Civic Intelligence

Merlinos & Associates Inc.

Plan context: Merlinos & Associates Inc. 401K Plan

EIN 58-2512336 • Peachtree Corners, GA • 22 filings • 3 plans

5550 Peachtree ParkwaySuite 600Peachtree Corners, GA 30092
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$13,378,982

2024 Contributions

$826,238

Historical Graphs

Total Assets Over Time

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

$20,221,882$10,110,941$0201220182023YearValue
$13,378,982Latest year 2023

Participants Over Time

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

73370201220182023YearValue
66Latest year 2023

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
202410$0$0-
Merlinos & Associates Inc. 401K Plan-0$0--
2023166$13,378,982$826,238$12,519iApproximate average salary by contribution assumption: employee only about $312,969 at 4% or $208,646 at 6%; with 50% employer match about $208,646 at 4% or $139,097 at 6%; with 100% employer match about $156,484 at 4% or $104,323 at 6%.
Merlinos & Associates Inc. 401K Plan-66$13,378,982$826,238$12,519iApproximate average salary by contribution assumption: employee only about $312,969 at 4% or $208,646 at 6%; with 50% employer match about $208,646 at 4% or $139,097 at 6%; with 100% employer match about $156,484 at 4% or $104,323 at 6%.
2022273$15,418,883$3,582,733$49,079iApproximate average salary by contribution assumption: employee only about $1,226,963 at 4% or $817,976 at 6%; with 50% employer match about $817,976 at 4% or $545,317 at 6%; with 100% employer match about $613,482 at 4% or $408,988 at 6%.
Merlinos & Associates Inc. 401K Plan-73$15,418,883$3,582,733$49,079iApproximate average salary by contribution assumption: employee only about $1,226,963 at 4% or $817,976 at 6%; with 50% employer match about $817,976 at 4% or $545,317 at 6%; with 100% employer match about $613,482 at 4% or $408,988 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-0$0$0-
2021268$20,221,882$1,388,837$20,424iApproximate average salary by contribution assumption: employee only about $510,602 at 4% or $340,401 at 6%; with 50% employer match about $340,401 at 4% or $226,934 at 6%; with 100% employer match about $255,301 at 4% or $170,201 at 6%.
Merlinos & Associates Inc. 401K Plan-68$15,139,460$1,305,990$19,206iApproximate average salary by contribution assumption: employee only about $480,143 at 4% or $320,096 at 6%; with 50% employer match about $320,096 at 4% or $213,397 at 6%; with 100% employer match about $240,072 at 4% or $160,048 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-68$5,082,422$82,847$1,218iApproximate average salary by contribution assumption: employee only about $30,458 at 4% or $20,306 at 6%; with 50% employer match about $20,306 at 4% or $13,537 at 6%; with 100% employer match about $15,229 at 4% or $10,153 at 6%.
2020268$17,479,948$1,717,089$25,251iApproximate average salary by contribution assumption: employee only about $631,283 at 4% or $420,855 at 6%; with 50% employer match about $420,855 at 4% or $280,570 at 6%; with 100% employer match about $315,641 at 4% or $210,428 at 6%.
Merlinos & Associates Inc. 401K Plan-68$12,513,980$1,357,089$19,957iApproximate average salary by contribution assumption: employee only about $498,930 at 4% or $332,620 at 6%; with 50% employer match about $332,620 at 4% or $221,747 at 6%; with 100% employer match about $249,465 at 4% or $166,310 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-67$4,965,968$360,000$5,373iApproximate average salary by contribution assumption: employee only about $134,328 at 4% or $89,552 at 6%; with 50% employer match about $89,552 at 4% or $59,701 at 6%; with 100% employer match about $67,164 at 4% or $44,776 at 6%.
2019269$14,832,397$2,266,278$32,845iApproximate average salary by contribution assumption: employee only about $821,115 at 4% or $547,410 at 6%; with 50% employer match about $547,410 at 4% or $364,940 at 6%; with 100% employer match about $410,558 at 4% or $273,705 at 6%.
Merlinos & Associates Inc. 401K Plan-69$9,975,845$1,594,419$23,108iApproximate average salary by contribution assumption: employee only about $577,688 at 4% or $385,125 at 6%; with 50% employer match about $385,125 at 4% or $256,750 at 6%; with 100% employer match about $288,844 at 4% or $192,563 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-69$4,856,552$671,859$9,737iApproximate average salary by contribution assumption: employee only about $243,427 at 4% or $162,285 at 6%; with 50% employer match about $162,285 at 4% or $108,190 at 6%; with 100% employer match about $121,714 at 4% or $81,142 at 6%.
2018261$10,517,560$1,800,766$29,521iApproximate average salary by contribution assumption: employee only about $738,019 at 4% or $492,013 at 6%; with 50% employer match about $492,013 at 4% or $328,008 at 6%; with 100% employer match about $369,009 at 4% or $246,006 at 6%.
Merlinos & Associates Inc. 401K Plan-61$7,271,956$1,133,928$18,589iApproximate average salary by contribution assumption: employee only about $464,725 at 4% or $309,816 at 6%; with 50% employer match about $309,816 at 4% or $206,544 at 6%; with 100% employer match about $232,362 at 4% or $154,908 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-59$3,245,604$666,838$11,302iApproximate average salary by contribution assumption: employee only about $282,558 at 4% or $188,372 at 6%; with 50% employer match about $188,372 at 4% or $125,582 at 6%; with 100% employer match about $141,279 at 4% or $94,186 at 6%.
2017257$9,711,338$1,711,354$30,024iApproximate average salary by contribution assumption: employee only about $750,594 at 4% or $500,396 at 6%; with 50% employer match about $500,396 at 4% or $333,597 at 6%; with 100% employer match about $375,297 at 4% or $250,198 at 6%.
Merlinos & Associates Inc. 401K Plan-57$6,983,609$1,263,354$22,164iApproximate average salary by contribution assumption: employee only about $554,103 at 4% or $369,402 at 6%; with 50% employer match about $369,402 at 4% or $246,268 at 6%; with 100% employer match about $277,051 at 4% or $184,701 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-54$2,727,729$448,000$8,296iApproximate average salary by contribution assumption: employee only about $207,407 at 4% or $138,272 at 6%; with 50% employer match about $138,272 at 4% or $92,181 at 6%; with 100% employer match about $103,704 at 4% or $69,136 at 6%.
2016255$6,847,700$1,955,884$35,562iApproximate average salary by contribution assumption: employee only about $889,038 at 4% or $592,692 at 6%; with 50% employer match about $592,692 at 4% or $395,128 at 6%; with 100% employer match about $444,519 at 4% or $296,346 at 6%.
Merlinos & Associates Inc. 401K Plan-55$4,971,554$1,211,884$22,034iApproximate average salary by contribution assumption: employee only about $550,856 at 4% or $367,238 at 6%; with 50% employer match about $367,238 at 4% or $244,825 at 6%; with 100% employer match about $275,428 at 4% or $183,619 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-52$1,876,146$744,000$14,308iApproximate average salary by contribution assumption: employee only about $357,692 at 4% or $238,462 at 6%; with 50% employer match about $238,462 at 4% or $158,974 at 6%; with 100% employer match about $178,846 at 4% or $119,231 at 6%.
2015251$4,622,449$1,601,732$31,407iApproximate average salary by contribution assumption: employee only about $785,163 at 4% or $523,442 at 6%; with 50% employer match about $523,442 at 4% or $348,961 at 6%; with 100% employer match about $392,581 at 4% or $261,721 at 6%.
Merlinos & Associates Inc. 401K Plan-51$3,582,309$1,053,023$20,648iApproximate average salary by contribution assumption: employee only about $516,188 at 4% or $344,125 at 6%; with 50% employer match about $344,125 at 4% or $229,417 at 6%; with 100% employer match about $258,094 at 4% or $172,063 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-50$1,040,140$548,709$10,974iApproximate average salary by contribution assumption: employee only about $274,355 at 4% or $182,903 at 6%; with 50% employer match about $182,903 at 4% or $121,935 at 6%; with 100% employer match about $137,177 at 4% or $91,452 at 6%.
2014248$3,116,647$1,410,980$29,395iApproximate average salary by contribution assumption: employee only about $734,885 at 4% or $489,924 at 6%; with 50% employer match about $489,924 at 4% or $326,616 at 6%; with 100% employer match about $367,443 at 4% or $244,962 at 6%.
Merlinos & Associates Inc. 401K Plan-48$2,614,135$913,177$19,025iApproximate average salary by contribution assumption: employee only about $475,613 at 4% or $317,075 at 6%; with 50% employer match about $317,075 at 4% or $211,384 at 6%; with 100% employer match about $237,807 at 4% or $158,538 at 6%.
MERLINOS & ASSOCIATES, INC. CASH BALANCE PLAN-46$502,512$497,803$10,822iApproximate average salary by contribution assumption: employee only about $270,545 at 4% or $180,363 at 6%; with 50% employer match about $180,363 at 4% or $120,242 at 6%; with 100% employer match about $135,273 at 4% or $90,182 at 6%.
2013144$1,317,297$815,697$18,539iApproximate average salary by contribution assumption: employee only about $463,464 at 4% or $308,976 at 6%; with 50% employer match about $308,976 at 4% or $205,984 at 6%; with 100% employer match about $231,732 at 4% or $154,488 at 6%.
Merlinos & Associates Inc. 401K Plan-44$1,317,297$815,697$18,539iApproximate average salary by contribution assumption: employee only about $463,464 at 4% or $308,976 at 6%; with 50% employer match about $308,976 at 4% or $205,984 at 6%; with 100% employer match about $231,732 at 4% or $154,488 at 6%.
2012143$432,632$421,613$9,805iApproximate average salary by contribution assumption: employee only about $245,124 at 4% or $163,416 at 6%; with 50% employer match about $163,416 at 4% or $108,944 at 6%; with 100% employer match about $122,562 at 4% or $81,708 at 6%.
Merlinos & Associates Inc. 401K Plan-43$432,632$421,613$9,805iApproximate average salary by contribution assumption: employee only about $245,124 at 4% or $163,416 at 6%; with 50% employer match about $163,416 at 4% or $108,944 at 6%; with 100% employer match about $122,562 at 4% or $81,708 at 6%.