Civic Intelligence

The Merrill Strategy Group

Plan context: THE MERRILL STRATEGY GROUP DEFINED BENEFIT PLAN & TRUST

EIN 83-0449317 • Berkeley, CA • 10 filings • 5 plans

PO Box 8087Berkeley, CA 94707
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$998,506

2025 Contributions

$382,490

Historical Graphs

Total Assets Over Time

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

$998,506$499,253$0200820122025YearValue
$998,506Latest year 2025

Participants Over Time

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

840200820122025YearValue
8Latest year 2025

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
202518$998,506$0-
THE MERRILL STRATEGY GROUP DEFINED BENEFIT PLAN & TRUST-8$998,506$0-
202418$942,153$382,490$47,811iApproximate average salary by contribution assumption: employee only about $1,195,281 at 4% or $796,854 at 6%; with 50% employer match about $796,854 at 4% or $531,236 at 6%; with 100% employer match about $597,641 at 4% or $398,427 at 6%.
THE MERRILL STRATEGY GROUP DEFINED BENEFIT PLAN & TRUST-8$942,153$382,490$47,811iApproximate average salary by contribution assumption: employee only about $1,195,281 at 4% or $796,854 at 6%; with 50% employer match about $796,854 at 4% or $531,236 at 6%; with 100% employer match about $597,641 at 4% or $398,427 at 6%.
201510$0$10,000-
The Merrill Strategy Group-0$0$10,000-
201411$92,345$0-
The Merrill Strategy Group-1$92,345$0-
201311$87,523$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
The Merrill Strategy Group-1$87,523$24,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201212$56,389$0-
The Merrill Strategy Group-2$56,389$0-
201112$51,205$0-
The Merrill Strategy Group-2$51,205$0-
201012$50,353$16,800$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
The Merrill Strategy Group-2$50,353$16,800$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
200912$33,549$18,200$9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%.
The Merrill Strategy Group-2$33,549$18,200$9,100iApproximate average salary by contribution assumption: employee only about $227,500 at 4% or $151,667 at 6%; with 50% employer match about $151,667 at 4% or $101,111 at 6%; with 100% employer match about $113,750 at 4% or $75,833 at 6%.
200811$15,281$15,155$15,155iApproximate average salary by contribution assumption: employee only about $378,875 at 4% or $252,583 at 6%; with 50% employer match about $252,583 at 4% or $168,389 at 6%; with 100% employer match about $189,438 at 4% or $126,292 at 6%.
The Merrill Strategy Group-1$15,281$15,155$15,155iApproximate average salary by contribution assumption: employee only about $378,875 at 4% or $252,583 at 6%; with 50% employer match about $252,583 at 4% or $168,389 at 6%; with 100% employer match about $189,438 at 4% or $126,292 at 6%.