Civic Intelligence

Merriwether & Williams Insurance Se

Plan context: Merriwrther & Williams Insurance Services Corp. 401K Plan

EIN 94-3266041 • San Francisco, CA • 26 filings • 5 plans

44 Montgomery Street, Suite 940San Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$1,154,819

2024 Contributions

$33,626

Historical Graphs

Total Assets Over Time

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

$1,162,697$581,349$0199920122023YearValue
$1,154,819Latest year 2023

Participants Over Time

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

27140199920112023YearValue
22Latest year 2023

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
202410$0$33,626-
Merriwrther & Williams Insurance Services Corp. 401K Plan-0$0$33,626-
2023122$1,154,819$54,164$2,462iApproximate average salary by contribution assumption: employee only about $61,550 at 4% or $41,033 at 6%; with 50% employer match about $41,033 at 4% or $27,356 at 6%; with 100% employer match about $30,775 at 4% or $20,517 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-22$1,154,819$54,164$2,462iApproximate average salary by contribution assumption: employee only about $61,550 at 4% or $41,033 at 6%; with 50% employer match about $41,033 at 4% or $27,356 at 6%; with 100% employer match about $30,775 at 4% or $20,517 at 6%.
2022123$1,036,108$66,896$2,909iApproximate average salary by contribution assumption: employee only about $72,713 at 4% or $48,475 at 6%; with 50% employer match about $48,475 at 4% or $32,317 at 6%; with 100% employer match about $36,357 at 4% or $24,238 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-23$1,036,108$66,896$2,909iApproximate average salary by contribution assumption: employee only about $72,713 at 4% or $48,475 at 6%; with 50% employer match about $48,475 at 4% or $32,317 at 6%; with 100% employer match about $36,357 at 4% or $24,238 at 6%.
2021122$1,162,697$62,352$2,834iApproximate average salary by contribution assumption: employee only about $70,855 at 4% or $47,236 at 6%; with 50% employer match about $47,236 at 4% or $31,491 at 6%; with 100% employer match about $35,427 at 4% or $23,618 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-22$1,162,697$62,352$2,834iApproximate average salary by contribution assumption: employee only about $70,855 at 4% or $47,236 at 6%; with 50% employer match about $47,236 at 4% or $31,491 at 6%; with 100% employer match about $35,427 at 4% or $23,618 at 6%.
2020119$987,556$42,014$2,211iApproximate average salary by contribution assumption: employee only about $55,282 at 4% or $36,854 at 6%; with 50% employer match about $36,854 at 4% or $24,570 at 6%; with 100% employer match about $27,641 at 4% or $18,427 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-19$987,556$42,014$2,211iApproximate average salary by contribution assumption: employee only about $55,282 at 4% or $36,854 at 6%; with 50% employer match about $36,854 at 4% or $24,570 at 6%; with 100% employer match about $27,641 at 4% or $18,427 at 6%.
2019120$821,034$38,892$1,945iApproximate average salary by contribution assumption: employee only about $48,615 at 4% or $32,410 at 6%; with 50% employer match about $32,410 at 4% or $21,607 at 6%; with 100% employer match about $24,308 at 4% or $16,205 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-20$821,034$38,892$1,945iApproximate average salary by contribution assumption: employee only about $48,615 at 4% or $32,410 at 6%; with 50% employer match about $32,410 at 4% or $21,607 at 6%; with 100% employer match about $24,308 at 4% or $16,205 at 6%.
2018119$736,440$31,609$1,664iApproximate average salary by contribution assumption: employee only about $41,591 at 4% or $27,727 at 6%; with 50% employer match about $27,727 at 4% or $18,485 at 6%; with 100% employer match about $20,795 at 4% or $13,864 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-19$736,440$31,609$1,664iApproximate average salary by contribution assumption: employee only about $41,591 at 4% or $27,727 at 6%; with 50% employer match about $27,727 at 4% or $18,485 at 6%; with 100% employer match about $20,795 at 4% or $13,864 at 6%.
2017121$783,564$46,195$2,200iApproximate average salary by contribution assumption: employee only about $54,994 at 4% or $36,663 at 6%; with 50% employer match about $36,663 at 4% or $24,442 at 6%; with 100% employer match about $27,497 at 4% or $18,331 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-21$783,564$46,195$2,200iApproximate average salary by contribution assumption: employee only about $54,994 at 4% or $36,663 at 6%; with 50% employer match about $36,663 at 4% or $24,442 at 6%; with 100% employer match about $27,497 at 4% or $18,331 at 6%.
2016124$787,586$68,460$2,853iApproximate average salary by contribution assumption: employee only about $71,313 at 4% or $47,542 at 6%; with 50% employer match about $47,542 at 4% or $31,694 at 6%; with 100% employer match about $35,656 at 4% or $23,771 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-24$787,586$68,460$2,853iApproximate average salary by contribution assumption: employee only about $71,313 at 4% or $47,542 at 6%; with 50% employer match about $47,542 at 4% or $31,694 at 6%; with 100% employer match about $35,656 at 4% or $23,771 at 6%.
2015124$778,288$84,921$3,538iApproximate average salary by contribution assumption: employee only about $88,459 at 4% or $58,973 at 6%; with 50% employer match about $58,973 at 4% or $39,315 at 6%; with 100% employer match about $44,230 at 4% or $29,486 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-24$778,288$84,921$3,538iApproximate average salary by contribution assumption: employee only about $88,459 at 4% or $58,973 at 6%; with 50% employer match about $58,973 at 4% or $39,315 at 6%; with 100% employer match about $44,230 at 4% or $29,486 at 6%.
2014123$721,335$209,745$9,119iApproximate average salary by contribution assumption: employee only about $227,984 at 4% or $151,989 at 6%; with 50% employer match about $151,989 at 4% or $101,326 at 6%; with 100% employer match about $113,992 at 4% or $75,995 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-23$721,335$209,745$9,119iApproximate average salary by contribution assumption: employee only about $227,984 at 4% or $151,989 at 6%; with 50% employer match about $151,989 at 4% or $101,326 at 6%; with 100% employer match about $113,992 at 4% or $75,995 at 6%.
2013121$628,449$63,633$3,030iApproximate average salary by contribution assumption: employee only about $75,754 at 4% or $50,502 at 6%; with 50% employer match about $50,502 at 4% or $33,668 at 6%; with 100% employer match about $37,877 at 4% or $25,251 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-21$628,449$63,633$3,030iApproximate average salary by contribution assumption: employee only about $75,754 at 4% or $50,502 at 6%; with 50% employer match about $50,502 at 4% or $33,668 at 6%; with 100% employer match about $37,877 at 4% or $25,251 at 6%.
2012120$647,306$81,281$4,064iApproximate average salary by contribution assumption: employee only about $101,601 at 4% or $67,734 at 6%; with 50% employer match about $67,734 at 4% or $45,156 at 6%; with 100% employer match about $50,801 at 4% or $33,867 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-20$647,306$81,281$4,064iApproximate average salary by contribution assumption: employee only about $101,601 at 4% or $67,734 at 6%; with 50% employer match about $67,734 at 4% or $45,156 at 6%; with 100% employer match about $50,801 at 4% or $33,867 at 6%.
2011119$845,797$76,910$4,048iApproximate average salary by contribution assumption: employee only about $101,197 at 4% or $67,465 at 6%; with 50% employer match about $67,465 at 4% or $44,977 at 6%; with 100% employer match about $50,599 at 4% or $33,732 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-19$845,797$76,910$4,048iApproximate average salary by contribution assumption: employee only about $101,197 at 4% or $67,465 at 6%; with 50% employer match about $67,465 at 4% or $44,977 at 6%; with 100% employer match about $50,599 at 4% or $33,732 at 6%.
2010119$986,666$75,056$3,950iApproximate average salary by contribution assumption: employee only about $98,758 at 4% or $65,839 at 6%; with 50% employer match about $65,839 at 4% or $43,892 at 6%; with 100% employer match about $49,379 at 4% or $32,919 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-19$986,666$75,056$3,950iApproximate average salary by contribution assumption: employee only about $98,758 at 4% or $65,839 at 6%; with 50% employer match about $65,839 at 4% or $43,892 at 6%; with 100% employer match about $49,379 at 4% or $32,919 at 6%.
2009120$845,664$68,514$3,426iApproximate average salary by contribution assumption: employee only about $85,643 at 4% or $57,095 at 6%; with 50% employer match about $57,095 at 4% or $38,063 at 6%; with 100% employer match about $42,821 at 4% or $28,548 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-20$845,664$68,514$3,426iApproximate average salary by contribution assumption: employee only about $85,643 at 4% or $57,095 at 6%; with 50% employer match about $57,095 at 4% or $38,063 at 6%; with 100% employer match about $42,821 at 4% or $28,548 at 6%.
2008127$673,822$61,075$2,262iApproximate average salary by contribution assumption: employee only about $56,551 at 4% or $37,701 at 6%; with 50% employer match about $37,701 at 4% or $25,134 at 6%; with 100% employer match about $28,275 at 4% or $18,850 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-27$673,822$61,075$2,262iApproximate average salary by contribution assumption: employee only about $56,551 at 4% or $37,701 at 6%; with 50% employer match about $37,701 at 4% or $25,134 at 6%; with 100% employer match about $28,275 at 4% or $18,850 at 6%.
2007121$0$0-
Merriwrther & Williams Insurance Services Corp. 401K Plan-21---
2006119$708,069$80,430$4,233iApproximate average salary by contribution assumption: employee only about $105,829 at 4% or $70,553 at 6%; with 50% employer match about $70,553 at 4% or $47,035 at 6%; with 100% employer match about $52,914 at 4% or $35,276 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-19$708,069$80,430$4,233iApproximate average salary by contribution assumption: employee only about $105,829 at 4% or $70,553 at 6%; with 50% employer match about $70,553 at 4% or $47,035 at 6%; with 100% employer match about $52,914 at 4% or $35,276 at 6%.
2005118$578,846$98,316$5,462iApproximate average salary by contribution assumption: employee only about $136,550 at 4% or $91,033 at 6%; with 50% employer match about $91,033 at 4% or $60,689 at 6%; with 100% employer match about $68,275 at 4% or $45,517 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-18$578,846$98,316$5,462iApproximate average salary by contribution assumption: employee only about $136,550 at 4% or $91,033 at 6%; with 50% employer match about $91,033 at 4% or $60,689 at 6%; with 100% employer match about $68,275 at 4% or $45,517 at 6%.
2004118$491,251$72,857$4,048iApproximate average salary by contribution assumption: employee only about $101,190 at 4% or $67,460 at 6%; with 50% employer match about $67,460 at 4% or $44,973 at 6%; with 100% employer match about $50,595 at 4% or $33,730 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-18$491,251$72,857$4,048iApproximate average salary by contribution assumption: employee only about $101,190 at 4% or $67,460 at 6%; with 50% employer match about $67,460 at 4% or $44,973 at 6%; with 100% employer match about $50,595 at 4% or $33,730 at 6%.
2003116$397,599$60,013$3,751iApproximate average salary by contribution assumption: employee only about $93,770 at 4% or $62,514 at 6%; with 50% employer match about $62,514 at 4% or $41,676 at 6%; with 100% employer match about $46,885 at 4% or $31,257 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-16$397,599$60,013$3,751iApproximate average salary by contribution assumption: employee only about $93,770 at 4% or $62,514 at 6%; with 50% employer match about $62,514 at 4% or $41,676 at 6%; with 100% employer match about $46,885 at 4% or $31,257 at 6%.
2002117$287,756$59,457$3,497iApproximate average salary by contribution assumption: employee only about $87,437 at 4% or $58,291 at 6%; with 50% employer match about $58,291 at 4% or $38,861 at 6%; with 100% employer match about $43,718 at 4% or $29,146 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-17$287,756$59,457$3,497iApproximate average salary by contribution assumption: employee only about $87,437 at 4% or $58,291 at 6%; with 50% employer match about $58,291 at 4% or $38,861 at 6%; with 100% employer match about $43,718 at 4% or $29,146 at 6%.
2001115$0$0-
Merriwrther & Williams Insurance Services Corp. 401K Plan-15---
2000115$308,307$63,832$4,255iApproximate average salary by contribution assumption: employee only about $106,387 at 4% or $70,924 at 6%; with 50% employer match about $70,924 at 4% or $47,283 at 6%; with 100% employer match about $53,193 at 4% or $35,462 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-15$308,307$63,832$4,255iApproximate average salary by contribution assumption: employee only about $106,387 at 4% or $70,924 at 6%; with 50% employer match about $70,924 at 4% or $47,283 at 6%; with 100% employer match about $53,193 at 4% or $35,462 at 6%.
1999118$266,447$60,389$3,355iApproximate average salary by contribution assumption: employee only about $83,874 at 4% or $55,916 at 6%; with 50% employer match about $55,916 at 4% or $37,277 at 6%; with 100% employer match about $41,937 at 4% or $27,958 at 6%.
Merriwrther & Williams Insurance Services Corp. 401K Plan-18$266,447$60,389$3,355iApproximate average salary by contribution assumption: employee only about $83,874 at 4% or $55,916 at 6%; with 50% employer match about $55,916 at 4% or $37,277 at 6%; with 100% employer match about $41,937 at 4% or $27,958 at 6%.