Civic Intelligence

Jeffrey Bartnick

Plan context: Merrill Lynch Profit Sharing Plan

EIN 59-2528418 • Fort Lauderdale, FL • 12 filings • 2 plans

1749 N.e. 26th StreetFort Lauderdale, FL 33305-1428
Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$1,125,274

2010 Contributions

$71,519

Historical Graphs

Total Assets Over Time

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

$1,125,274$562,637$0199920042009YearValue
$1,125,274Latest year 2009

Participants Over Time

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

420199920042009YearValue
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 Profit Sharing Plan-0$0--
200914$1,125,274$71,519$17,880iApproximate average salary by contribution assumption: employee only about $446,994 at 4% or $297,996 at 6%; with 50% employer match about $297,996 at 4% or $198,664 at 6%; with 100% employer match about $223,497 at 4% or $148,998 at 6%.
Merrill Lynch Profit Sharing Plan-4$1,125,274$71,519$17,880iApproximate average salary by contribution assumption: employee only about $446,994 at 4% or $297,996 at 6%; with 50% employer match about $297,996 at 4% or $198,664 at 6%; with 100% employer match about $223,497 at 4% or $148,998 at 6%.
200814$848,555$65,232$16,308iApproximate average salary by contribution assumption: employee only about $407,700 at 4% or $271,800 at 6%; with 50% employer match about $271,800 at 4% or $181,200 at 6%; with 100% employer match about $203,850 at 4% or $135,900 at 6%.
Merrill Lynch Profit Sharing Plan-4$848,555$65,232$16,308iApproximate average salary by contribution assumption: employee only about $407,700 at 4% or $271,800 at 6%; with 50% employer match about $271,800 at 4% or $181,200 at 6%; with 100% employer match about $203,850 at 4% or $135,900 at 6%.
200713$1,081,331$59,890$19,963iApproximate average salary by contribution assumption: employee only about $499,083 at 4% or $332,722 at 6%; with 50% employer match about $332,722 at 4% or $221,815 at 6%; with 100% employer match about $249,542 at 4% or $166,361 at 6%.
Merrill Lynch Profit Sharing Plan-3$1,081,331$59,890$19,963iApproximate average salary by contribution assumption: employee only about $499,083 at 4% or $332,722 at 6%; with 50% employer match about $332,722 at 4% or $221,815 at 6%; with 100% employer match about $249,542 at 4% or $166,361 at 6%.
200613$945,390$58,062$19,354iApproximate average salary by contribution assumption: employee only about $483,850 at 4% or $322,567 at 6%; with 50% employer match about $322,567 at 4% or $215,044 at 6%; with 100% employer match about $241,925 at 4% or $161,283 at 6%.
Merrill Lynch Profit Sharing Plan-3$945,390$58,062$19,354iApproximate average salary by contribution assumption: employee only about $483,850 at 4% or $322,567 at 6%; with 50% employer match about $322,567 at 4% or $215,044 at 6%; with 100% employer match about $241,925 at 4% or $161,283 at 6%.
200513$805,829$52,719$17,573iApproximate average salary by contribution assumption: employee only about $439,325 at 4% or $292,883 at 6%; with 50% employer match about $292,883 at 4% or $195,256 at 6%; with 100% employer match about $219,663 at 4% or $146,442 at 6%.
Merrill Lynch Profit Sharing Plan-3$805,829$52,719$17,573iApproximate average salary by contribution assumption: employee only about $439,325 at 4% or $292,883 at 6%; with 50% employer match about $292,883 at 4% or $195,256 at 6%; with 100% employer match about $219,663 at 4% or $146,442 at 6%.
200413$710,874$56,488$18,829iApproximate average salary by contribution assumption: employee only about $470,733 at 4% or $313,822 at 6%; with 50% employer match about $313,822 at 4% or $209,215 at 6%; with 100% employer match about $235,367 at 4% or $156,911 at 6%.
Merrill Lynch Profit Sharing Plan-3$710,874$56,488$18,829iApproximate average salary by contribution assumption: employee only about $470,733 at 4% or $313,822 at 6%; with 50% employer match about $313,822 at 4% or $209,215 at 6%; with 100% employer match about $235,367 at 4% or $156,911 at 6%.
200314$600,931$59,971$14,993iApproximate average salary by contribution assumption: employee only about $374,819 at 4% or $249,879 at 6%; with 50% employer match about $249,879 at 4% or $166,586 at 6%; with 100% employer match about $187,409 at 4% or $124,940 at 6%.
Merrill Lynch Profit Sharing Plan-4$600,931$59,971$14,993iApproximate average salary by contribution assumption: employee only about $374,819 at 4% or $249,879 at 6%; with 50% employer match about $249,879 at 4% or $166,586 at 6%; with 100% employer match about $187,409 at 4% or $124,940 at 6%.
200213$453,762$51,666$17,222iApproximate average salary by contribution assumption: employee only about $430,550 at 4% or $287,033 at 6%; with 50% employer match about $287,033 at 4% or $191,356 at 6%; with 100% employer match about $215,275 at 4% or $143,517 at 6%.
Merrill Lynch Profit Sharing Plan-3$453,762$51,666$17,222iApproximate average salary by contribution assumption: employee only about $430,550 at 4% or $287,033 at 6%; with 50% employer match about $287,033 at 4% or $191,356 at 6%; with 100% employer match about $215,275 at 4% or $143,517 at 6%.
200113$520,117$37,515$12,505iApproximate average salary by contribution assumption: employee only about $312,625 at 4% or $208,417 at 6%; with 50% employer match about $208,417 at 4% or $138,944 at 6%; with 100% employer match about $156,313 at 4% or $104,208 at 6%.
Merrill Lynch Profit Sharing Plan-3$520,117$37,515$12,505iApproximate average salary by contribution assumption: employee only about $312,625 at 4% or $208,417 at 6%; with 50% employer match about $208,417 at 4% or $138,944 at 6%; with 100% employer match about $156,313 at 4% or $104,208 at 6%.
200014$513,223$35,749$8,937iApproximate average salary by contribution assumption: employee only about $223,431 at 4% or $148,954 at 6%; with 50% employer match about $148,954 at 4% or $99,303 at 6%; with 100% employer match about $111,716 at 4% or $74,477 at 6%.
Merrill Lynch Profit Sharing Plan-4$513,223$35,749$8,937iApproximate average salary by contribution assumption: employee only about $223,431 at 4% or $148,954 at 6%; with 50% employer match about $148,954 at 4% or $99,303 at 6%; with 100% employer match about $111,716 at 4% or $74,477 at 6%.
199914$543,222$32,875$8,219iApproximate average salary by contribution assumption: employee only about $205,469 at 4% or $136,979 at 6%; with 50% employer match about $136,979 at 4% or $91,319 at 6%; with 100% employer match about $102,734 at 4% or $68,490 at 6%.
Merrill Lynch Profit Sharing Plan-4$543,222$32,875$8,219iApproximate average salary by contribution assumption: employee only about $205,469 at 4% or $136,979 at 6%; with 50% employer match about $136,979 at 4% or $91,319 at 6%; with 100% employer match about $102,734 at 4% or $68,490 at 6%.