MERIT WEALTH ADVISORS LLC
Plan context: MERIT WEALTH ADVISORS LLC 401(K)
EIN 87-3544818 • Maitland, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$603,427
2025 Contributions
$126,862
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 | 10 | $603,427 | $126,862 | $12,686iApproximate average salary by contribution assumption: employee only about $317,155 at 4% or $211,437 at 6%; with 50% employer match about $211,437 at 4% or $140,958 at 6%; with 100% employer match about $158,578 at 4% or $105,718 at 6%. |
| MERIT WEALTH ADVISORS LLC 401(K) | - | 10 | $603,427 | $126,862 | $12,686iApproximate average salary by contribution assumption: employee only about $317,155 at 4% or $211,437 at 6%; with 50% employer match about $211,437 at 4% or $140,958 at 6%; with 100% employer match about $158,578 at 4% or $105,718 at 6%. |
| 2024 | 1 | 7 | $387,927 | $98,076 | $14,011iApproximate average salary by contribution assumption: employee only about $350,271 at 4% or $233,514 at 6%; with 50% employer match about $233,514 at 4% or $155,676 at 6%; with 100% employer match about $175,136 at 4% or $116,757 at 6%. |
| MERIT WEALTH ADVISORS LLC 401(K) | - | 7 | $387,927 | $98,076 | $14,011iApproximate average salary by contribution assumption: employee only about $350,271 at 4% or $233,514 at 6%; with 50% employer match about $233,514 at 4% or $155,676 at 6%; with 100% employer match about $175,136 at 4% or $116,757 at 6%. |
| 2023 | 1 | 8 | $251,723 | $101,274 | $12,659iApproximate average salary by contribution assumption: employee only about $316,481 at 4% or $210,988 at 6%; with 50% employer match about $210,988 at 4% or $140,658 at 6%; with 100% employer match about $158,241 at 4% or $105,494 at 6%. |
| MERIT WEALTH ADVISORS LLC 401(K) | - | 8 | $251,723 | $101,274 | $12,659iApproximate average salary by contribution assumption: employee only about $316,481 at 4% or $210,988 at 6%; with 50% employer match about $210,988 at 4% or $140,658 at 6%; with 100% employer match about $158,241 at 4% or $105,494 at 6%. |
| 2022 | 1 | 7 | $120,410 | $77,886 | $11,127iApproximate average salary by contribution assumption: employee only about $278,164 at 4% or $185,443 at 6%; with 50% employer match about $185,443 at 4% or $123,629 at 6%; with 100% employer match about $139,082 at 4% or $92,721 at 6%. |
| MERIT WEALTH ADVISORS LLC 401(K) | - | 7 | $120,410 | $77,886 | $11,127iApproximate average salary by contribution assumption: employee only about $278,164 at 4% or $185,443 at 6%; with 50% employer match about $185,443 at 4% or $123,629 at 6%; with 100% employer match about $139,082 at 4% or $92,721 at 6%. |
| 2021 | 1 | 5 | $58,949 | $55,275 | $11,055iApproximate average salary by contribution assumption: employee only about $276,375 at 4% or $184,250 at 6%; with 50% employer match about $184,250 at 4% or $122,833 at 6%; with 100% employer match about $138,188 at 4% or $92,125 at 6%. |
| MERIT WEALTH ADVISORS LLC 401(K) | - | 5 | $58,949 | $55,275 | $11,055iApproximate average salary by contribution assumption: employee only about $276,375 at 4% or $184,250 at 6%; with 50% employer match about $184,250 at 4% or $122,833 at 6%; with 100% employer match about $138,188 at 4% or $92,125 at 6%. |