Civic Intelligence

Merchsource

Plan context: Merchsource 401(K) Plan

EIN 38-3853398 • Irvine, CA • 22 filings • 2 plans

15 CushingIrvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

237

2024 Assets

$19,533,014

2024 Contributions

$2,098,946

Historical Graphs

Total Assets Over Time

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

$19,533,014$9,766,507$0201120182024YearValue
$19,533,014Latest year 2024

Participants Over Time

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

2371190201120182024YearValue
237Latest 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
20242237$19,533,014$2,098,946$8,856iApproximate average salary by contribution assumption: employee only about $221,408 at 4% or $147,605 at 6%; with 50% employer match about $147,605 at 4% or $98,403 at 6%; with 100% employer match about $110,704 at 4% or $73,803 at 6%.
Merchsource 401(K) Plan-169$19,533,014$2,098,946$12,420iApproximate average salary by contribution assumption: employee only about $310,495 at 4% or $206,997 at 6%; with 50% employer match about $206,997 at 4% or $137,998 at 6%; with 100% employer match about $155,247 at 4% or $103,498 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-237---
20232209$16,432,954$2,305,285$11,030iApproximate average salary by contribution assumption: employee only about $275,752 at 4% or $183,835 at 6%; with 50% employer match about $183,835 at 4% or $122,556 at 6%; with 100% employer match about $137,876 at 4% or $91,917 at 6%.
Merchsource 401(K) Plan-155$16,432,954$2,305,285$14,873iApproximate average salary by contribution assumption: employee only about $371,820 at 4% or $247,880 at 6%; with 50% employer match about $247,880 at 4% or $165,253 at 6%; with 100% employer match about $185,910 at 4% or $123,940 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-209---
20222206$12,944,145$2,155,453$10,463iApproximate average salary by contribution assumption: employee only about $261,584 at 4% or $174,389 at 6%; with 50% employer match about $174,389 at 4% or $116,260 at 6%; with 100% employer match about $130,792 at 4% or $87,195 at 6%.
Merchsource 401(K) Plan-161$12,944,145$2,155,453$13,388iApproximate average salary by contribution assumption: employee only about $334,698 at 4% or $223,132 at 6%; with 50% employer match about $223,132 at 4% or $148,755 at 6%; with 100% employer match about $167,349 at 4% or $111,566 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-206---
20212155$12,780,498$2,120,598$13,681iApproximate average salary by contribution assumption: employee only about $342,032 at 4% or $228,021 at 6%; with 50% employer match about $228,021 at 4% or $152,014 at 6%; with 100% employer match about $171,016 at 4% or $114,011 at 6%.
Merchsource 401(K) Plan-110$12,780,498$2,120,598$19,278iApproximate average salary by contribution assumption: employee only about $481,954 at 4% or $321,303 at 6%; with 50% employer match about $321,303 at 4% or $214,202 at 6%; with 100% employer match about $240,977 at 4% or $160,651 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-155---
20202155$10,163,186$805,094$5,194iApproximate average salary by contribution assumption: employee only about $129,854 at 4% or $86,569 at 6%; with 50% employer match about $86,569 at 4% or $57,713 at 6%; with 100% employer match about $64,927 at 4% or $43,285 at 6%.
Merchsource 401(K) Plan-100$10,163,186$805,094$8,051iApproximate average salary by contribution assumption: employee only about $201,274 at 4% or $134,182 at 6%; with 50% employer match about $134,182 at 4% or $89,455 at 6%; with 100% employer match about $100,637 at 4% or $67,091 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-155---
20192145$9,663,246$1,369,762$9,447iApproximate average salary by contribution assumption: employee only about $236,166 at 4% or $157,444 at 6%; with 50% employer match about $157,444 at 4% or $104,963 at 6%; with 100% employer match about $118,083 at 4% or $78,722 at 6%.
Merchsource 401(K) Plan-94$9,663,246$1,369,762$14,572iApproximate average salary by contribution assumption: employee only about $364,298 at 4% or $242,866 at 6%; with 50% employer match about $242,866 at 4% or $161,910 at 6%; with 100% employer match about $182,149 at 4% or $121,433 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-145---
20182133$6,861,867$1,148,420$8,635iApproximate average salary by contribution assumption: employee only about $215,868 at 4% or $143,912 at 6%; with 50% employer match about $143,912 at 4% or $95,942 at 6%; with 100% employer match about $107,934 at 4% or $71,956 at 6%.
Merchsource 401(K) Plan-102$6,861,867$1,148,420$11,259iApproximate average salary by contribution assumption: employee only about $281,475 at 4% or $187,650 at 6%; with 50% employer match about $187,650 at 4% or $125,100 at 6%; with 100% employer match about $140,738 at 4% or $93,825 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-133---
20172175$6,724,662$983,539$5,620iApproximate average salary by contribution assumption: employee only about $140,506 at 4% or $93,670 at 6%; with 50% employer match about $93,670 at 4% or $62,447 at 6%; with 100% employer match about $70,253 at 4% or $46,835 at 6%.
Merchsource 401(K) Plan-120$6,724,662$983,539$8,196iApproximate average salary by contribution assumption: employee only about $204,904 at 4% or $136,603 at 6%; with 50% employer match about $136,603 at 4% or $91,068 at 6%; with 100% employer match about $102,452 at 4% or $68,301 at 6%.
Merchsource LLC Health & Welfare Benefits Plan-175---
2016185$5,039,078$680,790$8,009iApproximate average salary by contribution assumption: employee only about $200,232 at 4% or $133,488 at 6%; with 50% employer match about $133,488 at 4% or $88,992 at 6%; with 100% employer match about $100,116 at 4% or $66,744 at 6%.
Merchsource 401(K) Plan-85$5,039,078$680,790$8,009iApproximate average salary by contribution assumption: employee only about $200,232 at 4% or $133,488 at 6%; with 50% employer match about $133,488 at 4% or $88,992 at 6%; with 100% employer match about $100,116 at 4% or $66,744 at 6%.
2015166$4,027,178$602,960$9,136iApproximate average salary by contribution assumption: employee only about $228,394 at 4% or $152,263 at 6%; with 50% employer match about $152,263 at 4% or $101,508 at 6%; with 100% employer match about $114,197 at 4% or $76,131 at 6%.
Merchsource 401(K) Plan-66$4,027,178$602,960$9,136iApproximate average salary by contribution assumption: employee only about $228,394 at 4% or $152,263 at 6%; with 50% employer match about $152,263 at 4% or $101,508 at 6%; with 100% employer match about $114,197 at 4% or $76,131 at 6%.
2014156$3,593,123$570,615$10,190iApproximate average salary by contribution assumption: employee only about $254,739 at 4% or $169,826 at 6%; with 50% employer match about $169,826 at 4% or $113,217 at 6%; with 100% employer match about $127,369 at 4% or $84,913 at 6%.
Merchsource 401(K) Plan-56$3,593,123$570,615$10,190iApproximate average salary by contribution assumption: employee only about $254,739 at 4% or $169,826 at 6%; with 50% employer match about $169,826 at 4% or $113,217 at 6%; with 100% employer match about $127,369 at 4% or $84,913 at 6%.
2013148$2,958,423$394,003$8,208iApproximate average salary by contribution assumption: employee only about $205,210 at 4% or $136,807 at 6%; with 50% employer match about $136,807 at 4% or $91,204 at 6%; with 100% employer match about $102,605 at 4% or $68,403 at 6%.
Merchsource 401(K) Plan-48$2,958,423$394,003$8,208iApproximate average salary by contribution assumption: employee only about $205,210 at 4% or $136,807 at 6%; with 50% employer match about $136,807 at 4% or $91,204 at 6%; with 100% employer match about $102,605 at 4% or $68,403 at 6%.
2012147$2,319,567$359,251$7,644iApproximate average salary by contribution assumption: employee only about $191,091 at 4% or $127,394 at 6%; with 50% employer match about $127,394 at 4% or $84,929 at 6%; with 100% employer match about $95,545 at 4% or $63,697 at 6%.
Merchsource 401(K) Plan-47$2,319,567$359,251$7,644iApproximate average salary by contribution assumption: employee only about $191,091 at 4% or $127,394 at 6%; with 50% employer match about $127,394 at 4% or $84,929 at 6%; with 100% employer match about $95,545 at 4% or $63,697 at 6%.
2011143$1,718,377$346,249$8,052iApproximate average salary by contribution assumption: employee only about $201,308 at 4% or $134,205 at 6%; with 50% employer match about $134,205 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,103 at 6%.
Merchsource 401(K) Plan-43$1,718,377$346,249$8,052iApproximate average salary by contribution assumption: employee only about $201,308 at 4% or $134,205 at 6%; with 50% employer match about $134,205 at 4% or $89,470 at 6%; with 100% employer match about $100,654 at 4% or $67,103 at 6%.