Ronald D. Mercaldo Ltd.
Plan context: MERCALDO LAW FIRM 401(K) PLAN
EIN 86-0358971 • Tucson, AZ • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$1,577,055
2024 Contributions
$388,041
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $1,577,055 | $388,041 | $29,849iApproximate average salary by contribution assumption: employee only about $746,233 at 4% or $497,488 at 6%; with 50% employer match about $497,488 at 4% or $331,659 at 6%; with 100% employer match about $373,116 at 4% or $248,744 at 6%. |
| MERCALDO LAW FIRM 401(K) PLAN | - | 13 | $1,577,055 | $388,041 | $29,849iApproximate average salary by contribution assumption: employee only about $746,233 at 4% or $497,488 at 6%; with 50% employer match about $497,488 at 4% or $331,659 at 6%; with 100% employer match about $373,116 at 4% or $248,744 at 6%. |
| 2023 | 1 | 14 | $1,057,514 | $448,727 | $32,052iApproximate average salary by contribution assumption: employee only about $801,298 at 4% or $534,199 at 6%; with 50% employer match about $534,199 at 4% or $356,133 at 6%; with 100% employer match about $400,649 at 4% or $267,099 at 6%. |
| MERCALDO LAW FIRM 401(K) PLAN | - | 14 | $1,057,514 | $448,727 | $32,052iApproximate average salary by contribution assumption: employee only about $801,298 at 4% or $534,199 at 6%; with 50% employer match about $534,199 at 4% or $356,133 at 6%; with 100% employer match about $400,649 at 4% or $267,099 at 6%. |
| 2022 | 1 | 10 | $600,256 | $307,795 | $30,780iApproximate average salary by contribution assumption: employee only about $769,488 at 4% or $512,992 at 6%; with 50% employer match about $512,992 at 4% or $341,994 at 6%; with 100% employer match about $384,744 at 4% or $256,496 at 6%. |
| MERCALDO LAW FIRM 401(K) PLAN | - | 10 | $600,256 | $307,795 | $30,780iApproximate average salary by contribution assumption: employee only about $769,488 at 4% or $512,992 at 6%; with 50% employer match about $512,992 at 4% or $341,994 at 6%; with 100% employer match about $384,744 at 4% or $256,496 at 6%. |
| 2021 | 1 | 11 | $507,657 | $484,975 | $44,089iApproximate average salary by contribution assumption: employee only about $1,102,216 at 4% or $734,811 at 6%; with 50% employer match about $734,811 at 4% or $489,874 at 6%; with 100% employer match about $551,108 at 4% or $367,405 at 6%. |
| MERCALDO LAW FIRM 401(K) PLAN | - | 11 | $507,657 | $484,975 | $44,089iApproximate average salary by contribution assumption: employee only about $1,102,216 at 4% or $734,811 at 6%; with 50% employer match about $734,811 at 4% or $489,874 at 6%; with 100% employer match about $551,108 at 4% or $367,405 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Ronald D. Mercaldo Ltd. Profit Sharing Plan | - | 0 | - | - | - |