Civic Intelligence

Merit Partners Inc.

Plan context: Merit Partners Inc. Defined Benefit Plan

EIN 27-0891249 • Paradise Valley, AZ • 22 filings • 2 plans

5219 North Casa Blanca Drive, No.42Paradise Valley, AZ 85253
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$9,464,800

2024 Contributions

$336,475

Historical Graphs

Total Assets Over Time

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

$9,464,800$4,732,400$0201420192024YearValue
$9,464,800Latest year 2024

Participants Over Time

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

1370201420192024YearValue
12Latest 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
2024212$9,464,800$336,475$28,040iApproximate average salary by contribution assumption: employee only about $700,990 at 4% or $467,326 at 6%; with 50% employer match about $467,326 at 4% or $311,551 at 6%; with 100% employer match about $350,495 at 4% or $233,663 at 6%.
Merit Partners Inc. Defined Benefit Plan-11$6,359,714--
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-12$3,105,086$336,475$28,040iApproximate average salary by contribution assumption: employee only about $700,990 at 4% or $467,326 at 6%; with 50% employer match about $467,326 at 4% or $311,551 at 6%; with 100% employer match about $350,495 at 4% or $233,663 at 6%.
2023213$8,342,290$1,244,948$95,765iApproximate average salary by contribution assumption: employee only about $2,394,131 at 4% or $1,596,087 at 6%; with 50% employer match about $1,596,087 at 4% or $1,064,058 at 6%; with 100% employer match about $1,197,065 at 4% or $798,044 at 6%.
Merit Partners Inc. Defined Benefit Plan-11$5,904,464$900,000$81,818iApproximate average salary by contribution assumption: employee only about $2,045,455 at 4% or $1,363,636 at 6%; with 50% employer match about $1,363,636 at 4% or $909,091 at 6%; with 100% employer match about $1,022,727 at 4% or $681,818 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-13$2,437,826$344,948$26,534iApproximate average salary by contribution assumption: employee only about $663,362 at 4% or $442,241 at 6%; with 50% employer match about $442,241 at 4% or $294,827 at 6%; with 100% employer match about $331,681 at 4% or $221,121 at 6%.
2022212$6,596,822$1,128,261$94,022iApproximate average salary by contribution assumption: employee only about $2,350,544 at 4% or $1,567,029 at 6%; with 50% employer match about $1,567,029 at 4% or $1,044,686 at 6%; with 100% employer match about $1,175,272 at 4% or $783,515 at 6%.
Merit Partners Inc. Defined Benefit Plan-9$4,832,001$800,000$88,889iApproximate average salary by contribution assumption: employee only about $2,222,222 at 4% or $1,481,481 at 6%; with 50% employer match about $1,481,481 at 4% or $987,654 at 6%; with 100% employer match about $1,111,111 at 4% or $740,741 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-12$1,764,821$328,261$27,355iApproximate average salary by contribution assumption: employee only about $683,877 at 4% or $455,918 at 6%; with 50% employer match about $455,918 at 4% or $303,945 at 6%; with 100% employer match about $341,939 at 4% or $227,959 at 6%.
2021210$5,946,922$1,041,330$104,133iApproximate average salary by contribution assumption: employee only about $2,603,325 at 4% or $1,735,550 at 6%; with 50% employer match about $1,735,550 at 4% or $1,157,033 at 6%; with 100% employer match about $1,301,663 at 4% or $867,775 at 6%.
Merit Partners Inc. Defined Benefit Plan-8$4,175,366$772,888$96,611iApproximate average salary by contribution assumption: employee only about $2,415,275 at 4% or $1,610,183 at 6%; with 50% employer match about $1,610,183 at 4% or $1,073,456 at 6%; with 100% employer match about $1,207,638 at 4% or $805,092 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-10$1,771,556$268,442$26,844iApproximate average salary by contribution assumption: employee only about $671,105 at 4% or $447,403 at 6%; with 50% employer match about $447,403 at 4% or $298,269 at 6%; with 100% employer match about $335,553 at 4% or $223,702 at 6%.
2020210$4,326,758$242,984$24,298iApproximate average salary by contribution assumption: employee only about $607,460 at 4% or $404,973 at 6%; with 50% employer match about $404,973 at 4% or $269,982 at 6%; with 100% employer match about $303,730 at 4% or $202,487 at 6%.
Merit Partners Inc. Defined Benefit Plan-8$3,059,606--
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-10$1,267,152$242,984$24,298iApproximate average salary by contribution assumption: employee only about $607,460 at 4% or $404,973 at 6%; with 50% employer match about $404,973 at 4% or $269,982 at 6%; with 100% employer match about $303,730 at 4% or $202,487 at 6%.
201928$3,681,194$742,417$92,802iApproximate average salary by contribution assumption: employee only about $2,320,053 at 4% or $1,546,702 at 6%; with 50% employer match about $1,546,702 at 4% or $1,031,135 at 6%; with 100% employer match about $1,160,027 at 4% or $773,351 at 6%.
Merit Partners Inc. Defined Benefit Plan-6$2,665,521$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-8$1,015,673$242,417$30,302iApproximate average salary by contribution assumption: employee only about $757,553 at 4% or $505,035 at 6%; with 50% employer match about $505,035 at 4% or $336,690 at 6%; with 100% employer match about $378,777 at 4% or $252,518 at 6%.
201827$2,725,333$665,581$95,083iApproximate average salary by contribution assumption: employee only about $2,377,075 at 4% or $1,584,717 at 6%; with 50% employer match about $1,584,717 at 4% or $1,056,478 at 6%; with 100% employer match about $1,188,538 at 4% or $792,358 at 6%.
Merit Partners Inc. Defined Benefit Plan-5$2,075,554$500,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-7$649,779$165,581$23,654iApproximate average salary by contribution assumption: employee only about $591,361 at 4% or $394,240 at 6%; with 50% employer match about $394,240 at 4% or $262,827 at 6%; with 100% employer match about $295,680 at 4% or $197,120 at 6%.
201726$1,934,583$551,637$91,940iApproximate average salary by contribution assumption: employee only about $2,298,488 at 4% or $1,532,325 at 6%; with 50% employer match about $1,532,325 at 4% or $1,021,550 at 6%; with 100% employer match about $1,149,244 at 4% or $766,163 at 6%.
Merit Partners Inc. Defined Benefit Plan-6$1,416,687$400,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-6$517,896$151,637$25,273iApproximate average salary by contribution assumption: employee only about $631,821 at 4% or $421,214 at 6%; with 50% employer match about $421,214 at 4% or $280,809 at 6%; with 100% employer match about $315,910 at 4% or $210,607 at 6%.
201626$1,300,093$512,060$85,343iApproximate average salary by contribution assumption: employee only about $2,133,583 at 4% or $1,422,389 at 6%; with 50% employer match about $1,422,389 at 4% or $948,259 at 6%; with 100% employer match about $1,066,792 at 4% or $711,194 at 6%.
Merit Partners Inc. Defined Benefit Plan-5$990,791$419,983$83,997iApproximate average salary by contribution assumption: employee only about $2,099,915 at 4% or $1,399,943 at 6%; with 50% employer match about $1,399,943 at 4% or $933,296 at 6%; with 100% employer match about $1,049,958 at 4% or $699,972 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-6$309,302$92,077$15,346iApproximate average salary by contribution assumption: employee only about $383,654 at 4% or $255,769 at 6%; with 50% employer match about $255,769 at 4% or $170,513 at 6%; with 100% employer match about $191,827 at 4% or $127,885 at 6%.
201525$773,065$493,433$98,687iApproximate average salary by contribution assumption: employee only about $2,467,165 at 4% or $1,644,777 at 6%; with 50% employer match about $1,644,777 at 4% or $1,096,518 at 6%; with 100% employer match about $1,233,583 at 4% or $822,388 at 6%.
Merit Partners Inc. Defined Benefit Plan-5$569,312$358,894$71,779iApproximate average salary by contribution assumption: employee only about $1,794,470 at 4% or $1,196,313 at 6%; with 50% employer match about $1,196,313 at 4% or $797,542 at 6%; with 100% employer match about $897,235 at 4% or $598,157 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-5$203,753$134,539$26,908iApproximate average salary by contribution assumption: employee only about $672,695 at 4% or $448,463 at 6%; with 50% employer match about $448,463 at 4% or $298,976 at 6%; with 100% employer match about $336,348 at 4% or $224,232 at 6%.
201425$281,390$281,390$56,278iApproximate average salary by contribution assumption: employee only about $1,406,950 at 4% or $937,967 at 6%; with 50% employer match about $937,967 at 4% or $625,311 at 6%; with 100% employer match about $703,475 at 4% or $468,983 at 6%.
Merit Partners Inc. Defined Benefit Plan-5$209,179$209,179$41,836iApproximate average salary by contribution assumption: employee only about $1,045,895 at 4% or $697,263 at 6%; with 50% employer match about $697,263 at 4% or $464,842 at 6%; with 100% employer match about $522,948 at 4% or $348,632 at 6%.
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN-5$72,211$72,211$14,442iApproximate average salary by contribution assumption: employee only about $361,055 at 4% or $240,703 at 6%; with 50% employer match about $240,703 at 4% or $160,469 at 6%; with 100% employer match about $180,528 at 4% or $120,352 at 6%.
Merit Partners Inc. | EIN 27-0891249 | 2024 Form 5500 Company Profile