Civic Intelligence

Douglas D. Fletcher

Plan context: Merrill Lynch Basic Retirement Program

EIN 25-1635481 • Pittsburgh, PA • 21 filings • 1 plans

221 Penn Avenue, Suite 1700Pittsburgh, PA 15221
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$3,739,870

2021 Contributions

$44,356

Historical Graphs

Total Assets Over Time

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

$3,739,870$1,869,935$0200020112020YearValue
$3,739,870Latest year 2020

Participants Over Time

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

320200020112020YearValue
3Latest year 2020

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
202110$0$0-
Merrill Lynch Basic Retirement Program-0---
202013$3,739,870$44,356$14,785iApproximate average salary by contribution assumption: employee only about $369,633 at 4% or $246,422 at 6%; with 50% employer match about $246,422 at 4% or $164,281 at 6%; with 100% employer match about $184,817 at 4% or $123,211 at 6%.
Merrill Lynch Basic Retirement Program-3$3,739,870$44,356$14,785iApproximate average salary by contribution assumption: employee only about $369,633 at 4% or $246,422 at 6%; with 50% employer match about $246,422 at 4% or $164,281 at 6%; with 100% employer match about $184,817 at 4% or $123,211 at 6%.
201913$3,117,010$37,131$12,377iApproximate average salary by contribution assumption: employee only about $309,425 at 4% or $206,283 at 6%; with 50% employer match about $206,283 at 4% or $137,522 at 6%; with 100% employer match about $154,713 at 4% or $103,142 at 6%.
Merrill Lynch Basic Retirement Program-3$3,117,010$37,131$12,377iApproximate average salary by contribution assumption: employee only about $309,425 at 4% or $206,283 at 6%; with 50% employer match about $206,283 at 4% or $137,522 at 6%; with 100% employer match about $154,713 at 4% or $103,142 at 6%.
201813$2,528,281$38,843$12,948iApproximate average salary by contribution assumption: employee only about $323,692 at 4% or $215,794 at 6%; with 50% employer match about $215,794 at 4% or $143,863 at 6%; with 100% employer match about $161,846 at 4% or $107,897 at 6%.
Merrill Lynch Basic Retirement Program-3$2,528,281$38,843$12,948iApproximate average salary by contribution assumption: employee only about $323,692 at 4% or $215,794 at 6%; with 50% employer match about $215,794 at 4% or $143,863 at 6%; with 100% employer match about $161,846 at 4% or $107,897 at 6%.
201713$2,682,799$43,915$14,638iApproximate average salary by contribution assumption: employee only about $365,958 at 4% or $243,972 at 6%; with 50% employer match about $243,972 at 4% or $162,648 at 6%; with 100% employer match about $182,979 at 4% or $121,986 at 6%.
Merrill Lynch Basic Retirement Program-3$2,682,799$43,915$14,638iApproximate average salary by contribution assumption: employee only about $365,958 at 4% or $243,972 at 6%; with 50% employer match about $243,972 at 4% or $162,648 at 6%; with 100% employer match about $182,979 at 4% or $121,986 at 6%.
201613$2,186,749$42,037$14,012iApproximate average salary by contribution assumption: employee only about $350,308 at 4% or $233,539 at 6%; with 50% employer match about $233,539 at 4% or $155,693 at 6%; with 100% employer match about $175,154 at 4% or $116,769 at 6%.
Merrill Lynch Basic Retirement Program-3$2,186,749$42,037$14,012iApproximate average salary by contribution assumption: employee only about $350,308 at 4% or $233,539 at 6%; with 50% employer match about $233,539 at 4% or $155,693 at 6%; with 100% employer match about $175,154 at 4% or $116,769 at 6%.
201513$2,015,063$47,708$15,903iApproximate average salary by contribution assumption: employee only about $397,567 at 4% or $265,044 at 6%; with 50% employer match about $265,044 at 4% or $176,696 at 6%; with 100% employer match about $198,783 at 4% or $132,522 at 6%.
Merrill Lynch Basic Retirement Program-3$2,015,063$47,708$15,903iApproximate average salary by contribution assumption: employee only about $397,567 at 4% or $265,044 at 6%; with 50% employer match about $265,044 at 4% or $176,696 at 6%; with 100% employer match about $198,783 at 4% or $132,522 at 6%.
201413$1,972,716$40,798$13,599iApproximate average salary by contribution assumption: employee only about $339,983 at 4% or $226,656 at 6%; with 50% employer match about $226,656 at 4% or $151,104 at 6%; with 100% employer match about $169,992 at 4% or $113,328 at 6%.
Merrill Lynch Basic Retirement Program-3$1,972,716$40,798$13,599iApproximate average salary by contribution assumption: employee only about $339,983 at 4% or $226,656 at 6%; with 50% employer match about $226,656 at 4% or $151,104 at 6%; with 100% employer match about $169,992 at 4% or $113,328 at 6%.
201313$1,843,580$45,567$15,189iApproximate average salary by contribution assumption: employee only about $379,725 at 4% or $253,150 at 6%; with 50% employer match about $253,150 at 4% or $168,767 at 6%; with 100% employer match about $189,863 at 4% or $126,575 at 6%.
Merrill Lynch Basic Retirement Program-3$1,843,580$45,567$15,189iApproximate average salary by contribution assumption: employee only about $379,725 at 4% or $253,150 at 6%; with 50% employer match about $253,150 at 4% or $168,767 at 6%; with 100% employer match about $189,863 at 4% or $126,575 at 6%.
201213$1,481,406$50,824$16,941iApproximate average salary by contribution assumption: employee only about $423,533 at 4% or $282,356 at 6%; with 50% employer match about $282,356 at 4% or $188,237 at 6%; with 100% employer match about $211,767 at 4% or $141,178 at 6%.
Merrill Lynch Basic Retirement Program-3$1,481,406$50,824$16,941iApproximate average salary by contribution assumption: employee only about $423,533 at 4% or $282,356 at 6%; with 50% employer match about $282,356 at 4% or $188,237 at 6%; with 100% employer match about $211,767 at 4% or $141,178 at 6%.
201113$1,228,528$44,974$14,991iApproximate average salary by contribution assumption: employee only about $374,783 at 4% or $249,856 at 6%; with 50% employer match about $249,856 at 4% or $166,570 at 6%; with 100% employer match about $187,392 at 4% or $124,928 at 6%.
Merrill Lynch Basic Retirement Program-3$1,228,528$44,974$14,991iApproximate average salary by contribution assumption: employee only about $374,783 at 4% or $249,856 at 6%; with 50% employer match about $249,856 at 4% or $166,570 at 6%; with 100% employer match about $187,392 at 4% or $124,928 at 6%.
201013$1,253,045$47,791$15,930iApproximate average salary by contribution assumption: employee only about $398,258 at 4% or $265,506 at 6%; with 50% employer match about $265,506 at 4% or $177,004 at 6%; with 100% employer match about $199,129 at 4% or $132,753 at 6%.
Merrill Lynch Basic Retirement Program-3$1,253,045$47,791$15,930iApproximate average salary by contribution assumption: employee only about $398,258 at 4% or $265,506 at 6%; with 50% employer match about $265,506 at 4% or $177,004 at 6%; with 100% employer match about $199,129 at 4% or $132,753 at 6%.
200913$1,092,545$38,841$12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%.
Merrill Lynch Basic Retirement Program-3$1,092,545$38,841$12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%.
200712$1,231,072$47,951$23,976iApproximate average salary by contribution assumption: employee only about $599,388 at 4% or $399,592 at 6%; with 50% employer match about $399,592 at 4% or $266,394 at 6%; with 100% employer match about $299,694 at 4% or $199,796 at 6%.
Merrill Lynch Basic Retirement Program-2$1,231,072$47,951$23,976iApproximate average salary by contribution assumption: employee only about $599,388 at 4% or $399,592 at 6%; with 50% employer match about $399,592 at 4% or $266,394 at 6%; with 100% employer match about $299,694 at 4% or $199,796 at 6%.
200612$1,017,466$37,276$18,638iApproximate average salary by contribution assumption: employee only about $465,950 at 4% or $310,633 at 6%; with 50% employer match about $310,633 at 4% or $207,089 at 6%; with 100% employer match about $232,975 at 4% or $155,317 at 6%.
Merrill Lynch Basic Retirement Program-2$1,017,466$37,276$18,638iApproximate average salary by contribution assumption: employee only about $465,950 at 4% or $310,633 at 6%; with 50% employer match about $310,633 at 4% or $207,089 at 6%; with 100% employer match about $232,975 at 4% or $155,317 at 6%.
200513$927,356$35,802$11,934iApproximate average salary by contribution assumption: employee only about $298,350 at 4% or $198,900 at 6%; with 50% employer match about $198,900 at 4% or $132,600 at 6%; with 100% employer match about $149,175 at 4% or $99,450 at 6%.
Merrill Lynch Basic Retirement Program-3$927,356$35,802$11,934iApproximate average salary by contribution assumption: employee only about $298,350 at 4% or $198,900 at 6%; with 50% employer match about $198,900 at 4% or $132,600 at 6%; with 100% employer match about $149,175 at 4% or $99,450 at 6%.
200413$796,176$39,289$13,096iApproximate average salary by contribution assumption: employee only about $327,408 at 4% or $218,272 at 6%; with 50% employer match about $218,272 at 4% or $145,515 at 6%; with 100% employer match about $163,704 at 4% or $109,136 at 6%.
Merrill Lynch Basic Retirement Program-3$796,176$39,289$13,096iApproximate average salary by contribution assumption: employee only about $327,408 at 4% or $218,272 at 6%; with 50% employer match about $218,272 at 4% or $145,515 at 6%; with 100% employer match about $163,704 at 4% or $109,136 at 6%.
200313$648,854$38,488$12,829iApproximate average salary by contribution assumption: employee only about $320,733 at 4% or $213,822 at 6%; with 50% employer match about $213,822 at 4% or $142,548 at 6%; with 100% employer match about $160,367 at 4% or $106,911 at 6%.
Merrill Lynch Basic Retirement Program-3$648,854$38,488$12,829iApproximate average salary by contribution assumption: employee only about $320,733 at 4% or $213,822 at 6%; with 50% employer match about $213,822 at 4% or $142,548 at 6%; with 100% employer match about $160,367 at 4% or $106,911 at 6%.
200213$463,961$40,435$13,478iApproximate average salary by contribution assumption: employee only about $336,958 at 4% or $224,639 at 6%; with 50% employer match about $224,639 at 4% or $149,759 at 6%; with 100% employer match about $168,479 at 4% or $112,319 at 6%.
Merrill Lynch Basic Retirement Program-3$463,961$40,435$13,478iApproximate average salary by contribution assumption: employee only about $336,958 at 4% or $224,639 at 6%; with 50% employer match about $224,639 at 4% or $149,759 at 6%; with 100% employer match about $168,479 at 4% or $112,319 at 6%.
200113$0$0-
Merrill Lynch Basic Retirement Program-3---
200013$463,685$29,452$9,817iApproximate average salary by contribution assumption: employee only about $245,433 at 4% or $163,622 at 6%; with 50% employer match about $163,622 at 4% or $109,081 at 6%; with 100% employer match about $122,717 at 4% or $81,811 at 6%.
Merrill Lynch Basic Retirement Program-3$463,685$29,452$9,817iApproximate average salary by contribution assumption: employee only about $245,433 at 4% or $163,622 at 6%; with 50% employer match about $163,622 at 4% or $109,081 at 6%; with 100% employer match about $122,717 at 4% or $81,811 at 6%.
Douglas D. Fletcher | EIN 25-1635481 | 2021 Form 5500 Company Profile