Charles a. Kerner CPA PC.
Plan context: Charles a. Kerner CPA PC Retirement Plan
EIN 11-3387220 • Rockville Centre, NY • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,122,569
2024 Contributions
$176,539
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $1,122,569 | $176,539 | $29,423iApproximate average salary by contribution assumption: employee only about $735,579 at 4% or $490,386 at 6%; with 50% employer match about $490,386 at 4% or $326,924 at 6%; with 100% employer match about $367,790 at 4% or $245,193 at 6%. |
| Charles a. Kerner CPA PC Retirement Plan | - | 5 | $661,401 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 6 | $461,168 | $76,539 | $12,757iApproximate average salary by contribution assumption: employee only about $318,913 at 4% or $212,608 at 6%; with 50% employer match about $212,608 at 4% or $141,739 at 6%; with 100% employer match about $159,456 at 4% or $106,304 at 6%. |
| 2023 | 2 | 6 | $884,479 | $133,158 | $22,193iApproximate average salary by contribution assumption: employee only about $554,825 at 4% or $369,883 at 6%; with 50% employer match about $369,883 at 4% or $246,589 at 6%; with 100% employer match about $277,413 at 4% or $184,942 at 6%. |
| Charles a. Kerner CPA PC Retirement Plan | - | 5 | $494,563 | $65,106 | $13,021iApproximate average salary by contribution assumption: employee only about $325,530 at 4% or $217,020 at 6%; with 50% employer match about $217,020 at 4% or $144,680 at 6%; with 100% employer match about $162,765 at 4% or $108,510 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 6 | $389,916 | $68,052 | $11,342iApproximate average salary by contribution assumption: employee only about $283,550 at 4% or $189,033 at 6%; with 50% employer match about $189,033 at 4% or $126,022 at 6%; with 100% employer match about $141,775 at 4% or $94,517 at 6%. |
| 2022 | 2 | 5 | $693,194 | $130,500 | $26,100iApproximate average salary by contribution assumption: employee only about $652,500 at 4% or $435,000 at 6%; with 50% employer match about $435,000 at 4% or $290,000 at 6%; with 100% employer match about $326,250 at 4% or $217,500 at 6%. |
| Charles a. Kerner CPA PC Retirement Plan | - | 4 | $374,994 | $88,876 | $22,219iApproximate average salary by contribution assumption: employee only about $555,475 at 4% or $370,317 at 6%; with 50% employer match about $370,317 at 4% or $246,878 at 6%; with 100% employer match about $277,738 at 4% or $185,158 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 5 | $318,200 | $41,624 | $8,325iApproximate average salary by contribution assumption: employee only about $208,120 at 4% or $138,747 at 6%; with 50% employer match about $138,747 at 4% or $92,498 at 6%; with 100% employer match about $104,060 at 4% or $69,373 at 6%. |
| 2021 | 2 | 5 | $706,281 | $131,801 | $26,360iApproximate average salary by contribution assumption: employee only about $659,005 at 4% or $439,337 at 6%; with 50% employer match about $439,337 at 4% or $292,891 at 6%; with 100% employer match about $329,503 at 4% or $219,668 at 6%. |
| Charles a. Kerner CPA PC Retirement Plan | - | 4 | $357,730 | $110,000 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 5 | $348,551 | $21,801 | $4,360iApproximate average salary by contribution assumption: employee only about $109,005 at 4% or $72,670 at 6%; with 50% employer match about $72,670 at 4% or $48,447 at 6%; with 100% employer match about $54,503 at 4% or $36,335 at 6%. |
| 2020 | 3 | 5 | $569,286 | $132,127 | $26,425iApproximate average salary by contribution assumption: employee only about $660,635 at 4% or $440,423 at 6%; with 50% employer match about $440,423 at 4% or $293,616 at 6%; with 100% employer match about $330,318 at 4% or $220,212 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 5 | $278,037 | $17,127 | $3,425iApproximate average salary by contribution assumption: employee only about $85,635 at 4% or $57,090 at 6%; with 50% employer match about $57,090 at 4% or $38,060 at 6%; with 100% employer match about $42,818 at 4% or $28,545 at 6%. |
| Charles a. Kerner CPA PC Retirement Plan | - | 3 | $232,931 | $115,000 | $38,333iApproximate average salary by contribution assumption: employee only about $958,333 at 4% or $638,889 at 6%; with 50% employer match about $638,889 at 4% or $425,926 at 6%; with 100% employer match about $479,167 at 4% or $319,444 at 6%. |
| CHARLES A KERNER CPA PC MONEY PURCHASE PLAN | - | 2 | $58,318 | - | - |
| 2019 | 3 | 3 | $431,109 | $105,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 3 | $278,707 | $14,790 | $4,930iApproximate average salary by contribution assumption: employee only about $123,250 at 4% or $82,167 at 6%; with 50% employer match about $82,167 at 4% or $54,778 at 6%; with 100% employer match about $61,625 at 4% or $41,083 at 6%. |
| Charles a. Kerner CPA PC Retirement Plan | - | 2 | $90,210 | $90,210 | $45,105iApproximate average salary by contribution assumption: employee only about $1,127,625 at 4% or $751,750 at 6%; with 50% employer match about $751,750 at 4% or $501,167 at 6%; with 100% employer match about $563,813 at 4% or $375,875 at 6%. |
| CHARLES A KERNER CPA PC MONEY PURCHASE PLAN | - | 2 | $62,192 | - | - |
| 2018 | 3 | 4 | $270,564 | $63,021 | $15,755iApproximate average salary by contribution assumption: employee only about $393,881 at 4% or $262,588 at 6%; with 50% employer match about $262,588 at 4% or $175,058 at 6%; with 100% employer match about $196,941 at 4% or $131,294 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 4 | $219,606 | $63,021 | $15,755iApproximate average salary by contribution assumption: employee only about $393,881 at 4% or $262,588 at 6%; with 50% employer match about $262,588 at 4% or $175,058 at 6%; with 100% employer match about $196,941 at 4% or $131,294 at 6%. |
| CHARLES A KERNER CPA PC MONEY PURCHASE PLAN | - | 2 | $50,958 | $0 | - |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2017 | 3 | 3 | $232,183 | $57,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 3 | $175,680 | $57,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| CHARLES A KERNER CPA PC MONEY PURCHASE PLAN | - | 2 | $51,678 | - | - |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $4,825 | $0 | - |
| 2016 | 3 | 3 | $330,341 | $52,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $173,750 | $0 | - |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 3 | $108,575 | $52,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| CHARLES A KERNER CPA PC MONEY PURCHASE PLAN | - | 2 | $48,016 | - | - |
| 2015 | 2 | 3 | $222,429 | $55,344 | $18,448iApproximate average salary by contribution assumption: employee only about $461,200 at 4% or $307,467 at 6%; with 50% employer match about $307,467 at 4% or $204,978 at 6%; with 100% employer match about $230,600 at 4% or $153,733 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $167,085 | $0 | - |
| Charles a. Kerner CPA PC. 401(K) Profit Sharing Plan | - | 2 | $55,344 | $55,344 | $27,672iApproximate average salary by contribution assumption: employee only about $691,800 at 4% or $461,200 at 6%; with 50% employer match about $461,200 at 4% or $307,467 at 6%; with 100% employer match about $345,900 at 4% or $230,600 at 6%. |
| 2014 | 1 | 3 | $167,366 | $0 | - |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $167,366 | $0 | - |
| 2013 | 1 | 3 | $169,297 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $169,297 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2012 | 1 | 3 | $149,814 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $149,814 | $28,000 | $9,333iApproximate average salary by contribution assumption: employee only about $233,333 at 4% or $155,556 at 6%; with 50% employer match about $155,556 at 4% or $103,704 at 6%; with 100% employer match about $116,667 at 4% or $77,778 at 6%. |
| 2011 | 1 | 3 | $109,282 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 3 | $109,282 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2010 | 1 | 2 | $99,951 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $99,951 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2009 | 1 | 2 | $60,647 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $60,647 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2008 | 1 | 2 | $30,000 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| CHARLES A. KERNER CPA P.C. DEFINED BENEFIT PENSION PLAN | - | 2 | $30,000 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |