Merck Family Fund

Massachusetts
Registered In
09/24/1998
Incorp. Date
Foreign
Registration Type
New Jersey
Foreign Jurisdiction

Company Summary

Merck Family Fund at 100 Summer ST STE 1600, Boston, Ma 02110 lists George Whitridge and Katharine Matys as associates.

Overview

Registered In
Massachusetts
Incorporation Date
Company Type
Foreign Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
New Jersey
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People

Ruth Goldman Registered Agent
131 DARTMOUTH ST STE 301, BOSTON, MA 02116 (View Past Addresses)
George Whitridge President
Katharine Matys Vice President
Serena Whitridge Secretary
Frederick Whitridge TREASURER
Wilhelm Merck Jr Trustee
Wilhelm Merck Trustee
Nathaniel Chamberlin Trustee
Ian Hatch Trustee
Showing 10 of 21 associates. Create a free account to view the complete list and historical changes.

Map & Locations

100 SUMMER ST STE 1600, BOSTON, MA 02110 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Merck Family Fund

Form 5500

MERCK FAMILY FUND

100 Summer Street Suite 1600, Boston, Ma 02110 (617) 696-3580 EIN:22-6063382 Plan Admin:Jamie Maguire
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$1,974,823 / $700,246 2022 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 5 $1,974,823 / $700,246
2022 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #002 Participants BOY/EOY4 / 0 Assets BOY/EOY$1,199,508 / $1 2022 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #002 4 / 0 $1,199,508 / $1
2021 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$969,933 / $1,974,823 2021 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $969,933 / $1,974,823
2021 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$1,734,399 / $1,199,508 2021 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #002 3 / 4 $1,734,399 / $1,199,508
2020 Plan NameMERCK FAMILY FUND Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,439,178 / $1,734,399 2020 MERCK FAMILY FUND - Plan #002 3 / 3 $1,439,178 / $1,734,399
2020 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$864,070 / $969,933 2020 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $864,070 / $969,933
2019 Plan NameMERCK FAMILY FUND Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,058,611 / $1,439,178 2019 MERCK FAMILY FUND - Plan #002 3 / 3 $1,058,611 / $1,439,178
2019 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$681,005 / $864,070 2019 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $681,005 / $864,070
2018 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$756,933 / $681,005 2018 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $756,933 / $681,005
2017 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$638,964 / $756,933 2017 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $638,964 / $756,933
2016 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$559,668 / $638,964 2016 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $559,668 / $638,964
2015 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$581,506 / $559,668 2015 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $581,506 / $559,668
2014 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$529,824 / $581,506 2014 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $529,824 / $581,506
2013 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$417,919 / $529,824 2013 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $417,919 / $529,824
2012 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$354,789 / $417,919 2012 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $354,789 / $417,919
2011 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$369,694 / $354,789 2011 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $369,694 / $354,789
2010 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$312,896 / $369,694 2010 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $312,896 / $369,694
2009 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$231,489 / $312,896 2009 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $231,489 / $312,896
2008 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 2008 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $0 / $0
2007 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 2007 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $0 / $0
2006 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $0 2006 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 3 / 3 $0 / $0
2005 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $0 2005 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 2 / 3 $0 / $0
2004 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 2004 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 2 / 2 $0 / $0
2003 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 2003 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 2 / 2 $0 / $0
2002 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 2002 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 2 / 2 $0 / $0
2001 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 2001 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 2 / 2 $0 / $0
2000 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 2000 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 2 / 2 $0 / $0
1999 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$0 / $0 1999 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 1 / 2 $0 / $0
1998 Plan NameMERCK FAMILY FUND 403(B) RETIREMENT PLAN Plan #001 Participants BOY/EOY1 / 1 Assets BOY/EOY$0 / $0 1998 MERCK FAMILY FUND 403(B) RETIREMENT PLAN - Plan #001 1 / 1 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

MERCK FAMILY FUND

95 Eliot ST STE 2, Milton, Ma 02186-3033 EIN:22-6063382 Deductibility:Contributions are deductible Classification:Charitable Organization
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps Contributions$2,070,659 Revenue$5,734,245 Expenses$4,316,432 Assets EOY$60,421,201 Liabilities$829,661 2022 $2,070,659 $5,734,245 $4,316,432 $60,421,201 $829,661
2021 # of Emps Contributions$101,142 Revenue$7,748,138 Expenses$4,373,075 Assets EOY$72,962,854 Liabilities$1,491,153 2021 $101,142 $7,748,138 $4,373,075 $72,962,854 $1,491,153
2020 # of Emps Contributions$274,457 Revenue$4,238,532 Expenses$5,253,328 Assets EOY$67,183,634 Liabilities$1,480,901 2020 $274,457 $4,238,532 $5,253,328 $67,183,634 $1,480,901
2019 # of Emps Contributions$149,042 Revenue$1,181,378 Expenses$3,713,620 Assets EOY$61,366,399 Liabilities$886,184 2019 $149,042 $1,181,378 $3,713,620 $61,366,399 $886,184
Tax Returns based on Form 990 & 990N.

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • Internal Revenue Service
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