Civic Intelligence

Wofford, Zobal & Mantooth Ptnrs.

Plan context: Merrill Lynch Pierce Fenner and Smith Inc. Master Indiv.

EIN 75-6057559 • 3 filings • 3 plans

Current Snapshot

Latest Year

2001

2001 Participants

3

2001 Assets

$982,496

2001 Contributions

$24,898

Historical Graphs

Total Assets Over Time

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

$982,496$491,248$019992000YearValue
$982,496Latest year 2000

Participants Over Time

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

32019992000YearValue
3Latest year 2000

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
200110$0$0-
Merrill Lynch Pierce Fenner and Smith Inc. Master Indiv.-0---
200013$982,496$24,898$8,299iApproximate average salary by contribution assumption: employee only about $207,483 at 4% or $138,322 at 6%; with 50% employer match about $138,322 at 4% or $92,215 at 6%; with 100% employer match about $103,742 at 4% or $69,161 at 6%.
Merrill Lynch Pierce Fenner and Smith Inc. Master Indiv.-3$982,496$24,898$8,299iApproximate average salary by contribution assumption: employee only about $207,483 at 4% or $138,322 at 6%; with 50% employer match about $138,322 at 4% or $92,215 at 6%; with 100% employer match about $103,742 at 4% or $69,161 at 6%.
199913$965,403$50,969$16,990iApproximate average salary by contribution assumption: employee only about $424,742 at 4% or $283,161 at 6%; with 50% employer match about $283,161 at 4% or $188,774 at 6%; with 100% employer match about $212,371 at 4% or $141,581 at 6%.
Merrill Lynch Pierce Fenner and Smith Inc. Master Indiv.-3$965,403$50,969$16,990iApproximate average salary by contribution assumption: employee only about $424,742 at 4% or $283,161 at 6%; with 50% employer match about $283,161 at 4% or $188,774 at 6%; with 100% employer match about $212,371 at 4% or $141,581 at 6%.