Civic Intelligence

David Merfeld CPA PC

Plan context: David Merfeld CPA PC 401 K Profit Sharing Plan Trust

EIN 04-3087564 • Boston, MA • 14 filings • 2 plans

21 Merchants Row Ste 5Boston, MA 02109-2005
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,045,538

2025 Contributions

$104,190

Historical Graphs

Total Assets Over Time

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

$2,045,538$1,022,769$0201220192025YearValue
$2,045,538Latest year 2025

Participants Over Time

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

530201220192025YearValue
3Latest year 2025

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
202513$2,045,538$104,190$34,730iApproximate average salary by contribution assumption: employee only about $868,250 at 4% or $578,833 at 6%; with 50% employer match about $578,833 at 4% or $385,889 at 6%; with 100% employer match about $434,125 at 4% or $289,417 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-3$2,045,538$104,190$34,730iApproximate average salary by contribution assumption: employee only about $868,250 at 4% or $578,833 at 6%; with 50% employer match about $578,833 at 4% or $385,889 at 6%; with 100% employer match about $434,125 at 4% or $289,417 at 6%.
202414$1,679,939$106,012$26,503iApproximate average salary by contribution assumption: employee only about $662,575 at 4% or $441,717 at 6%; with 50% employer match about $441,717 at 4% or $294,478 at 6%; with 100% employer match about $331,288 at 4% or $220,858 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-4$1,679,939$106,012$26,503iApproximate average salary by contribution assumption: employee only about $662,575 at 4% or $441,717 at 6%; with 50% employer match about $441,717 at 4% or $294,478 at 6%; with 100% employer match about $331,288 at 4% or $220,858 at 6%.
202314$1,266,587$90,566$22,642iApproximate average salary by contribution assumption: employee only about $566,038 at 4% or $377,358 at 6%; with 50% employer match about $377,358 at 4% or $251,572 at 6%; with 100% employer match about $283,019 at 4% or $188,679 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-4$1,266,587$90,566$22,642iApproximate average salary by contribution assumption: employee only about $566,038 at 4% or $377,358 at 6%; with 50% employer match about $377,358 at 4% or $251,572 at 6%; with 100% employer match about $283,019 at 4% or $188,679 at 6%.
202213$925,772$82,900$27,633iApproximate average salary by contribution assumption: employee only about $690,833 at 4% or $460,556 at 6%; with 50% employer match about $460,556 at 4% or $307,037 at 6%; with 100% employer match about $345,417 at 4% or $230,278 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-3$925,772$82,900$27,633iApproximate average salary by contribution assumption: employee only about $690,833 at 4% or $460,556 at 6%; with 50% employer match about $460,556 at 4% or $307,037 at 6%; with 100% employer match about $345,417 at 4% or $230,278 at 6%.
202115$1,195,590$88,723$17,745iApproximate average salary by contribution assumption: employee only about $443,615 at 4% or $295,743 at 6%; with 50% employer match about $295,743 at 4% or $197,162 at 6%; with 100% employer match about $221,807 at 4% or $147,872 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-5$1,195,590$88,723$17,745iApproximate average salary by contribution assumption: employee only about $443,615 at 4% or $295,743 at 6%; with 50% employer match about $295,743 at 4% or $197,162 at 6%; with 100% employer match about $221,807 at 4% or $147,872 at 6%.
202014$895,344$28,200$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-4$895,344$28,200$7,050iApproximate average salary by contribution assumption: employee only about $176,250 at 4% or $117,500 at 6%; with 50% employer match about $117,500 at 4% or $78,333 at 6%; with 100% employer match about $88,125 at 4% or $58,750 at 6%.
201914$738,712$83,450$20,863iApproximate average salary by contribution assumption: employee only about $521,563 at 4% or $347,708 at 6%; with 50% employer match about $347,708 at 4% or $231,806 at 6%; with 100% employer match about $260,781 at 4% or $173,854 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-4$738,712$83,450$20,863iApproximate average salary by contribution assumption: employee only about $521,563 at 4% or $347,708 at 6%; with 50% employer match about $347,708 at 4% or $231,806 at 6%; with 100% employer match about $260,781 at 4% or $173,854 at 6%.
201815$523,981$84,300$16,860iApproximate average salary by contribution assumption: employee only about $421,500 at 4% or $281,000 at 6%; with 50% employer match about $281,000 at 4% or $187,333 at 6%; with 100% employer match about $210,750 at 4% or $140,500 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-5$523,981$84,300$16,860iApproximate average salary by contribution assumption: employee only about $421,500 at 4% or $281,000 at 6%; with 50% employer match about $281,000 at 4% or $187,333 at 6%; with 100% employer match about $210,750 at 4% or $140,500 at 6%.
201715$467,711$85,581$17,116iApproximate average salary by contribution assumption: employee only about $427,905 at 4% or $285,270 at 6%; with 50% employer match about $285,270 at 4% or $190,180 at 6%; with 100% employer match about $213,953 at 4% or $142,635 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-5$467,711$85,581$17,116iApproximate average salary by contribution assumption: employee only about $427,905 at 4% or $285,270 at 6%; with 50% employer match about $285,270 at 4% or $190,180 at 6%; with 100% employer match about $213,953 at 4% or $142,635 at 6%.
201615$312,152$80,905$16,181iApproximate average salary by contribution assumption: employee only about $404,525 at 4% or $269,683 at 6%; with 50% employer match about $269,683 at 4% or $179,789 at 6%; with 100% employer match about $202,263 at 4% or $134,842 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-5$312,152$80,905$16,181iApproximate average salary by contribution assumption: employee only about $404,525 at 4% or $269,683 at 6%; with 50% employer match about $269,683 at 4% or $179,789 at 6%; with 100% employer match about $202,263 at 4% or $134,842 at 6%.
201515$203,869$74,650$14,930iApproximate average salary by contribution assumption: employee only about $373,250 at 4% or $248,833 at 6%; with 50% employer match about $248,833 at 4% or $165,889 at 6%; with 100% employer match about $186,625 at 4% or $124,417 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-5$203,869$74,650$14,930iApproximate average salary by contribution assumption: employee only about $373,250 at 4% or $248,833 at 6%; with 50% employer match about $248,833 at 4% or $165,889 at 6%; with 100% employer match about $186,625 at 4% or $124,417 at 6%.
201414$130,243$59,168$14,792iApproximate average salary by contribution assumption: employee only about $369,800 at 4% or $246,533 at 6%; with 50% employer match about $246,533 at 4% or $164,356 at 6%; with 100% employer match about $184,900 at 4% or $123,267 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-4$130,243$59,168$14,792iApproximate average salary by contribution assumption: employee only about $369,800 at 4% or $246,533 at 6%; with 50% employer match about $246,533 at 4% or $164,356 at 6%; with 100% employer match about $184,900 at 4% or $123,267 at 6%.
201311$61,226$34,059$34,059iApproximate average salary by contribution assumption: employee only about $851,475 at 4% or $567,650 at 6%; with 50% employer match about $567,650 at 4% or $378,433 at 6%; with 100% employer match about $425,738 at 4% or $283,825 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-1$61,226$34,059$34,059iApproximate average salary by contribution assumption: employee only about $851,475 at 4% or $567,650 at 6%; with 50% employer match about $567,650 at 4% or $378,433 at 6%; with 100% employer match about $425,738 at 4% or $283,825 at 6%.
201212$22,991$22,968$11,484iApproximate average salary by contribution assumption: employee only about $287,100 at 4% or $191,400 at 6%; with 50% employer match about $191,400 at 4% or $127,600 at 6%; with 100% employer match about $143,550 at 4% or $95,700 at 6%.
David Merfeld CPA PC 401 K Profit Sharing Plan Trust-2$22,991$22,968$11,484iApproximate average salary by contribution assumption: employee only about $287,100 at 4% or $191,400 at 6%; with 50% employer match about $191,400 at 4% or $127,600 at 6%; with 100% employer match about $143,550 at 4% or $95,700 at 6%.