Civic Intelligence

J.B. Merritt & Associates LLC

Plan context: J.B. Merritt & Associates LLC 401(K) Plan

EIN 57-1134447 • Lexington, SC • 13 filings • 2 plans

220 Swartz Rd.Lexington, SC 29072
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$145,319

2024 Contributions

$67,913

Historical Graphs

Total Assets Over Time

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

$201,564$100,782$0201220182024YearValue
$145,319Latest year 2024

Participants Over Time

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

530201220182024YearValue
3Latest year 2024

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
202413$145,319$67,913$22,638iApproximate average salary by contribution assumption: employee only about $565,942 at 4% or $377,294 at 6%; with 50% employer match about $377,294 at 4% or $251,530 at 6%; with 100% employer match about $282,971 at 4% or $188,647 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-3$145,319$67,913$22,638iApproximate average salary by contribution assumption: employee only about $565,942 at 4% or $377,294 at 6%; with 50% employer match about $377,294 at 4% or $251,530 at 6%; with 100% employer match about $282,971 at 4% or $188,647 at 6%.
202312$64,596$4,686$2,343iApproximate average salary by contribution assumption: employee only about $58,575 at 4% or $39,050 at 6%; with 50% employer match about $39,050 at 4% or $26,033 at 6%; with 100% employer match about $29,288 at 4% or $19,525 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-2$64,596$4,686$2,343iApproximate average salary by contribution assumption: employee only about $58,575 at 4% or $39,050 at 6%; with 50% employer match about $39,050 at 4% or $26,033 at 6%; with 100% employer match about $29,288 at 4% or $19,525 at 6%.
202215$190,982$28,140$5,628iApproximate average salary by contribution assumption: employee only about $140,700 at 4% or $93,800 at 6%; with 50% employer match about $93,800 at 4% or $62,533 at 6%; with 100% employer match about $70,350 at 4% or $46,900 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-5$190,982$28,140$5,628iApproximate average salary by contribution assumption: employee only about $140,700 at 4% or $93,800 at 6%; with 50% employer match about $93,800 at 4% or $62,533 at 6%; with 100% employer match about $70,350 at 4% or $46,900 at 6%.
202115$188,483$36,561$7,312iApproximate average salary by contribution assumption: employee only about $182,805 at 4% or $121,870 at 6%; with 50% employer match about $121,870 at 4% or $81,247 at 6%; with 100% employer match about $91,403 at 4% or $60,935 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-5$188,483$36,561$7,312iApproximate average salary by contribution assumption: employee only about $182,805 at 4% or $121,870 at 6%; with 50% employer match about $121,870 at 4% or $81,247 at 6%; with 100% employer match about $91,403 at 4% or $60,935 at 6%.
202015$137,044$33,982$6,796iApproximate average salary by contribution assumption: employee only about $169,910 at 4% or $113,273 at 6%; with 50% employer match about $113,273 at 4% or $75,516 at 6%; with 100% employer match about $84,955 at 4% or $56,637 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-5$137,044$33,982$6,796iApproximate average salary by contribution assumption: employee only about $169,910 at 4% or $113,273 at 6%; with 50% employer match about $113,273 at 4% or $75,516 at 6%; with 100% employer match about $84,955 at 4% or $56,637 at 6%.
201915$74,542$35,276$7,055iApproximate average salary by contribution assumption: employee only about $176,380 at 4% or $117,587 at 6%; with 50% employer match about $117,587 at 4% or $78,391 at 6%; with 100% employer match about $88,190 at 4% or $58,793 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-5$74,542$35,276$7,055iApproximate average salary by contribution assumption: employee only about $176,380 at 4% or $117,587 at 6%; with 50% employer match about $117,587 at 4% or $78,391 at 6%; with 100% employer match about $88,190 at 4% or $58,793 at 6%.
201815$201,564$31,111$6,222iApproximate average salary by contribution assumption: employee only about $155,555 at 4% or $103,703 at 6%; with 50% employer match about $103,703 at 4% or $69,136 at 6%; with 100% employer match about $77,778 at 4% or $51,852 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-5$201,564$31,111$6,222iApproximate average salary by contribution assumption: employee only about $155,555 at 4% or $103,703 at 6%; with 50% employer match about $103,703 at 4% or $69,136 at 6%; with 100% employer match about $77,778 at 4% or $51,852 at 6%.
201714$193,472$30,142$7,536iApproximate average salary by contribution assumption: employee only about $188,388 at 4% or $125,592 at 6%; with 50% employer match about $125,592 at 4% or $83,728 at 6%; with 100% employer match about $94,194 at 4% or $62,796 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-4$193,472$30,142$7,536iApproximate average salary by contribution assumption: employee only about $188,388 at 4% or $125,592 at 6%; with 50% employer match about $125,592 at 4% or $83,728 at 6%; with 100% employer match about $94,194 at 4% or $62,796 at 6%.
201614$130,108$31,520$7,880iApproximate average salary by contribution assumption: employee only about $197,000 at 4% or $131,333 at 6%; with 50% employer match about $131,333 at 4% or $87,556 at 6%; with 100% employer match about $98,500 at 4% or $65,667 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-4$130,108$31,520$7,880iApproximate average salary by contribution assumption: employee only about $197,000 at 4% or $131,333 at 6%; with 50% employer match about $131,333 at 4% or $87,556 at 6%; with 100% employer match about $98,500 at 4% or $65,667 at 6%.
201514$87,182$29,871$7,468iApproximate average salary by contribution assumption: employee only about $186,694 at 4% or $124,463 at 6%; with 50% employer match about $124,463 at 4% or $82,975 at 6%; with 100% employer match about $93,347 at 4% or $62,231 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-4$87,182$29,871$7,468iApproximate average salary by contribution assumption: employee only about $186,694 at 4% or $124,463 at 6%; with 50% employer match about $124,463 at 4% or $82,975 at 6%; with 100% employer match about $93,347 at 4% or $62,231 at 6%.
201414$62,077$29,479$7,370iApproximate average salary by contribution assumption: employee only about $184,244 at 4% or $122,829 at 6%; with 50% employer match about $122,829 at 4% or $81,886 at 6%; with 100% employer match about $92,122 at 4% or $61,415 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-4$62,077$29,479$7,370iApproximate average salary by contribution assumption: employee only about $184,244 at 4% or $122,829 at 6%; with 50% employer match about $122,829 at 4% or $81,886 at 6%; with 100% employer match about $92,122 at 4% or $61,415 at 6%.
201314$30,446$27,934$6,984iApproximate average salary by contribution assumption: employee only about $174,588 at 4% or $116,392 at 6%; with 50% employer match about $116,392 at 4% or $77,594 at 6%; with 100% employer match about $87,294 at 4% or $58,196 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-4$30,446$27,934$6,984iApproximate average salary by contribution assumption: employee only about $174,588 at 4% or $116,392 at 6%; with 50% employer match about $116,392 at 4% or $77,594 at 6%; with 100% employer match about $87,294 at 4% or $58,196 at 6%.
201213$1,645$1,586$529iApproximate average salary by contribution assumption: employee only about $13,217 at 4% or $8,811 at 6%; with 50% employer match about $8,811 at 4% or $5,874 at 6%; with 100% employer match about $6,608 at 4% or $4,406 at 6%.
J.B. Merritt & Associates LLC 401(K) Plan-3$1,645$1,586$529iApproximate average salary by contribution assumption: employee only about $13,217 at 4% or $8,811 at 6%; with 50% employer match about $8,811 at 4% or $5,874 at 6%; with 100% employer match about $6,608 at 4% or $4,406 at 6%.