Civic Intelligence

Joshua C. Merrell, Dds,

Plan context: Merrell 401(K) Retirement Plan

EIN 20-4332436 • Hendersonville, NC • 17 filings • 2 plans

713 Oakland StreetHendersonville, NC 28791
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,352,810

2024 Contributions

$117,266

Historical Graphs

Total Assets Over Time

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

$1,352,810$676,405$0200820162024YearValue
$1,352,810Latest year 2024

Participants Over Time

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

950200820162024YearValue
9Latest 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$1,352,810$117,266$13,030iApproximate average salary by contribution assumption: employee only about $325,739 at 4% or $217,159 at 6%; with 50% employer match about $217,159 at 4% or $144,773 at 6%; with 100% employer match about $162,869 at 4% or $108,580 at 6%.
Merrell 401(K) Retirement Plan-9$1,352,810$117,266$13,030iApproximate average salary by contribution assumption: employee only about $325,739 at 4% or $217,159 at 6%; with 50% employer match about $217,159 at 4% or $144,773 at 6%; with 100% employer match about $162,869 at 4% or $108,580 at 6%.
202318$1,057,231$90,710$11,339iApproximate average salary by contribution assumption: employee only about $283,469 at 4% or $188,979 at 6%; with 50% employer match about $188,979 at 4% or $125,986 at 6%; with 100% employer match about $141,734 at 4% or $94,490 at 6%.
Merrell 401(K) Retirement Plan-8$1,057,231$90,710$11,339iApproximate average salary by contribution assumption: employee only about $283,469 at 4% or $188,979 at 6%; with 50% employer match about $188,979 at 4% or $125,986 at 6%; with 100% employer match about $141,734 at 4% or $94,490 at 6%.
202218$827,713$103,983$12,998iApproximate average salary by contribution assumption: employee only about $324,947 at 4% or $216,631 at 6%; with 50% employer match about $216,631 at 4% or $144,421 at 6%; with 100% employer match about $162,473 at 4% or $108,316 at 6%.
Merrell 401(K) Retirement Plan-8$827,713$103,983$12,998iApproximate average salary by contribution assumption: employee only about $324,947 at 4% or $216,631 at 6%; with 50% employer match about $216,631 at 4% or $144,421 at 6%; with 100% employer match about $162,473 at 4% or $108,316 at 6%.
202117$896,321$91,878$13,125iApproximate average salary by contribution assumption: employee only about $328,136 at 4% or $218,757 at 6%; with 50% employer match about $218,757 at 4% or $145,838 at 6%; with 100% employer match about $164,068 at 4% or $109,379 at 6%.
Merrell 401(K) Retirement Plan-7$896,321$91,878$13,125iApproximate average salary by contribution assumption: employee only about $328,136 at 4% or $218,757 at 6%; with 50% employer match about $218,757 at 4% or $145,838 at 6%; with 100% employer match about $164,068 at 4% or $109,379 at 6%.
202017$691,891$42,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Merrell 401(K) Retirement Plan-7$691,891$42,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201917$555,244$50,937$7,277iApproximate average salary by contribution assumption: employee only about $181,918 at 4% or $121,279 at 6%; with 50% employer match about $121,279 at 4% or $80,852 at 6%; with 100% employer match about $90,959 at 4% or $60,639 at 6%.
Merrell 401(K) Retirement Plan-7$555,244$50,937$7,277iApproximate average salary by contribution assumption: employee only about $181,918 at 4% or $121,279 at 6%; with 50% employer match about $121,279 at 4% or $80,852 at 6%; with 100% employer match about $90,959 at 4% or $60,639 at 6%.
201817$417,231$37,605$5,372iApproximate average salary by contribution assumption: employee only about $134,304 at 4% or $89,536 at 6%; with 50% employer match about $89,536 at 4% or $59,690 at 6%; with 100% employer match about $67,152 at 4% or $44,768 at 6%.
Merrell 401(K) Retirement Plan-7$417,231$37,605$5,372iApproximate average salary by contribution assumption: employee only about $134,304 at 4% or $89,536 at 6%; with 50% employer match about $89,536 at 4% or $59,690 at 6%; with 100% employer match about $67,152 at 4% or $44,768 at 6%.
201713$394,954$28,773$9,591iApproximate average salary by contribution assumption: employee only about $239,775 at 4% or $159,850 at 6%; with 50% employer match about $159,850 at 4% or $106,567 at 6%; with 100% employer match about $119,888 at 4% or $79,925 at 6%.
Merrell 401(K) Retirement Plan-3$394,954$28,773$9,591iApproximate average salary by contribution assumption: employee only about $239,775 at 4% or $159,850 at 6%; with 50% employer match about $159,850 at 4% or $106,567 at 6%; with 100% employer match about $119,888 at 4% or $79,925 at 6%.
201614$326,532$29,190$7,298iApproximate average salary by contribution assumption: employee only about $182,438 at 4% or $121,625 at 6%; with 50% employer match about $121,625 at 4% or $81,083 at 6%; with 100% employer match about $91,219 at 4% or $60,813 at 6%.
Merrell 401(K) Retirement Plan-4$326,532$29,190$7,298iApproximate average salary by contribution assumption: employee only about $182,438 at 4% or $121,625 at 6%; with 50% employer match about $121,625 at 4% or $81,083 at 6%; with 100% employer match about $91,219 at 4% or $60,813 at 6%.
201513$287,446$31,251$10,417iApproximate average salary by contribution assumption: employee only about $260,425 at 4% or $173,617 at 6%; with 50% employer match about $173,617 at 4% or $115,744 at 6%; with 100% employer match about $130,213 at 4% or $86,808 at 6%.
Merrell 401(K) Retirement Plan-3$287,446$31,251$10,417iApproximate average salary by contribution assumption: employee only about $260,425 at 4% or $173,617 at 6%; with 50% employer match about $173,617 at 4% or $115,744 at 6%; with 100% employer match about $130,213 at 4% or $86,808 at 6%.
201415$265,263$28,077$5,615iApproximate average salary by contribution assumption: employee only about $140,385 at 4% or $93,590 at 6%; with 50% employer match about $93,590 at 4% or $62,393 at 6%; with 100% employer match about $70,193 at 4% or $46,795 at 6%.
Merrell 401(K) Retirement Plan-5$265,263$28,077$5,615iApproximate average salary by contribution assumption: employee only about $140,385 at 4% or $93,590 at 6%; with 50% employer match about $93,590 at 4% or $62,393 at 6%; with 100% employer match about $70,193 at 4% or $46,795 at 6%.
201314$244,906$43,243$10,811iApproximate average salary by contribution assumption: employee only about $270,269 at 4% or $180,179 at 6%; with 50% employer match about $180,179 at 4% or $120,119 at 6%; with 100% employer match about $135,134 at 4% or $90,090 at 6%.
Merrell 401(K) Retirement Plan-4$244,906$43,243$10,811iApproximate average salary by contribution assumption: employee only about $270,269 at 4% or $180,179 at 6%; with 50% employer match about $180,179 at 4% or $120,119 at 6%; with 100% employer match about $135,134 at 4% or $90,090 at 6%.
201214$190,345$30,935$7,734iApproximate average salary by contribution assumption: employee only about $193,344 at 4% or $128,896 at 6%; with 50% employer match about $128,896 at 4% or $85,931 at 6%; with 100% employer match about $96,672 at 4% or $64,448 at 6%.
Merrell 401(K) Retirement Plan-4$190,345$30,935$7,734iApproximate average salary by contribution assumption: employee only about $193,344 at 4% or $128,896 at 6%; with 50% employer match about $128,896 at 4% or $85,931 at 6%; with 100% employer match about $96,672 at 4% or $64,448 at 6%.
201114$150,828$29,671$7,418iApproximate average salary by contribution assumption: employee only about $185,444 at 4% or $123,629 at 6%; with 50% employer match about $123,629 at 4% or $82,419 at 6%; with 100% employer match about $92,722 at 4% or $61,815 at 6%.
Merrell 401(K) Retirement Plan-4$150,828$29,671$7,418iApproximate average salary by contribution assumption: employee only about $185,444 at 4% or $123,629 at 6%; with 50% employer match about $123,629 at 4% or $82,419 at 6%; with 100% employer match about $92,722 at 4% or $61,815 at 6%.
201014$168,260$82,192$20,548iApproximate average salary by contribution assumption: employee only about $513,700 at 4% or $342,467 at 6%; with 50% employer match about $342,467 at 4% or $228,311 at 6%; with 100% employer match about $256,850 at 4% or $171,233 at 6%.
Merrell 401(K) Retirement Plan-4$168,260$82,192$20,548iApproximate average salary by contribution assumption: employee only about $513,700 at 4% or $342,467 at 6%; with 50% employer match about $342,467 at 4% or $228,311 at 6%; with 100% employer match about $256,850 at 4% or $171,233 at 6%.
200912$83,667$42,600$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
Merrell 401(K) Retirement Plan-2$83,667$42,600$21,300iApproximate average salary by contribution assumption: employee only about $532,500 at 4% or $355,000 at 6%; with 50% employer match about $355,000 at 4% or $236,667 at 6%; with 100% employer match about $266,250 at 4% or $177,500 at 6%.
200815$39,133$39,133$7,827iApproximate average salary by contribution assumption: employee only about $195,665 at 4% or $130,443 at 6%; with 50% employer match about $130,443 at 4% or $86,962 at 6%; with 100% employer match about $97,833 at 4% or $65,222 at 6%.
Merrell 401(K) Retirement Plan-5$39,133$39,133$7,827iApproximate average salary by contribution assumption: employee only about $195,665 at 4% or $130,443 at 6%; with 50% employer match about $130,443 at 4% or $86,962 at 6%; with 100% employer match about $97,833 at 4% or $65,222 at 6%.
Joshua C. Merrell, Dds, | EIN 20-4332436 | 2024 Form 5500 Company Profile