Civic Intelligence

Rippner Schwartz & Carlin

Plan context: Merrill Lynch Self-Employed Individuals Retirement Plan and Trust

EIN 34-0909371 • 14 filings • 6 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$1,263,896

2005 Contributions

$14,707

Historical Graphs

Total Assets Over Time

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

$1,351,754$675,877$0199920022004YearValue
$1,263,896Latest year 2004

Participants Over Time

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

420199920022004YearValue
2Latest year 2004

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
200520$0$0-
Merrill Lynch Self-Employed Individuals Retirement Plan and Trust-0---
Rippner Schwartz & Carlin Money Purchase Pension Plan-0---
200422$1,263,896$14,707$7,354iApproximate average salary by contribution assumption: employee only about $183,838 at 4% or $122,558 at 6%; with 50% employer match about $122,558 at 4% or $81,706 at 6%; with 100% employer match about $91,919 at 4% or $61,279 at 6%.
Merrill Lynch Self-Employed Individuals Retirement Plan and Trust-2$941,880$9,805$4,903iApproximate average salary by contribution assumption: employee only about $122,563 at 4% or $81,708 at 6%; with 50% employer match about $81,708 at 4% or $54,472 at 6%; with 100% employer match about $61,281 at 4% or $40,854 at 6%.
Rippner Schwartz & Carlin Money Purchase Pension Plan-2$322,016$4,902$2,451iApproximate average salary by contribution assumption: employee only about $61,275 at 4% or $40,850 at 6%; with 50% employer match about $40,850 at 4% or $27,233 at 6%; with 100% employer match about $30,638 at 4% or $20,425 at 6%.
200322$1,081,054$46,885$23,443iApproximate average salary by contribution assumption: employee only about $586,063 at 4% or $390,708 at 6%; with 50% employer match about $390,708 at 4% or $260,472 at 6%; with 100% employer match about $293,031 at 4% or $195,354 at 6%.
Merrill Lynch Self-Employed Individuals Retirement Plan and Trust-2$868,346$31,256$15,628iApproximate average salary by contribution assumption: employee only about $390,700 at 4% or $260,467 at 6%; with 50% employer match about $260,467 at 4% or $173,644 at 6%; with 100% employer match about $195,350 at 4% or $130,233 at 6%.
Rippner Schwartz & Carlin Money Purchase Pension Plan-2$212,708$15,629$7,815iApproximate average salary by contribution assumption: employee only about $195,363 at 4% or $130,242 at 6%; with 50% employer match about $130,242 at 4% or $86,828 at 6%; with 100% employer match about $97,681 at 4% or $65,121 at 6%.
200222$247,533$10,727$5,364iApproximate average salary by contribution assumption: employee only about $134,088 at 4% or $89,392 at 6%; with 50% employer match about $89,392 at 4% or $59,594 at 6%; with 100% employer match about $67,044 at 4% or $44,696 at 6%.
Rippner Schwartz & Carlin Money Purchase Pension Plan-2$247,533$10,727$5,364iApproximate average salary by contribution assumption: employee only about $134,088 at 4% or $89,392 at 6%; with 50% employer match about $89,392 at 4% or $59,594 at 6%; with 100% employer match about $67,044 at 4% or $44,696 at 6%.
Merrill Lynch Self-Employed Individuals Retirement Plan and Trust-2---
200120$1,205,260$37,855-
Merrill Lynch Self-Employed Individuals Retirement Plan and Trust-0$927,388$25,236-
Rippner Schwartz & Carlin Money Purchase Pension Plan-0$277,872$12,619-
200024$1,351,754$37,282$9,321iApproximate average salary by contribution assumption: employee only about $233,013 at 4% or $155,342 at 6%; with 50% employer match about $155,342 at 4% or $103,561 at 6%; with 100% employer match about $116,506 at 4% or $77,671 at 6%.
Merrill Lynch Self-Employed Individuals Retirement Plan and Trust-4$1,059,318$24,855$6,214iApproximate average salary by contribution assumption: employee only about $155,344 at 4% or $103,563 at 6%; with 50% employer match about $103,563 at 4% or $69,042 at 6%; with 100% employer match about $77,672 at 4% or $51,781 at 6%.
RIPPNER SHWARTZ & CARLIN MONEY PURC HASE PENSION PLAN-4$292,436$12,427$3,107iApproximate average salary by contribution assumption: employee only about $77,669 at 4% or $51,779 at 6%; with 50% employer match about $51,779 at 4% or $34,519 at 6%; with 100% employer match about $38,834 at 4% or $25,890 at 6%.
199923$1,268,658$44,881$14,960iApproximate average salary by contribution assumption: employee only about $374,008 at 4% or $249,339 at 6%; with 50% employer match about $249,339 at 4% or $166,226 at 6%; with 100% employer match about $187,004 at 4% or $124,669 at 6%.
Merrill Lynch Self-Employed Individuals Retirement Plan and Trust-3$989,133$29,921$9,974iApproximate average salary by contribution assumption: employee only about $249,342 at 4% or $166,228 at 6%; with 50% employer match about $166,228 at 4% or $110,819 at 6%; with 100% employer match about $124,671 at 4% or $83,114 at 6%.
Rippner Schwartz & Carlin Money Purchase Pension Plan-3$279,525$14,960$4,987iApproximate average salary by contribution assumption: employee only about $124,667 at 4% or $83,111 at 6%; with 50% employer match about $83,111 at 4% or $55,407 at 6%; with 100% employer match about $62,333 at 4% or $41,556 at 6%.