Civic Intelligence

Jeffrey G. Lerman PC.

Plan context: Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan

EIN 11-3251464 • Roslyn Heights, NY • 37 filings • 9 plans

2 Percheron LaneRoslyn Heights, NY 11577
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$5,045,912

2025 Contributions

$82,063

Historical Graphs

Total Assets Over Time

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

$5,788,278$2,894,139$0200220142025YearValue
$5,045,912Latest year 2025

Participants Over Time

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

1680200220142025YearValue
8Latest year 2025

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
202518$5,045,912$82,063$10,258iApproximate average salary by contribution assumption: employee only about $256,447 at 4% or $170,965 at 6%; with 50% employer match about $170,965 at 4% or $113,976 at 6%; with 100% employer match about $128,223 at 4% or $85,482 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-8$5,045,912$82,063$10,258iApproximate average salary by contribution assumption: employee only about $256,447 at 4% or $170,965 at 6%; with 50% employer match about $170,965 at 4% or $113,976 at 6%; with 100% employer match about $128,223 at 4% or $85,482 at 6%.
2024111$4,606,062$84,865$7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-11$4,606,062$84,865$7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%.
2023112$3,969,392$96,552$8,046iApproximate average salary by contribution assumption: employee only about $201,150 at 4% or $134,100 at 6%; with 50% employer match about $134,100 at 4% or $89,400 at 6%; with 100% employer match about $100,575 at 4% or $67,050 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-12$3,969,392$96,552$8,046iApproximate average salary by contribution assumption: employee only about $201,150 at 4% or $134,100 at 6%; with 50% employer match about $134,100 at 4% or $89,400 at 6%; with 100% employer match about $100,575 at 4% or $67,050 at 6%.
2022112$3,097,634$110,252$9,188iApproximate average salary by contribution assumption: employee only about $229,692 at 4% or $153,128 at 6%; with 50% employer match about $153,128 at 4% or $102,085 at 6%; with 100% employer match about $114,846 at 4% or $76,564 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-12$3,097,634$110,252$9,188iApproximate average salary by contribution assumption: employee only about $229,692 at 4% or $153,128 at 6%; with 50% employer match about $153,128 at 4% or $102,085 at 6%; with 100% employer match about $114,846 at 4% or $76,564 at 6%.
2021112$3,828,249$118,667$9,889iApproximate average salary by contribution assumption: employee only about $247,223 at 4% or $164,815 at 6%; with 50% employer match about $164,815 at 4% or $109,877 at 6%; with 100% employer match about $123,611 at 4% or $82,408 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-12$3,828,249$118,667$9,889iApproximate average salary by contribution assumption: employee only about $247,223 at 4% or $164,815 at 6%; with 50% employer match about $164,815 at 4% or $109,877 at 6%; with 100% employer match about $123,611 at 4% or $82,408 at 6%.
2020112$3,293,390$107,758$8,980iApproximate average salary by contribution assumption: employee only about $224,496 at 4% or $149,664 at 6%; with 50% employer match about $149,664 at 4% or $99,776 at 6%; with 100% employer match about $112,248 at 4% or $74,832 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-12$3,293,390$107,758$8,980iApproximate average salary by contribution assumption: employee only about $224,496 at 4% or $149,664 at 6%; with 50% employer match about $149,664 at 4% or $99,776 at 6%; with 100% employer match about $112,248 at 4% or $74,832 at 6%.
2019113$2,682,295$109,202$8,400iApproximate average salary by contribution assumption: employee only about $210,004 at 4% or $140,003 at 6%; with 50% employer match about $140,003 at 4% or $93,335 at 6%; with 100% employer match about $105,002 at 4% or $70,001 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-13$2,682,295$109,202$8,400iApproximate average salary by contribution assumption: employee only about $210,004 at 4% or $140,003 at 6%; with 50% employer match about $140,003 at 4% or $93,335 at 6%; with 100% employer match about $105,002 at 4% or $70,001 at 6%.
2018114$2,682,852$103,950$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-14$2,682,852$103,950$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
2017313$5,788,278$149,766$11,520iApproximate average salary by contribution assumption: employee only about $288,012 at 4% or $192,008 at 6%; with 50% employer match about $192,008 at 4% or $128,005 at 6%; with 100% employer match about $144,006 at 4% or $96,004 at 6%.
JEFFREY G. LERMAN, P.C. CASH BALANCE PENSION PLAN-13$3,103,459$65,389$5,030iApproximate average salary by contribution assumption: employee only about $125,748 at 4% or $83,832 at 6%; with 50% employer match about $83,832 at 4% or $55,888 at 6%; with 100% employer match about $62,874 at 4% or $41,916 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-12$2,684,819$84,377$7,031iApproximate average salary by contribution assumption: employee only about $175,785 at 4% or $117,190 at 6%; with 50% employer match about $117,190 at 4% or $78,127 at 6%; with 100% employer match about $87,893 at 4% or $58,595 at 6%.
JEFFREY G. LERMAN, PC CASH BALANCE PENSION PLAN-0$0--
2016215$4,937,702$90,547$6,036iApproximate average salary by contribution assumption: employee only about $150,912 at 4% or $100,608 at 6%; with 50% employer match about $100,608 at 4% or $67,072 at 6%; with 100% employer match about $75,456 at 4% or $50,304 at 6%.
JEFFREY G. LERMAN, P.C. CASH BALANCE PENSION PLAN-11$2,691,161$0-
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-15$2,246,541$90,547$6,036iApproximate average salary by contribution assumption: employee only about $150,912 at 4% or $100,608 at 6%; with 50% employer match about $100,608 at 4% or $67,072 at 6%; with 100% employer match about $75,456 at 4% or $50,304 at 6%.
2015216$4,637,952$597,661$37,354iApproximate average salary by contribution assumption: employee only about $933,845 at 4% or $622,564 at 6%; with 50% employer match about $622,564 at 4% or $415,042 at 6%; with 100% employer match about $466,923 at 4% or $311,282 at 6%.
JEFFREY G. LERMAN, PC CASH BALANCE PENSION PLAN-15$2,584,586$500,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-16$2,053,366$97,661$6,104iApproximate average salary by contribution assumption: employee only about $152,595 at 4% or $101,730 at 6%; with 50% employer match about $101,730 at 4% or $67,820 at 6%; with 100% employer match about $76,298 at 4% or $50,865 at 6%.
2014213$4,106,803$339,366$26,105iApproximate average salary by contribution assumption: employee only about $652,627 at 4% or $435,085 at 6%; with 50% employer match about $435,085 at 4% or $290,056 at 6%; with 100% employer match about $326,313 at 4% or $217,542 at 6%.
JEFFREY G. LERMAN, PC CASH BALANCE PENSION PLAN-12$2,110,030$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-13$1,996,773$89,366$6,874iApproximate average salary by contribution assumption: employee only about $171,858 at 4% or $114,572 at 6%; with 50% employer match about $114,572 at 4% or $76,381 at 6%; with 100% employer match about $85,929 at 4% or $57,286 at 6%.
201329$3,563,887$333,362$37,040iApproximate average salary by contribution assumption: employee only about $926,006 at 4% or $617,337 at 6%; with 50% employer match about $617,337 at 4% or $411,558 at 6%; with 100% employer match about $463,003 at 4% or $308,669 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-9$1,798,533$83,362$9,262iApproximate average salary by contribution assumption: employee only about $231,561 at 4% or $154,374 at 6%; with 50% employer match about $154,374 at 4% or $102,916 at 6%; with 100% employer match about $115,781 at 4% or $77,187 at 6%.
JEFFREY G. LERMAN, PC CASH BALANCE PENSION PLAN-9$1,765,354$250,000$27,778iApproximate average salary by contribution assumption: employee only about $694,444 at 4% or $462,963 at 6%; with 50% employer match about $462,963 at 4% or $308,642 at 6%; with 100% employer match about $347,222 at 4% or $231,481 at 6%.
2012213$2,927,889$231,500$17,808iApproximate average salary by contribution assumption: employee only about $445,192 at 4% or $296,795 at 6%; with 50% employer match about $296,795 at 4% or $197,863 at 6%; with 100% employer match about $222,596 at 4% or $148,397 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-13$1,564,393$101,435$7,803iApproximate average salary by contribution assumption: employee only about $195,067 at 4% or $130,045 at 6%; with 50% employer match about $130,045 at 4% or $86,697 at 6%; with 100% employer match about $97,534 at 4% or $65,022 at 6%.
JEFFREY G. LERMAN, PC CASH BALANCE PENSION PLAN-10$1,363,496$130,065$13,007iApproximate average salary by contribution assumption: employee only about $325,163 at 4% or $216,775 at 6%; with 50% employer match about $216,775 at 4% or $144,517 at 6%; with 100% employer match about $162,581 at 4% or $108,388 at 6%.
2011210$2,438,275$260,924$26,092iApproximate average salary by contribution assumption: employee only about $652,310 at 4% or $434,873 at 6%; with 50% employer match about $434,873 at 4% or $289,916 at 6%; with 100% employer match about $326,155 at 4% or $217,437 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-10$1,314,791$76,924$7,692iApproximate average salary by contribution assumption: employee only about $192,310 at 4% or $128,207 at 6%; with 50% employer match about $128,207 at 4% or $85,471 at 6%; with 100% employer match about $96,155 at 4% or $64,103 at 6%.
JEFFREY G. LERMAN, PC CASH BALANCE PENSION PLAN-10$1,123,484$184,000$18,400iApproximate average salary by contribution assumption: employee only about $460,000 at 4% or $306,667 at 6%; with 50% employer match about $306,667 at 4% or $204,444 at 6%; with 100% employer match about $230,000 at 4% or $153,333 at 6%.
2010210$2,154,836$297,686$29,769iApproximate average salary by contribution assumption: employee only about $744,215 at 4% or $496,143 at 6%; with 50% employer match about $496,143 at 4% or $330,762 at 6%; with 100% employer match about $372,108 at 4% or $248,072 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-10$1,227,293$77,686$7,769iApproximate average salary by contribution assumption: employee only about $194,215 at 4% or $129,477 at 6%; with 50% employer match about $129,477 at 4% or $86,318 at 6%; with 100% employer match about $97,108 at 4% or $64,738 at 6%.
JEFFREY G. LERMAN, PC PENSION PLAN-9$927,543$220,000$24,444iApproximate average salary by contribution assumption: employee only about $611,111 at 4% or $407,407 at 6%; with 50% employer match about $407,407 at 4% or $271,605 at 6%; with 100% employer match about $305,556 at 4% or $203,704 at 6%.
2009211$1,745,713$302,955$27,541iApproximate average salary by contribution assumption: employee only about $688,534 at 4% or $459,023 at 6%; with 50% employer match about $459,023 at 4% or $306,015 at 6%; with 100% employer match about $344,267 at 4% or $229,511 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-11$1,083,266$73,950$6,723iApproximate average salary by contribution assumption: employee only about $168,068 at 4% or $112,045 at 6%; with 50% employer match about $112,045 at 4% or $74,697 at 6%; with 100% employer match about $84,034 at 4% or $56,023 at 6%.
JEFFREY G. LERMAN, PC PENSION PLAN-10$662,447$229,005$22,901iApproximate average salary by contribution assumption: employee only about $572,513 at 4% or $381,675 at 6%; with 50% employer match about $381,675 at 4% or $254,450 at 6%; with 100% employer match about $286,256 at 4% or $190,838 at 6%.
200826$1,125,290$241,072$40,179iApproximate average salary by contribution assumption: employee only about $1,004,467 at 4% or $669,644 at 6%; with 50% employer match about $669,644 at 4% or $446,430 at 6%; with 100% employer match about $502,233 at 4% or $334,822 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-6$793,434$62,950$10,492iApproximate average salary by contribution assumption: employee only about $262,292 at 4% or $174,861 at 6%; with 50% employer match about $174,861 at 4% or $116,574 at 6%; with 100% employer match about $131,146 at 4% or $87,431 at 6%.
JEFFREY G. LERMAN, P.C. PENSION PLAN-6$331,856$178,122$29,687iApproximate average salary by contribution assumption: employee only about $742,175 at 4% or $494,783 at 6%; with 50% employer match about $494,783 at 4% or $329,856 at 6%; with 100% employer match about $371,088 at 4% or $247,392 at 6%.
200729$1,328,239$250,563$27,840iApproximate average salary by contribution assumption: employee only about $696,008 at 4% or $464,006 at 6%; with 50% employer match about $464,006 at 4% or $309,337 at 6%; with 100% employer match about $348,004 at 4% or $232,003 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-9$1,098,482$67,406$7,490iApproximate average salary by contribution assumption: employee only about $187,239 at 4% or $124,826 at 6%; with 50% employer match about $124,826 at 4% or $83,217 at 6%; with 100% employer match about $93,619 at 4% or $62,413 at 6%.
JEFFREY G. LERMAN, PC PENSION PLAN-9$229,757$183,157$20,351iApproximate average salary by contribution assumption: employee only about $508,769 at 4% or $339,180 at 6%; with 50% employer match about $339,180 at 4% or $226,120 at 6%; with 100% employer match about $254,385 at 4% or $169,590 at 6%.
200627$1,051,849$105,266$15,038iApproximate average salary by contribution assumption: employee only about $375,950 at 4% or $250,633 at 6%; with 50% employer match about $250,633 at 4% or $167,089 at 6%; with 100% employer match about $187,975 at 4% or $125,317 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-7$1,008,171$61,588$8,798iApproximate average salary by contribution assumption: employee only about $219,957 at 4% or $146,638 at 6%; with 50% employer match about $146,638 at 4% or $97,759 at 6%; with 100% employer match about $109,979 at 4% or $73,319 at 6%.
JEFFREY G. LERMAN, PC PENSION PLAN-7$43,678$43,678$6,240iApproximate average salary by contribution assumption: employee only about $155,993 at 4% or $103,995 at 6%; with 50% employer match about $103,995 at 4% or $69,330 at 6%; with 100% employer match about $77,996 at 4% or $51,998 at 6%.
200518$869,906$65,000$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-8$869,906$65,000$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
200418$795,536$65,000$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-8$795,536$65,000$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
2002211$436,887$96,536$8,776iApproximate average salary by contribution assumption: employee only about $219,400 at 4% or $146,267 at 6%; with 50% employer match about $146,267 at 4% or $97,511 at 6%; with 100% employer match about $109,700 at 4% or $73,133 at 6%.
Jeffrey G. Lerman PC. 401(K) Profit Sharing Plan-11$323,089$96,536$8,776iApproximate average salary by contribution assumption: employee only about $219,400 at 4% or $146,267 at 6%; with 50% employer match about $146,267 at 4% or $97,511 at 6%; with 100% employer match about $109,700 at 4% or $73,133 at 6%.
JEFFREY G LERMAN, PC MONEY PURCHASE PENSION PLAN-11$113,798--