Civic Intelligence

Raquel Romero Esq

Plan context: Merrill Lynch Basic Profit Sharing Plan

EIN 22-2780968 • 19 filings • 12 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,999,421

2024 Contributions

$5,644

Historical Graphs

Total Assets Over Time

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

$1,999,421$999,711$0199920082024YearValue
$1,999,421Latest year 2024

Participants Over Time

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

420199920062024YearValue
1Latest 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
202411$1,999,421$5,644$5,644iApproximate average salary by contribution assumption: employee only about $141,100 at 4% or $94,067 at 6%; with 50% employer match about $94,067 at 4% or $62,711 at 6%; with 100% employer match about $70,550 at 4% or $47,033 at 6%.
Merrill Lynch Basic Profit Sharing Plan-1$1,999,421$5,644$5,644iApproximate average salary by contribution assumption: employee only about $141,100 at 4% or $94,067 at 6%; with 50% employer match about $94,067 at 4% or $62,711 at 6%; with 100% employer match about $70,550 at 4% or $47,033 at 6%.
202111$1,681,200$1,358$1,358iApproximate average salary by contribution assumption: employee only about $33,950 at 4% or $22,633 at 6%; with 50% employer match about $22,633 at 4% or $15,089 at 6%; with 100% employer match about $16,975 at 4% or $11,317 at 6%.
Merrill Lynch Basic Profit Sharing Plan-1$1,681,200$1,358$1,358iApproximate average salary by contribution assumption: employee only about $33,950 at 4% or $22,633 at 6%; with 50% employer match about $22,633 at 4% or $15,089 at 6%; with 100% employer match about $16,975 at 4% or $11,317 at 6%.
201613$1,034,520$71,147$23,716iApproximate average salary by contribution assumption: employee only about $592,892 at 4% or $395,261 at 6%; with 50% employer match about $395,261 at 4% or $263,507 at 6%; with 100% employer match about $296,446 at 4% or $197,631 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-3$1,034,520$71,147$23,716iApproximate average salary by contribution assumption: employee only about $592,892 at 4% or $395,261 at 6%; with 50% employer match about $395,261 at 4% or $263,507 at 6%; with 100% employer match about $296,446 at 4% or $197,631 at 6%.
201513$914,031$34,202$11,401iApproximate average salary by contribution assumption: employee only about $285,017 at 4% or $190,011 at 6%; with 50% employer match about $190,011 at 4% or $126,674 at 6%; with 100% employer match about $142,508 at 4% or $95,006 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-3$914,031$34,202$11,401iApproximate average salary by contribution assumption: employee only about $285,017 at 4% or $190,011 at 6%; with 50% employer match about $190,011 at 4% or $126,674 at 6%; with 100% employer match about $142,508 at 4% or $95,006 at 6%.
201413$889,544$32,510$10,837iApproximate average salary by contribution assumption: employee only about $270,917 at 4% or $180,611 at 6%; with 50% employer match about $180,611 at 4% or $120,407 at 6%; with 100% employer match about $135,458 at 4% or $90,306 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-3$889,544$32,510$10,837iApproximate average salary by contribution assumption: employee only about $270,917 at 4% or $180,611 at 6%; with 50% employer match about $180,611 at 4% or $120,407 at 6%; with 100% employer match about $135,458 at 4% or $90,306 at 6%.
200814$425,439$36,457$9,114iApproximate average salary by contribution assumption: employee only about $227,856 at 4% or $151,904 at 6%; with 50% employer match about $151,904 at 4% or $101,269 at 6%; with 100% employer match about $113,928 at 4% or $75,952 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-4$425,439$36,457$9,114iApproximate average salary by contribution assumption: employee only about $227,856 at 4% or $151,904 at 6%; with 50% employer match about $151,904 at 4% or $101,269 at 6%; with 100% employer match about $113,928 at 4% or $75,952 at 6%.
200613$387,077$19,373$6,458iApproximate average salary by contribution assumption: employee only about $161,442 at 4% or $107,628 at 6%; with 50% employer match about $107,628 at 4% or $71,752 at 6%; with 100% employer match about $80,721 at 4% or $53,814 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-3$387,077$19,373$6,458iApproximate average salary by contribution assumption: employee only about $161,442 at 4% or $107,628 at 6%; with 50% employer match about $107,628 at 4% or $71,752 at 6%; with 100% employer match about $80,721 at 4% or $53,814 at 6%.
200513$350,127$39,830$13,277iApproximate average salary by contribution assumption: employee only about $331,917 at 4% or $221,278 at 6%; with 50% employer match about $221,278 at 4% or $147,519 at 6%; with 100% employer match about $165,958 at 4% or $110,639 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-3$350,127$39,830$13,277iApproximate average salary by contribution assumption: employee only about $331,917 at 4% or $221,278 at 6%; with 50% employer match about $221,278 at 4% or $147,519 at 6%; with 100% employer match about $165,958 at 4% or $110,639 at 6%.
200412$316,603$29,557$14,779iApproximate average salary by contribution assumption: employee only about $369,463 at 4% or $246,308 at 6%; with 50% employer match about $246,308 at 4% or $164,206 at 6%; with 100% employer match about $184,731 at 4% or $123,154 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-2$316,603$29,557$14,779iApproximate average salary by contribution assumption: employee only about $369,463 at 4% or $246,308 at 6%; with 50% employer match about $246,308 at 4% or $164,206 at 6%; with 100% employer match about $184,731 at 4% or $123,154 at 6%.
200321$245,861$46,659$46,659iApproximate average salary by contribution assumption: employee only about $1,166,475 at 4% or $777,650 at 6%; with 50% employer match about $777,650 at 4% or $518,433 at 6%; with 100% employer match about $583,238 at 4% or $388,825 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-1$245,861$39,754$39,754iApproximate average salary by contribution assumption: employee only about $993,850 at 4% or $662,567 at 6%; with 50% employer match about $662,567 at 4% or $441,711 at 6%; with 100% employer match about $496,925 at 4% or $331,283 at 6%.
CHARLES SCHWAB & CO. INC CUST RAQUEL ROMERO PART MPP QRP-1-$6,905$6,905iApproximate average salary by contribution assumption: employee only about $172,625 at 4% or $115,083 at 6%; with 50% employer match about $115,083 at 4% or $76,722 at 6%; with 100% employer match about $86,313 at 4% or $57,542 at 6%.
200241$191,999$197,888$197,888iApproximate average salary by contribution assumption: employee only about $4,947,200 at 4% or $3,298,133 at 6%; with 50% employer match about $3,298,133 at 4% or $2,198,756 at 6%; with 100% employer match about $2,473,600 at 4% or $1,649,067 at 6%.
Raquel Romero Defined Contribution Plan Charles Schwab & Co Inc-1$191,999$188,362$188,362iApproximate average salary by contribution assumption: employee only about $4,709,050 at 4% or $3,139,367 at 6%; with 50% employer match about $3,139,367 at 4% or $2,092,911 at 6%; with 100% employer match about $2,354,525 at 4% or $1,569,683 at 6%.
MERRILL LYNCH BASIC MONEY PURCHASE PLAN RAGUEL ROMERO, ESQ-0-$9,526-
Merrill Lynch Basic Profit Sharing Plan-0---
CHARLES SCHWAB & CO INC CUST RAQUEL ROMERO PART MPP QRP-0---
200122$0$0-
MERRILL LYNCH BASIC MONEY PURCHASE PLAN FOR RAQUEL ROMERO, ESQ.-2---
Merrill Lynch Basic Profit Sharing Plan-2---
200012$0$0-
Merrill Lynch Basic Profit Sharing Plan-2---
199912$137,440$26,058$13,029iApproximate average salary by contribution assumption: employee only about $325,725 at 4% or $217,150 at 6%; with 50% employer match about $217,150 at 4% or $144,767 at 6%; with 100% employer match about $162,863 at 4% or $108,575 at 6%.
Merrill Lynch Basic Profit Sharing Plan-2$137,440$26,058$13,029iApproximate average salary by contribution assumption: employee only about $325,725 at 4% or $217,150 at 6%; with 50% employer match about $217,150 at 4% or $144,767 at 6%; with 100% employer match about $162,863 at 4% or $108,575 at 6%.