Civic Intelligence

Merrell D. Owen

Plan context: Merrell Owen 401(K) Profit Sharing Plan

EIN 35-1795535 • Kokomo, IN • 18 filings • 4 plans

P.O. Box 3035Kokomo, IN 46904
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,649,958

2023 Contributions

$32,677

Historical Graphs

Total Assets Over Time

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

$1,837,281$918,641$0200620152022YearValue
$1,649,958Latest year 2022

Participants Over Time

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

320200620142022YearValue
3Latest year 2022

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
202310$0$0-
Merrell Owen 401(K) Profit Sharing Plan-0$0$0-
202213$1,649,958$32,677$10,892iApproximate average salary by contribution assumption: employee only about $272,308 at 4% or $181,539 at 6%; with 50% employer match about $181,539 at 4% or $121,026 at 6%; with 100% employer match about $136,154 at 4% or $90,769 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$1,649,958$32,677$10,892iApproximate average salary by contribution assumption: employee only about $272,308 at 4% or $181,539 at 6%; with 50% employer match about $181,539 at 4% or $121,026 at 6%; with 100% employer match about $136,154 at 4% or $90,769 at 6%.
202113$1,837,281$40,223$13,408iApproximate average salary by contribution assumption: employee only about $335,192 at 4% or $223,461 at 6%; with 50% employer match about $223,461 at 4% or $148,974 at 6%; with 100% employer match about $167,596 at 4% or $111,731 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$1,837,281$40,223$13,408iApproximate average salary by contribution assumption: employee only about $335,192 at 4% or $223,461 at 6%; with 50% employer match about $223,461 at 4% or $148,974 at 6%; with 100% employer match about $167,596 at 4% or $111,731 at 6%.
202013$1,499,141$39,925$13,308iApproximate average salary by contribution assumption: employee only about $332,708 at 4% or $221,806 at 6%; with 50% employer match about $221,806 at 4% or $147,870 at 6%; with 100% employer match about $166,354 at 4% or $110,903 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$1,499,141$39,925$13,308iApproximate average salary by contribution assumption: employee only about $332,708 at 4% or $221,806 at 6%; with 50% employer match about $221,806 at 4% or $147,870 at 6%; with 100% employer match about $166,354 at 4% or $110,903 at 6%.
201913$1,236,036$30,467$10,156iApproximate average salary by contribution assumption: employee only about $253,892 at 4% or $169,261 at 6%; with 50% employer match about $169,261 at 4% or $112,841 at 6%; with 100% employer match about $126,946 at 4% or $84,631 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$1,236,036$30,467$10,156iApproximate average salary by contribution assumption: employee only about $253,892 at 4% or $169,261 at 6%; with 50% employer match about $169,261 at 4% or $112,841 at 6%; with 100% employer match about $126,946 at 4% or $84,631 at 6%.
201813$1,147,336$28,565$9,522iApproximate average salary by contribution assumption: employee only about $238,042 at 4% or $158,694 at 6%; with 50% employer match about $158,694 at 4% or $105,796 at 6%; with 100% employer match about $119,021 at 4% or $79,347 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$1,147,336$28,565$9,522iApproximate average salary by contribution assumption: employee only about $238,042 at 4% or $158,694 at 6%; with 50% employer match about $158,694 at 4% or $105,796 at 6%; with 100% employer match about $119,021 at 4% or $79,347 at 6%.
201713$1,177,280$40,344$13,448iApproximate average salary by contribution assumption: employee only about $336,200 at 4% or $224,133 at 6%; with 50% employer match about $224,133 at 4% or $149,422 at 6%; with 100% employer match about $168,100 at 4% or $112,067 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$1,177,280$40,344$13,448iApproximate average salary by contribution assumption: employee only about $336,200 at 4% or $224,133 at 6%; with 50% employer match about $224,133 at 4% or $149,422 at 6%; with 100% employer match about $168,100 at 4% or $112,067 at 6%.
201613$818,128$39,800$13,267iApproximate average salary by contribution assumption: employee only about $331,667 at 4% or $221,111 at 6%; with 50% employer match about $221,111 at 4% or $147,407 at 6%; with 100% employer match about $165,833 at 4% or $110,556 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$818,128$39,800$13,267iApproximate average salary by contribution assumption: employee only about $331,667 at 4% or $221,111 at 6%; with 50% employer match about $221,111 at 4% or $147,407 at 6%; with 100% employer match about $165,833 at 4% or $110,556 at 6%.
201513$696,718$58,383$19,461iApproximate average salary by contribution assumption: employee only about $486,525 at 4% or $324,350 at 6%; with 50% employer match about $324,350 at 4% or $216,233 at 6%; with 100% employer match about $243,263 at 4% or $162,175 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$696,718$58,383$19,461iApproximate average salary by contribution assumption: employee only about $486,525 at 4% or $324,350 at 6%; with 50% employer match about $324,350 at 4% or $216,233 at 6%; with 100% employer match about $243,263 at 4% or $162,175 at 6%.
201413$823,016$19,666$6,555iApproximate average salary by contribution assumption: employee only about $163,883 at 4% or $109,256 at 6%; with 50% employer match about $109,256 at 4% or $72,837 at 6%; with 100% employer match about $81,942 at 4% or $54,628 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$823,016$19,666$6,555iApproximate average salary by contribution assumption: employee only about $163,883 at 4% or $109,256 at 6%; with 50% employer match about $109,256 at 4% or $72,837 at 6%; with 100% employer match about $81,942 at 4% or $54,628 at 6%.
201313$829,710$34,397$11,466iApproximate average salary by contribution assumption: employee only about $286,642 at 4% or $191,094 at 6%; with 50% employer match about $191,094 at 4% or $127,396 at 6%; with 100% employer match about $143,321 at 4% or $95,547 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-3$829,710$34,397$11,466iApproximate average salary by contribution assumption: employee only about $286,642 at 4% or $191,094 at 6%; with 50% employer match about $191,094 at 4% or $127,396 at 6%; with 100% employer match about $143,321 at 4% or $95,547 at 6%.
201212$782,950$0-
Merrell Owen 401(K) Profit Sharing Plan-2$782,950$0-
201112$736,491$0-
Merrell Owen 401(K) Profit Sharing Plan-2$736,491$0-
201012$921,023$27,027$13,514iApproximate average salary by contribution assumption: employee only about $337,838 at 4% or $225,225 at 6%; with 50% employer match about $225,225 at 4% or $150,150 at 6%; with 100% employer match about $168,919 at 4% or $112,613 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-2$921,023$27,027$13,514iApproximate average salary by contribution assumption: employee only about $337,838 at 4% or $225,225 at 6%; with 50% employer match about $225,225 at 4% or $150,150 at 6%; with 100% employer match about $168,919 at 4% or $112,613 at 6%.
200912$864,557$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-2$864,557$22,500$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
200812$0$0-
Merrell Owen 401(K) Profit Sharing Plan-2---
200712$0$0-
Merrell Owen 401(K) Profit Sharing Plan-2---
200612$37,085$37,085$18,543iApproximate average salary by contribution assumption: employee only about $463,563 at 4% or $309,042 at 6%; with 50% employer match about $309,042 at 4% or $206,028 at 6%; with 100% employer match about $231,781 at 4% or $154,521 at 6%.
Merrell Owen 401(K) Profit Sharing Plan-2$37,085$37,085$18,543iApproximate average salary by contribution assumption: employee only about $463,563 at 4% or $309,042 at 6%; with 50% employer match about $309,042 at 4% or $206,028 at 6%; with 100% employer match about $231,781 at 4% or $154,521 at 6%.