Jacob Breugem
Plan context: Merrill Lynch Retirement Plan & Trust
EIN 94-2768053 • Los Osos, CA • 20 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$217,537
2019 Contributions
$4,186
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $217,537 | $0 | - |
| Merrill Lynch Retirement Plan & Trust | - | 2 | $217,537 | - | - |
| 2018 | 1 | 2 | $204,096 | $0 | - |
| Merrill Lynch Retirement Plan & Trust | - | 2 | $204,096 | - | - |
| 2017 | 1 | 2 | $253,888 | $0 | - |
| Merrill Lynch Retirement Plan & Trust | - | 2 | $253,888 | - | - |
| 2016 | 1 | 5 | $305,785 | $0 | - |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $305,785 | - | - |
| 2015 | 1 | 5 | $312,824 | $4,186 | $837iApproximate average salary by contribution assumption: employee only about $20,930 at 4% or $13,953 at 6%; with 50% employer match about $13,953 at 4% or $9,302 at 6%; with 100% employer match about $10,465 at 4% or $6,977 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $312,824 | $4,186 | $837iApproximate average salary by contribution assumption: employee only about $20,930 at 4% or $13,953 at 6%; with 50% employer match about $13,953 at 4% or $9,302 at 6%; with 100% employer match about $10,465 at 4% or $6,977 at 6%. |
| 2014 | 1 | 5 | $343,747 | $15,365 | $3,073iApproximate average salary by contribution assumption: employee only about $76,825 at 4% or $51,217 at 6%; with 50% employer match about $51,217 at 4% or $34,144 at 6%; with 100% employer match about $38,413 at 4% or $25,608 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $343,747 | $15,365 | $3,073iApproximate average salary by contribution assumption: employee only about $76,825 at 4% or $51,217 at 6%; with 50% employer match about $51,217 at 4% or $34,144 at 6%; with 100% employer match about $38,413 at 4% or $25,608 at 6%. |
| 2013 | 1 | 5 | $271,480 | $15,365 | $3,073iApproximate average salary by contribution assumption: employee only about $76,825 at 4% or $51,217 at 6%; with 50% employer match about $51,217 at 4% or $34,144 at 6%; with 100% employer match about $38,413 at 4% or $25,608 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $271,480 | $15,365 | $3,073iApproximate average salary by contribution assumption: employee only about $76,825 at 4% or $51,217 at 6%; with 50% employer match about $51,217 at 4% or $34,144 at 6%; with 100% employer match about $38,413 at 4% or $25,608 at 6%. |
| 2012 | 1 | 5 | $247,034 | $563 | $113iApproximate average salary by contribution assumption: employee only about $2,815 at 4% or $1,877 at 6%; with 50% employer match about $1,877 at 4% or $1,251 at 6%; with 100% employer match about $1,408 at 4% or $938 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $247,034 | $563 | $113iApproximate average salary by contribution assumption: employee only about $2,815 at 4% or $1,877 at 6%; with 50% employer match about $1,877 at 4% or $1,251 at 6%; with 100% employer match about $1,408 at 4% or $938 at 6%. |
| 2011 | 1 | 5 | $245,063 | $7,078 | $1,416iApproximate average salary by contribution assumption: employee only about $35,390 at 4% or $23,593 at 6%; with 50% employer match about $23,593 at 4% or $15,729 at 6%; with 100% employer match about $17,695 at 4% or $11,797 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $245,063 | $7,078 | $1,416iApproximate average salary by contribution assumption: employee only about $35,390 at 4% or $23,593 at 6%; with 50% employer match about $23,593 at 4% or $15,729 at 6%; with 100% employer match about $17,695 at 4% or $11,797 at 6%. |
| 2010 | 1 | 5 | $286,137 | $7,785 | $1,557iApproximate average salary by contribution assumption: employee only about $38,925 at 4% or $25,950 at 6%; with 50% employer match about $25,950 at 4% or $17,300 at 6%; with 100% employer match about $19,463 at 4% or $12,975 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $286,137 | $7,785 | $1,557iApproximate average salary by contribution assumption: employee only about $38,925 at 4% or $25,950 at 6%; with 50% employer match about $25,950 at 4% or $17,300 at 6%; with 100% employer match about $19,463 at 4% or $12,975 at 6%. |
| 2009 | 1 | 5 | $280,965 | $2,400 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $280,965 | $2,400 | $480iApproximate average salary by contribution assumption: employee only about $12,000 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| 2008 | 1 | 0 | $241,067 | $8,080 | - |
| Merrill Lynch Retirement Plan & Trust | - | 0 | $241,067 | $8,080 | - |
| 2007 | 1 | 5 | $374,318 | $19,281 | $3,856iApproximate average salary by contribution assumption: employee only about $96,405 at 4% or $64,270 at 6%; with 50% employer match about $64,270 at 4% or $42,847 at 6%; with 100% employer match about $48,203 at 4% or $32,135 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $374,318 | $19,281 | $3,856iApproximate average salary by contribution assumption: employee only about $96,405 at 4% or $64,270 at 6%; with 50% employer match about $64,270 at 4% or $42,847 at 6%; with 100% employer match about $48,203 at 4% or $32,135 at 6%. |
| 2006 | 1 | 5 | $346,422 | $20,819 | $4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,264 at 6%; with 100% employer match about $52,048 at 4% or $34,698 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $346,422 | $20,819 | $4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,397 at 6%; with 50% employer match about $69,397 at 4% or $46,264 at 6%; with 100% employer match about $52,048 at 4% or $34,698 at 6%. |
| 2005 | 1 | 5 | $307,000 | $5,689 | $1,138iApproximate average salary by contribution assumption: employee only about $28,445 at 4% or $18,963 at 6%; with 50% employer match about $18,963 at 4% or $12,642 at 6%; with 100% employer match about $14,223 at 4% or $9,482 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $307,000 | $5,689 | $1,138iApproximate average salary by contribution assumption: employee only about $28,445 at 4% or $18,963 at 6%; with 50% employer match about $18,963 at 4% or $12,642 at 6%; with 100% employer match about $14,223 at 4% or $9,482 at 6%. |
| 2004 | 1 | 5 | $275,727 | $13,059 | $2,612iApproximate average salary by contribution assumption: employee only about $65,295 at 4% or $43,530 at 6%; with 50% employer match about $43,530 at 4% or $29,020 at 6%; with 100% employer match about $32,648 at 4% or $21,765 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $275,727 | $13,059 | $2,612iApproximate average salary by contribution assumption: employee only about $65,295 at 4% or $43,530 at 6%; with 50% employer match about $43,530 at 4% or $29,020 at 6%; with 100% employer match about $32,648 at 4% or $21,765 at 6%. |
| 2003 | 1 | 6 | $254,225 | $5,626 | $938iApproximate average salary by contribution assumption: employee only about $23,442 at 4% or $15,628 at 6%; with 50% employer match about $15,628 at 4% or $10,419 at 6%; with 100% employer match about $11,721 at 4% or $7,814 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 6 | $254,225 | $5,626 | $938iApproximate average salary by contribution assumption: employee only about $23,442 at 4% or $15,628 at 6%; with 50% employer match about $15,628 at 4% or $10,419 at 6%; with 100% employer match about $11,721 at 4% or $7,814 at 6%. |
| 2002 | 1 | 6 | $179,722 | $6,773 | $1,129iApproximate average salary by contribution assumption: employee only about $28,221 at 4% or $18,814 at 6%; with 50% employer match about $18,814 at 4% or $12,543 at 6%; with 100% employer match about $14,110 at 4% or $9,407 at 6%. |
| Merrill Lynch Retirement Plan & Trust | - | 6 | $179,722 | $6,773 | $1,129iApproximate average salary by contribution assumption: employee only about $28,221 at 4% or $18,814 at 6%; with 50% employer match about $18,814 at 4% or $12,543 at 6%; with 100% employer match about $14,110 at 4% or $9,407 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Merrill Lynch Retirement Plan & Trust | - | 0 | - | - | - |
| 2000 | 1 | 5 | $307,950 | $0 | - |
| Merrill Lynch Retirement Plan & Trust | - | 5 | $307,950 | - | - |