Civic Intelligence

Merrill David Inc.

Plan context: Merrill David Inc. 401K Retirement Plan and Trust

EIN 34-0731098 • Cleveland, OH • 17 filings • 3 plans

3420 Prospect AvenueCleveland, OH 44115
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$941,449

2015 Contributions

$20,114

Historical Graphs

Total Assets Over Time

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

$2,774,906$1,387,453$0199920082014YearValue
$941,449Latest year 2014

Participants Over Time

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

26130199920072014YearValue
9Latest year 2014

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
201510$0$20,114-
Merrill David Inc. 401K Retirement Plan and Trust-0$0$20,114-
201419$941,449$29,166$3,241iApproximate average salary by contribution assumption: employee only about $81,017 at 4% or $54,011 at 6%; with 50% employer match about $54,011 at 4% or $36,007 at 6%; with 100% employer match about $40,508 at 4% or $27,006 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-9$941,449$29,166$3,241iApproximate average salary by contribution assumption: employee only about $81,017 at 4% or $54,011 at 6%; with 50% employer match about $54,011 at 4% or $36,007 at 6%; with 100% employer match about $40,508 at 4% or $27,006 at 6%.
201319$860,057$28,441$3,160iApproximate average salary by contribution assumption: employee only about $79,003 at 4% or $52,669 at 6%; with 50% employer match about $52,669 at 4% or $35,112 at 6%; with 100% employer match about $39,501 at 4% or $26,334 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-9$860,057$28,441$3,160iApproximate average salary by contribution assumption: employee only about $79,003 at 4% or $52,669 at 6%; with 50% employer match about $52,669 at 4% or $35,112 at 6%; with 100% employer match about $39,501 at 4% or $26,334 at 6%.
2012110$655,135$27,059$2,706iApproximate average salary by contribution assumption: employee only about $67,648 at 4% or $45,098 at 6%; with 50% employer match about $45,098 at 4% or $30,066 at 6%; with 100% employer match about $33,824 at 4% or $22,549 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-10$655,135$27,059$2,706iApproximate average salary by contribution assumption: employee only about $67,648 at 4% or $45,098 at 6%; with 50% employer match about $45,098 at 4% or $30,066 at 6%; with 100% employer match about $33,824 at 4% or $22,549 at 6%.
2011110$724,073$26,863$2,686iApproximate average salary by contribution assumption: employee only about $67,158 at 4% or $44,772 at 6%; with 50% employer match about $44,772 at 4% or $29,848 at 6%; with 100% employer match about $33,579 at 4% or $22,386 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-10$724,073$26,863$2,686iApproximate average salary by contribution assumption: employee only about $67,158 at 4% or $44,772 at 6%; with 50% employer match about $44,772 at 4% or $29,848 at 6%; with 100% employer match about $33,579 at 4% or $22,386 at 6%.
2010110$726,725$26,844$2,684iApproximate average salary by contribution assumption: employee only about $67,110 at 4% or $44,740 at 6%; with 50% employer match about $44,740 at 4% or $29,827 at 6%; with 100% employer match about $33,555 at 4% or $22,370 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-10$726,725$26,844$2,684iApproximate average salary by contribution assumption: employee only about $67,110 at 4% or $44,740 at 6%; with 50% employer match about $44,740 at 4% or $29,827 at 6%; with 100% employer match about $33,555 at 4% or $22,370 at 6%.
2009111$675,343$28,230$2,566iApproximate average salary by contribution assumption: employee only about $64,159 at 4% or $42,773 at 6%; with 50% employer match about $42,773 at 4% or $28,515 at 6%; with 100% employer match about $32,080 at 4% or $21,386 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-11$675,343$28,230$2,566iApproximate average salary by contribution assumption: employee only about $64,159 at 4% or $42,773 at 6%; with 50% employer match about $42,773 at 4% or $28,515 at 6%; with 100% employer match about $32,080 at 4% or $21,386 at 6%.
2008113$547,315$35,873$2,759iApproximate average salary by contribution assumption: employee only about $68,987 at 4% or $45,991 at 6%; with 50% employer match about $45,991 at 4% or $30,661 at 6%; with 100% employer match about $34,493 at 4% or $22,996 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-13$547,315$35,873$2,759iApproximate average salary by contribution assumption: employee only about $68,987 at 4% or $45,991 at 6%; with 50% employer match about $45,991 at 4% or $30,661 at 6%; with 100% employer match about $34,493 at 4% or $22,996 at 6%.
2007115$1,077,494$44,203$2,947iApproximate average salary by contribution assumption: employee only about $73,672 at 4% or $49,114 at 6%; with 50% employer match about $49,114 at 4% or $32,743 at 6%; with 100% employer match about $36,836 at 4% or $24,557 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-15$1,077,494$44,203$2,947iApproximate average salary by contribution assumption: employee only about $73,672 at 4% or $49,114 at 6%; with 50% employer match about $49,114 at 4% or $32,743 at 6%; with 100% employer match about $36,836 at 4% or $24,557 at 6%.
2006115$2,774,906$44,211$2,947iApproximate average salary by contribution assumption: employee only about $73,685 at 4% or $49,123 at 6%; with 50% employer match about $49,123 at 4% or $32,749 at 6%; with 100% employer match about $36,843 at 4% or $24,562 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-15$2,774,906$44,211$2,947iApproximate average salary by contribution assumption: employee only about $73,685 at 4% or $49,123 at 6%; with 50% employer match about $49,123 at 4% or $32,749 at 6%; with 100% employer match about $36,843 at 4% or $24,562 at 6%.
2005117$2,536,530$37,527$2,207iApproximate average salary by contribution assumption: employee only about $55,187 at 4% or $36,791 at 6%; with 50% employer match about $36,791 at 4% or $24,527 at 6%; with 100% employer match about $27,593 at 4% or $18,396 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-17$2,536,530$37,527$2,207iApproximate average salary by contribution assumption: employee only about $55,187 at 4% or $36,791 at 6%; with 50% employer match about $36,791 at 4% or $24,527 at 6%; with 100% employer match about $27,593 at 4% or $18,396 at 6%.
2004118$2,657,580$34,004$1,889iApproximate average salary by contribution assumption: employee only about $47,228 at 4% or $31,485 at 6%; with 50% employer match about $31,485 at 4% or $20,990 at 6%; with 100% employer match about $23,614 at 4% or $15,743 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-18$2,657,580$34,004$1,889iApproximate average salary by contribution assumption: employee only about $47,228 at 4% or $31,485 at 6%; with 50% employer match about $31,485 at 4% or $20,990 at 6%; with 100% employer match about $23,614 at 4% or $15,743 at 6%.
2003118$2,466,557$33,186$1,844iApproximate average salary by contribution assumption: employee only about $46,092 at 4% or $30,728 at 6%; with 50% employer match about $30,728 at 4% or $20,485 at 6%; with 100% employer match about $23,046 at 4% or $15,364 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-18$2,466,557$33,186$1,844iApproximate average salary by contribution assumption: employee only about $46,092 at 4% or $30,728 at 6%; with 50% employer match about $30,728 at 4% or $20,485 at 6%; with 100% employer match about $23,046 at 4% or $15,364 at 6%.
2002118$2,058,839$37,947$2,108iApproximate average salary by contribution assumption: employee only about $52,704 at 4% or $35,136 at 6%; with 50% employer match about $35,136 at 4% or $23,424 at 6%; with 100% employer match about $26,352 at 4% or $17,568 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-18$2,058,839$37,947$2,108iApproximate average salary by contribution assumption: employee only about $52,704 at 4% or $35,136 at 6%; with 50% employer match about $35,136 at 4% or $23,424 at 6%; with 100% employer match about $26,352 at 4% or $17,568 at 6%.
2001119$0$0-
Merrill David Inc. 401K Retirement Plan and Trust-19---
2000123$0$0-
Merrill David Inc. 401K Retirement Plan and Trust-23---
1999126$2,486,804$41,667$1,603iApproximate average salary by contribution assumption: employee only about $40,064 at 4% or $26,710 at 6%; with 50% employer match about $26,710 at 4% or $17,806 at 6%; with 100% employer match about $20,032 at 4% or $13,355 at 6%.
Merrill David Inc. 401K Retirement Plan and Trust-26$2,486,804$41,667$1,603iApproximate average salary by contribution assumption: employee only about $40,064 at 4% or $26,710 at 6%; with 50% employer match about $26,710 at 4% or $17,806 at 6%; with 100% employer match about $20,032 at 4% or $13,355 at 6%.