Civic Intelligence

Paul Felixon

Plan context: Paul Felixon - Merill Lynch Profit Sharing Plan

EIN 22-6251890 • 19 filings • 12 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$2,256,600

2007 Contributions

$661,932

Historical Graphs

Total Assets Over Time

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

$2,256,600$1,128,300$0199920032006YearValue
$2,256,600Latest year 2006

Participants Over Time

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

110199920032007YearValue
1Latest 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
200721$0$0-
Paul Felixon - Mellon Psfs Money Purchase Plan-1---
PAUL FELIXON MERRILL LYNCH PROFIT SHARING-1---
200631$2,256,600$0-
PAUL FELIXON MERRILL LYNCH PROFIT SHARING-1$1,128,300--
Paul Felixon - Merill Lynch Profit Sharing Plan-1$1,128,300--
Paul Felixon - Mellon Psfs Money Purchase Plan-1---
200521$1,091,190$0-
Paul Felixon - Merill Lynch Profit Sharing Plan-1$1,073,844--
Paul Felixon - Mellon Psfs Money Purchase Plan-1$17,346--
200421$1,078,868$661,932$661,932iApproximate average salary by contribution assumption: employee only about $16,548,300 at 4% or $11,032,200 at 6%; with 50% employer match about $11,032,200 at 4% or $7,354,800 at 6%; with 100% employer match about $8,274,150 at 4% or $5,516,100 at 6%.
Paul Felixon - Merill Lynch Profit Sharing Plan-1$1,061,732$661,932$661,932iApproximate average salary by contribution assumption: employee only about $16,548,300 at 4% or $11,032,200 at 6%; with 50% employer match about $11,032,200 at 4% or $7,354,800 at 6%; with 100% employer match about $8,274,150 at 4% or $5,516,100 at 6%.
Paul Felixon - Mellon Psfs Money Purchase Plan-1$17,136--
200321$405,899$0-
Paul Felixon - Merill Lynch Profit Sharing Plan-1$388,806--
Paul Felixon - Mellon Psfs Money Purchase Plan-1$17,093--
200221$395,982$0-
Paul Felixon - Merill Lynch Profit Sharing Plan-1$378,932--
Paul Felixon - Mellon Psfs Money Purchase Plan-0$17,050--
200121$0$0-
Paul Felixon - Merill Lynch Profit Sharing Plan-1---
Paul Felixon - Mellon Psfs Money Purchase Plan-1---
200021$368,319$4,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Paul Felixon - Merill Lynch Profit Sharing Plan-1$351,318$4,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Paul Felixon - Mellon Psfs Money Purchase Plan-1$17,001--
199921$318,412$8,926$8,926iApproximate average salary by contribution assumption: employee only about $223,150 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,575 at 4% or $74,383 at 6%.
Paul Felixon - Merill Lynch Profit Sharing Plan-1$301,122$8,926$8,926iApproximate average salary by contribution assumption: employee only about $223,150 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,575 at 4% or $74,383 at 6%.
Paul Felixon - Mellon Psfs Money Purchase Plan-1$17,290--