Civic Intelligence

Hirsch, Levine, Robbins & Greene LLC

Plan context: The Merrill Lynch Tax Deferred Basic Retirement Plan

EIN 13-6306207 • 10 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

20

2008 Assets

$886,929

2008 Contributions

$80,342

Historical Graphs

Total Assets Over Time

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

$6,518,764$3,259,382$0199920042006YearValue
$886,929Latest year 2006

Participants Over Time

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

20100199920032007YearValue
20Latest year 2007

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
200810$0$0-
The Merrill Lynch Tax Deferred Basic Retirement Plan-0---
2007120$0$0-
The Merrill Lynch Tax Deferred Basic Retirement Plan-20---
2006119$886,929$80,342$4,229iApproximate average salary by contribution assumption: employee only about $105,713 at 4% or $70,475 at 6%; with 50% employer match about $70,475 at 4% or $46,984 at 6%; with 100% employer match about $52,857 at 4% or $35,238 at 6%.
The Merrill Lynch Tax Deferred Basic Retirement Plan-19$886,929$80,342$4,229iApproximate average salary by contribution assumption: employee only about $105,713 at 4% or $70,475 at 6%; with 50% employer match about $70,475 at 4% or $46,984 at 6%; with 100% employer match about $52,857 at 4% or $35,238 at 6%.
2005119$2,595,168$128,231$6,749iApproximate average salary by contribution assumption: employee only about $168,725 at 4% or $112,483 at 6%; with 50% employer match about $112,483 at 4% or $74,989 at 6%; with 100% employer match about $84,363 at 4% or $56,242 at 6%.
The Merrill Lynch Tax Deferred Basic Retirement Plan-19$2,595,168$128,231$6,749iApproximate average salary by contribution assumption: employee only about $168,725 at 4% or $112,483 at 6%; with 50% employer match about $112,483 at 4% or $74,989 at 6%; with 100% employer match about $84,363 at 4% or $56,242 at 6%.
2004118$3,515,514$210,111$11,673iApproximate average salary by contribution assumption: employee only about $291,821 at 4% or $194,547 at 6%; with 50% employer match about $194,547 at 4% or $129,698 at 6%; with 100% employer match about $145,910 at 4% or $97,274 at 6%.
The Merrill Lynch Tax Deferred Basic Retirement Plan-18$3,515,514$210,111$11,673iApproximate average salary by contribution assumption: employee only about $291,821 at 4% or $194,547 at 6%; with 50% employer match about $194,547 at 4% or $129,698 at 6%; with 100% employer match about $145,910 at 4% or $97,274 at 6%.
2003115$3,204,194$215,326$14,355iApproximate average salary by contribution assumption: employee only about $358,877 at 4% or $239,251 at 6%; with 50% employer match about $239,251 at 4% or $159,501 at 6%; with 100% employer match about $179,438 at 4% or $119,626 at 6%.
The Merrill Lynch Tax Deferred Basic Retirement Plan-15$3,204,194$215,326$14,355iApproximate average salary by contribution assumption: employee only about $358,877 at 4% or $239,251 at 6%; with 50% employer match about $239,251 at 4% or $159,501 at 6%; with 100% employer match about $179,438 at 4% or $119,626 at 6%.
2002111$0$0-
The Merrill Lynch Tax Deferred Basic Retirement Plan-11---
200119$0$0-
The Merrill Lynch Tax Deferred Basic Retirement Plan-9---
200018$0$0-
The Merrill Lynch Tax Deferred Basic Retirement Plan-8---
1999111$6,518,764$124,981$11,362iApproximate average salary by contribution assumption: employee only about $284,048 at 4% or $189,365 at 6%; with 50% employer match about $189,365 at 4% or $126,243 at 6%; with 100% employer match about $142,024 at 4% or $94,683 at 6%.
The Merrill Lynch Tax Deferred Basic Retirement Plan-11$6,518,764$124,981$11,362iApproximate average salary by contribution assumption: employee only about $284,048 at 4% or $189,365 at 6%; with 50% employer match about $189,365 at 4% or $126,243 at 6%; with 100% employer match about $142,024 at 4% or $94,683 at 6%.