Civic Intelligence

Merriman Holdings Inc.

Plan context: Merriman Capital Inc. 401(K) Plan

EIN 11-2936371 • San Francisco, CA • 17 filings • 6 plans

250 Montgomery Street, 16th FloorSan Francisco, CA 94104
Current Snapshot

Latest Year

2016

2016 Participants

23

2016 Assets

$1,930,748

2016 Contributions

$53,608

Historical Graphs

Total Assets Over Time

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

$4,678,190$2,339,095$0200220092015YearValue
$1,930,748Latest year 2015

Participants Over Time

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

191960200020082015YearValue
23Latest year 2015

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
201610$0$53,608-
Merriman Capital Inc. 401(K) Plan-0-$53,608-
2015123$1,930,748$108,353$4,711iApproximate average salary by contribution assumption: employee only about $117,775 at 4% or $78,517 at 6%; with 50% employer match about $78,517 at 4% or $52,344 at 6%; with 100% employer match about $58,888 at 4% or $39,258 at 6%.
Merriman Capital Inc. 401(K) Plan-23$1,930,748$108,353$4,711iApproximate average salary by contribution assumption: employee only about $117,775 at 4% or $78,517 at 6%; with 50% employer match about $78,517 at 4% or $52,344 at 6%; with 100% employer match about $58,888 at 4% or $39,258 at 6%.
2014130$2,487,503$168,491$5,616iApproximate average salary by contribution assumption: employee only about $140,409 at 4% or $93,606 at 6%; with 50% employer match about $93,606 at 4% or $62,404 at 6%; with 100% employer match about $70,205 at 4% or $46,803 at 6%.
Merriman Capital Inc. 401(K) Plan-30$2,487,503$168,491$5,616iApproximate average salary by contribution assumption: employee only about $140,409 at 4% or $93,606 at 6%; with 50% employer match about $93,606 at 4% or $62,404 at 6%; with 100% employer match about $70,205 at 4% or $46,803 at 6%.
2013126$2,960,968$162,749$6,260iApproximate average salary by contribution assumption: employee only about $156,489 at 4% or $104,326 at 6%; with 50% employer match about $104,326 at 4% or $69,551 at 6%; with 100% employer match about $78,245 at 4% or $52,163 at 6%.
Merriman Capital Inc. 401(K) Plan-26$2,960,968$162,749$6,260iApproximate average salary by contribution assumption: employee only about $156,489 at 4% or $104,326 at 6%; with 50% employer match about $104,326 at 4% or $69,551 at 6%; with 100% employer match about $78,245 at 4% or $52,163 at 6%.
2012150$2,333,128$185,109$3,702iApproximate average salary by contribution assumption: employee only about $92,555 at 4% or $61,703 at 6%; with 50% employer match about $61,703 at 4% or $41,135 at 6%; with 100% employer match about $46,277 at 4% or $30,852 at 6%.
Merriman Capital Inc. 401(K) Plan-50$2,333,128$185,109$3,702iApproximate average salary by contribution assumption: employee only about $92,555 at 4% or $61,703 at 6%; with 50% employer match about $61,703 at 4% or $41,135 at 6%; with 100% employer match about $46,277 at 4% or $30,852 at 6%.
2011132$2,635,559$365,488$11,422iApproximate average salary by contribution assumption: employee only about $285,538 at 4% or $190,358 at 6%; with 50% employer match about $190,358 at 4% or $126,906 at 6%; with 100% employer match about $142,769 at 4% or $95,179 at 6%.
Merriman Capital Inc. 401(K) Plan-32$2,635,559$365,488$11,422iApproximate average salary by contribution assumption: employee only about $285,538 at 4% or $190,358 at 6%; with 50% employer match about $190,358 at 4% or $126,906 at 6%; with 100% employer match about $142,769 at 4% or $95,179 at 6%.
2010173$3,045,187$403,147$5,523iApproximate average salary by contribution assumption: employee only about $138,064 at 4% or $92,043 at 6%; with 50% employer match about $92,043 at 4% or $61,362 at 6%; with 100% employer match about $69,032 at 4% or $46,021 at 6%.
Merriman Capital Inc. 401(K) Plan-73$3,045,187$403,147$5,523iApproximate average salary by contribution assumption: employee only about $138,064 at 4% or $92,043 at 6%; with 50% employer match about $92,043 at 4% or $61,362 at 6%; with 100% employer match about $69,032 at 4% or $46,021 at 6%.
2009181$3,445,531$506,069$6,248iApproximate average salary by contribution assumption: employee only about $156,194 at 4% or $104,129 at 6%; with 50% employer match about $104,129 at 4% or $69,420 at 6%; with 100% employer match about $78,097 at 4% or $52,065 at 6%.
Merriman Capital Inc. 401(K) Plan-81$3,445,531$506,069$6,248iApproximate average salary by contribution assumption: employee only about $156,194 at 4% or $104,129 at 6%; with 50% employer match about $104,129 at 4% or $69,420 at 6%; with 100% employer match about $78,097 at 4% or $52,065 at 6%.
20081119$3,845,475$1,474,724$12,393iApproximate average salary by contribution assumption: employee only about $309,816 at 4% or $206,544 at 6%; with 50% employer match about $206,544 at 4% or $137,696 at 6%; with 100% employer match about $154,908 at 4% or $103,272 at 6%.
Merriman Capital Inc. 401(K) Plan-119$3,845,475$1,474,724$12,393iApproximate average salary by contribution assumption: employee only about $309,816 at 4% or $206,544 at 6%; with 50% employer match about $206,544 at 4% or $137,696 at 6%; with 100% employer match about $154,908 at 4% or $103,272 at 6%.
20071191$4,678,190$1,343,625$7,035iApproximate average salary by contribution assumption: employee only about $175,867 at 4% or $117,245 at 6%; with 50% employer match about $117,245 at 4% or $78,163 at 6%; with 100% employer match about $87,934 at 4% or $58,622 at 6%.
Merriman Capital Inc. 401(K) Plan-191$4,678,190$1,343,625$7,035iApproximate average salary by contribution assumption: employee only about $175,867 at 4% or $117,245 at 6%; with 50% employer match about $117,245 at 4% or $78,163 at 6%; with 100% employer match about $87,934 at 4% or $58,622 at 6%.
20061158$3,336,230$1,100,671$6,966iApproximate average salary by contribution assumption: employee only about $174,157 at 4% or $116,105 at 6%; with 50% employer match about $116,105 at 4% or $77,403 at 6%; with 100% employer match about $87,078 at 4% or $58,052 at 6%.
Merriman Capital Inc. 401(K) Plan-158$3,336,230$1,100,671$6,966iApproximate average salary by contribution assumption: employee only about $174,157 at 4% or $116,105 at 6%; with 50% employer match about $116,105 at 4% or $77,403 at 6%; with 100% employer match about $87,078 at 4% or $58,052 at 6%.
20051146$2,131,810$981,064$6,720iApproximate average salary by contribution assumption: employee only about $167,990 at 4% or $111,994 at 6%; with 50% employer match about $111,994 at 4% or $74,662 at 6%; with 100% employer match about $83,995 at 4% or $55,997 at 6%.
Merriman Capital Inc. 401(K) Plan-146$2,131,810$981,064$6,720iApproximate average salary by contribution assumption: employee only about $167,990 at 4% or $111,994 at 6%; with 50% employer match about $111,994 at 4% or $74,662 at 6%; with 100% employer match about $83,995 at 4% or $55,997 at 6%.
20041106$0$0-
Merriman Capital Inc. 401(K) Plan-106---
2003163$559,740$493,120$7,827iApproximate average salary by contribution assumption: employee only about $195,683 at 4% or $130,455 at 6%; with 50% employer match about $130,455 at 4% or $86,970 at 6%; with 100% employer match about $97,841 at 4% or $65,228 at 6%.
Merriman Capital Inc. 401(K) Plan-63$559,740$493,120$7,827iApproximate average salary by contribution assumption: employee only about $195,683 at 4% or $130,455 at 6%; with 50% employer match about $130,455 at 4% or $86,970 at 6%; with 100% employer match about $97,841 at 4% or $65,228 at 6%.
2002124$125,538$67,330$2,805iApproximate average salary by contribution assumption: employee only about $70,135 at 4% or $46,757 at 6%; with 50% employer match about $46,757 at 4% or $31,171 at 6%; with 100% employer match about $35,068 at 4% or $23,378 at 6%.
Merriman Capital Inc. 401(K) Plan-24$125,538$67,330$2,805iApproximate average salary by contribution assumption: employee only about $70,135 at 4% or $46,757 at 6%; with 50% employer match about $46,757 at 4% or $31,171 at 6%; with 100% employer match about $35,068 at 4% or $23,378 at 6%.
2001129$0$0-
Merriman Capital Inc. 401(K) Plan-29---
2000133$0$0-
Merriman Capital Inc. 401(K) Plan-33---