Civic Intelligence

Chase Merritt Management Inc

Plan context: Chase Merritt Management Inc 401 K Profit Sharing Plan Trust

EIN 20-3503340 • Telluride, CO • 11 filings • 3 plans

PO Box 392Telluride, CO 81435-0392
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$128,816

2018 Contributions

$24,286

Historical Graphs

Total Assets Over Time

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

$475,166$237,583$0200820132017YearValue
$128,816Latest year 2017

Participants Over Time

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

1160200820132017YearValue
1Latest year 2017

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
201810$0$0-
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-0$0$0-
201711$128,816$24,286$24,286iApproximate average salary by contribution assumption: employee only about $607,150 at 4% or $404,767 at 6%; with 50% employer match about $404,767 at 4% or $269,844 at 6%; with 100% employer match about $303,575 at 4% or $202,383 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-1$128,816$24,286$24,286iApproximate average salary by contribution assumption: employee only about $607,150 at 4% or $404,767 at 6%; with 50% employer match about $404,767 at 4% or $269,844 at 6%; with 100% employer match about $303,575 at 4% or $202,383 at 6%.
201615$385,967$31,781$6,356iApproximate average salary by contribution assumption: employee only about $158,905 at 4% or $105,937 at 6%; with 50% employer match about $105,937 at 4% or $70,624 at 6%; with 100% employer match about $79,453 at 4% or $52,968 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-5$385,967$31,781$6,356iApproximate average salary by contribution assumption: employee only about $158,905 at 4% or $105,937 at 6%; with 50% employer match about $105,937 at 4% or $70,624 at 6%; with 100% employer match about $79,453 at 4% or $52,968 at 6%.
201515$359,522$25,934$5,187iApproximate average salary by contribution assumption: employee only about $129,670 at 4% or $86,447 at 6%; with 50% employer match about $86,447 at 4% or $57,631 at 6%; with 100% employer match about $64,835 at 4% or $43,223 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-5$359,522$25,934$5,187iApproximate average salary by contribution assumption: employee only about $129,670 at 4% or $86,447 at 6%; with 50% employer match about $86,447 at 4% or $57,631 at 6%; with 100% employer match about $64,835 at 4% or $43,223 at 6%.
201418$475,166$53,901$6,738iApproximate average salary by contribution assumption: employee only about $168,441 at 4% or $112,294 at 6%; with 50% employer match about $112,294 at 4% or $74,863 at 6%; with 100% employer match about $84,220 at 4% or $56,147 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-8$475,166$53,901$6,738iApproximate average salary by contribution assumption: employee only about $168,441 at 4% or $112,294 at 6%; with 50% employer match about $112,294 at 4% or $74,863 at 6%; with 100% employer match about $84,220 at 4% or $56,147 at 6%.
201317$403,921$64,855$9,265iApproximate average salary by contribution assumption: employee only about $231,625 at 4% or $154,417 at 6%; with 50% employer match about $154,417 at 4% or $102,944 at 6%; with 100% employer match about $115,813 at 4% or $77,208 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-7$403,921$64,855$9,265iApproximate average salary by contribution assumption: employee only about $231,625 at 4% or $154,417 at 6%; with 50% employer match about $154,417 at 4% or $102,944 at 6%; with 100% employer match about $115,813 at 4% or $77,208 at 6%.
201218$362,437$68,857$8,607iApproximate average salary by contribution assumption: employee only about $215,178 at 4% or $143,452 at 6%; with 50% employer match about $143,452 at 4% or $95,635 at 6%; with 100% employer match about $107,589 at 4% or $71,726 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-8$362,437$68,857$8,607iApproximate average salary by contribution assumption: employee only about $215,178 at 4% or $143,452 at 6%; with 50% employer match about $143,452 at 4% or $95,635 at 6%; with 100% employer match about $107,589 at 4% or $71,726 at 6%.
201117$282,359$88,571$12,653iApproximate average salary by contribution assumption: employee only about $316,325 at 4% or $210,883 at 6%; with 50% employer match about $210,883 at 4% or $140,589 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-7$282,359$88,571$12,653iApproximate average salary by contribution assumption: employee only about $316,325 at 4% or $210,883 at 6%; with 50% employer match about $210,883 at 4% or $140,589 at 6%; with 100% employer match about $158,163 at 4% or $105,442 at 6%.
2010111$299,547$93,608$8,510iApproximate average salary by contribution assumption: employee only about $212,745 at 4% or $141,830 at 6%; with 50% employer match about $141,830 at 4% or $94,554 at 6%; with 100% employer match about $106,373 at 4% or $70,915 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-11$299,547$93,608$8,510iApproximate average salary by contribution assumption: employee only about $212,745 at 4% or $141,830 at 6%; with 50% employer match about $141,830 at 4% or $94,554 at 6%; with 100% employer match about $106,373 at 4% or $70,915 at 6%.
200917$191,808$72,419$10,346iApproximate average salary by contribution assumption: employee only about $258,639 at 4% or $172,426 at 6%; with 50% employer match about $172,426 at 4% or $114,951 at 6%; with 100% employer match about $129,320 at 4% or $86,213 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-7$191,808$72,419$10,346iApproximate average salary by contribution assumption: employee only about $258,639 at 4% or $172,426 at 6%; with 50% employer match about $172,426 at 4% or $114,951 at 6%; with 100% employer match about $129,320 at 4% or $86,213 at 6%.
200818$130,365$123,763$15,470iApproximate average salary by contribution assumption: employee only about $386,759 at 4% or $257,840 at 6%; with 50% employer match about $257,840 at 4% or $171,893 at 6%; with 100% employer match about $193,380 at 4% or $128,920 at 6%.
Chase Merritt Management Inc 401 K Profit Sharing Plan Trust-8$130,365$123,763$15,470iApproximate average salary by contribution assumption: employee only about $386,759 at 4% or $257,840 at 6%; with 50% employer match about $257,840 at 4% or $171,893 at 6%; with 100% employer match about $193,380 at 4% or $128,920 at 6%.