Merrill-Sharpe Ltd.
Plan context: Merrill-Sharpe Ltd. Profit-Sharing Trust
EIN 11-1504931 • 10 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
8
2008 Assets
$4,142,629
2008 Contributions
$30,000
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 0 | - | - | - |
| 2007 | 1 | 8 | $4,142,629 | $0 | - |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 8 | $4,142,629 | - | - |
| 2006 | 1 | 9 | $4,110,385 | $30,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 9 | $4,110,385 | $30,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2005 | 1 | 11 | $3,827,078 | $60,000 | $5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 11 | $3,827,078 | $60,000 | $5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%. |
| 2004 | 1 | 9 | $4,001,223 | $60,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 9 | $4,001,223 | $60,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2003 | 1 | 7 | $3,881,622 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 7 | $3,881,622 | $60,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| 2002 | 1 | 10 | $3,549,979 | $70,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 10 | $3,549,979 | $70,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| 2001 | 1 | 11 | $3,695,092 | $60,000 | $5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 11 | $3,695,092 | $60,000 | $5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%. |
| 2000 | 1 | 8 | $3,891,063 | $83,047 | $10,381iApproximate average salary by contribution assumption: employee only about $259,522 at 4% or $173,015 at 6%; with 50% employer match about $173,015 at 4% or $115,343 at 6%; with 100% employer match about $129,761 at 4% or $86,507 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 8 | $3,891,063 | $83,047 | $10,381iApproximate average salary by contribution assumption: employee only about $259,522 at 4% or $173,015 at 6%; with 50% employer match about $173,015 at 4% or $115,343 at 6%; with 100% employer match about $129,761 at 4% or $86,507 at 6%. |
| 1999 | 1 | 7 | $3,658,306 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| Merrill-Sharpe Ltd. Profit-Sharing Trust | - | 7 | $3,658,306 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |