Civic Intelligence

Frederick a Schoenbrodt

Plan context: Merrill Lynch MI Serp FBO

EIN 52-1038182 • 11 filings • 4 plans

Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$3,731,800

2010 Contributions

$29,855

Historical Graphs

Total Assets Over Time

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

$5,154,613$2,577,307$0199920052009YearValue
$3,731,800Latest year 2009

Participants Over Time

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

420199920052009YearValue
4Latest year 2009

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
201010$0$0-
Merrill Lynch MI Serp FBO-----
200914$3,731,800$0-
Merrill Lynch MI Serp FBO-4$3,731,800--
200814$3,175,781$0-
Merrill Lynch MI Serp FBO-4$3,175,781--
200714$0$0-
Merrill Lynch MI Serp FBO-4---
200614$5,154,613$29,855$7,464iApproximate average salary by contribution assumption: employee only about $186,594 at 4% or $124,396 at 6%; with 50% employer match about $124,396 at 4% or $82,931 at 6%; with 100% employer match about $93,297 at 4% or $62,198 at 6%.
Merrill Lynch MI Serp FBO-4$5,154,613$29,855$7,464iApproximate average salary by contribution assumption: employee only about $186,594 at 4% or $124,396 at 6%; with 50% employer match about $124,396 at 4% or $82,931 at 6%; with 100% employer match about $93,297 at 4% or $62,198 at 6%.
200514$4,369,357$30,127$7,532iApproximate average salary by contribution assumption: employee only about $188,294 at 4% or $125,529 at 6%; with 50% employer match about $125,529 at 4% or $83,686 at 6%; with 100% employer match about $94,147 at 4% or $62,765 at 6%.
Merrill Lynch MI Serp FBO-4$4,369,357$30,127$7,532iApproximate average salary by contribution assumption: employee only about $188,294 at 4% or $125,529 at 6%; with 50% employer match about $125,529 at 4% or $83,686 at 6%; with 100% employer match about $94,147 at 4% or $62,765 at 6%.
200414$4,141,873$29,941$7,485iApproximate average salary by contribution assumption: employee only about $187,131 at 4% or $124,754 at 6%; with 50% employer match about $124,754 at 4% or $83,169 at 6%; with 100% employer match about $93,566 at 4% or $62,377 at 6%.
Merrill Lynch MI Serp FBO-4$4,141,873$29,941$7,485iApproximate average salary by contribution assumption: employee only about $187,131 at 4% or $124,754 at 6%; with 50% employer match about $124,754 at 4% or $83,169 at 6%; with 100% employer match about $93,566 at 4% or $62,377 at 6%.
200310$0$0-
Merrill Lynch MI Serp FBO-0---
200214$2,931,724$29,906$7,477iApproximate average salary by contribution assumption: employee only about $186,913 at 4% or $124,608 at 6%; with 50% employer match about $124,608 at 4% or $83,072 at 6%; with 100% employer match about $93,456 at 4% or $62,304 at 6%.
Merrill Lynch MI Serp FBO-4$2,931,724$29,906$7,477iApproximate average salary by contribution assumption: employee only about $186,913 at 4% or $124,608 at 6%; with 50% employer match about $124,608 at 4% or $83,072 at 6%; with 100% employer match about $93,456 at 4% or $62,304 at 6%.
200014$3,382,272$29,627$7,407iApproximate average salary by contribution assumption: employee only about $185,169 at 4% or $123,446 at 6%; with 50% employer match about $123,446 at 4% or $82,297 at 6%; with 100% employer match about $92,584 at 4% or $61,723 at 6%.
Merrill Lynch MI Serp FBO-4$3,382,272$29,627$7,407iApproximate average salary by contribution assumption: employee only about $185,169 at 4% or $123,446 at 6%; with 50% employer match about $123,446 at 4% or $82,297 at 6%; with 100% employer match about $92,584 at 4% or $61,723 at 6%.
199914$3,245,253$30,091$7,523iApproximate average salary by contribution assumption: employee only about $188,069 at 4% or $125,379 at 6%; with 50% employer match about $125,379 at 4% or $83,586 at 6%; with 100% employer match about $94,034 at 4% or $62,690 at 6%.
Merrill Lynch MI Serp FBO-4$3,245,253$30,091$7,523iApproximate average salary by contribution assumption: employee only about $188,069 at 4% or $125,379 at 6%; with 50% employer match about $125,379 at 4% or $83,586 at 6%; with 100% employer match about $94,034 at 4% or $62,690 at 6%.