MERRICK PLANNING GROUP INC
Plan context: MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 46-4613349 • Merrick, NY • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$242,720
2025 Contributions
$85,156
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $242,720 | $85,156 | $14,193iApproximate average salary by contribution assumption: employee only about $354,817 at 4% or $236,544 at 6%; with 50% employer match about $236,544 at 4% or $157,696 at 6%; with 100% employer match about $177,408 at 4% or $118,272 at 6%. |
| MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $242,720 | $85,156 | $14,193iApproximate average salary by contribution assumption: employee only about $354,817 at 4% or $236,544 at 6%; with 50% employer match about $236,544 at 4% or $157,696 at 6%; with 100% employer match about $177,408 at 4% or $118,272 at 6%. |
| 2024 | 1 | 4 | $134,035 | $32,561 | $8,140iApproximate average salary by contribution assumption: employee only about $203,506 at 4% or $135,671 at 6%; with 50% employer match about $135,671 at 4% or $90,447 at 6%; with 100% employer match about $101,753 at 4% or $67,835 at 6%. |
| MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $134,035 | $32,561 | $8,140iApproximate average salary by contribution assumption: employee only about $203,506 at 4% or $135,671 at 6%; with 50% employer match about $135,671 at 4% or $90,447 at 6%; with 100% employer match about $101,753 at 4% or $67,835 at 6%. |
| 2023 | 1 | 4 | $126,051 | $26,889 | $6,722iApproximate average salary by contribution assumption: employee only about $168,056 at 4% or $112,038 at 6%; with 50% employer match about $112,038 at 4% or $74,692 at 6%; with 100% employer match about $84,028 at 4% or $56,019 at 6%. |
| MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $126,051 | $26,889 | $6,722iApproximate average salary by contribution assumption: employee only about $168,056 at 4% or $112,038 at 6%; with 50% employer match about $112,038 at 4% or $74,692 at 6%; with 100% employer match about $84,028 at 4% or $56,019 at 6%. |
| 2022 | 1 | 4 | $77,328 | $27,108 | $6,777iApproximate average salary by contribution assumption: employee only about $169,425 at 4% or $112,950 at 6%; with 50% employer match about $112,950 at 4% or $75,300 at 6%; with 100% employer match about $84,713 at 4% or $56,475 at 6%. |
| MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $77,328 | $27,108 | $6,777iApproximate average salary by contribution assumption: employee only about $169,425 at 4% or $112,950 at 6%; with 50% employer match about $112,950 at 4% or $75,300 at 6%; with 100% employer match about $84,713 at 4% or $56,475 at 6%. |
| 2021 | 1 | 4 | $67,747 | $32,256 | $8,064iApproximate average salary by contribution assumption: employee only about $201,600 at 4% or $134,400 at 6%; with 50% employer match about $134,400 at 4% or $89,600 at 6%; with 100% employer match about $100,800 at 4% or $67,200 at 6%. |
| MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $67,747 | $32,256 | $8,064iApproximate average salary by contribution assumption: employee only about $201,600 at 4% or $134,400 at 6%; with 50% employer match about $134,400 at 4% or $89,600 at 6%; with 100% employer match about $100,800 at 4% or $67,200 at 6%. |
| 2020 | 1 | 4 | $27,440 | $21,914 | $5,479iApproximate average salary by contribution assumption: employee only about $136,963 at 4% or $91,308 at 6%; with 50% employer match about $91,308 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%. |
| MERRICK PLANNING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $27,440 | $21,914 | $5,479iApproximate average salary by contribution assumption: employee only about $136,963 at 4% or $91,308 at 6%; with 50% employer match about $91,308 at 4% or $60,872 at 6%; with 100% employer match about $68,481 at 4% or $45,654 at 6%. |