Civic Intelligence

Lucas W. Merrell, D.D.S., P.A.

Plan context: Merrell Family Dentistry 401(K) Plan

EIN 46-4288509 • Landis, NC • 10 filings • 1 plans

702 S. Highland AvenueLandis, NC 28088
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,006,674

2024 Contributions

$138,651

Historical Graphs

Total Assets Over Time

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

$1,816,240$908,120$0201520192023YearValue
$1,006,674Latest year 2023

Participants Over Time

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

20100201520192023YearValue
20Latest year 2023

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
202410$0$138,651-
Merrell Family Dentistry 401(K) Plan-0$0$138,651-
2023120$1,006,674$167,066$8,353iApproximate average salary by contribution assumption: employee only about $208,832 at 4% or $139,222 at 6%; with 50% employer match about $139,222 at 4% or $92,814 at 6%; with 100% employer match about $104,416 at 4% or $69,611 at 6%.
Merrell Family Dentistry 401(K) Plan-20$1,006,674$167,066$8,353iApproximate average salary by contribution assumption: employee only about $208,832 at 4% or $139,222 at 6%; with 50% employer match about $139,222 at 4% or $92,814 at 6%; with 100% employer match about $104,416 at 4% or $69,611 at 6%.
2022118$1,471,345$136,809$7,601iApproximate average salary by contribution assumption: employee only about $190,013 at 4% or $126,675 at 6%; with 50% employer match about $126,675 at 4% or $84,450 at 6%; with 100% employer match about $95,006 at 4% or $63,338 at 6%.
Merrell Family Dentistry 401(K) Plan-18$1,471,345$136,809$7,601iApproximate average salary by contribution assumption: employee only about $190,013 at 4% or $126,675 at 6%; with 50% employer match about $126,675 at 4% or $84,450 at 6%; with 100% employer match about $95,006 at 4% or $63,338 at 6%.
2021120$1,816,240$150,418$7,521iApproximate average salary by contribution assumption: employee only about $188,023 at 4% or $125,348 at 6%; with 50% employer match about $125,348 at 4% or $83,566 at 6%; with 100% employer match about $94,011 at 4% or $62,674 at 6%.
Merrell Family Dentistry 401(K) Plan-20$1,816,240$150,418$7,521iApproximate average salary by contribution assumption: employee only about $188,023 at 4% or $125,348 at 6%; with 50% employer match about $125,348 at 4% or $83,566 at 6%; with 100% employer match about $94,011 at 4% or $62,674 at 6%.
2020120$1,442,062$528,829$26,441iApproximate average salary by contribution assumption: employee only about $661,036 at 4% or $440,691 at 6%; with 50% employer match about $440,691 at 4% or $293,794 at 6%; with 100% employer match about $330,518 at 4% or $220,345 at 6%.
Merrell Family Dentistry 401(K) Plan-20$1,442,062$528,829$26,441iApproximate average salary by contribution assumption: employee only about $661,036 at 4% or $440,691 at 6%; with 50% employer match about $440,691 at 4% or $293,794 at 6%; with 100% employer match about $330,518 at 4% or $220,345 at 6%.
2019119$737,430$136,136$7,165iApproximate average salary by contribution assumption: employee only about $179,126 at 4% or $119,418 at 6%; with 50% employer match about $119,418 at 4% or $79,612 at 6%; with 100% employer match about $89,563 at 4% or $59,709 at 6%.
Merrell Family Dentistry 401(K) Plan-19$737,430$136,136$7,165iApproximate average salary by contribution assumption: employee only about $179,126 at 4% or $119,418 at 6%; with 50% employer match about $119,418 at 4% or $79,612 at 6%; with 100% employer match about $89,563 at 4% or $59,709 at 6%.
2018117$490,493$108,024$6,354iApproximate average salary by contribution assumption: employee only about $158,859 at 4% or $105,906 at 6%; with 50% employer match about $105,906 at 4% or $70,604 at 6%; with 100% employer match about $79,429 at 4% or $52,953 at 6%.
Merrell Family Dentistry 401(K) Plan-17$490,493$108,024$6,354iApproximate average salary by contribution assumption: employee only about $158,859 at 4% or $105,906 at 6%; with 50% employer match about $105,906 at 4% or $70,604 at 6%; with 100% employer match about $79,429 at 4% or $52,953 at 6%.
2017119$427,643$123,865$6,519iApproximate average salary by contribution assumption: employee only about $162,980 at 4% or $108,654 at 6%; with 50% employer match about $108,654 at 4% or $72,436 at 6%; with 100% employer match about $81,490 at 4% or $54,327 at 6%.
Merrell Family Dentistry 401(K) Plan-19$427,643$123,865$6,519iApproximate average salary by contribution assumption: employee only about $162,980 at 4% or $108,654 at 6%; with 50% employer match about $108,654 at 4% or $72,436 at 6%; with 100% employer match about $81,490 at 4% or $54,327 at 6%.
2016117$245,306$140,297$8,253iApproximate average salary by contribution assumption: employee only about $206,319 at 4% or $137,546 at 6%; with 50% employer match about $137,546 at 4% or $91,697 at 6%; with 100% employer match about $103,160 at 4% or $68,773 at 6%.
Merrell Family Dentistry 401(K) Plan-17$245,306$140,297$8,253iApproximate average salary by contribution assumption: employee only about $206,319 at 4% or $137,546 at 6%; with 50% employer match about $137,546 at 4% or $91,697 at 6%; with 100% employer match about $103,160 at 4% or $68,773 at 6%.
2015116$91,753$93,517$5,845iApproximate average salary by contribution assumption: employee only about $146,120 at 4% or $97,414 at 6%; with 50% employer match about $97,414 at 4% or $64,942 at 6%; with 100% employer match about $73,060 at 4% or $48,707 at 6%.
Merrell Family Dentistry 401(K) Plan-16$91,753$93,517$5,845iApproximate average salary by contribution assumption: employee only about $146,120 at 4% or $97,414 at 6%; with 50% employer match about $97,414 at 4% or $64,942 at 6%; with 100% employer match about $73,060 at 4% or $48,707 at 6%.