Civic Intelligence

Daniel B. Schick

Plan context: Merrill Lynch Keogh Profit Sharing Plan

EIN 94-2525528 • 7 filings • 4 plans

Current Snapshot

Latest Year

2002

2002 Participants

3

2002 Assets

$303,340

2002 Contributions

$18,539

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$315,076$157,538$020002001YearValue
$303,340Latest year 2001

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

32020002001YearValue
3Latest year 2001

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200220$0$18,539-
Merrill Lynch Keogh Money Purchase Plan-0-$3,635-
Merrill Lynch Keogh Profit Sharing Plan-0-$14,904-
200123$303,340$30,683$10,228iApproximate average salary by contribution assumption: employee only about $255,692 at 4% or $170,461 at 6%; with 50% employer match about $170,461 at 4% or $113,641 at 6%; with 100% employer match about $127,846 at 4% or $85,231 at 6%.
Merrill Lynch Keogh Money Purchase Plan-3$235,517$7,311$2,437iApproximate average salary by contribution assumption: employee only about $60,925 at 4% or $40,617 at 6%; with 50% employer match about $40,617 at 4% or $27,078 at 6%; with 100% employer match about $30,463 at 4% or $20,308 at 6%.
Merrill Lynch Keogh Profit Sharing Plan-3$67,823$23,372$7,791iApproximate average salary by contribution assumption: employee only about $194,767 at 4% or $129,844 at 6%; with 50% employer match about $129,844 at 4% or $86,563 at 6%; with 100% employer match about $97,383 at 4% or $64,922 at 6%.
200033$315,076$31,989$10,663iApproximate average salary by contribution assumption: employee only about $266,575 at 4% or $177,717 at 6%; with 50% employer match about $177,717 at 4% or $118,478 at 6%; with 100% employer match about $133,288 at 4% or $88,858 at 6%.
Merrill Lynch Keogh Money Purchase Plan-3$262,975$10,277$3,426iApproximate average salary by contribution assumption: employee only about $85,642 at 4% or $57,094 at 6%; with 50% employer match about $57,094 at 4% or $38,063 at 6%; with 100% employer match about $42,821 at 4% or $28,547 at 6%.
Merrill Lynch Keogh Profit Sharing Plan-3$52,101$21,712$7,237iApproximate average salary by contribution assumption: employee only about $180,933 at 4% or $120,622 at 6%; with 50% employer match about $120,622 at 4% or $80,415 at 6%; with 100% employer match about $90,467 at 4% or $60,311 at 6%.
DEAN WITTER REYNOLDS PROFIT SHARING-1---