Lewis M. Merlo Inc.
Plan context: Lewis M. Merlo Inc. Profit Sharing Plan
EIN 94-1431295 • San Francisco, CA • 26 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$7,316,408
2025 Contributions
$157,000
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 | 6 | $7,316,408 | $0 | - |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $7,316,408 | - | - |
| 2024 | 1 | 6 | $6,196,007 | $0 | - |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $6,196,007 | - | - |
| 2023 | 1 | 6 | $5,541,007 | $157,000 | $26,167iApproximate average salary by contribution assumption: employee only about $654,167 at 4% or $436,111 at 6%; with 50% employer match about $436,111 at 4% or $290,741 at 6%; with 100% employer match about $327,083 at 4% or $218,056 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $5,541,007 | $157,000 | $26,167iApproximate average salary by contribution assumption: employee only about $654,167 at 4% or $436,111 at 6%; with 50% employer match about $436,111 at 4% or $290,741 at 6%; with 100% employer match about $327,083 at 4% or $218,056 at 6%. |
| 2022 | 1 | 6 | $4,590,452 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $4,590,452 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2021 | 1 | 0 | $5,444,856 | $153,047 | - |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 0 | $5,444,856 | $153,047 | - |
| 2020 | 1 | 6 | $4,680,066 | $152,981 | $25,497iApproximate average salary by contribution assumption: employee only about $637,421 at 4% or $424,947 at 6%; with 50% employer match about $424,947 at 4% or $283,298 at 6%; with 100% employer match about $318,710 at 4% or $212,474 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $4,680,066 | $152,981 | $25,497iApproximate average salary by contribution assumption: employee only about $637,421 at 4% or $424,947 at 6%; with 50% employer match about $424,947 at 4% or $283,298 at 6%; with 100% employer match about $318,710 at 4% or $212,474 at 6%. |
| 2019 | 1 | 6 | $3,939,368 | $152,945 | $25,491iApproximate average salary by contribution assumption: employee only about $637,271 at 4% or $424,847 at 6%; with 50% employer match about $424,847 at 4% or $283,231 at 6%; with 100% employer match about $318,635 at 4% or $212,424 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $3,939,368 | $152,945 | $25,491iApproximate average salary by contribution assumption: employee only about $637,271 at 4% or $424,847 at 6%; with 50% employer match about $424,847 at 4% or $283,231 at 6%; with 100% employer match about $318,635 at 4% or $212,424 at 6%. |
| 2018 | 1 | 7 | $3,096,407 | $152,650 | $21,807iApproximate average salary by contribution assumption: employee only about $545,179 at 4% or $363,452 at 6%; with 50% employer match about $363,452 at 4% or $242,302 at 6%; with 100% employer match about $272,589 at 4% or $181,726 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 7 | $3,096,407 | $152,650 | $21,807iApproximate average salary by contribution assumption: employee only about $545,179 at 4% or $363,452 at 6%; with 50% employer match about $363,452 at 4% or $242,302 at 6%; with 100% employer match about $272,589 at 4% or $181,726 at 6%. |
| 2017 | 1 | 6 | $3,151,503 | $152,500 | $25,417iApproximate average salary by contribution assumption: employee only about $635,417 at 4% or $423,611 at 6%; with 50% employer match about $423,611 at 4% or $282,407 at 6%; with 100% employer match about $317,708 at 4% or $211,806 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $3,151,503 | $152,500 | $25,417iApproximate average salary by contribution assumption: employee only about $635,417 at 4% or $423,611 at 6%; with 50% employer match about $423,611 at 4% or $282,407 at 6%; with 100% employer match about $317,708 at 4% or $211,806 at 6%. |
| 2016 | 1 | 7 | $2,566,312 | $152,500 | $21,786iApproximate average salary by contribution assumption: employee only about $544,643 at 4% or $363,095 at 6%; with 50% employer match about $363,095 at 4% or $242,063 at 6%; with 100% employer match about $272,321 at 4% or $181,548 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 7 | $2,566,312 | $152,500 | $21,786iApproximate average salary by contribution assumption: employee only about $544,643 at 4% or $363,095 at 6%; with 50% employer match about $363,095 at 4% or $242,063 at 6%; with 100% employer match about $272,321 at 4% or $181,548 at 6%. |
| 2015 | 1 | 6 | $2,236,320 | $19,990 | $3,332iApproximate average salary by contribution assumption: employee only about $83,292 at 4% or $55,528 at 6%; with 50% employer match about $55,528 at 4% or $37,019 at 6%; with 100% employer match about $41,646 at 4% or $27,764 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $2,236,320 | $19,990 | $3,332iApproximate average salary by contribution assumption: employee only about $83,292 at 4% or $55,528 at 6%; with 50% employer match about $55,528 at 4% or $37,019 at 6%; with 100% employer match about $41,646 at 4% or $27,764 at 6%. |
| 2014 | 1 | 6 | $2,188,734 | $26,762 | $4,460iApproximate average salary by contribution assumption: employee only about $111,508 at 4% or $74,339 at 6%; with 50% employer match about $74,339 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $2,188,734 | $26,762 | $4,460iApproximate average salary by contribution assumption: employee only about $111,508 at 4% or $74,339 at 6%; with 50% employer match about $74,339 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%. |
| 2013 | 1 | 5 | $2,055,903 | $157,500 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $2,055,903 | $157,500 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |
| 2012 | 1 | 5 | $1,673,664 | $157,000 | $31,400iApproximate average salary by contribution assumption: employee only about $785,000 at 4% or $523,333 at 6%; with 50% employer match about $523,333 at 4% or $348,889 at 6%; with 100% employer match about $392,500 at 4% or $261,667 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $1,673,664 | $157,000 | $31,400iApproximate average salary by contribution assumption: employee only about $785,000 at 4% or $523,333 at 6%; with 50% employer match about $523,333 at 4% or $348,889 at 6%; with 100% employer match about $392,500 at 4% or $261,667 at 6%. |
| 2011 | 1 | 5 | $1,370,267 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $1,370,267 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2010 | 1 | 5 | $1,244,308 | $0 | - |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $1,244,308 | - | - |
| 2009 | 1 | 5 | $1,131,174 | $25,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $1,131,174 | $25,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2008 | 1 | 5 | $895,439 | $55,338 | $11,068iApproximate average salary by contribution assumption: employee only about $276,690 at 4% or $184,460 at 6%; with 50% employer match about $184,460 at 4% or $122,973 at 6%; with 100% employer match about $138,345 at 4% or $92,230 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $895,439 | $55,338 | $11,068iApproximate average salary by contribution assumption: employee only about $276,690 at 4% or $184,460 at 6%; with 50% employer match about $184,460 at 4% or $122,973 at 6%; with 100% employer match about $138,345 at 4% or $92,230 at 6%. |
| 2007 | 1 | 5 | $1,210,878 | $192,667 | $38,533iApproximate average salary by contribution assumption: employee only about $963,335 at 4% or $642,223 at 6%; with 50% employer match about $642,223 at 4% or $428,149 at 6%; with 100% employer match about $481,668 at 4% or $321,112 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $1,210,878 | $192,667 | $38,533iApproximate average salary by contribution assumption: employee only about $963,335 at 4% or $642,223 at 6%; with 50% employer match about $642,223 at 4% or $428,149 at 6%; with 100% employer match about $481,668 at 4% or $321,112 at 6%. |
| 2006 | 1 | 5 | $990,560 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $990,560 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2005 | 1 | 5 | $733,174 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $733,174 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2004 | 1 | 5 | $592,116 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $592,116 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2003 | 1 | 6 | $849,497 | $150,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 6 | $849,497 | $150,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2002 | 1 | 5 | $774,901 | $171,800 | $34,360iApproximate average salary by contribution assumption: employee only about $859,000 at 4% or $572,667 at 6%; with 50% employer match about $572,667 at 4% or $381,778 at 6%; with 100% employer match about $429,500 at 4% or $286,333 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $774,901 | $171,800 | $34,360iApproximate average salary by contribution assumption: employee only about $859,000 at 4% or $572,667 at 6%; with 50% employer match about $572,667 at 4% or $381,778 at 6%; with 100% employer match about $429,500 at 4% or $286,333 at 6%. |
| 2001 | 1 | 4 | $665,576 | $93,600 | $23,400iApproximate average salary by contribution assumption: employee only about $585,000 at 4% or $390,000 at 6%; with 50% employer match about $390,000 at 4% or $260,000 at 6%; with 100% employer match about $292,500 at 4% or $195,000 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 4 | $665,576 | $93,600 | $23,400iApproximate average salary by contribution assumption: employee only about $585,000 at 4% or $390,000 at 6%; with 50% employer match about $390,000 at 4% or $260,000 at 6%; with 100% employer match about $292,500 at 4% or $195,000 at 6%. |
| 1999 | 1 | 5 | $650,407 | $95,700 | $19,140iApproximate average salary by contribution assumption: employee only about $478,500 at 4% or $319,000 at 6%; with 50% employer match about $319,000 at 4% or $212,667 at 6%; with 100% employer match about $239,250 at 4% or $159,500 at 6%. |
| Lewis M. Merlo Inc. Profit Sharing Plan | - | 5 | $650,407 | $95,700 | $19,140iApproximate average salary by contribution assumption: employee only about $478,500 at 4% or $319,000 at 6%; with 50% employer match about $319,000 at 4% or $212,667 at 6%; with 100% employer match about $239,250 at 4% or $159,500 at 6%. |