Civic Intelligence

J Robert S Wheatley

Plan context: Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic

EIN 77-0178387 • Palo Alto, CA • 17 filings • 2 plans

755 Page Mill Road, Ste Bt-100Palo Alto, CA 94304
Current Snapshot

Latest Year

2015

2015 Participants

10

2015 Assets

$780,167

2015 Contributions

$56,300

Historical Graphs

Total Assets Over Time

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

$780,167$390,084$0199920082014YearValue
$780,167Latest year 2014

Participants Over Time

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

1260199920072014YearValue
10Latest year 2014

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
201510$0$0-
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-0$0--
2014110$780,167$0-
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-10$780,167--
2013110$746,560$56,300$5,630iApproximate average salary by contribution assumption: employee only about $140,750 at 4% or $93,833 at 6%; with 50% employer match about $93,833 at 4% or $62,556 at 6%; with 100% employer match about $70,375 at 4% or $46,917 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-10$746,560$56,300$5,630iApproximate average salary by contribution assumption: employee only about $140,750 at 4% or $93,833 at 6%; with 50% employer match about $93,833 at 4% or $62,556 at 6%; with 100% employer match about $70,375 at 4% or $46,917 at 6%.
2012112$772,447$55,722$4,644iApproximate average salary by contribution assumption: employee only about $116,088 at 4% or $77,392 at 6%; with 50% employer match about $77,392 at 4% or $51,594 at 6%; with 100% employer match about $58,044 at 4% or $38,696 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-12$772,447$55,722$4,644iApproximate average salary by contribution assumption: employee only about $116,088 at 4% or $77,392 at 6%; with 50% employer match about $77,392 at 4% or $51,594 at 6%; with 100% employer match about $58,044 at 4% or $38,696 at 6%.
201119$651,753$70,953$7,884iApproximate average salary by contribution assumption: employee only about $197,092 at 4% or $131,394 at 6%; with 50% employer match about $131,394 at 4% or $87,596 at 6%; with 100% employer match about $98,546 at 4% or $65,697 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-9$651,753$70,953$7,884iApproximate average salary by contribution assumption: employee only about $197,092 at 4% or $131,394 at 6%; with 50% employer match about $131,394 at 4% or $87,596 at 6%; with 100% employer match about $98,546 at 4% or $65,697 at 6%.
2010111$723,478$82,484$7,499iApproximate average salary by contribution assumption: employee only about $187,464 at 4% or $124,976 at 6%; with 50% employer match about $124,976 at 4% or $83,317 at 6%; with 100% employer match about $93,732 at 4% or $62,488 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-11$723,478$82,484$7,499iApproximate average salary by contribution assumption: employee only about $187,464 at 4% or $124,976 at 6%; with 50% employer match about $124,976 at 4% or $83,317 at 6%; with 100% employer match about $93,732 at 4% or $62,488 at 6%.
2009111$566,513$97,200$8,836iApproximate average salary by contribution assumption: employee only about $220,909 at 4% or $147,273 at 6%; with 50% employer match about $147,273 at 4% or $98,182 at 6%; with 100% employer match about $110,455 at 4% or $73,636 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-11$566,513$97,200$8,836iApproximate average salary by contribution assumption: employee only about $220,909 at 4% or $147,273 at 6%; with 50% employer match about $147,273 at 4% or $98,182 at 6%; with 100% employer match about $110,455 at 4% or $73,636 at 6%.
2008111$371,795$82,713$7,519iApproximate average salary by contribution assumption: employee only about $187,984 at 4% or $125,323 at 6%; with 50% employer match about $125,323 at 4% or $83,548 at 6%; with 100% employer match about $93,992 at 4% or $62,661 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-11$371,795$82,713$7,519iApproximate average salary by contribution assumption: employee only about $187,984 at 4% or $125,323 at 6%; with 50% employer match about $125,323 at 4% or $83,548 at 6%; with 100% employer match about $93,992 at 4% or $62,661 at 6%.
2007110$0$0-
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-10---
200619$378,460$132,300$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-9$378,460$132,300$14,700iApproximate average salary by contribution assumption: employee only about $367,500 at 4% or $245,000 at 6%; with 50% employer match about $245,000 at 4% or $163,333 at 6%; with 100% employer match about $183,750 at 4% or $122,500 at 6%.
2005110$242,237$52,288$5,229iApproximate average salary by contribution assumption: employee only about $130,720 at 4% or $87,147 at 6%; with 50% employer match about $87,147 at 4% or $58,098 at 6%; with 100% employer match about $65,360 at 4% or $43,573 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-10$242,237$52,288$5,229iApproximate average salary by contribution assumption: employee only about $130,720 at 4% or $87,147 at 6%; with 50% employer match about $87,147 at 4% or $58,098 at 6%; with 100% employer match about $65,360 at 4% or $43,573 at 6%.
200416$204,761$37,687$6,281iApproximate average salary by contribution assumption: employee only about $157,029 at 4% or $104,686 at 6%; with 50% employer match about $104,686 at 4% or $69,791 at 6%; with 100% employer match about $78,515 at 4% or $52,343 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-6$204,761$37,687$6,281iApproximate average salary by contribution assumption: employee only about $157,029 at 4% or $104,686 at 6%; with 50% employer match about $104,686 at 4% or $69,791 at 6%; with 100% employer match about $78,515 at 4% or $52,343 at 6%.
200315$166,835$22,630$4,526iApproximate average salary by contribution assumption: employee only about $113,150 at 4% or $75,433 at 6%; with 50% employer match about $75,433 at 4% or $50,289 at 6%; with 100% employer match about $56,575 at 4% or $37,717 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-5$166,835$22,630$4,526iApproximate average salary by contribution assumption: employee only about $113,150 at 4% or $75,433 at 6%; with 50% employer match about $75,433 at 4% or $50,289 at 6%; with 100% employer match about $56,575 at 4% or $37,717 at 6%.
200215$122,793$25,096$5,019iApproximate average salary by contribution assumption: employee only about $125,480 at 4% or $83,653 at 6%; with 50% employer match about $83,653 at 4% or $55,769 at 6%; with 100% employer match about $62,740 at 4% or $41,827 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-5$122,793$25,096$5,019iApproximate average salary by contribution assumption: employee only about $125,480 at 4% or $83,653 at 6%; with 50% employer match about $83,653 at 4% or $55,769 at 6%; with 100% employer match about $62,740 at 4% or $41,827 at 6%.
200110$0$0-
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-0---
200015$0$0-
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-5---
199913$211,410$18,450$6,150iApproximate average salary by contribution assumption: employee only about $153,750 at 4% or $102,500 at 6%; with 50% employer match about $102,500 at 4% or $68,333 at 6%; with 100% employer match about $76,875 at 4% or $51,250 at 6%.
Merrill Lynch Retirement Reserves Robert Wheatley Properties Basic-3$211,410$18,450$6,150iApproximate average salary by contribution assumption: employee only about $153,750 at 4% or $102,500 at 6%; with 50% employer match about $102,500 at 4% or $68,333 at 6%; with 100% employer match about $76,875 at 4% or $51,250 at 6%.