,450 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-5$483,157$37,053$7,411iApproximate average salary by contribution assumption: employee only about $185,265 at 4% or $123,510 at 6%; with 50% employer match about $123,510 at 4% or $82,340 at 6%; with 100% employer match about $92,633 at 4% or $61,755 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-4$295,005$91,017$22,754iApproximate average salary by contribution assumption: employee only about $568,856 at 4% or $379,238 at 6%; with 50% employer match about $379,238 at 4% or $252,825 at 6%; with 100% employer match about $284,428 at 4% or $189,619 at 6%.
201325$633,926$127,611$25,522iApproximate average salary by contribution assumption: employee only about $638,055 at 4% or $425,370 at 6%; with 50% employer match about $425,370 at 4% or $283,580 at 6%; with 100% employer match about $319,028 at 4% or $212,685 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-5$435,931$38,070$7,614iApproximate average salary by contribution assumption: employee only about $190,350 at 4% or $126,900 at 6%; with 50% employer match about $126,900 at 4% or $84,600 at 6%; with 100% employer match about $95,175 at 4% or $63,450 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-5$197,995$89,541$17,908iApproximate average salary by contribution assumption: employee only about $447,705 at 4% or $298,470 at 6%; with 50% employer match about $298,470 at 4% or $198,980 at 6%; with 100% employer match about $223,853 at 4% or $149,235 at 6%.
201224$434,173$128,508$32,127iApproximate average salary by contribution assumption: employee only about $803,175 at 4% or $535,450 at 6%; with 50% employer match about $535,450 at 4% or $356,967 at 6%; with 100% employer match about $401,588 at 4% or $267,725 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-4$342,745$37,008$9,252iApproximate average salary by contribution assumption: employee only about $231,300 at 4% or $154,200 at 6%; with 50% employer match about $154,200 at 4% or $102,800 at 6%; with 100% employer match about $115,650 at 4% or $77,100 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. Cash Balance Pension Plan-4$91,428$91,500$22,875iApproximate average salary by contribution assumption: employee only about $571,875 at 4% or $381,250 at 6%; with 50% employer match about $381,250 at 4% or $254,167 at 6%; with 100% employer match about $285,938 at 4% or $190,625 at 6%.
201113$277,874$52,631$17,544iApproximate average salary by contribution assumption: employee only about $438,592 at 4% or $292,394 at 6%; with 50% employer match about $292,394 at 4% or $194,930 at 6%; with 100% employer match about $219,296 at 4% or $146,197 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-3$277,874$52,631$17,544iApproximate average salary by contribution assumption: employee only about $438,592 at 4% or $292,394 at 6%; with 50% employer match about $292,394 at 4% or $194,930 at 6%; with 100% employer match about $219,296 at 4% or $146,197 at 6%.
201014$258,658$69,471$17,368iApproximate average salary by contribution assumption: employee only about $434,194 at 4% or $289,463 at 6%; with 50% employer match about $289,463 at 4% or $192,975 at 6%; with 100% employer match about $217,097 at 4% or $144,731 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-4$258,658$69,471$17,368iApproximate average salary by contribution assumption: employee only about $434,194 at 4% or $289,463 at 6%; with 50% employer match about $289,463 at 4% or $192,975 at 6%; with 100% employer match about $217,097 at 4% or $144,731 at 6%.
200913$180,013$7,080$2,360iApproximate average salary by contribution assumption: employee only about $59,000 at 4% or $39,333 at 6%; with 50% employer match about $39,333 at 4% or $26,222 at 6%; with 100% employer match about $29,500 at 4% or $19,667 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-3$180,013$7,080$2,360iApproximate average salary by contribution assumption: employee only about $59,000 at 4% or $39,333 at 6%; with 50% employer match about $39,333 at 4% or $26,222 at 6%; with 100% employer match about $29,500 at 4% or $19,667 at 6%.
200812$159,778$24,644$12,322iApproximate average salary by contribution assumption: employee only about $308,050 at 4% or $205,367 at 6%; with 50% employer match about $205,367 at 4% or $136,911 at 6%; with 100% employer match about $154,025 at 4% or $102,683 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-2$159,778$24,644$12,322iApproximate average salary by contribution assumption: employee only about $308,050 at 4% or $205,367 at 6%; with 50% employer match about $205,367 at 4% or $136,911 at 6%; with 100% employer match about $154,025 at 4% or $102,683 at 6%.
200713$0$0-
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-3---
200613$122,284$24,292$8,097iApproximate average salary by contribution assumption: employee only about $202,433 at 4% or $134,956 at 6%; with 50% employer match about $134,956 at 4% or $89,970 at 6%; with 100% employer match about $101,217 at 4% or $67,478 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-3$122,284$24,292$8,097iApproximate average salary by contribution assumption: employee only about $202,433 at 4% or $134,956 at 6%; with 50% employer match about $134,956 at 4% or $89,970 at 6%; with 100% employer match about $101,217 at 4% or $67,478 at 6%.
200512$96,343$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-2$96,343$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
200412$56,087$45,352$22,676iApproximate average salary by contribution assumption: employee only about $566,900 at 4% or $377,933 at 6%; with 50% employer match about $377,933 at 4% or $251,956 at 6%; with 100% employer match about $283,450 at 4% or $188,967 at 6%.
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-2$56,087$45,352$22,676iApproximate average salary by contribution assumption: employee only about $566,900 at 4% or $377,933 at 6%; with 50% employer match about $377,933 at 4% or $251,956 at 6%; with 100% employer match about $283,450 at 4% or $188,967 at 6%.
200312$0$0-
Timothy M. Talbott, D.D.S., M.S., P.A. 401(K) Profit Sharing Plan-2---