Defranco-Merrill Insurance Inc.
Plan context: Defranco-Merrill Retirement Plan
EIN 91-1466973 • Seattle, WA • 20 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$1,569,810
2023 Contributions
$6,079
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $6,079 | - |
| Defranco-Merrill Retirement Plan | - | 0 | $0 | $6,079 | - |
| 2022 | 1 | 6 | $1,569,810 | $50,256 | $8,376iApproximate average salary by contribution assumption: employee only about $209,400 at 4% or $139,600 at 6%; with 50% employer match about $139,600 at 4% or $93,067 at 6%; with 100% employer match about $104,700 at 4% or $69,800 at 6%. |
| Defranco-Merrill Retirement Plan | - | 6 | $1,569,810 | $50,256 | $8,376iApproximate average salary by contribution assumption: employee only about $209,400 at 4% or $139,600 at 6%; with 50% employer match about $139,600 at 4% or $93,067 at 6%; with 100% employer match about $104,700 at 4% or $69,800 at 6%. |
| 2021 | 1 | 6 | $1,708,886 | $66,198 | $11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%. |
| Defranco-Merrill Retirement Plan | - | 6 | $1,708,886 | $66,198 | $11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%. |
| 2020 | 1 | 5 | $1,498,181 | $54,914 | $10,983iApproximate average salary by contribution assumption: employee only about $274,570 at 4% or $183,047 at 6%; with 50% employer match about $183,047 at 4% or $122,031 at 6%; with 100% employer match about $137,285 at 4% or $91,523 at 6%. |
| Defranco-Merrill Retirement Plan | - | 5 | $1,498,181 | $54,914 | $10,983iApproximate average salary by contribution assumption: employee only about $274,570 at 4% or $183,047 at 6%; with 50% employer match about $183,047 at 4% or $122,031 at 6%; with 100% employer match about $137,285 at 4% or $91,523 at 6%. |
| 2019 | 1 | 5 | $1,313,902 | $44,298 | $8,860iApproximate average salary by contribution assumption: employee only about $221,490 at 4% or $147,660 at 6%; with 50% employer match about $147,660 at 4% or $98,440 at 6%; with 100% employer match about $110,745 at 4% or $73,830 at 6%. |
| Defranco-Merrill Retirement Plan | - | 5 | $1,313,902 | $44,298 | $8,860iApproximate average salary by contribution assumption: employee only about $221,490 at 4% or $147,660 at 6%; with 50% employer match about $147,660 at 4% or $98,440 at 6%; with 100% employer match about $110,745 at 4% or $73,830 at 6%. |
| 2018 | 1 | 4 | $1,155,210 | $53,372 | $13,343iApproximate average salary by contribution assumption: employee only about $333,575 at 4% or $222,383 at 6%; with 50% employer match about $222,383 at 4% or $148,256 at 6%; with 100% employer match about $166,788 at 4% or $111,192 at 6%. |
| Defranco-Merrill Retirement Plan | - | 4 | $1,155,210 | $53,372 | $13,343iApproximate average salary by contribution assumption: employee only about $333,575 at 4% or $222,383 at 6%; with 50% employer match about $222,383 at 4% or $148,256 at 6%; with 100% employer match about $166,788 at 4% or $111,192 at 6%. |
| 2017 | 1 | 4 | $1,136,750 | $54,948 | $13,737iApproximate average salary by contribution assumption: employee only about $343,425 at 4% or $228,950 at 6%; with 50% employer match about $228,950 at 4% or $152,633 at 6%; with 100% employer match about $171,713 at 4% or $114,475 at 6%. |
| Defranco-Merrill Retirement Plan | - | 4 | $1,136,750 | $54,948 | $13,737iApproximate average salary by contribution assumption: employee only about $343,425 at 4% or $228,950 at 6%; with 50% employer match about $228,950 at 4% or $152,633 at 6%; with 100% employer match about $171,713 at 4% or $114,475 at 6%. |
| 2016 | 1 | 6 | $1,058,901 | $20,635 | $3,439iApproximate average salary by contribution assumption: employee only about $85,979 at 4% or $57,319 at 6%; with 50% employer match about $57,319 at 4% or $38,213 at 6%; with 100% employer match about $42,990 at 4% or $28,660 at 6%. |
| Defranco-Merrill Retirement Plan | - | 6 | $1,058,901 | $20,635 | $3,439iApproximate average salary by contribution assumption: employee only about $85,979 at 4% or $57,319 at 6%; with 50% employer match about $57,319 at 4% or $38,213 at 6%; with 100% employer match about $42,990 at 4% or $28,660 at 6%. |
| 2015 | 1 | 6 | $978,928 | $16,314 | $2,719iApproximate average salary by contribution assumption: employee only about $67,975 at 4% or $45,317 at 6%; with 50% employer match about $45,317 at 4% or $30,211 at 6%; with 100% employer match about $33,988 at 4% or $22,658 at 6%. |
| Defranco-Merrill Retirement Plan | - | 6 | $978,928 | $16,314 | $2,719iApproximate average salary by contribution assumption: employee only about $67,975 at 4% or $45,317 at 6%; with 50% employer match about $45,317 at 4% or $30,211 at 6%; with 100% employer match about $33,988 at 4% or $22,658 at 6%. |
| 2014 | 1 | 5 | $968,436 | $44,775 | $8,955iApproximate average salary by contribution assumption: employee only about $223,875 at 4% or $149,250 at 6%; with 50% employer match about $149,250 at 4% or $99,500 at 6%; with 100% employer match about $111,938 at 4% or $74,625 at 6%. |
| Defranco-Merrill Retirement Plan | - | 5 | $968,436 | $44,775 | $8,955iApproximate average salary by contribution assumption: employee only about $223,875 at 4% or $149,250 at 6%; with 50% employer match about $149,250 at 4% or $99,500 at 6%; with 100% employer match about $111,938 at 4% or $74,625 at 6%. |
| 2013 | 1 | 6 | $1,614,848 | $19,336 | $3,223iApproximate average salary by contribution assumption: employee only about $80,567 at 4% or $53,711 at 6%; with 50% employer match about $53,711 at 4% or $35,807 at 6%; with 100% employer match about $40,283 at 4% or $26,856 at 6%. |
| Defranco-Merrill Retirement Plan | - | 6 | $1,614,848 | $19,336 | $3,223iApproximate average salary by contribution assumption: employee only about $80,567 at 4% or $53,711 at 6%; with 50% employer match about $53,711 at 4% or $35,807 at 6%; with 100% employer match about $40,283 at 4% or $26,856 at 6%. |
| 2012 | 1 | 7 | $1,575,070 | $101,565 | $14,509iApproximate average salary by contribution assumption: employee only about $362,732 at 4% or $241,821 at 6%; with 50% employer match about $241,821 at 4% or $161,214 at 6%; with 100% employer match about $181,366 at 4% or $120,911 at 6%. |
| Defranco-Merrill Retirement Plan | - | 7 | $1,575,070 | $101,565 | $14,509iApproximate average salary by contribution assumption: employee only about $362,732 at 4% or $241,821 at 6%; with 50% employer match about $241,821 at 4% or $161,214 at 6%; with 100% employer match about $181,366 at 4% or $120,911 at 6%. |
| 2011 | 1 | 7 | $1,321,317 | $201,630 | $28,804iApproximate average salary by contribution assumption: employee only about $720,107 at 4% or $480,071 at 6%; with 50% employer match about $480,071 at 4% or $320,048 at 6%; with 100% employer match about $360,054 at 4% or $240,036 at 6%. |
| Defranco-Merrill Retirement Plan | - | 7 | $1,321,317 | $201,630 | $28,804iApproximate average salary by contribution assumption: employee only about $720,107 at 4% or $480,071 at 6%; with 50% employer match about $480,071 at 4% or $320,048 at 6%; with 100% employer match about $360,054 at 4% or $240,036 at 6%. |
| 2010 | 1 | 7 | $1,098,115 | $78,081 | $11,154iApproximate average salary by contribution assumption: employee only about $278,861 at 4% or $185,907 at 6%; with 50% employer match about $185,907 at 4% or $123,938 at 6%; with 100% employer match about $139,430 at 4% or $92,954 at 6%. |
| Defranco-Merrill Retirement Plan | - | 7 | $1,098,115 | $78,081 | $11,154iApproximate average salary by contribution assumption: employee only about $278,861 at 4% or $185,907 at 6%; with 50% employer match about $185,907 at 4% or $123,938 at 6%; with 100% employer match about $139,430 at 4% or $92,954 at 6%. |
| 2009 | 1 | 8 | $951,347 | $54,528 | $6,816iApproximate average salary by contribution assumption: employee only about $170,400 at 4% or $113,600 at 6%; with 50% employer match about $113,600 at 4% or $75,733 at 6%; with 100% employer match about $85,200 at 4% or $56,800 at 6%. |
| Defranco-Merrill Retirement Plan | - | 8 | $951,347 | $54,528 | $6,816iApproximate average salary by contribution assumption: employee only about $170,400 at 4% or $113,600 at 6%; with 50% employer match about $113,600 at 4% or $75,733 at 6%; with 100% employer match about $85,200 at 4% or $56,800 at 6%. |
| 2008 | 1 | 5 | $763,139 | $87,184 | $17,437iApproximate average salary by contribution assumption: employee only about $435,920 at 4% or $290,613 at 6%; with 50% employer match about $290,613 at 4% or $193,742 at 6%; with 100% employer match about $217,960 at 4% or $145,307 at 6%. |
| Defranco-Merrill Retirement Plan | - | 5 | $763,139 | $87,184 | $17,437iApproximate average salary by contribution assumption: employee only about $435,920 at 4% or $290,613 at 6%; with 50% employer match about $290,613 at 4% or $193,742 at 6%; with 100% employer match about $217,960 at 4% or $145,307 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Defranco-Merrill Retirement Plan | - | 5 | - | - | - |
| 2006 | 1 | 6 | $850,355 | $108,922 | $18,154iApproximate average salary by contribution assumption: employee only about $453,842 at 4% or $302,561 at 6%; with 50% employer match about $302,561 at 4% or $201,707 at 6%; with 100% employer match about $226,921 at 4% or $151,281 at 6%. |
| Defranco-Merrill Retirement Plan | - | 6 | $850,355 | $108,922 | $18,154iApproximate average salary by contribution assumption: employee only about $453,842 at 4% or $302,561 at 6%; with 50% employer match about $302,561 at 4% or $201,707 at 6%; with 100% employer match about $226,921 at 4% or $151,281 at 6%. |
| 2005 | 1 | 6 | $670,545 | $100,848 | $16,808iApproximate average salary by contribution assumption: employee only about $420,200 at 4% or $280,133 at 6%; with 50% employer match about $280,133 at 4% or $186,756 at 6%; with 100% employer match about $210,100 at 4% or $140,067 at 6%. |
| Defranco-Merrill Retirement Plan | - | 6 | $670,545 | $100,848 | $16,808iApproximate average salary by contribution assumption: employee only about $420,200 at 4% or $280,133 at 6%; with 50% employer match about $280,133 at 4% or $186,756 at 6%; with 100% employer match about $210,100 at 4% or $140,067 at 6%. |
| 2004 | 1 | 4 | $539,973 | $509,213 | $127,303iApproximate average salary by contribution assumption: employee only about $3,182,581 at 4% or $2,121,721 at 6%; with 50% employer match about $2,121,721 at 4% or $1,414,481 at 6%; with 100% employer match about $1,591,291 at 4% or $1,060,860 at 6%. |
| Defranco-Merrill Retirement Plan | - | 4 | $539,973 | $509,213 | $127,303iApproximate average salary by contribution assumption: employee only about $3,182,581 at 4% or $2,121,721 at 6%; with 50% employer match about $2,121,721 at 4% or $1,414,481 at 6%; with 100% employer match about $1,591,291 at 4% or $1,060,860 at 6%. |