Civic Intelligence

Howard a. Lerner, D.D.S. PC.

Plan context: Profit-Sharing Plan Under Howard a. Lerner, D.D.S. PC. Retirement Trust

EIN 06-0866933 • 6 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

2

2001 Assets

$2,157,161

2001 Contributions

$18,086

Historical Graphs

Total Assets Over Time

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

$2,157,161$1,078,581$01999YearValue
$2,157,161Latest year 1999

Participants Over Time

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

21019992000YearValue
2Latest year 2000

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
200120$0$0-
Pension Plan Under Howard a. Lerner, D.D.S. PC. Retirement Trust-0---
Profit-Sharing Plan Under Howard a. Lerner, D.D.S. PC. Retirement Trust-0---
200022$0$0-
Pension Plan Under Howard a. Lerner, D.D.S. PC. Retirement Trust-2---
Profit-Sharing Plan Under Howard a. Lerner, D.D.S. PC. Retirement Trust-2---
199922$2,157,161$18,086$9,043iApproximate average salary by contribution assumption: employee only about $226,075 at 4% or $150,717 at 6%; with 50% employer match about $150,717 at 4% or $100,478 at 6%; with 100% employer match about $113,038 at 4% or $75,358 at 6%.
Profit-Sharing Plan Under Howard a. Lerner, D.D.S. PC. Retirement Trust-2$1,190,897$1,555$778iApproximate average salary by contribution assumption: employee only about $19,438 at 4% or $12,958 at 6%; with 50% employer match about $12,958 at 4% or $8,639 at 6%; with 100% employer match about $9,719 at 4% or $6,479 at 6%.
Pension Plan Under Howard a. Lerner, D.D.S. PC. Retirement Trust-2$966,264$16,531$8,266iApproximate average salary by contribution assumption: employee only about $206,638 at 4% or $137,758 at 6%; with 50% employer match about $137,758 at 4% or $91,839 at 6%; with 100% employer match about $103,319 at 4% or $68,879 at 6%.