Civic Intelligence

Merrill Lynch Pierce Fenner & Smith Inc.

Plan context: Barney Greenspan Profit Sharing Plan

EIN 13-5674085 • Southampton, NY • 27 filings • 8 plans

135 Windmill LaneSouthampton, NY 11968
Current Snapshot

Latest Year

2024

2024 Participants

9,288

2024 Assets

$5,969,444

2024 Contributions

$108,993

Historical Graphs

Total Assets Over Time

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

$7,692,652$3,846,326$0200020042021YearValue
$5,969,444Latest year 2021

Participants Over Time

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

12,2336,1170200020142024YearValue
9,288Latest 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
202419,288$0$0-
Merrill Lynch Death Benefit Plan-9,288---
202319,250$0$0-
Merrill Lynch Death Benefit Plan-9,250---
202219,915$0$0-
Merrill Lynch Death Benefit Plan-9,915---
2021211,150$5,969,444$108,993$10iApproximate average salary by contribution assumption: employee only about $244 at 4% or $163 at 6%; with 50% employer match about $163 at 4% or $109 at 6%; with 100% employer match about $122 at 4% or $81 at 6%.
Barney Greenspan Profit Sharing Plan-38$5,969,444$108,993$2,868iApproximate average salary by contribution assumption: employee only about $71,706 at 4% or $47,804 at 6%; with 50% employer match about $47,804 at 4% or $31,869 at 6%; with 100% employer match about $35,853 at 4% or $23,902 at 6%.
Merrill Lynch Death Benefit Plan-11,150---
2020210,969$5,179,507$260,052$24iApproximate average salary by contribution assumption: employee only about $593 at 4% or $395 at 6%; with 50% employer match about $395 at 4% or $263 at 6%; with 100% employer match about $296 at 4% or $198 at 6%.
Barney Greenspan Profit Sharing Plan-63$5,179,507$260,052$4,128iApproximate average salary by contribution assumption: employee only about $103,195 at 4% or $68,797 at 6%; with 50% employer match about $68,797 at 4% or $45,865 at 6%; with 100% employer match about $51,598 at 4% or $34,398 at 6%.
Merrill Lynch Death Benefit Plan-10,969---
2019110,926$0$0-
Merrill Lynch Death Benefit Plan-10,926---
2018110,817$0$0-
Merrill Lynch Death Benefit Plan-10,817---
2017110,668$0$0-
Merrill Lynch Death Benefit Plan-10,668---
2016110,604$0$0-
Merrill Lynch Death Benefit Plan-10,604---
2015110,953$0$0-
Merrill Lynch Death Benefit Plan-10,953---
2014111,290$0$0-
Merrill Lynch Death Benefit Plan-11,290---
2013210,904$258,160$36,996$3iApproximate average salary by contribution assumption: employee only about $85 at 4% or $57 at 6%; with 50% employer match about $57 at 4% or $38 at 6%; with 100% employer match about $42 at 4% or $28 at 6%.
Barney Greenspan Profit Sharing Plan-1$258,160$36,996$36,996iApproximate average salary by contribution assumption: employee only about $924,900 at 4% or $616,600 at 6%; with 50% employer match about $616,600 at 4% or $411,067 at 6%; with 100% employer match about $462,450 at 4% or $308,300 at 6%.
Merrill Lynch Death Benefit Plan-10,904---
2012110,674$0$0-
Merrill Lynch Death Benefit Plan-10,674---
2011112,233$0$0-
Merrill Lynch Death Benefit Plan-12,233---
2010111,454$0$0-
Merrill Lynch Death Benefit Plan-11,454---
2009112,102$0$0-
Merrill Lynch Death Benefit Plan-12,102---
2008111,687$0$0-
Merrill Lynch Death Benefit Plan-11,687---
2007111,796$0$0-
Merrill Lynch Death Benefit Plan-11,796---
200511$0$0-
Barney Greenspan Profit Sharing Plan-1---
200410$36,681$402,359-
Barney Greenspan Profit Sharing Plan-0$36,681$402,359-
200310$31,954$0-
DAVID MCCARTHY PROMO BASIC FBO MARY E HATCHER-MCCARTHY-0$31,954--
20021255$7,428,135$1,238,616$4,857iApproximate average salary by contribution assumption: employee only about $121,433 at 4% or $80,955 at 6%; with 50% employer match about $80,955 at 4% or $53,970 at 6%; with 100% employer match about $60,716 at 4% or $40,478 at 6%.
Barney Greenspan Profit Sharing Plan-255$7,428,135$1,238,616$4,857iApproximate average salary by contribution assumption: employee only about $121,433 at 4% or $80,955 at 6%; with 50% employer match about $80,955 at 4% or $53,970 at 6%; with 100% employer match about $60,716 at 4% or $40,478 at 6%.
20011283$7,692,652$1,193,300$4,217iApproximate average salary by contribution assumption: employee only about $105,415 at 4% or $70,277 at 6%; with 50% employer match about $70,277 at 4% or $46,851 at 6%; with 100% employer match about $52,708 at 4% or $35,138 at 6%.
Barney Greenspan Profit Sharing Plan-283$7,692,652$1,193,300$4,217iApproximate average salary by contribution assumption: employee only about $105,415 at 4% or $70,277 at 6%; with 50% employer match about $70,277 at 4% or $46,851 at 6%; with 100% employer match about $52,708 at 4% or $35,138 at 6%.
200011$369,997$0-
Barney Greenspan Profit Sharing Plan-1$369,997--