Civic Intelligence

Meritage Advisors, L.L.C.

Plan context: Meritage Advisors Profit Sharing 401K Plan

EIN 77-0486689 • 2 filings • 1 plans

Current Snapshot

Latest Year

2000

2000 Participants

4

2000 Assets

$34,663

2000 Contributions

$18,659

Historical Graphs

Total Assets Over Time

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

$47,494$23,747$019992000YearValue
$34,663Latest year 2000

Participants Over Time

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

4201999YearValue
4Latest year 1999

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
200010$34,663$18,659-
Meritage Advisors Profit Sharing 401K Plan-0$34,663$18,659-
199914$47,494$47,017$11,754iApproximate average salary by contribution assumption: employee only about $293,856 at 4% or $195,904 at 6%; with 50% employer match about $195,904 at 4% or $130,603 at 6%; with 100% employer match about $146,928 at 4% or $97,952 at 6%.
Meritage Advisors Profit Sharing 401K Plan-4$47,494$47,017$11,754iApproximate average salary by contribution assumption: employee only about $293,856 at 4% or $195,904 at 6%; with 50% employer match about $195,904 at 4% or $130,603 at 6%; with 100% employer match about $146,928 at 4% or $97,952 at 6%.