Merriman Holdings, Inc. 401(k) Plan (terminated 2016): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2016. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Merriman Holdings, Inc. 401(k) Login
Accounts were managed by
Empower
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Retirement plan providers can change. This information is from the plan's 2016 filing.
Merriman Holdings, Inc. 401(k) Plan Facts (plan year 2016)
Plan name
MERRIMAN CAPITAL, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MERRIMAN HOLDINGS, INC.
Participants
56
Former employees with a balance
0
Plan year
Jan 1, 2016 – Nov 30, 2016
Plan established
Jun 1, 2000
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)
Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Nov 30, 2016), filed Apr 25, 2017. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2016
- $53,608 went into the plan in contributions.
- $2.03 million was paid out to participants.
- Investment and other income added $58,980.
How the Merriman Holdings, Inc. 401(k) changed, 2011–2016
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2011 | 126 | $2.64 million | — | $594,799 |
| 2012 | 98 | $2.33 million | — | $833,125 |
| 2013 | 82 | $2.96 million | $0 | $577,148 |
| 2014 | 70 | $2.49 million | $0 | $290,572 |
| 2015 | 69 | $1.93 million | $0 | $331,971 |
| 2016 (final) | 56 | $0 | $0 | $2.03 million |
Merriman Holdings, Inc. 401(k) Contact Information
Phone
415-568-3925
Mailing address
250 MONTGOMERY STREET, 16TH FLOOR, SAN FRANCISCO CA 94104
Plan sponsor
MERRIMAN HOLDINGS, INC.
Employer identification number (EIN)
11-2936371
Plan number
001
Questions about the Merriman Holdings, Inc. 401(k)
Is the Merriman Holdings, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2016.
Does Merriman Holdings, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Merriman Holdings, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Merriman Holdings, Inc 401(k) plan?
56 participants at the start of plan year 2016.
Who manages the Merriman Holdings, Inc 401(k) accounts?
Empower is the plan's recordkeeper, which is where participants log in to see their balance.
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