MERITAGE WEALTH, INC.
Plan context: MERITAGE WEALTH, INC. 401K PROFIT SHARING PLAN
EIN 87-1469447 • Coto DE Caza, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$548,023
2025 Contributions
$153,910
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $548,023 | $153,910 | $38,478iApproximate average salary by contribution assumption: employee only about $961,938 at 4% or $641,292 at 6%; with 50% employer match about $641,292 at 4% or $427,528 at 6%; with 100% employer match about $480,969 at 4% or $320,646 at 6%. |
| MERITAGE WEALTH, INC. 401K PROFIT SHARING PLAN | - | 4 | $548,023 | $153,910 | $38,478iApproximate average salary by contribution assumption: employee only about $961,938 at 4% or $641,292 at 6%; with 50% employer match about $641,292 at 4% or $427,528 at 6%; with 100% employer match about $480,969 at 4% or $320,646 at 6%. |
| 2024 | 1 | 3 | $317,312 | $130,375 | $43,458iApproximate average salary by contribution assumption: employee only about $1,086,458 at 4% or $724,306 at 6%; with 50% employer match about $724,306 at 4% or $482,870 at 6%; with 100% employer match about $543,229 at 4% or $362,153 at 6%. |
| MERITAGE WEALTH, INC. 401K PROFIT SHARING PLAN | - | 3 | $317,312 | $130,375 | $43,458iApproximate average salary by contribution assumption: employee only about $1,086,458 at 4% or $724,306 at 6%; with 50% employer match about $724,306 at 4% or $482,870 at 6%; with 100% employer match about $543,229 at 4% or $362,153 at 6%. |
| 2023 | 1 | 3 | $124,208 | $97,000 | $32,333iApproximate average salary by contribution assumption: employee only about $808,333 at 4% or $538,889 at 6%; with 50% employer match about $538,889 at 4% or $359,259 at 6%; with 100% employer match about $404,167 at 4% or $269,444 at 6%. |
| MERITAGE WEALTH, INC. 401K PROFIT SHARING PLAN | - | 3 | $124,208 | $97,000 | $32,333iApproximate average salary by contribution assumption: employee only about $808,333 at 4% or $538,889 at 6%; with 50% employer match about $538,889 at 4% or $359,259 at 6%; with 100% employer match about $404,167 at 4% or $269,444 at 6%. |
| 2022 | 1 | 3 | $23,125 | $23,125 | $7,708iApproximate average salary by contribution assumption: employee only about $192,708 at 4% or $128,472 at 6%; with 50% employer match about $128,472 at 4% or $85,648 at 6%; with 100% employer match about $96,354 at 4% or $64,236 at 6%. |
| MERITAGE WEALTH, INC. 401K PROFIT SHARING PLAN | - | 3 | $23,125 | $23,125 | $7,708iApproximate average salary by contribution assumption: employee only about $192,708 at 4% or $128,472 at 6%; with 50% employer match about $128,472 at 4% or $85,648 at 6%; with 100% employer match about $96,354 at 4% or $64,236 at 6%. |