Civic Intelligence

Sharon Merrill Associates Inc.

Plan context: Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan

EIN 04-2879002 • Boston, MA • 25 filings • 4 plans

501 Boylston Street, 10th FloorC/O WeworksBoston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$5,197,221

2024 Contributions

$263,138

Historical Graphs

Total Assets Over Time

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

$5,197,221$2,598,611$0200020132024YearValue
$5,197,221Latest year 2024

Participants Over Time

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

25130200020122024YearValue
18Latest 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
2024118$5,197,221$263,138$14,619iApproximate average salary by contribution assumption: employee only about $365,469 at 4% or $243,646 at 6%; with 50% employer match about $243,646 at 4% or $162,431 at 6%; with 100% employer match about $182,735 at 4% or $121,823 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-18$5,197,221$263,138$14,619iApproximate average salary by contribution assumption: employee only about $365,469 at 4% or $243,646 at 6%; with 50% employer match about $243,646 at 4% or $162,431 at 6%; with 100% employer match about $182,735 at 4% or $121,823 at 6%.
2023124$4,618,625$304,180$12,674iApproximate average salary by contribution assumption: employee only about $316,854 at 4% or $211,236 at 6%; with 50% employer match about $211,236 at 4% or $140,824 at 6%; with 100% employer match about $158,427 at 4% or $105,618 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-24$4,618,625$304,180$12,674iApproximate average salary by contribution assumption: employee only about $316,854 at 4% or $211,236 at 6%; with 50% employer match about $211,236 at 4% or $140,824 at 6%; with 100% employer match about $158,427 at 4% or $105,618 at 6%.
2022125$3,771,446$286,967$11,479iApproximate average salary by contribution assumption: employee only about $286,967 at 4% or $191,311 at 6%; with 50% employer match about $191,311 at 4% or $127,541 at 6%; with 100% employer match about $143,484 at 4% or $95,656 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-25$3,771,446$286,967$11,479iApproximate average salary by contribution assumption: employee only about $286,967 at 4% or $191,311 at 6%; with 50% employer match about $191,311 at 4% or $127,541 at 6%; with 100% employer match about $143,484 at 4% or $95,656 at 6%.
2021124$4,205,933$228,473$9,520iApproximate average salary by contribution assumption: employee only about $237,993 at 4% or $158,662 at 6%; with 50% employer match about $158,662 at 4% or $105,775 at 6%; with 100% employer match about $118,996 at 4% or $79,331 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-24$4,205,933$228,473$9,520iApproximate average salary by contribution assumption: employee only about $237,993 at 4% or $158,662 at 6%; with 50% employer match about $158,662 at 4% or $105,775 at 6%; with 100% employer match about $118,996 at 4% or $79,331 at 6%.
2020124$4,141,838$206,942$8,623iApproximate average salary by contribution assumption: employee only about $215,565 at 4% or $143,710 at 6%; with 50% employer match about $143,710 at 4% or $95,806 at 6%; with 100% employer match about $107,782 at 4% or $71,855 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-24$4,141,838$206,942$8,623iApproximate average salary by contribution assumption: employee only about $215,565 at 4% or $143,710 at 6%; with 50% employer match about $143,710 at 4% or $95,806 at 6%; with 100% employer match about $107,782 at 4% or $71,855 at 6%.
2019125$3,397,487$174,603$6,984iApproximate average salary by contribution assumption: employee only about $174,603 at 4% or $116,402 at 6%; with 50% employer match about $116,402 at 4% or $77,601 at 6%; with 100% employer match about $87,302 at 4% or $58,201 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-25$3,397,487$174,603$6,984iApproximate average salary by contribution assumption: employee only about $174,603 at 4% or $116,402 at 6%; with 50% employer match about $116,402 at 4% or $77,601 at 6%; with 100% employer match about $87,302 at 4% or $58,201 at 6%.
2018121$2,643,799$178,551$8,502iApproximate average salary by contribution assumption: employee only about $212,561 at 4% or $141,707 at 6%; with 50% employer match about $141,707 at 4% or $94,471 at 6%; with 100% employer match about $106,280 at 4% or $70,854 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-21$2,643,799$178,551$8,502iApproximate average salary by contribution assumption: employee only about $212,561 at 4% or $141,707 at 6%; with 50% employer match about $141,707 at 4% or $94,471 at 6%; with 100% employer match about $106,280 at 4% or $70,854 at 6%.
2017120$2,639,758$161,336$8,067iApproximate average salary by contribution assumption: employee only about $201,670 at 4% or $134,447 at 6%; with 50% employer match about $134,447 at 4% or $89,631 at 6%; with 100% employer match about $100,835 at 4% or $67,223 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-20$2,639,758$161,336$8,067iApproximate average salary by contribution assumption: employee only about $201,670 at 4% or $134,447 at 6%; with 50% employer match about $134,447 at 4% or $89,631 at 6%; with 100% employer match about $100,835 at 4% or $67,223 at 6%.
2016120$2,385,201$117,986$5,899iApproximate average salary by contribution assumption: employee only about $147,483 at 4% or $98,322 at 6%; with 50% employer match about $98,322 at 4% or $65,548 at 6%; with 100% employer match about $73,741 at 4% or $49,161 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-20$2,385,201$117,986$5,899iApproximate average salary by contribution assumption: employee only about $147,483 at 4% or $98,322 at 6%; with 50% employer match about $98,322 at 4% or $65,548 at 6%; with 100% employer match about $73,741 at 4% or $49,161 at 6%.
2015120$3,188,320$372,702$18,635iApproximate average salary by contribution assumption: employee only about $465,877 at 4% or $310,585 at 6%; with 50% employer match about $310,585 at 4% or $207,057 at 6%; with 100% employer match about $232,939 at 4% or $155,293 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-20$3,188,320$372,702$18,635iApproximate average salary by contribution assumption: employee only about $465,877 at 4% or $310,585 at 6%; with 50% employer match about $310,585 at 4% or $207,057 at 6%; with 100% employer match about $232,939 at 4% or $155,293 at 6%.
2014119$2,868,564$184,978$9,736iApproximate average salary by contribution assumption: employee only about $243,392 at 4% or $162,261 at 6%; with 50% employer match about $162,261 at 4% or $108,174 at 6%; with 100% employer match about $121,696 at 4% or $81,131 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-19$2,868,564$184,978$9,736iApproximate average salary by contribution assumption: employee only about $243,392 at 4% or $162,261 at 6%; with 50% employer match about $162,261 at 4% or $108,174 at 6%; with 100% employer match about $121,696 at 4% or $81,131 at 6%.
2013120$2,576,292$108,867$5,443iApproximate average salary by contribution assumption: employee only about $136,084 at 4% or $90,723 at 6%; with 50% employer match about $90,723 at 4% or $60,482 at 6%; with 100% employer match about $68,042 at 4% or $45,361 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-20$2,576,292$108,867$5,443iApproximate average salary by contribution assumption: employee only about $136,084 at 4% or $90,723 at 6%; with 50% employer match about $90,723 at 4% or $60,482 at 6%; with 100% employer match about $68,042 at 4% or $45,361 at 6%.
2012117$2,154,285$112,481$6,617iApproximate average salary by contribution assumption: employee only about $165,413 at 4% or $110,275 at 6%; with 50% employer match about $110,275 at 4% or $73,517 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-17$2,154,285$112,481$6,617iApproximate average salary by contribution assumption: employee only about $165,413 at 4% or $110,275 at 6%; with 50% employer match about $110,275 at 4% or $73,517 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
2011119$1,954,566$127,895$6,731iApproximate average salary by contribution assumption: employee only about $168,283 at 4% or $112,189 at 6%; with 50% employer match about $112,189 at 4% or $74,792 at 6%; with 100% employer match about $84,141 at 4% or $56,094 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-19$1,954,566$127,895$6,731iApproximate average salary by contribution assumption: employee only about $168,283 at 4% or $112,189 at 6%; with 50% employer match about $112,189 at 4% or $74,792 at 6%; with 100% employer match about $84,141 at 4% or $56,094 at 6%.
2010115$1,845,813$102,154$6,810iApproximate average salary by contribution assumption: employee only about $170,257 at 4% or $113,504 at 6%; with 50% employer match about $113,504 at 4% or $75,670 at 6%; with 100% employer match about $85,128 at 4% or $56,752 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-15$1,845,813$102,154$6,810iApproximate average salary by contribution assumption: employee only about $170,257 at 4% or $113,504 at 6%; with 50% employer match about $113,504 at 4% or $75,670 at 6%; with 100% employer match about $85,128 at 4% or $56,752 at 6%.
2009116$1,544,369$123,376$7,711iApproximate average salary by contribution assumption: employee only about $192,775 at 4% or $128,517 at 6%; with 50% employer match about $128,517 at 4% or $85,678 at 6%; with 100% employer match about $96,388 at 4% or $64,258 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-16$1,544,369$123,376$7,711iApproximate average salary by contribution assumption: employee only about $192,775 at 4% or $128,517 at 6%; with 50% employer match about $128,517 at 4% or $85,678 at 6%; with 100% employer match about $96,388 at 4% or $64,258 at 6%.
2008112$1,170,829$128,477$10,706iApproximate average salary by contribution assumption: employee only about $267,660 at 4% or $178,440 at 6%; with 50% employer match about $178,440 at 4% or $118,960 at 6%; with 100% employer match about $133,830 at 4% or $89,220 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-12$1,170,829$128,477$10,706iApproximate average salary by contribution assumption: employee only about $267,660 at 4% or $178,440 at 6%; with 50% employer match about $178,440 at 4% or $118,960 at 6%; with 100% employer match about $133,830 at 4% or $89,220 at 6%.
2007115$1,560,050$109,702$7,313iApproximate average salary by contribution assumption: employee only about $182,837 at 4% or $121,891 at 6%; with 50% employer match about $121,891 at 4% or $81,261 at 6%; with 100% employer match about $91,418 at 4% or $60,946 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-15$1,560,050$109,702$7,313iApproximate average salary by contribution assumption: employee only about $182,837 at 4% or $121,891 at 6%; with 50% employer match about $121,891 at 4% or $81,261 at 6%; with 100% employer match about $91,418 at 4% or $60,946 at 6%.
2006113$1,415,388$94,496$7,269iApproximate average salary by contribution assumption: employee only about $181,723 at 4% or $121,149 at 6%; with 50% employer match about $121,149 at 4% or $80,766 at 6%; with 100% employer match about $90,862 at 4% or $60,574 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-13$1,415,388$94,496$7,269iApproximate average salary by contribution assumption: employee only about $181,723 at 4% or $121,149 at 6%; with 50% employer match about $121,149 at 4% or $80,766 at 6%; with 100% employer match about $90,862 at 4% or $60,574 at 6%.
2005114$1,192,812$102,250$7,304iApproximate average salary by contribution assumption: employee only about $182,589 at 4% or $121,726 at 6%; with 50% employer match about $121,726 at 4% or $81,151 at 6%; with 100% employer match about $91,295 at 4% or $60,863 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-14$1,192,812$102,250$7,304iApproximate average salary by contribution assumption: employee only about $182,589 at 4% or $121,726 at 6%; with 50% employer match about $121,726 at 4% or $81,151 at 6%; with 100% employer match about $91,295 at 4% or $60,863 at 6%.
2004111$1,047,460$107,977$9,816iApproximate average salary by contribution assumption: employee only about $245,402 at 4% or $163,602 at 6%; with 50% employer match about $163,602 at 4% or $109,068 at 6%; with 100% employer match about $122,701 at 4% or $81,801 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-11$1,047,460$107,977$9,816iApproximate average salary by contribution assumption: employee only about $245,402 at 4% or $163,602 at 6%; with 50% employer match about $163,602 at 4% or $109,068 at 6%; with 100% employer match about $122,701 at 4% or $81,801 at 6%.
2003119$849,165$108,748$5,724iApproximate average salary by contribution assumption: employee only about $143,089 at 4% or $95,393 at 6%; with 50% employer match about $95,393 at 4% or $63,595 at 6%; with 100% employer match about $71,545 at 4% or $47,696 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-19$849,165$108,748$5,724iApproximate average salary by contribution assumption: employee only about $143,089 at 4% or $95,393 at 6%; with 50% employer match about $95,393 at 4% or $63,595 at 6%; with 100% employer match about $71,545 at 4% or $47,696 at 6%.
2002113$636,107$83,595$6,430iApproximate average salary by contribution assumption: employee only about $160,760 at 4% or $107,173 at 6%; with 50% employer match about $107,173 at 4% or $71,449 at 6%; with 100% employer match about $80,380 at 4% or $53,587 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-13$636,107$83,595$6,430iApproximate average salary by contribution assumption: employee only about $160,760 at 4% or $107,173 at 6%; with 50% employer match about $107,173 at 4% or $71,449 at 6%; with 100% employer match about $80,380 at 4% or $53,587 at 6%.
2001112$0$0-
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-12---
2000112$769,909$86,096$7,175iApproximate average salary by contribution assumption: employee only about $179,367 at 4% or $119,578 at 6%; with 50% employer match about $119,578 at 4% or $79,719 at 6%; with 100% employer match about $89,683 at 4% or $59,789 at 6%.
Sharon Merrill Associates Inc. 401(K) & Profit Sharing Plan-12$769,909$86,096$7,175iApproximate average salary by contribution assumption: employee only about $179,367 at 4% or $119,578 at 6%; with 50% employer match about $119,578 at 4% or $79,719 at 6%; with 100% employer match about $89,683 at 4% or $59,789 at 6%.