Merrifield Partners LLC
Plan context: Merrifield Partners LLC Retirement Plan
EIN 56-2031067 • Charlotte, NC • 6 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
9
2009 Assets
$1,978,688
2009 Contributions
$141,865
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 9 | $1,978,688 | $141,865 | $15,763iApproximate average salary by contribution assumption: employee only about $394,069 at 4% or $262,713 at 6%; with 50% employer match about $262,713 at 4% or $175,142 at 6%; with 100% employer match about $197,035 at 4% or $131,356 at 6%. |
| Merrifield Partners LLC Retirement Plan | - | 9 | $1,978,688 | $141,865 | $15,763iApproximate average salary by contribution assumption: employee only about $394,069 at 4% or $262,713 at 6%; with 50% employer match about $262,713 at 4% or $175,142 at 6%; with 100% employer match about $197,035 at 4% or $131,356 at 6%. |
| 2008 | 1 | 12 | $1,440,615 | $190,374 | $15,865iApproximate average salary by contribution assumption: employee only about $396,613 at 4% or $264,408 at 6%; with 50% employer match about $264,408 at 4% or $176,272 at 6%; with 100% employer match about $198,306 at 4% or $132,204 at 6%. |
| Merrifield Partners LLC Retirement Plan | - | 12 | $1,440,615 | $190,374 | $15,865iApproximate average salary by contribution assumption: employee only about $396,613 at 4% or $264,408 at 6%; with 50% employer match about $264,408 at 4% or $176,272 at 6%; with 100% employer match about $198,306 at 4% or $132,204 at 6%. |
| 2007 | 1 | 12 | $2,098,912 | $209,509 | $17,459iApproximate average salary by contribution assumption: employee only about $436,477 at 4% or $290,985 at 6%; with 50% employer match about $290,985 at 4% or $193,990 at 6%; with 100% employer match about $218,239 at 4% or $145,492 at 6%. |
| Merrifield Partners LLC Retirement Plan | - | 12 | $2,098,912 | $209,509 | $17,459iApproximate average salary by contribution assumption: employee only about $436,477 at 4% or $290,985 at 6%; with 50% employer match about $290,985 at 4% or $193,990 at 6%; with 100% employer match about $218,239 at 4% or $145,492 at 6%. |
| 2006 | 1 | 12 | $1,717,731 | $184,805 | $15,400iApproximate average salary by contribution assumption: employee only about $385,010 at 4% or $256,674 at 6%; with 50% employer match about $256,674 at 4% or $171,116 at 6%; with 100% employer match about $192,505 at 4% or $128,337 at 6%. |
| Merrifield Partners LLC Retirement Plan | - | 12 | $1,717,731 | $184,805 | $15,400iApproximate average salary by contribution assumption: employee only about $385,010 at 4% or $256,674 at 6%; with 50% employer match about $256,674 at 4% or $171,116 at 6%; with 100% employer match about $192,505 at 4% or $128,337 at 6%. |
| 2005 | 1 | 11 | $1,502,232 | $163,826 | $14,893iApproximate average salary by contribution assumption: employee only about $372,332 at 4% or $248,221 at 6%; with 50% employer match about $248,221 at 4% or $165,481 at 6%; with 100% employer match about $186,166 at 4% or $124,111 at 6%. |
| Merrifield Partners LLC Retirement Plan | - | 11 | $1,502,232 | $163,826 | $14,893iApproximate average salary by contribution assumption: employee only about $372,332 at 4% or $248,221 at 6%; with 50% employer match about $248,221 at 4% or $165,481 at 6%; with 100% employer match about $186,166 at 4% or $124,111 at 6%. |
| 2004 | 1 | 14 | $1,350,608 | $22,277 | $1,591iApproximate average salary by contribution assumption: employee only about $39,780 at 4% or $26,520 at 6%; with 50% employer match about $26,520 at 4% or $17,680 at 6%; with 100% employer match about $19,890 at 4% or $13,260 at 6%. |
| Merrifield Partners LLC Retirement Plan | - | 14 | $1,350,608 | $22,277 | $1,591iApproximate average salary by contribution assumption: employee only about $39,780 at 4% or $26,520 at 6%; with 50% employer match about $26,520 at 4% or $17,680 at 6%; with 100% employer match about $19,890 at 4% or $13,260 at 6%. |