Civic Intelligence

Merwin Capital Management LLC

Plan context: Merwin Capital Management LLC Cg Db Plan

EIN 46-4721213 • Scottsdale, AZ • 3 filings • 1 plans

4850 E. Desert Cove, Suite 150Scottsdale, AZ 85254
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$132,660

2017 Contributions

$90,000

Historical Graphs

Total Assets Over Time

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

$132,660$66,330$020152016YearValue
$132,660Latest year 2016

Participants Over Time

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

21020152016YearValue
2Latest year 2016

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
201710$0$90,000-
Merwin Capital Management LLC Cg Db Plan-0$0$90,000-
201612$132,660$72,324$36,162iApproximate average salary by contribution assumption: employee only about $904,050 at 4% or $602,700 at 6%; with 50% employer match about $602,700 at 4% or $401,800 at 6%; with 100% employer match about $452,025 at 4% or $301,350 at 6%.
Merwin Capital Management LLC Cg Db Plan-2$132,660$72,324$36,162iApproximate average salary by contribution assumption: employee only about $904,050 at 4% or $602,700 at 6%; with 50% employer match about $602,700 at 4% or $401,800 at 6%; with 100% employer match about $452,025 at 4% or $301,350 at 6%.
201512$45,042$52,324$26,162iApproximate average salary by contribution assumption: employee only about $654,050 at 4% or $436,033 at 6%; with 50% employer match about $436,033 at 4% or $290,689 at 6%; with 100% employer match about $327,025 at 4% or $218,017 at 6%.
Merwin Capital Management LLC Cg Db Plan-2$45,042$52,324$26,162iApproximate average salary by contribution assumption: employee only about $654,050 at 4% or $436,033 at 6%; with 50% employer match about $436,033 at 4% or $290,689 at 6%; with 100% employer match about $327,025 at 4% or $218,017 at 6%.