Jerry D Merrell Dds
Plan context: Jerry D Merrell Dds Money Purchase Plan
EIN 75-2270115 • Solvang, CA • 19 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$154,124
2018 Contributions
$11,415
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 4 | $154,124 | $0 | - |
| Jerry D Merrell Dds Money Purchase Plan | - | 4 | $154,124 | $0 | - |
| 2017 | 1 | 4 | $162,177 | $11,415 | $2,854iApproximate average salary by contribution assumption: employee only about $71,344 at 4% or $47,563 at 6%; with 50% employer match about $47,563 at 4% or $31,708 at 6%; with 100% employer match about $35,672 at 4% or $23,781 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 4 | $162,177 | $11,415 | $2,854iApproximate average salary by contribution assumption: employee only about $71,344 at 4% or $47,563 at 6%; with 50% employer match about $47,563 at 4% or $31,708 at 6%; with 100% employer match about $35,672 at 4% or $23,781 at 6%. |
| 2016 | 1 | 4 | $126,191 | $20,943 | $5,236iApproximate average salary by contribution assumption: employee only about $130,894 at 4% or $87,263 at 6%; with 50% employer match about $87,263 at 4% or $58,175 at 6%; with 100% employer match about $65,447 at 4% or $43,631 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 4 | $126,191 | $20,943 | $5,236iApproximate average salary by contribution assumption: employee only about $130,894 at 4% or $87,263 at 6%; with 50% employer match about $87,263 at 4% or $58,175 at 6%; with 100% employer match about $65,447 at 4% or $43,631 at 6%. |
| 2015 | 1 | 4 | $97,554 | $51,945 | $12,986iApproximate average salary by contribution assumption: employee only about $324,656 at 4% or $216,438 at 6%; with 50% employer match about $216,438 at 4% or $144,292 at 6%; with 100% employer match about $162,328 at 4% or $108,219 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 4 | $97,554 | $51,945 | $12,986iApproximate average salary by contribution assumption: employee only about $324,656 at 4% or $216,438 at 6%; with 50% employer match about $216,438 at 4% or $144,292 at 6%; with 100% employer match about $162,328 at 4% or $108,219 at 6%. |
| 2014 | 1 | 4 | $46,642 | $44,903 | $11,226iApproximate average salary by contribution assumption: employee only about $280,644 at 4% or $187,096 at 6%; with 50% employer match about $187,096 at 4% or $124,731 at 6%; with 100% employer match about $140,322 at 4% or $93,548 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 4 | $46,642 | $44,903 | $11,226iApproximate average salary by contribution assumption: employee only about $280,644 at 4% or $187,096 at 6%; with 50% employer match about $187,096 at 4% or $124,731 at 6%; with 100% employer match about $140,322 at 4% or $93,548 at 6%. |
| 2008 | 1 | 1 | $325,683 | $0 | - |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 1 | $325,683 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 6 | $502,186 | $70,097 | $11,683iApproximate average salary by contribution assumption: employee only about $292,071 at 4% or $194,714 at 6%; with 50% employer match about $194,714 at 4% or $129,809 at 6%; with 100% employer match about $146,035 at 4% or $97,357 at 6%. |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 6 | $502,186 | $70,097 | $11,683iApproximate average salary by contribution assumption: employee only about $292,071 at 4% or $194,714 at 6%; with 50% employer match about $194,714 at 4% or $129,809 at 6%; with 100% employer match about $146,035 at 4% or $97,357 at 6%. |
| 2005 | 2 | 4 | $502,186 | $70,097 | $17,524iApproximate average salary by contribution assumption: employee only about $438,106 at 4% or $292,071 at 6%; with 50% employer match about $292,071 at 4% or $194,714 at 6%; with 100% employer match about $219,053 at 4% or $146,035 at 6%. |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 4 | $502,186 | $70,097 | $17,524iApproximate average salary by contribution assumption: employee only about $438,106 at 4% or $292,071 at 6%; with 50% employer match about $292,071 at 4% or $194,714 at 6%; with 100% employer match about $219,053 at 4% or $146,035 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 0 | - | - | - |
| 2004 | 2 | 5 | $403,607 | $61,000 | $12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%. |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 5 | $203,025 | $34,958 | $6,992iApproximate average salary by contribution assumption: employee only about $174,790 at 4% or $116,527 at 6%; with 50% employer match about $116,527 at 4% or $77,684 at 6%; with 100% employer match about $87,395 at 4% or $58,263 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 5 | $200,582 | $26,042 | $5,208iApproximate average salary by contribution assumption: employee only about $130,210 at 4% or $86,807 at 6%; with 50% employer match about $86,807 at 4% or $57,871 at 6%; with 100% employer match about $65,105 at 4% or $43,403 at 6%. |
| 2002 | 2 | 6 | $262,770 | $85,811 | $14,302iApproximate average salary by contribution assumption: employee only about $357,546 at 4% or $238,364 at 6%; with 50% employer match about $238,364 at 4% or $158,909 at 6%; with 100% employer match about $178,773 at 4% or $119,182 at 6%. |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 6 | $143,676 | $48,502 | $8,084iApproximate average salary by contribution assumption: employee only about $202,092 at 4% or $134,728 at 6%; with 50% employer match about $134,728 at 4% or $89,819 at 6%; with 100% employer match about $101,046 at 4% or $67,364 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 6 | $119,094 | $37,309 | $6,218iApproximate average salary by contribution assumption: employee only about $155,454 at 4% or $103,636 at 6%; with 50% employer match about $103,636 at 4% or $69,091 at 6%; with 100% employer match about $77,727 at 4% or $51,818 at 6%. |
| 2001 | 2 | 6 | $0 | $0 | - |
| Jerry D Merrell Dds Money Purchase Plan | - | 6 | - | - | - |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 2 | 6 | $0 | $0 | - |
| Jerry D. Merrell, Dds Profit Sharing Plan | - | 6 | - | - | - |
| Jerry D Merrell Dds Money Purchase Plan | - | 6 | - | - | - |
| 1999 | 1 | 4 | $96,131 | $21,096 | $5,274iApproximate average salary by contribution assumption: employee only about $131,850 at 4% or $87,900 at 6%; with 50% employer match about $87,900 at 4% or $58,600 at 6%; with 100% employer match about $65,925 at 4% or $43,950 at 6%. |
| Jerry D Merrell Dds Money Purchase Plan | - | 4 | $96,131 | $21,096 | $5,274iApproximate average salary by contribution assumption: employee only about $131,850 at 4% or $87,900 at 6%; with 50% employer match about $87,900 at 4% or $58,600 at 6%; with 100% employer match about $65,925 at 4% or $43,950 at 6%. |