Civic Intelligence

Meritis Wealth Management Inc.

Plan context: Meritis Wealth Management Inc. 401(K) Plan

EIN 47-3670576 • Potomac, MD • 8 filings • 1 plans

12435 Park Potomac AvenueSuite 440Potomac, MD 20854
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$645,151

2025 Contributions

$67,861

Historical Graphs

Total Assets Over Time

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

$645,151$322,576$0201820222025YearValue
$645,151Latest year 2025

Participants Over Time

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

320201820222025YearValue
3Latest year 2025

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
202513$645,151$67,861$22,620iApproximate average salary by contribution assumption: employee only about $565,508 at 4% or $377,006 at 6%; with 50% employer match about $377,006 at 4% or $251,337 at 6%; with 100% employer match about $282,754 at 4% or $188,503 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-3$645,151$67,861$22,620iApproximate average salary by contribution assumption: employee only about $565,508 at 4% or $377,006 at 6%; with 50% employer match about $377,006 at 4% or $251,337 at 6%; with 100% employer match about $282,754 at 4% or $188,503 at 6%.
202413$478,313$64,597$21,532iApproximate average salary by contribution assumption: employee only about $538,308 at 4% or $358,872 at 6%; with 50% employer match about $358,872 at 4% or $239,248 at 6%; with 100% employer match about $269,154 at 4% or $179,436 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-3$478,313$64,597$21,532iApproximate average salary by contribution assumption: employee only about $538,308 at 4% or $358,872 at 6%; with 50% employer match about $358,872 at 4% or $239,248 at 6%; with 100% employer match about $269,154 at 4% or $179,436 at 6%.
202313$342,114$64,156$21,385iApproximate average salary by contribution assumption: employee only about $534,633 at 4% or $356,422 at 6%; with 50% employer match about $356,422 at 4% or $237,615 at 6%; with 100% employer match about $267,317 at 4% or $178,211 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-3$342,114$64,156$21,385iApproximate average salary by contribution assumption: employee only about $534,633 at 4% or $356,422 at 6%; with 50% employer match about $356,422 at 4% or $237,615 at 6%; with 100% employer match about $267,317 at 4% or $178,211 at 6%.
202213$226,397$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-3$226,397$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
202113$212,362$51,758$17,253iApproximate average salary by contribution assumption: employee only about $431,317 at 4% or $287,544 at 6%; with 50% employer match about $287,544 at 4% or $191,696 at 6%; with 100% employer match about $215,658 at 4% or $143,772 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-3$212,362$51,758$17,253iApproximate average salary by contribution assumption: employee only about $431,317 at 4% or $287,544 at 6%; with 50% employer match about $287,544 at 4% or $191,696 at 6%; with 100% employer match about $215,658 at 4% or $143,772 at 6%.
202013$158,791$52,280$17,427iApproximate average salary by contribution assumption: employee only about $435,667 at 4% or $290,444 at 6%; with 50% employer match about $290,444 at 4% or $193,630 at 6%; with 100% employer match about $217,833 at 4% or $145,222 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-3$158,791$52,280$17,427iApproximate average salary by contribution assumption: employee only about $435,667 at 4% or $290,444 at 6%; with 50% employer match about $290,444 at 4% or $193,630 at 6%; with 100% employer match about $217,833 at 4% or $145,222 at 6%.
201913$83,907$51,158$17,053iApproximate average salary by contribution assumption: employee only about $426,317 at 4% or $284,211 at 6%; with 50% employer match about $284,211 at 4% or $189,474 at 6%; with 100% employer match about $213,158 at 4% or $142,106 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-3$83,907$51,158$17,053iApproximate average salary by contribution assumption: employee only about $426,317 at 4% or $284,211 at 6%; with 50% employer match about $284,211 at 4% or $189,474 at 6%; with 100% employer match about $213,158 at 4% or $142,106 at 6%.
201812$26,646$26,552$13,276iApproximate average salary by contribution assumption: employee only about $331,900 at 4% or $221,267 at 6%; with 50% employer match about $221,267 at 4% or $147,511 at 6%; with 100% employer match about $165,950 at 4% or $110,633 at 6%.
Meritis Wealth Management Inc. 401(K) Plan-2$26,646$26,552$13,276iApproximate average salary by contribution assumption: employee only about $331,900 at 4% or $221,267 at 6%; with 50% employer match about $221,267 at 4% or $147,511 at 6%; with 100% employer match about $165,950 at 4% or $110,633 at 6%.