Civic Intelligence

Merrill Nelson P.A.

Plan context: Merrill Nelson P.A. Cash or Deferred Plan & Trust

EIN 41-1366476 • 13 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

8

2007 Assets

$1,398,954

2007 Contributions

$47,370

Historical Graphs

Total Assets Over Time

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

$1,398,954$699,477$0199920032006YearValue
$1,398,954Latest year 2006

Participants Over Time

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

1050199920032007YearValue
8Latest year 2007

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
200718$0$0-
Merrill Nelson P.A. Cash or Deferred Plan & Trust-8---
200618$1,398,954$47,370$5,921iApproximate average salary by contribution assumption: employee only about $148,031 at 4% or $98,688 at 6%; with 50% employer match about $98,688 at 4% or $65,792 at 6%; with 100% employer match about $74,016 at 4% or $49,344 at 6%.
Merrill Nelson P.A. Cash or Deferred Plan & Trust-8$1,398,954$47,370$5,921iApproximate average salary by contribution assumption: employee only about $148,031 at 4% or $98,688 at 6%; with 50% employer match about $98,688 at 4% or $65,792 at 6%; with 100% employer match about $74,016 at 4% or $49,344 at 6%.
200519$1,169,806$49,447$5,494iApproximate average salary by contribution assumption: employee only about $137,353 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,676 at 4% or $45,784 at 6%.
Merrill Nelson P.A. Cash or Deferred Plan & Trust-9$1,169,806$49,447$5,494iApproximate average salary by contribution assumption: employee only about $137,353 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,676 at 4% or $45,784 at 6%.
200418$1,007,195$74,474$9,309iApproximate average salary by contribution assumption: employee only about $232,731 at 4% or $155,154 at 6%; with 50% employer match about $155,154 at 4% or $103,436 at 6%; with 100% employer match about $116,366 at 4% or $77,577 at 6%.
Merrill Nelson P.A. Cash or Deferred Plan & Trust-8$1,007,195$74,474$9,309iApproximate average salary by contribution assumption: employee only about $232,731 at 4% or $155,154 at 6%; with 50% employer match about $155,154 at 4% or $103,436 at 6%; with 100% employer match about $116,366 at 4% or $77,577 at 6%.
200318$824,500$57,151$7,144iApproximate average salary by contribution assumption: employee only about $178,597 at 4% or $119,065 at 6%; with 50% employer match about $119,065 at 4% or $79,376 at 6%; with 100% employer match about $89,298 at 4% or $59,532 at 6%.
Merrill Nelson P.A. Cash or Deferred Plan & Trust-8$824,500$57,151$7,144iApproximate average salary by contribution assumption: employee only about $178,597 at 4% or $119,065 at 6%; with 50% employer match about $119,065 at 4% or $79,376 at 6%; with 100% employer match about $89,298 at 4% or $59,532 at 6%.
200228$608,379$177,547$22,193iApproximate average salary by contribution assumption: employee only about $554,834 at 4% or $369,890 at 6%; with 50% employer match about $369,890 at 4% or $246,593 at 6%; with 100% employer match about $277,417 at 4% or $184,945 at 6%.
Merrill Nelson P.A. Cash or Deferred Plan & Trust-8$608,379$165,789$20,724iApproximate average salary by contribution assumption: employee only about $518,091 at 4% or $345,394 at 6%; with 50% employer match about $345,394 at 4% or $230,263 at 6%; with 100% employer match about $259,045 at 4% or $172,697 at 6%.
Merill D. Nelson P.A. Target Benefit Pension Plan-0-$11,758-
2001210$696,130$76,014$7,601iApproximate average salary by contribution assumption: employee only about $190,035 at 4% or $126,690 at 6%; with 50% employer match about $126,690 at 4% or $84,460 at 6%; with 100% employer match about $95,018 at 4% or $63,345 at 6%.
Merrill Nelson P.A. Cash or Deferred Plan & Trust-9$520,439$29,657$3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,920 at 6%; with 50% employer match about $54,920 at 4% or $36,614 at 6%; with 100% employer match about $41,190 at 4% or $27,460 at 6%.
Merill D. Nelson P.A. Target Benefit Pension Plan-10$175,691$46,357$4,636iApproximate average salary by contribution assumption: employee only about $115,893 at 4% or $77,262 at 6%; with 50% employer match about $77,262 at 4% or $51,508 at 6%; with 100% employer match about $57,946 at 4% or $38,631 at 6%.
200028$0$0-
Merrill Nelson P.A. Cash or Deferred Plan & Trust-8---
Merill D. Nelson P.A. Target Benefit Pension Plan-8---
199928$662,034$37,589$4,699iApproximate average salary by contribution assumption: employee only about $117,466 at 4% or $78,310 at 6%; with 50% employer match about $78,310 at 4% or $52,207 at 6%; with 100% employer match about $58,733 at 4% or $39,155 at 6%.
Merrill Nelson P.A. Cash or Deferred Plan & Trust-8$513,475$29,564$3,696iApproximate average salary by contribution assumption: employee only about $92,388 at 4% or $61,592 at 6%; with 50% employer match about $61,592 at 4% or $41,061 at 6%; with 100% employer match about $46,194 at 4% or $30,796 at 6%.
Merill D. Nelson P.A. Target Benefit Pension Plan-8$148,559$8,025$1,003iApproximate average salary by contribution assumption: employee only about $25,078 at 4% or $16,719 at 6%; with 50% employer match about $16,719 at 4% or $11,146 at 6%; with 100% employer match about $12,539 at 4% or $8,359 at 6%.