Civic Intelligence

Scenic Hudson Inc

Plan context: Merrill Lynch Section 40367 Plan and Custodial Agreement

EIN 13-2898799 • Poughkeepsie, NY • 58 filings • 18 plans

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85 Civic Center Plaza Ste 300Poughkeepsie, NY 12601
Current Snapshot

Latest Year

2024

2024 Participants

73

2024 Assets

$15,845,656

2024 Contributions

$1,184,056

Historical Graphs

Total Assets Over Time

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

$28,747,059$14,373,530$0200920172024YearValue
$15,845,656Latest year 2024

Participants Over Time

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

115580200920172024YearValue
73Latest 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
2024173$15,845,656$1,184,056$16,220iApproximate average salary by contribution assumption: employee only about $405,499 at 4% or $270,332 at 6%; with 50% employer match about $270,332 at 4% or $180,222 at 6%; with 100% employer match about $202,749 at 4% or $135,166 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-73$15,845,656$1,184,056$16,220iApproximate average salary by contribution assumption: employee only about $405,499 at 4% or $270,332 at 6%; with 50% employer match about $270,332 at 4% or $180,222 at 6%; with 100% employer match about $202,749 at 4% or $135,166 at 6%.
2023275$28,747,059$1,908,726$25,450iApproximate average salary by contribution assumption: employee only about $636,242 at 4% or $424,161 at 6%; with 50% employer match about $424,161 at 4% or $282,774 at 6%; with 100% employer match about $318,121 at 4% or $212,081 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-75$14,396,392$978,139$13,042iApproximate average salary by contribution assumption: employee only about $326,046 at 4% or $217,364 at 6%; with 50% employer match about $217,364 at 4% or $144,909 at 6%; with 100% employer match about $163,023 at 4% or $108,682 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-75$14,350,667$930,587$12,408iApproximate average salary by contribution assumption: employee only about $310,196 at 4% or $206,797 at 6%; with 50% employer match about $206,797 at 4% or $137,865 at 6%; with 100% employer match about $155,098 at 4% or $103,399 at 6%.
2022172$13,516,666$848,337$11,782iApproximate average salary by contribution assumption: employee only about $294,561 at 4% or $196,374 at 6%; with 50% employer match about $196,374 at 4% or $130,916 at 6%; with 100% employer match about $147,281 at 4% or $98,187 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-72$13,516,666$848,337$11,782iApproximate average salary by contribution assumption: employee only about $294,561 at 4% or $196,374 at 6%; with 50% employer match about $196,374 at 4% or $130,916 at 6%; with 100% employer match about $147,281 at 4% or $98,187 at 6%.
20212115$15,199,850$834,660$7,258iApproximate average salary by contribution assumption: employee only about $181,448 at 4% or $120,965 at 6%; with 50% employer match about $120,965 at 4% or $80,643 at 6%; with 100% employer match about $90,724 at 4% or $60,483 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-115$15,199,850$579,173$5,036iApproximate average salary by contribution assumption: employee only about $125,907 at 4% or $83,938 at 6%; with 50% employer match about $83,938 at 4% or $55,959 at 6%; with 100% employer match about $62,954 at 4% or $41,969 at 6%.
The Equitable Life Assurance Society of the United States-0$0$255,487-
20202102$13,299,406$1,054,803$10,341iApproximate average salary by contribution assumption: employee only about $258,530 at 4% or $172,353 at 6%; with 50% employer match about $172,353 at 4% or $114,902 at 6%; with 100% employer match about $129,265 at 4% or $86,177 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-102$7,313,052$594,115$5,825iApproximate average salary by contribution assumption: employee only about $145,616 at 4% or $97,078 at 6%; with 50% employer match about $97,078 at 4% or $64,718 at 6%; with 100% employer match about $72,808 at 4% or $48,539 at 6%.
The Equitable Life Assurance Society of the United States-86$5,986,354$460,688$5,357iApproximate average salary by contribution assumption: employee only about $133,921 at 4% or $89,281 at 6%; with 50% employer match about $89,281 at 4% or $59,520 at 6%; with 100% employer match about $66,960 at 4% or $44,640 at 6%.
2019298$11,181,263$716,518$7,311iApproximate average salary by contribution assumption: employee only about $182,785 at 4% or $121,857 at 6%; with 50% employer match about $121,857 at 4% or $81,238 at 6%; with 100% employer match about $91,393 at 4% or $60,928 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-98$6,134,130$389,380$3,973iApproximate average salary by contribution assumption: employee only about $99,332 at 4% or $66,221 at 6%; with 50% employer match about $66,221 at 4% or $44,147 at 6%; with 100% employer match about $49,666 at 4% or $33,111 at 6%.
The Equitable Life Assurance Society of the United States-84$5,047,133$327,138$3,895iApproximate average salary by contribution assumption: employee only about $97,363 at 4% or $64,908 at 6%; with 50% employer match about $64,908 at 4% or $43,272 at 6%; with 100% employer match about $48,681 at 4% or $32,454 at 6%.
2018296$8,948,778$786,728$8,195iApproximate average salary by contribution assumption: employee only about $204,877 at 4% or $136,585 at 6%; with 50% employer match about $136,585 at 4% or $91,056 at 6%; with 100% employer match about $102,439 at 4% or $68,292 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-96$4,874,788$441,572$4,600iApproximate average salary by contribution assumption: employee only about $114,993 at 4% or $76,662 at 6%; with 50% employer match about $76,662 at 4% or $51,108 at 6%; with 100% employer match about $57,496 at 4% or $38,331 at 6%.
The Equitable Life Assurance Society of the United States-82$4,073,990$345,156$4,209iApproximate average salary by contribution assumption: employee only about $105,230 at 4% or $70,154 at 6%; with 50% employer match about $70,154 at 4% or $46,769 at 6%; with 100% employer match about $52,615 at 4% or $35,077 at 6%.
2017299$9,515,502$676,429$6,833iApproximate average salary by contribution assumption: employee only about $170,815 at 4% or $113,877 at 6%; with 50% employer match about $113,877 at 4% or $75,918 at 6%; with 100% employer match about $85,408 at 4% or $56,938 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-99$4,957,357$411,967$4,161iApproximate average salary by contribution assumption: employee only about $104,032 at 4% or $69,355 at 6%; with 50% employer match about $69,355 at 4% or $46,236 at 6%; with 100% employer match about $52,016 at 4% or $34,677 at 6%.
The Equitable Life Assurance Society of the United States-81$4,558,145$264,462$3,265iApproximate average salary by contribution assumption: employee only about $81,624 at 4% or $54,416 at 6%; with 50% employer match about $54,416 at 4% or $36,277 at 6%; with 100% employer match about $40,812 at 4% or $27,208 at 6%.
2016297$7,937,388$741,778$7,647iApproximate average salary by contribution assumption: employee only about $191,180 at 4% or $127,453 at 6%; with 50% employer match about $127,453 at 4% or $84,969 at 6%; with 100% employer match about $95,590 at 4% or $63,727 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-97$4,062,529$431,959$4,453iApproximate average salary by contribution assumption: employee only about $111,330 at 4% or $74,220 at 6%; with 50% employer match about $74,220 at 4% or $49,480 at 6%; with 100% employer match about $55,665 at 4% or $37,110 at 6%.
The Equitable Life Assurance Society of the United States-78$3,874,859$309,819$3,972iApproximate average salary by contribution assumption: employee only about $99,301 at 4% or $66,201 at 6%; with 50% employer match about $66,201 at 4% or $44,134 at 6%; with 100% employer match about $49,650 at 4% or $33,100 at 6%.
2015375$10,197,957$879,656$11,729iApproximate average salary by contribution assumption: employee only about $293,219 at 4% or $195,479 at 6%; with 50% employer match about $195,479 at 4% or $130,319 at 6%; with 100% employer match about $146,609 at 4% or $97,740 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-10$3,460,655$436,062$43,606iApproximate average salary by contribution assumption: employee only about $1,090,155 at 4% or $726,770 at 6%; with 50% employer match about $726,770 at 4% or $484,513 at 6%; with 100% employer match about $545,078 at 4% or $363,385 at 6%.
The Equitable Life Assurance Society of the United States-75$3,368,651$221,797$2,957iApproximate average salary by contribution assumption: employee only about $73,932 at 4% or $49,288 at 6%; with 50% employer match about $49,288 at 4% or $32,859 at 6%; with 100% employer match about $36,966 at 4% or $24,644 at 6%.
The Equitable Life Assurance Society of the United States-75$3,368,651$221,797$2,957iApproximate average salary by contribution assumption: employee only about $73,932 at 4% or $49,288 at 6%; with 50% employer match about $49,288 at 4% or $32,859 at 6%; with 100% employer match about $36,966 at 4% or $24,644 at 6%.
2014299$6,128,387$556,605$5,622iApproximate average salary by contribution assumption: employee only about $140,557 at 4% or $93,705 at 6%; with 50% employer match about $93,705 at 4% or $62,470 at 6%; with 100% employer match about $70,278 at 4% or $46,852 at 6%.
The Equitable Life Assurance Society of the United States-72$3,128,461$218,316$3,032iApproximate average salary by contribution assumption: employee only about $75,804 at 4% or $50,536 at 6%; with 50% employer match about $50,536 at 4% or $33,691 at 6%; with 100% employer match about $37,902 at 4% or $25,268 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-99$2,999,926$338,289$3,417iApproximate average salary by contribution assumption: employee only about $85,427 at 4% or $56,951 at 6%; with 50% employer match about $56,951 at 4% or $37,967 at 6%; with 100% employer match about $42,713 at 4% or $28,476 at 6%.
2013291$5,260,413$507,323$5,575iApproximate average salary by contribution assumption: employee only about $139,374 at 4% or $92,916 at 6%; with 50% employer match about $92,916 at 4% or $61,944 at 6%; with 100% employer match about $69,687 at 4% or $46,458 at 6%.
The Equitable Life Assurance Society of the United States-65$2,752,279$198,436$3,053iApproximate average salary by contribution assumption: employee only about $76,322 at 4% or $50,881 at 6%; with 50% employer match about $50,881 at 4% or $33,921 at 6%; with 100% employer match about $38,161 at 4% or $25,441 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-91$2,508,134$308,887$3,394iApproximate average salary by contribution assumption: employee only about $84,859 at 4% or $56,573 at 6%; with 50% employer match about $56,573 at 4% or $37,715 at 6%; with 100% employer match about $42,430 at 4% or $28,286 at 6%.
2012284$4,084,250$562,438$6,696iApproximate average salary by contribution assumption: employee only about $167,392 at 4% or $111,595 at 6%; with 50% employer match about $111,595 at 4% or $74,397 at 6%; with 100% employer match about $83,696 at 4% or $55,797 at 6%.
The Equitable Life Assurance Society of the United States-59$2,208,309$309,466$5,245iApproximate average salary by contribution assumption: employee only about $131,130 at 4% or $87,420 at 6%; with 50% employer match about $87,420 at 4% or $58,280 at 6%; with 100% employer match about $65,565 at 4% or $43,710 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-84$1,875,941$252,972$3,012iApproximate average salary by contribution assumption: employee only about $75,289 at 4% or $50,193 at 6%; with 50% employer match about $50,193 at 4% or $33,462 at 6%; with 100% employer match about $37,645 at 4% or $25,096 at 6%.
2011284$3,188,630$358,879$4,272iApproximate average salary by contribution assumption: employee only about $106,809 at 4% or $71,206 at 6%; with 50% employer match about $71,206 at 4% or $47,471 at 6%; with 100% employer match about $53,405 at 4% or $35,603 at 6%.
The Equitable Life Assurance Society of the United States-56$1,708,738$169,627$3,029iApproximate average salary by contribution assumption: employee only about $75,726 at 4% or $50,484 at 6%; with 50% employer match about $50,484 at 4% or $33,656 at 6%; with 100% employer match about $37,863 at 4% or $25,242 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-84$1,479,892$189,252$2,253iApproximate average salary by contribution assumption: employee only about $56,325 at 4% or $37,550 at 6%; with 50% employer match about $37,550 at 4% or $25,033 at 6%; with 100% employer match about $28,163 at 4% or $18,775 at 6%.
2010278$2,832,478$298,188$3,823iApproximate average salary by contribution assumption: employee only about $95,573 at 4% or $63,715 at 6%; with 50% employer match about $63,715 at 4% or $42,477 at 6%; with 100% employer match about $47,787 at 4% or $31,858 at 6%.
The Equitable Life Assurance Society of the United States-54$1,537,109$163,962$3,036iApproximate average salary by contribution assumption: employee only about $75,908 at 4% or $50,606 at 6%; with 50% employer match about $50,606 at 4% or $33,737 at 6%; with 100% employer match about $37,954 at 4% or $25,303 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-78$1,295,369$134,226$1,721iApproximate average salary by contribution assumption: employee only about $43,021 at 4% or $28,681 at 6%; with 50% employer match about $28,681 at 4% or $19,121 at 6%; with 100% employer match about $21,511 at 4% or $14,340 at 6%.
2009265$2,323,650$232,345$3,575iApproximate average salary by contribution assumption: employee only about $89,363 at 4% or $59,576 at 6%; with 50% employer match about $59,576 at 4% or $39,717 at 6%; with 100% employer match about $44,682 at 4% or $29,788 at 6%.
The Equitable Life Assurance Society of the United States-48$1,261,779$145,389$3,029iApproximate average salary by contribution assumption: employee only about $75,723 at 4% or $50,482 at 6%; with 50% employer match about $50,482 at 4% or $33,655 at 6%; with 100% employer match about $37,862 at 4% or $25,241 at 6%.
Merrill Lynch Section 40367 Plan and Custodial Agreement-65$1,061,871$86,956$1,338iApproximate average salary by contribution assumption: employee only about $33,445 at 4% or $22,296 at 6%; with 50% employer match about $22,296 at 4% or $14,864 at 6%; with 100% employer match about $16,722 at 4% or $11,148 at 6%.
200820$0$0-
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
The Equitable Life Assurance Society of the United States-0---
200730$0$0-
The Equitable Life Assurance Society of the United States-0---
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
200630$0$0-
The Equitable Life Assurance Society of the United States-0---
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
200530$0$0-
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
The Equitable Life Assurance Society of the United States-0---
200430$0$0-
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
The Equitable Life Assurance Society of the United States-0---
200330$0$0-
The Equitable Life Assurance Society of the United States-0---
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
200230$0$0-
The Equitable Life Assurance Society of the United States-0---
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
200130$0$0-
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
The Equitable Life Assurance Society of the United States-0---
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
200020$0$0-
Scenic Hudson Inc Tax Deferred Annuity Plan-0---
The Equitable Life Assurance Society of the United States-0---
199920$0$0-
Merrill Lynch Section 40367 Plan and Custodial Agreement-0---
The Equitable Life Assurance Society of the United States-0---