Civic Intelligence

David Lerner Associates Inc

Plan context: David Lerner Associates Inc 401K Plan

EIN 11-2374466 • 52 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

175

2024 Assets

$59,088,022

2024 Contributions

$1,515,115

Historical Graphs

Total Assets Over Time

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

$59,088,022$29,544,011$0199920122024YearValue
$59,088,022Latest year 2024

Participants Over Time

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

4262130199920122024YearValue
175Latest year 2024

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
20242175$59,088,022$1,515,115$8,658iApproximate average salary by contribution assumption: employee only about $216,445 at 4% or $144,297 at 6%; with 50% employer match about $144,297 at 4% or $96,198 at 6%; with 100% employer match about $108,222 at 4% or $72,148 at 6%.
David Lerner Associates Inc 401K Plan-163$59,088,022$1,515,115$9,295iApproximate average salary by contribution assumption: employee only about $232,380 at 4% or $154,920 at 6%; with 50% employer match about $154,920 at 4% or $103,280 at 6%; with 100% employer match about $116,190 at 4% or $77,460 at 6%.
Group Life Health & Long Term Disability-175---
20232172$53,422,662$1,495,468$8,695iApproximate average salary by contribution assumption: employee only about $217,365 at 4% or $144,910 at 6%; with 50% employer match about $144,910 at 4% or $96,606 at 6%; with 100% employer match about $108,682 at 4% or $72,455 at 6%.
David Lerner Associates Inc 401K Plan-157$53,422,662$1,495,468$9,525iApproximate average salary by contribution assumption: employee only about $238,132 at 4% or $158,755 at 6%; with 50% employer match about $158,755 at 4% or $105,836 at 6%; with 100% employer match about $119,066 at 4% or $79,377 at 6%.
Group Life Health & Long Term Disability-172---
20222176$44,581,068$1,499,813$8,522iApproximate average salary by contribution assumption: employee only about $213,042 at 4% or $142,028 at 6%; with 50% employer match about $142,028 at 4% or $94,685 at 6%; with 100% employer match about $106,521 at 4% or $71,014 at 6%.
David Lerner Associates Inc 401K Plan-166$44,581,068$1,499,813$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,584 at 6%; with 50% employer match about $150,584 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
Group Life Health & Long Term Disability-176---
20212188$53,626,471$1,580,387$8,406iApproximate average salary by contribution assumption: employee only about $210,158 at 4% or $140,105 at 6%; with 50% employer match about $140,105 at 4% or $93,403 at 6%; with 100% employer match about $105,079 at 4% or $70,053 at 6%.
David Lerner Associates Inc 401K Plan-176$53,626,471$1,580,387$8,979iApproximate average salary by contribution assumption: employee only about $224,487 at 4% or $149,658 at 6%; with 50% employer match about $149,658 at 4% or $99,772 at 6%; with 100% employer match about $112,243 at 4% or $74,829 at 6%.
Group Life Health & Long Term Disability-188---
20202208$46,723,768$1,552,978$7,466iApproximate average salary by contribution assumption: employee only about $186,656 at 4% or $124,437 at 6%; with 50% employer match about $124,437 at 4% or $82,958 at 6%; with 100% employer match about $93,328 at 4% or $62,219 at 6%.
David Lerner Associates Inc 401K Plan-192$46,723,768$1,552,978$8,088iApproximate average salary by contribution assumption: employee only about $202,211 at 4% or $134,807 at 6%; with 50% employer match about $134,807 at 4% or $89,871 at 6%; with 100% employer match about $101,105 at 4% or $67,404 at 6%.
Group Life Health & Long Term Disability-208---
20192247$44,240,994$1,717,593$6,954iApproximate average salary by contribution assumption: employee only about $173,845 at 4% or $115,897 at 6%; with 50% employer match about $115,897 at 4% or $77,265 at 6%; with 100% employer match about $86,923 at 4% or $57,948 at 6%.
David Lerner Associates Inc 401K Plan-234$44,240,994$1,717,593$7,340iApproximate average salary by contribution assumption: employee only about $183,504 at 4% or $122,336 at 6%; with 50% employer match about $122,336 at 4% or $81,557 at 6%; with 100% employer match about $91,752 at 4% or $61,168 at 6%.
Group Life Health & Long Term Disability-247---
20182335$38,372,085$1,865,696$5,569iApproximate average salary by contribution assumption: employee only about $139,231 at 4% or $92,821 at 6%; with 50% employer match about $92,821 at 4% or $61,880 at 6%; with 100% employer match about $69,616 at 4% or $46,410 at 6%.
David Lerner Associates Inc 401K Plan-335$38,372,085$1,865,696$5,569iApproximate average salary by contribution assumption: employee only about $139,231 at 4% or $92,821 at 6%; with 50% employer match about $92,821 at 4% or $61,880 at 6%; with 100% employer match about $69,616 at 4% or $46,410 at 6%.
Group Life Health & Long Term Disability-240---
20172307$40,871,936$2,147,797$6,996iApproximate average salary by contribution assumption: employee only about $174,902 at 4% or $116,601 at 6%; with 50% employer match about $116,601 at 4% or $77,734 at 6%; with 100% employer match about $87,451 at 4% or $58,301 at 6%.
David Lerner Associates Inc 401K Plan-307$40,871,936$2,147,797$6,996iApproximate average salary by contribution assumption: employee only about $174,902 at 4% or $116,601 at 6%; with 50% employer match about $116,601 at 4% or $77,734 at 6%; with 100% employer match about $87,451 at 4% or $58,301 at 6%.
Group Life Health & Long Term Disability-116---
20162294$35,747,429$2,039,576$6,937iApproximate average salary by contribution assumption: employee only about $173,433 at 4% or $115,622 at 6%; with 50% employer match about $115,622 at 4% or $77,081 at 6%; with 100% employer match about $86,717 at 4% or $57,811 at 6%.
David Lerner Associates Inc 401K Plan-294$35,747,429$2,039,576$6,937iApproximate average salary by contribution assumption: employee only about $173,433 at 4% or $115,622 at 6%; with 50% employer match about $115,622 at 4% or $77,081 at 6%; with 100% employer match about $86,717 at 4% or $57,811 at 6%.
Group Life Health & Long Term Disability-266---
20152307$36,473,801$2,013,494$6,559iApproximate average salary by contribution assumption: employee only about $163,965 at 4% or $109,310 at 6%; with 50% employer match about $109,310 at 4% or $72,873 at 6%; with 100% employer match about $81,983 at 4% or $54,655 at 6%.
David Lerner Associates Inc 401K Plan-307$36,473,801$2,013,494$6,559iApproximate average salary by contribution assumption: employee only about $163,965 at 4% or $109,310 at 6%; with 50% employer match about $109,310 at 4% or $72,873 at 6%; with 100% employer match about $81,983 at 4% or $54,655 at 6%.
Group Life Health & Long Term Disability-285---
20142318$40,034,471$2,033,691$6,395iApproximate average salary by contribution assumption: employee only about $159,881 at 4% or $106,588 at 6%; with 50% employer match about $106,588 at 4% or $71,058 at 6%; with 100% employer match about $79,941 at 4% or $53,294 at 6%.
David Lerner Associates Inc 401K Plan-318$40,034,471$2,033,691$6,395iApproximate average salary by contribution assumption: employee only about $159,881 at 4% or $106,588 at 6%; with 50% employer match about $106,588 at 4% or $71,058 at 6%; with 100% employer match about $79,941 at 4% or $53,294 at 6%.
Group Life Health & Long Term Disability-312---
20132329$37,249,451$2,315,005$7,036iApproximate average salary by contribution assumption: employee only about $175,912 at 4% or $117,275 at 6%; with 50% employer match about $117,275 at 4% or $78,183 at 6%; with 100% employer match about $87,956 at 4% or $58,637 at 6%.
David Lerner Associates Inc 401K Plan-329$37,249,451$2,315,005$7,036iApproximate average salary by contribution assumption: employee only about $175,912 at 4% or $117,275 at 6%; with 50% employer match about $117,275 at 4% or $78,183 at 6%; with 100% employer match about $87,956 at 4% or $58,637 at 6%.
Group Life Health & Long Term Disability-303---
20122330$30,736,242$2,234,850$6,772iApproximate average salary by contribution assumption: employee only about $169,307 at 4% or $112,871 at 6%; with 50% employer match about $112,871 at 4% or $75,247 at 6%; with 100% employer match about $84,653 at 4% or $56,436 at 6%.
David Lerner Associates Inc 401K Plan-330$30,736,242$2,234,850$6,772iApproximate average salary by contribution assumption: employee only about $169,307 at 4% or $112,871 at 6%; with 50% employer match about $112,871 at 4% or $75,247 at 6%; with 100% employer match about $84,653 at 4% or $56,436 at 6%.
Group Life Health & Long Term Disability-324---
20112334$27,454,207$2,761,045$8,267iApproximate average salary by contribution assumption: employee only about $206,665 at 4% or $137,777 at 6%; with 50% employer match about $137,777 at 4% or $91,851 at 6%; with 100% employer match about $103,333 at 4% or $68,888 at 6%.
David Lerner Associates Inc 401K Plan-324$27,454,207$2,761,045$8,522iApproximate average salary by contribution assumption: employee only about $213,044 at 4% or $142,029 at 6%; with 50% employer match about $142,029 at 4% or $94,686 at 6%; with 100% employer match about $106,522 at 4% or $71,015 at 6%.
Group Life Health & Long Term Disability-334---
20102426$29,736,826$3,449,520$8,097iApproximate average salary by contribution assumption: employee only about $202,437 at 4% or $134,958 at 6%; with 50% employer match about $134,958 at 4% or $89,972 at 6%; with 100% employer match about $101,218 at 4% or $67,479 at 6%.
David Lerner Associates Inc 401K Plan-395$29,736,826$3,449,520$8,733iApproximate average salary by contribution assumption: employee only about $218,324 at 4% or $145,549 at 6%; with 50% employer match about $145,549 at 4% or $97,033 at 6%; with 100% employer match about $109,162 at 4% or $72,775 at 6%.
Group Life Health & Long Term Disability-426---
20092413$25,429,492$3,064,707$7,421iApproximate average salary by contribution assumption: employee only about $185,515 at 4% or $123,677 at 6%; with 50% employer match about $123,677 at 4% or $82,451 at 6%; with 100% employer match about $92,757 at 4% or $61,838 at 6%.
David Lerner Associates Inc 401K Plan-340$25,429,492$3,064,707$9,014iApproximate average salary by contribution assumption: employee only about $225,346 at 4% or $150,231 at 6%; with 50% employer match about $150,231 at 4% or $100,154 at 6%; with 100% employer match about $112,673 at 4% or $75,115 at 6%.
Group Life Health & Long Term Disability-413---
20082373$17,787,328$3,158,701$8,468iApproximate average salary by contribution assumption: employee only about $211,709 at 4% or $141,139 at 6%; with 50% employer match about $141,139 at 4% or $94,093 at 6%; with 100% employer match about $105,855 at 4% or $70,570 at 6%.
David Lerner Associates Inc 401K Plan-328$17,787,328$3,158,701$9,630iApproximate average salary by contribution assumption: employee only about $240,755 at 4% or $160,503 at 6%; with 50% employer match about $160,503 at 4% or $107,002 at 6%; with 100% employer match about $120,377 at 4% or $80,252 at 6%.
Group Life Health & Long Term Disability-373---
20072344$23,962,180$3,155,601$9,173iApproximate average salary by contribution assumption: employee only about $229,331 at 4% or $152,888 at 6%; with 50% employer match about $152,888 at 4% or $101,925 at 6%; with 100% employer match about $114,666 at 4% or $76,444 at 6%.
David Lerner Associates Inc 401K Plan-291$23,962,180$3,155,601$10,844iApproximate average salary by contribution assumption: employee only about $271,100 at 4% or $180,733 at 6%; with 50% employer match about $180,733 at 4% or $120,489 at 6%; with 100% employer match about $135,550 at 4% or $90,367 at 6%.
Group Life Health & Long Term Disability-344---
20062324$21,604,536$2,560,476$7,903iApproximate average salary by contribution assumption: employee only about $197,568 at 4% or $131,712 at 6%; with 50% employer match about $131,712 at 4% or $87,808 at 6%; with 100% employer match about $98,784 at 4% or $65,856 at 6%.
David Lerner Associates Inc 401K Plan-260$21,604,536$2,560,476$9,848iApproximate average salary by contribution assumption: employee only about $246,200 at 4% or $164,133 at 6%; with 50% employer match about $164,133 at 4% or $109,422 at 6%; with 100% employer match about $123,100 at 4% or $82,067 at 6%.
Group Life Health & Long Term Disability-324---
20052282$16,709,630$2,367,457$8,395iApproximate average salary by contribution assumption: employee only about $209,881 at 4% or $139,921 at 6%; with 50% employer match about $139,921 at 4% or $93,280 at 6%; with 100% employer match about $104,940 at 4% or $69,960 at 6%.
David Lerner Associates Inc 401K Plan-240$16,709,630$2,367,457$9,864iApproximate average salary by contribution assumption: employee only about $246,610 at 4% or $164,407 at 6%; with 50% employer match about $164,407 at 4% or $109,604 at 6%; with 100% employer match about $123,305 at 4% or $82,203 at 6%.
Group Life Health & Long Term Disability-282---
20042293$14,333,782$2,096,784$7,156iApproximate average salary by contribution assumption: employee only about $178,906 at 4% or $119,271 at 6%; with 50% employer match about $119,271 at 4% or $79,514 at 6%; with 100% employer match about $89,453 at 4% or $59,635 at 6%.
David Lerner Associates Inc 401K Plan-216$14,333,782$2,096,784$9,707iApproximate average salary by contribution assumption: employee only about $242,683 at 4% or $161,789 at 6%; with 50% employer match about $161,789 at 4% or $107,859 at 6%; with 100% employer match about $121,342 at 4% or $80,894 at 6%.
Group Life Health & Long Term Disability-293---
20032273$11,755,422$1,712,403$6,273iApproximate average salary by contribution assumption: employee only about $156,813 at 4% or $104,542 at 6%; with 50% employer match about $104,542 at 4% or $69,695 at 6%; with 100% employer match about $78,407 at 4% or $52,271 at 6%.
David Lerner Associates Inc 401K Plan-201$11,755,422$1,712,403$8,519iApproximate average salary by contribution assumption: employee only about $212,985 at 4% or $141,990 at 6%; with 50% employer match about $141,990 at 4% or $94,660 at 6%; with 100% employer match about $106,493 at 4% or $70,995 at 6%.
Group Life Health & Long Term Disability-273---
20022245$7,906,119$1,309,436$5,345iApproximate average salary by contribution assumption: employee only about $133,616 at 4% or $89,077 at 6%; with 50% employer match about $89,077 at 4% or $59,385 at 6%; with 100% employer match about $66,808 at 4% or $44,539 at 6%.
David Lerner Associates Inc 401K Plan-167$7,906,119$1,309,436$7,841iApproximate average salary by contribution assumption: employee only about $196,023 at 4% or $130,682 at 6%; with 50% employer match about $130,682 at 4% or $87,121 at 6%; with 100% employer match about $98,012 at 4% or $65,341 at 6%.
Group Life Health & Long Term Disability-245---
20012197$8,573,151$1,098,299$5,575iApproximate average salary by contribution assumption: employee only about $139,378 at 4% or $92,919 at 6%; with 50% employer match about $92,919 at 4% or $61,946 at 6%; with 100% employer match about $69,689 at 4% or $46,459 at 6%.
David Lerner Associates Inc 401K Plan-152$8,573,151$1,098,299$7,226iApproximate average salary by contribution assumption: employee only about $180,641 at 4% or $120,428 at 6%; with 50% employer match about $120,428 at 4% or $80,285 at 6%; with 100% employer match about $90,321 at 4% or $60,214 at 6%.
Group Life Health & Long Term Disability-197---
20002212$0$0-
Group Life Health & Long Term Disability-212---
David Lerner Associates Inc 401K Plan-158---
19992206$14,861,113$1,146,105$5,564iApproximate average salary by contribution assumption: employee only about $139,090 at 4% or $92,727 at 6%; with 50% employer match about $92,727 at 4% or $61,818 at 6%; with 100% employer match about $69,545 at 4% or $46,363 at 6%.
David Lerner Associates Inc 401K Plan-148$14,861,113$1,146,105$7,744iApproximate average salary by contribution assumption: employee only about $193,599 at 4% or $129,066 at 6%; with 50% employer match about $129,066 at 4% or $86,044 at 6%; with 100% employer match about $96,799 at 4% or $64,533 at 6%.
Group Life Health & Long Term Disability-206---