Civic Intelligence

The John Merck Fund

Plan context: The John Merck Fund 403(B) Retirement Plan

EIN 23-7082558 • Boston, MA • 14 filings • 2 plans

31 Saint James Ave Ste 888Boston, MA 02116-4120
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$225,712

2021 Contributions

$68,000

Historical Graphs

Total Assets Over Time

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

$2,938,643$1,469,322$0200920152021YearValue
$225,712Latest year 2021

Participants Over Time

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

420200920152021YearValue
2Latest year 2021

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
202112$225,712$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
The John Merck Fund 403(B) Retirement Plan-2$225,712$68,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
202013$338,058$87,150$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$338,058$87,150$29,050iApproximate average salary by contribution assumption: employee only about $726,250 at 4% or $484,167 at 6%; with 50% employer match about $484,167 at 4% or $322,778 at 6%; with 100% employer match about $363,125 at 4% or $242,083 at 6%.
201913$317,031$84,200$28,067iApproximate average salary by contribution assumption: employee only about $701,667 at 4% or $467,778 at 6%; with 50% employer match about $467,778 at 4% or $311,852 at 6%; with 100% employer match about $350,833 at 4% or $233,889 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$317,031$84,200$28,067iApproximate average salary by contribution assumption: employee only about $701,667 at 4% or $467,778 at 6%; with 50% employer match about $467,778 at 4% or $311,852 at 6%; with 100% employer match about $350,833 at 4% or $233,889 at 6%.
201813$1,441,311$67,617$22,539iApproximate average salary by contribution assumption: employee only about $563,475 at 4% or $375,650 at 6%; with 50% employer match about $375,650 at 4% or $250,433 at 6%; with 100% employer match about $281,738 at 4% or $187,825 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$1,441,311$67,617$22,539iApproximate average salary by contribution assumption: employee only about $563,475 at 4% or $375,650 at 6%; with 50% employer match about $375,650 at 4% or $250,433 at 6%; with 100% employer match about $281,738 at 4% or $187,825 at 6%.
201713$1,473,771$95,346$31,782iApproximate average salary by contribution assumption: employee only about $794,550 at 4% or $529,700 at 6%; with 50% employer match about $529,700 at 4% or $353,133 at 6%; with 100% employer match about $397,275 at 4% or $264,850 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$1,473,771$95,346$31,782iApproximate average salary by contribution assumption: employee only about $794,550 at 4% or $529,700 at 6%; with 50% employer match about $529,700 at 4% or $353,133 at 6%; with 100% employer match about $397,275 at 4% or $264,850 at 6%.
201614$2,938,643$95,734$23,934iApproximate average salary by contribution assumption: employee only about $598,338 at 4% or $398,892 at 6%; with 50% employer match about $398,892 at 4% or $265,928 at 6%; with 100% employer match about $299,169 at 4% or $199,446 at 6%.
The John Merck Fund 403(B) Retirement Plan-4$2,938,643$95,734$23,934iApproximate average salary by contribution assumption: employee only about $598,338 at 4% or $398,892 at 6%; with 50% employer match about $398,892 at 4% or $265,928 at 6%; with 100% employer match about $299,169 at 4% or $199,446 at 6%.
201513$2,656,021$84,845$28,282iApproximate average salary by contribution assumption: employee only about $707,042 at 4% or $471,361 at 6%; with 50% employer match about $471,361 at 4% or $314,241 at 6%; with 100% employer match about $353,521 at 4% or $235,681 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$2,656,021$84,845$28,282iApproximate average salary by contribution assumption: employee only about $707,042 at 4% or $471,361 at 6%; with 50% employer match about $471,361 at 4% or $314,241 at 6%; with 100% employer match about $353,521 at 4% or $235,681 at 6%.
201413$2,555,145$89,779$29,926iApproximate average salary by contribution assumption: employee only about $748,158 at 4% or $498,772 at 6%; with 50% employer match about $498,772 at 4% or $332,515 at 6%; with 100% employer match about $374,079 at 4% or $249,386 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$2,555,145$89,779$29,926iApproximate average salary by contribution assumption: employee only about $748,158 at 4% or $498,772 at 6%; with 50% employer match about $498,772 at 4% or $332,515 at 6%; with 100% employer match about $374,079 at 4% or $249,386 at 6%.
201313$2,300,193$86,874$28,958iApproximate average salary by contribution assumption: employee only about $723,950 at 4% or $482,633 at 6%; with 50% employer match about $482,633 at 4% or $321,756 at 6%; with 100% employer match about $361,975 at 4% or $241,317 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$2,300,193$86,874$28,958iApproximate average salary by contribution assumption: employee only about $723,950 at 4% or $482,633 at 6%; with 50% employer match about $482,633 at 4% or $321,756 at 6%; with 100% employer match about $361,975 at 4% or $241,317 at 6%.
201213$1,828,441$83,862$27,954iApproximate average salary by contribution assumption: employee only about $698,850 at 4% or $465,900 at 6%; with 50% employer match about $465,900 at 4% or $310,600 at 6%; with 100% employer match about $349,425 at 4% or $232,950 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$1,828,441$83,862$27,954iApproximate average salary by contribution assumption: employee only about $698,850 at 4% or $465,900 at 6%; with 50% employer match about $465,900 at 4% or $310,600 at 6%; with 100% employer match about $349,425 at 4% or $232,950 at 6%.
201113$1,526,154$85,058$28,353iApproximate average salary by contribution assumption: employee only about $708,817 at 4% or $472,544 at 6%; with 50% employer match about $472,544 at 4% or $315,030 at 6%; with 100% employer match about $354,408 at 4% or $236,272 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$1,526,154$85,058$28,353iApproximate average salary by contribution assumption: employee only about $708,817 at 4% or $472,544 at 6%; with 50% employer match about $472,544 at 4% or $315,030 at 6%; with 100% employer match about $354,408 at 4% or $236,272 at 6%.
201013$1,459,099$80,618$26,873iApproximate average salary by contribution assumption: employee only about $671,817 at 4% or $447,878 at 6%; with 50% employer match about $447,878 at 4% or $298,585 at 6%; with 100% employer match about $335,908 at 4% or $223,939 at 6%.
The John Merck Fund 403(B) Retirement Plan-3$1,459,099$80,618$26,873iApproximate average salary by contribution assumption: employee only about $671,817 at 4% or $447,878 at 6%; with 50% employer match about $447,878 at 4% or $298,585 at 6%; with 100% employer match about $335,908 at 4% or $223,939 at 6%.
200914$1,207,192$85,481$21,370iApproximate average salary by contribution assumption: employee only about $534,256 at 4% or $356,171 at 6%; with 50% employer match about $356,171 at 4% or $237,447 at 6%; with 100% employer match about $267,128 at 4% or $178,085 at 6%.
The John Merck Fund 403(B) Retirement Plan-4$1,207,192$85,481$21,370iApproximate average salary by contribution assumption: employee only about $534,256 at 4% or $356,171 at 6%; with 50% employer match about $356,171 at 4% or $237,447 at 6%; with 100% employer match about $267,128 at 4% or $178,085 at 6%.
200810$0$0-
The John Merck Fund 403(B) Retirement Plan-0---