Merrill Orthodontics PLLC
Plan context: Merrill Orthodontics PLLC 401(K) Profit Sharing P
EIN 91-2134404 • East Wenatchee, WA • 8 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
13
2017 Assets
$1,385,626
2017 Contributions
$242,358
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 13 | $1,385,626 | $242,358 | $18,643iApproximate average salary by contribution assumption: employee only about $466,073 at 4% or $310,715 at 6%; with 50% employer match about $310,715 at 4% or $207,144 at 6%; with 100% employer match about $233,037 at 4% or $155,358 at 6%. |
| Merrill Orthodontics PLLC 401(K) Profit Sharing P | - | 13 | $998,513 | $103,176 | $7,937iApproximate average salary by contribution assumption: employee only about $198,415 at 4% or $132,277 at 6%; with 50% employer match about $132,277 at 4% or $88,185 at 6%; with 100% employer match about $99,208 at 4% or $66,138 at 6%. |
| Merrill Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 12 | $387,113 | $139,182 | $11,599iApproximate average salary by contribution assumption: employee only about $289,963 at 4% or $193,308 at 6%; with 50% employer match about $193,308 at 4% or $128,872 at 6%; with 100% employer match about $144,981 at 4% or $96,654 at 6%. |
| 2016 | 2 | 12 | $1,034,315 | $214,102 | $17,842iApproximate average salary by contribution assumption: employee only about $446,046 at 4% or $297,364 at 6%; with 50% employer match about $297,364 at 4% or $198,243 at 6%; with 100% employer match about $223,023 at 4% or $148,682 at 6%. |
| Merrill Orthodontics PLLC 401(K) Profit Sharing P | - | 12 | $805,308 | $102,604 | $8,550iApproximate average salary by contribution assumption: employee only about $213,758 at 4% or $142,506 at 6%; with 50% employer match about $142,506 at 4% or $95,004 at 6%; with 100% employer match about $106,879 at 4% or $71,253 at 6%. |
| Merrill Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 11 | $229,007 | $111,498 | $10,136iApproximate average salary by contribution assumption: employee only about $253,405 at 4% or $168,936 at 6%; with 50% employer match about $168,936 at 4% or $112,624 at 6%; with 100% employer match about $126,702 at 4% or $84,468 at 6%. |
| 2015 | 2 | 11 | $770,463 | $227,326 | $20,666iApproximate average salary by contribution assumption: employee only about $516,650 at 4% or $344,433 at 6%; with 50% employer match about $344,433 at 4% or $229,622 at 6%; with 100% employer match about $258,325 at 4% or $172,217 at 6%. |
| Merrill Orthodontics PLLC 401(K) Profit Sharing P | - | 11 | $661,160 | $118,023 | $10,729iApproximate average salary by contribution assumption: employee only about $268,234 at 4% or $178,823 at 6%; with 50% employer match about $178,823 at 4% or $119,215 at 6%; with 100% employer match about $134,117 at 4% or $89,411 at 6%. |
| Merrill Orthodontics Defined Benefit Cash Balance Plan & Trust | - | 11 | $109,303 | $109,303 | $9,937iApproximate average salary by contribution assumption: employee only about $248,416 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,805 at 6%. |
| 2014 | 1 | 12 | $674,187 | $103,302 | $8,609iApproximate average salary by contribution assumption: employee only about $215,213 at 4% or $143,475 at 6%; with 50% employer match about $143,475 at 4% or $95,650 at 6%; with 100% employer match about $107,606 at 4% or $71,738 at 6%. |
| Merrill Orthodontics PLLC 401(K) Profit Sharing P | - | 12 | $674,187 | $103,302 | $8,609iApproximate average salary by contribution assumption: employee only about $215,213 at 4% or $143,475 at 6%; with 50% employer match about $143,475 at 4% or $95,650 at 6%; with 100% employer match about $107,606 at 4% or $71,738 at 6%. |
| 2013 | 1 | 11 | $562,782 | $502,736 | $45,703iApproximate average salary by contribution assumption: employee only about $1,142,582 at 4% or $761,721 at 6%; with 50% employer match about $761,721 at 4% or $507,814 at 6%; with 100% employer match about $571,291 at 4% or $380,861 at 6%. |
| Merrill Orthodontics PLLC 401(K) Profit Sharing P | - | 11 | $562,782 | $502,736 | $45,703iApproximate average salary by contribution assumption: employee only about $1,142,582 at 4% or $761,721 at 6%; with 50% employer match about $761,721 at 4% or $507,814 at 6%; with 100% employer match about $571,291 at 4% or $380,861 at 6%. |