Civic Intelligence

Merit Financial Group LLC

Plan context: Merit Financial Group LLC 401(K) Plan

EIN 45-3686413 • Alpharetta, GA • 10 filings • 3 plans

2400 Lakeview ParkwaySuite 550Alpharetta, GA 30009
Current Snapshot

Latest Year

2021

2021 Participants

95

2021 Assets

$11,674,555

2021 Contributions

$1,768,922

Historical Graphs

Total Assets Over Time

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

$11,674,555$5,837,278$0201220172021YearValue
$11,674,555Latest year 2021

Participants Over Time

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

95480201220172021YearValue
95Latest year 2021

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
2021195$11,674,555$1,768,922$18,620iApproximate average salary by contribution assumption: employee only about $465,506 at 4% or $310,337 at 6%; with 50% employer match about $310,337 at 4% or $206,891 at 6%; with 100% employer match about $232,753 at 4% or $155,169 at 6%.
Merit Financial Group LLC 401(K) Plan-95$11,674,555$1,768,922$18,620iApproximate average salary by contribution assumption: employee only about $465,506 at 4% or $310,337 at 6%; with 50% employer match about $310,337 at 4% or $206,891 at 6%; with 100% employer match about $232,753 at 4% or $155,169 at 6%.
2020174$9,142,432$2,306,205$31,165iApproximate average salary by contribution assumption: employee only about $779,123 at 4% or $519,416 at 6%; with 50% employer match about $519,416 at 4% or $346,277 at 6%; with 100% employer match about $389,562 at 4% or $259,708 at 6%.
Merit Financial Group LLC 401(K) Plan-74$9,142,432$2,306,205$31,165iApproximate average salary by contribution assumption: employee only about $779,123 at 4% or $519,416 at 6%; with 50% employer match about $519,416 at 4% or $346,277 at 6%; with 100% employer match about $389,562 at 4% or $259,708 at 6%.
2019156$5,388,312$747,070$13,341iApproximate average salary by contribution assumption: employee only about $333,513 at 4% or $222,342 at 6%; with 50% employer match about $222,342 at 4% or $148,228 at 6%; with 100% employer match about $166,757 at 4% or $111,171 at 6%.
Merit Financial Group LLC 401(K) Plan-56$5,388,312$747,070$13,341iApproximate average salary by contribution assumption: employee only about $333,513 at 4% or $222,342 at 6%; with 50% employer match about $222,342 at 4% or $148,228 at 6%; with 100% employer match about $166,757 at 4% or $111,171 at 6%.
2018154$4,071,737$627,076$11,613iApproximate average salary by contribution assumption: employee only about $290,313 at 4% or $193,542 at 6%; with 50% employer match about $193,542 at 4% or $129,028 at 6%; with 100% employer match about $145,156 at 4% or $96,771 at 6%.
Merit Financial Group LLC 401(K) Plan-54$4,071,737$627,076$11,613iApproximate average salary by contribution assumption: employee only about $290,313 at 4% or $193,542 at 6%; with 50% employer match about $193,542 at 4% or $129,028 at 6%; with 100% employer match about $145,156 at 4% or $96,771 at 6%.
2017129$1,604,252$299,124$10,315iApproximate average salary by contribution assumption: employee only about $257,866 at 4% or $171,910 at 6%; with 50% employer match about $171,910 at 4% or $114,607 at 6%; with 100% employer match about $128,933 at 4% or $85,955 at 6%.
Merit Financial Group LLC 401(K) Plan-29$1,604,252$299,124$10,315iApproximate average salary by contribution assumption: employee only about $257,866 at 4% or $171,910 at 6%; with 50% employer match about $171,910 at 4% or $114,607 at 6%; with 100% employer match about $128,933 at 4% or $85,955 at 6%.
2016130$1,610,772$323,004$10,767iApproximate average salary by contribution assumption: employee only about $269,170 at 4% or $179,447 at 6%; with 50% employer match about $179,447 at 4% or $119,631 at 6%; with 100% employer match about $134,585 at 4% or $89,723 at 6%.
Merit Financial Group LLC 401(K) Plan-30$1,610,772$323,004$10,767iApproximate average salary by contribution assumption: employee only about $269,170 at 4% or $179,447 at 6%; with 50% employer match about $179,447 at 4% or $119,631 at 6%; with 100% employer match about $134,585 at 4% or $89,723 at 6%.
2015130$1,850,567$345,194$11,506iApproximate average salary by contribution assumption: employee only about $287,662 at 4% or $191,774 at 6%; with 50% employer match about $191,774 at 4% or $127,850 at 6%; with 100% employer match about $143,831 at 4% or $95,887 at 6%.
Merit Financial Group LLC 401(K) Plan-30$1,850,567$345,194$11,506iApproximate average salary by contribution assumption: employee only about $287,662 at 4% or $191,774 at 6%; with 50% employer match about $191,774 at 4% or $127,850 at 6%; with 100% employer match about $143,831 at 4% or $95,887 at 6%.
2014122$1,552,423$148,470$6,749iApproximate average salary by contribution assumption: employee only about $168,716 at 4% or $112,477 at 6%; with 50% employer match about $112,477 at 4% or $74,985 at 6%; with 100% employer match about $84,358 at 4% or $56,239 at 6%.
Merit Financial Group LLC 401(K) Plan-22$1,552,423$148,470$6,749iApproximate average salary by contribution assumption: employee only about $168,716 at 4% or $112,477 at 6%; with 50% employer match about $112,477 at 4% or $74,985 at 6%; with 100% employer match about $84,358 at 4% or $56,239 at 6%.
2013121$1,370,792$213,062$10,146iApproximate average salary by contribution assumption: employee only about $253,645 at 4% or $169,097 at 6%; with 50% employer match about $169,097 at 4% or $112,731 at 6%; with 100% employer match about $126,823 at 4% or $84,548 at 6%.
Merit Financial Group LLC 401(K) Plan-21$1,370,792$213,062$10,146iApproximate average salary by contribution assumption: employee only about $253,645 at 4% or $169,097 at 6%; with 50% employer match about $169,097 at 4% or $112,731 at 6%; with 100% employer match about $126,823 at 4% or $84,548 at 6%.
2012120$1,014,283$299,869$14,993iApproximate average salary by contribution assumption: employee only about $374,836 at 4% or $249,891 at 6%; with 50% employer match about $249,891 at 4% or $166,594 at 6%; with 100% employer match about $187,418 at 4% or $124,945 at 6%.
Merit Financial Group LLC 401(K) Plan-20$1,014,283$299,869$14,993iApproximate average salary by contribution assumption: employee only about $374,836 at 4% or $249,891 at 6%; with 50% employer match about $249,891 at 4% or $166,594 at 6%; with 100% employer match about $187,418 at 4% or $124,945 at 6%.