Civic Intelligence

Merriman Wealth Management LLC

Plan context: Merriman Retirement Plan

EIN 80-0873697 • Seattle, WA • 13 filings • 1 plans

920 5th Avenue, Ste. 2720Seattle, WA 98104
Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$21,774,183

2024 Contributions

$235,443

Historical Graphs

Total Assets Over Time

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

$21,774,183$10,887,092$0201220182023YearValue
$21,774,183Latest year 2023

Participants Over Time

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

74370201220182023YearValue
71Latest year 2023

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
202410$0$235,443-
Merriman Retirement Plan-0$0$235,443-
2023171$21,774,183$1,487,186$20,946iApproximate average salary by contribution assumption: employee only about $523,657 at 4% or $349,105 at 6%; with 50% employer match about $349,105 at 4% or $232,736 at 6%; with 100% employer match about $261,829 at 4% or $174,552 at 6%.
Merriman Retirement Plan-71$21,774,183$1,487,186$20,946iApproximate average salary by contribution assumption: employee only about $523,657 at 4% or $349,105 at 6%; with 50% employer match about $349,105 at 4% or $232,736 at 6%; with 100% employer match about $261,829 at 4% or $174,552 at 6%.
2022174$17,735,846$1,631,040$22,041iApproximate average salary by contribution assumption: employee only about $551,027 at 4% or $367,351 at 6%; with 50% employer match about $367,351 at 4% or $244,901 at 6%; with 100% employer match about $275,514 at 4% or $183,676 at 6%.
Merriman Retirement Plan-74$17,735,846$1,631,040$22,041iApproximate average salary by contribution assumption: employee only about $551,027 at 4% or $367,351 at 6%; with 50% employer match about $367,351 at 4% or $244,901 at 6%; with 100% employer match about $275,514 at 4% or $183,676 at 6%.
2021171$20,147,191$1,315,326$18,526iApproximate average salary by contribution assumption: employee only about $463,143 at 4% or $308,762 at 6%; with 50% employer match about $308,762 at 4% or $205,841 at 6%; with 100% employer match about $231,571 at 4% or $154,381 at 6%.
Merriman Retirement Plan-71$20,147,191$1,315,326$18,526iApproximate average salary by contribution assumption: employee only about $463,143 at 4% or $308,762 at 6%; with 50% employer match about $308,762 at 4% or $205,841 at 6%; with 100% employer match about $231,571 at 4% or $154,381 at 6%.
2020164$15,705,442$1,301,291$20,333iApproximate average salary by contribution assumption: employee only about $508,317 at 4% or $338,878 at 6%; with 50% employer match about $338,878 at 4% or $225,919 at 6%; with 100% employer match about $254,158 at 4% or $169,439 at 6%.
Merriman Retirement Plan-64$15,705,442$1,301,291$20,333iApproximate average salary by contribution assumption: employee only about $508,317 at 4% or $338,878 at 6%; with 50% employer match about $338,878 at 4% or $225,919 at 6%; with 100% employer match about $254,158 at 4% or $169,439 at 6%.
2019170$14,922,994$1,266,311$18,090iApproximate average salary by contribution assumption: employee only about $452,254 at 4% or $301,503 at 6%; with 50% employer match about $301,503 at 4% or $201,002 at 6%; with 100% employer match about $226,127 at 4% or $150,751 at 6%.
Merriman Retirement Plan-70$14,922,994$1,266,311$18,090iApproximate average salary by contribution assumption: employee only about $452,254 at 4% or $301,503 at 6%; with 50% employer match about $301,503 at 4% or $201,002 at 6%; with 100% employer match about $226,127 at 4% or $150,751 at 6%.
2018168$11,606,139$1,167,513$17,169iApproximate average salary by contribution assumption: employee only about $429,233 at 4% or $286,155 at 6%; with 50% employer match about $286,155 at 4% or $190,770 at 6%; with 100% employer match about $214,616 at 4% or $143,078 at 6%.
Merriman Retirement Plan-68$11,606,139$1,167,513$17,169iApproximate average salary by contribution assumption: employee only about $429,233 at 4% or $286,155 at 6%; with 50% employer match about $286,155 at 4% or $190,770 at 6%; with 100% employer match about $214,616 at 4% or $143,078 at 6%.
2017162$12,194,569$1,012,145$16,325iApproximate average salary by contribution assumption: employee only about $408,123 at 4% or $272,082 at 6%; with 50% employer match about $272,082 at 4% or $181,388 at 6%; with 100% employer match about $204,061 at 4% or $136,041 at 6%.
Merriman Retirement Plan-62$12,194,569$1,012,145$16,325iApproximate average salary by contribution assumption: employee only about $408,123 at 4% or $272,082 at 6%; with 50% employer match about $272,082 at 4% or $181,388 at 6%; with 100% employer match about $204,061 at 4% or $136,041 at 6%.
2016154$9,697,160$897,047$16,612iApproximate average salary by contribution assumption: employee only about $415,300 at 4% or $276,866 at 6%; with 50% employer match about $276,866 at 4% or $184,578 at 6%; with 100% employer match about $207,650 at 4% or $138,433 at 6%.
Merriman Retirement Plan-54$9,697,160$897,047$16,612iApproximate average salary by contribution assumption: employee only about $415,300 at 4% or $276,866 at 6%; with 50% employer match about $276,866 at 4% or $184,578 at 6%; with 100% employer match about $207,650 at 4% or $138,433 at 6%.
2015144$8,303,562$691,131$15,708iApproximate average salary by contribution assumption: employee only about $392,688 at 4% or $261,792 at 6%; with 50% employer match about $261,792 at 4% or $174,528 at 6%; with 100% employer match about $196,344 at 4% or $130,896 at 6%.
Merriman Retirement Plan-44$8,303,562$691,131$15,708iApproximate average salary by contribution assumption: employee only about $392,688 at 4% or $261,792 at 6%; with 50% employer match about $261,792 at 4% or $174,528 at 6%; with 100% employer match about $196,344 at 4% or $130,896 at 6%.
2014146$8,384,097$1,240,004$26,957iApproximate average salary by contribution assumption: employee only about $673,915 at 4% or $449,277 at 6%; with 50% employer match about $449,277 at 4% or $299,518 at 6%; with 100% employer match about $336,958 at 4% or $224,638 at 6%.
Merriman Retirement Plan-46$8,384,097$1,240,004$26,957iApproximate average salary by contribution assumption: employee only about $673,915 at 4% or $449,277 at 6%; with 50% employer match about $449,277 at 4% or $299,518 at 6%; with 100% employer match about $336,958 at 4% or $224,638 at 6%.
2013143$6,944,397$573,928$13,347iApproximate average salary by contribution assumption: employee only about $333,679 at 4% or $222,453 at 6%; with 50% employer match about $222,453 at 4% or $148,302 at 6%; with 100% employer match about $166,840 at 4% or $111,226 at 6%.
Merriman Retirement Plan-43$6,944,397$573,928$13,347iApproximate average salary by contribution assumption: employee only about $333,679 at 4% or $222,453 at 6%; with 50% employer match about $222,453 at 4% or $148,302 at 6%; with 100% employer match about $166,840 at 4% or $111,226 at 6%.
2012150$7,581,490$620,477$12,410iApproximate average salary by contribution assumption: employee only about $310,239 at 4% or $206,826 at 6%; with 50% employer match about $206,826 at 4% or $137,884 at 6%; with 100% employer match about $155,119 at 4% or $103,413 at 6%.
Merriman Retirement Plan-50$7,581,490$620,477$12,410iApproximate average salary by contribution assumption: employee only about $310,239 at 4% or $206,826 at 6%; with 50% employer match about $206,826 at 4% or $137,884 at 6%; with 100% employer match about $155,119 at 4% or $103,413 at 6%.