Civic Intelligence

Merkle Retirement Planning

Plan context: Merkle Retirement Planning 401(K) Plan and Trust

EIN 46-3803147 • Grimes, IA • 9 filings • 2 plans

1860 SE Princeton DriveGrimes, IA 50111
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,757,183

2024 Contributions

$345,814

Historical Graphs

Total Assets Over Time

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

$1,757,183$878,592$0201620202024YearValue
$1,757,183Latest year 2024

Participants Over Time

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

20100201620202024YearValue
20Latest 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
2024120$1,757,183$345,814$17,291iApproximate average salary by contribution assumption: employee only about $432,268 at 4% or $288,178 at 6%; with 50% employer match about $288,178 at 4% or $192,119 at 6%; with 100% employer match about $216,134 at 4% or $144,089 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-20$1,757,183$345,814$17,291iApproximate average salary by contribution assumption: employee only about $432,268 at 4% or $288,178 at 6%; with 50% employer match about $288,178 at 4% or $192,119 at 6%; with 100% employer match about $216,134 at 4% or $144,089 at 6%.
2023118$1,205,834$296,015$16,445iApproximate average salary by contribution assumption: employee only about $411,132 at 4% or $274,088 at 6%; with 50% employer match about $274,088 at 4% or $182,725 at 6%; with 100% employer match about $205,566 at 4% or $137,044 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-18$1,205,834$296,015$16,445iApproximate average salary by contribution assumption: employee only about $411,132 at 4% or $274,088 at 6%; with 50% employer match about $274,088 at 4% or $182,725 at 6%; with 100% employer match about $205,566 at 4% or $137,044 at 6%.
2022116$751,918$221,351$13,834iApproximate average salary by contribution assumption: employee only about $345,861 at 4% or $230,574 at 6%; with 50% employer match about $230,574 at 4% or $153,716 at 6%; with 100% employer match about $172,930 at 4% or $115,287 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-16$751,918$221,351$13,834iApproximate average salary by contribution assumption: employee only about $345,861 at 4% or $230,574 at 6%; with 50% employer match about $230,574 at 4% or $153,716 at 6%; with 100% employer match about $172,930 at 4% or $115,287 at 6%.
2021114$660,244$202,258$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-14$660,244$202,258$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.
2020115$393,514$131,718$8,781iApproximate average salary by contribution assumption: employee only about $219,530 at 4% or $146,353 at 6%; with 50% employer match about $146,353 at 4% or $97,569 at 6%; with 100% employer match about $109,765 at 4% or $73,177 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-15$393,514$131,718$8,781iApproximate average salary by contribution assumption: employee only about $219,530 at 4% or $146,353 at 6%; with 50% employer match about $146,353 at 4% or $97,569 at 6%; with 100% employer match about $109,765 at 4% or $73,177 at 6%.
201916$191,916$67,670$11,278iApproximate average salary by contribution assumption: employee only about $281,958 at 4% or $187,972 at 6%; with 50% employer match about $187,972 at 4% or $125,315 at 6%; with 100% employer match about $140,979 at 4% or $93,986 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-6$191,916$67,670$11,278iApproximate average salary by contribution assumption: employee only about $281,958 at 4% or $187,972 at 6%; with 50% employer match about $187,972 at 4% or $125,315 at 6%; with 100% employer match about $140,979 at 4% or $93,986 at 6%.
201814$152,437$71,072$17,768iApproximate average salary by contribution assumption: employee only about $444,200 at 4% or $296,133 at 6%; with 50% employer match about $296,133 at 4% or $197,422 at 6%; with 100% employer match about $222,100 at 4% or $148,067 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-4$152,437$71,072$17,768iApproximate average salary by contribution assumption: employee only about $444,200 at 4% or $296,133 at 6%; with 50% employer match about $296,133 at 4% or $197,422 at 6%; with 100% employer match about $222,100 at 4% or $148,067 at 6%.
201712$96,819$43,200$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-2$96,819$43,200$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
201614$50,765$44,628$11,157iApproximate average salary by contribution assumption: employee only about $278,925 at 4% or $185,950 at 6%; with 50% employer match about $185,950 at 4% or $123,967 at 6%; with 100% employer match about $139,463 at 4% or $92,975 at 6%.
Merkle Retirement Planning 401(K) Plan and Trust-4$50,765$44,628$11,157iApproximate average salary by contribution assumption: employee only about $278,925 at 4% or $185,950 at 6%; with 50% employer match about $185,950 at 4% or $123,967 at 6%; with 100% employer match about $139,463 at 4% or $92,975 at 6%.