Civic Intelligence

Jeff Merrifield, D.D.S. Inc.

Plan context: Jeff Merrifield, Dds Defined Benefit Pension Plan

EIN 20-2141316 • San Jose, CA • 7 filings • 1 plans

2664 Berryessa Rd Ste 116San Jose, CA 95132-2906
Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$521,446

2012 Contributions

$237,000

Historical Graphs

Total Assets Over Time

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

$714,313$357,157$0200420092011YearValue
$521,446Latest year 2011

Participants Over Time

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

420200420092011YearValue
4Latest year 2011

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
201210$0$0-
Jeff Merrifield, Dds Defined Benefit Pension Plan-0$0--
201114$521,446$237,000$59,250iApproximate average salary by contribution assumption: employee only about $1,481,250 at 4% or $987,500 at 6%; with 50% employer match about $987,500 at 4% or $658,333 at 6%; with 100% employer match about $740,625 at 4% or $493,750 at 6%.
Jeff Merrifield, Dds Defined Benefit Pension Plan-4$521,446$237,000$59,250iApproximate average salary by contribution assumption: employee only about $1,481,250 at 4% or $987,500 at 6%; with 50% employer match about $987,500 at 4% or $658,333 at 6%; with 100% employer match about $740,625 at 4% or $493,750 at 6%.
201012$714,313$174,000$87,000iApproximate average salary by contribution assumption: employee only about $2,175,000 at 4% or $1,450,000 at 6%; with 50% employer match about $1,450,000 at 4% or $966,667 at 6%; with 100% employer match about $1,087,500 at 4% or $725,000 at 6%.
Jeff Merrifield, Dds Defined Benefit Pension Plan-2$714,313$174,000$87,000iApproximate average salary by contribution assumption: employee only about $2,175,000 at 4% or $1,450,000 at 6%; with 50% employer match about $1,450,000 at 4% or $966,667 at 6%; with 100% employer match about $1,087,500 at 4% or $725,000 at 6%.
200913$502,110$63,366$21,122iApproximate average salary by contribution assumption: employee only about $528,050 at 4% or $352,033 at 6%; with 50% employer match about $352,033 at 4% or $234,689 at 6%; with 100% employer match about $264,025 at 4% or $176,017 at 6%.
Jeff Merrifield, Dds Defined Benefit Pension Plan-3$502,110$63,366$21,122iApproximate average salary by contribution assumption: employee only about $528,050 at 4% or $352,033 at 6%; with 50% employer match about $352,033 at 4% or $234,689 at 6%; with 100% employer match about $264,025 at 4% or $176,017 at 6%.
200812$525,501$220,241$110,121iApproximate average salary by contribution assumption: employee only about $2,753,013 at 4% or $1,835,342 at 6%; with 50% employer match about $1,835,342 at 4% or $1,223,561 at 6%; with 100% employer match about $1,376,506 at 4% or $917,671 at 6%.
Jeff Merrifield, Dds Defined Benefit Pension Plan-2$525,501$220,241$110,121iApproximate average salary by contribution assumption: employee only about $2,753,013 at 4% or $1,835,342 at 6%; with 50% employer match about $1,835,342 at 4% or $1,223,561 at 6%; with 100% employer match about $1,376,506 at 4% or $917,671 at 6%.
200713$0$0-
Jeff Merrifield, Dds Defined Benefit Pension Plan-3---
200412$44,963$44,958$22,479iApproximate average salary by contribution assumption: employee only about $561,975 at 4% or $374,650 at 6%; with 50% employer match about $374,650 at 4% or $249,767 at 6%; with 100% employer match about $280,988 at 4% or $187,325 at 6%.
Jeff Merrifield, Dds Defined Benefit Pension Plan-2$44,963$44,958$22,479iApproximate average salary by contribution assumption: employee only about $561,975 at 4% or $374,650 at 6%; with 50% employer match about $374,650 at 4% or $249,767 at 6%; with 100% employer match about $280,988 at 4% or $187,325 at 6%.