Civic Intelligence

Jay S. Lerman, M.D.

Plan context: Jay S. Lerman, M.D. Pension Plan and Trust

EIN 13-2965976 • New Rochelle, NY • 16 filings • 2 plans

72 Rose Hill AvenueNew Rochelle, NY 10804
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$4,431,635

2014 Contributions

$13,217

Historical Graphs

Total Assets Over Time

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

$4,431,635$2,215,818$0199920072013YearValue
$4,431,635Latest year 2013

Participants Over Time

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

420199920062013YearValue
4Latest year 2013

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
201410$0$0-
Jay S. Lerman, M.D. Pension Plan and Trust-0$0--
201314$4,431,635$13,217$3,304iApproximate average salary by contribution assumption: employee only about $82,606 at 4% or $55,071 at 6%; with 50% employer match about $55,071 at 4% or $36,714 at 6%; with 100% employer match about $41,303 at 4% or $27,535 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-4$4,431,635$13,217$3,304iApproximate average salary by contribution assumption: employee only about $82,606 at 4% or $55,071 at 6%; with 50% employer match about $55,071 at 4% or $36,714 at 6%; with 100% employer match about $41,303 at 4% or $27,535 at 6%.
201214$3,847,287$56,309$14,077iApproximate average salary by contribution assumption: employee only about $351,931 at 4% or $234,621 at 6%; with 50% employer match about $234,621 at 4% or $156,414 at 6%; with 100% employer match about $175,966 at 4% or $117,310 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-4$3,847,287$56,309$14,077iApproximate average salary by contribution assumption: employee only about $351,931 at 4% or $234,621 at 6%; with 50% employer match about $234,621 at 4% or $156,414 at 6%; with 100% employer match about $175,966 at 4% or $117,310 at 6%.
201113$3,534,622$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$3,534,622$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201013$3,360,456$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$3,360,456$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200913$3,285,042$27,200$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$3,285,042$27,200$9,067iApproximate average salary by contribution assumption: employee only about $226,667 at 4% or $151,111 at 6%; with 50% employer match about $151,111 at 4% or $100,741 at 6%; with 100% employer match about $113,333 at 4% or $75,556 at 6%.
200813$2,682,779$52,304$17,435iApproximate average salary by contribution assumption: employee only about $435,867 at 4% or $290,578 at 6%; with 50% employer match about $290,578 at 4% or $193,719 at 6%; with 100% employer match about $217,933 at 4% or $145,289 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$2,682,779$52,304$17,435iApproximate average salary by contribution assumption: employee only about $435,867 at 4% or $290,578 at 6%; with 50% employer match about $290,578 at 4% or $193,719 at 6%; with 100% employer match about $217,933 at 4% or $145,289 at 6%.
200713$3,262,638$53,540$17,847iApproximate average salary by contribution assumption: employee only about $446,167 at 4% or $297,444 at 6%; with 50% employer match about $297,444 at 4% or $198,296 at 6%; with 100% employer match about $223,083 at 4% or $148,722 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$3,262,638$53,540$17,847iApproximate average salary by contribution assumption: employee only about $446,167 at 4% or $297,444 at 6%; with 50% employer match about $297,444 at 4% or $198,296 at 6%; with 100% employer match about $223,083 at 4% or $148,722 at 6%.
200613$3,008,478$55,370$18,457iApproximate average salary by contribution assumption: employee only about $461,417 at 4% or $307,611 at 6%; with 50% employer match about $307,611 at 4% or $205,074 at 6%; with 100% employer match about $230,708 at 4% or $153,806 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$3,008,478$55,370$18,457iApproximate average salary by contribution assumption: employee only about $461,417 at 4% or $307,611 at 6%; with 50% employer match about $307,611 at 4% or $205,074 at 6%; with 100% employer match about $230,708 at 4% or $153,806 at 6%.
200513$2,715,611$53,476$17,825iApproximate average salary by contribution assumption: employee only about $445,633 at 4% or $297,089 at 6%; with 50% employer match about $297,089 at 4% or $198,059 at 6%; with 100% employer match about $222,817 at 4% or $148,544 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$2,715,611$53,476$17,825iApproximate average salary by contribution assumption: employee only about $445,633 at 4% or $297,089 at 6%; with 50% employer match about $297,089 at 4% or $198,059 at 6%; with 100% employer match about $222,817 at 4% or $148,544 at 6%.
200413$2,548,638$59,889$19,963iApproximate average salary by contribution assumption: employee only about $499,075 at 4% or $332,717 at 6%; with 50% employer match about $332,717 at 4% or $221,811 at 6%; with 100% employer match about $249,538 at 4% or $166,358 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$2,548,638$59,889$19,963iApproximate average salary by contribution assumption: employee only about $499,075 at 4% or $332,717 at 6%; with 50% employer match about $332,717 at 4% or $221,811 at 6%; with 100% employer match about $249,538 at 4% or $166,358 at 6%.
200313$2,375,589$60,235$20,078iApproximate average salary by contribution assumption: employee only about $501,958 at 4% or $334,639 at 6%; with 50% employer match about $334,639 at 4% or $223,093 at 6%; with 100% employer match about $250,979 at 4% or $167,319 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$2,375,589$60,235$20,078iApproximate average salary by contribution assumption: employee only about $501,958 at 4% or $334,639 at 6%; with 50% employer match about $334,639 at 4% or $223,093 at 6%; with 100% employer match about $250,979 at 4% or $167,319 at 6%.
200213$2,026,500$58,933$19,644iApproximate average salary by contribution assumption: employee only about $491,108 at 4% or $327,406 at 6%; with 50% employer match about $327,406 at 4% or $218,270 at 6%; with 100% employer match about $245,554 at 4% or $163,703 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$2,026,500$58,933$19,644iApproximate average salary by contribution assumption: employee only about $491,108 at 4% or $327,406 at 6%; with 50% employer match about $327,406 at 4% or $218,270 at 6%; with 100% employer match about $245,554 at 4% or $163,703 at 6%.
200113$0$0-
Jay S. Lerman, M.D. Pension Plan and Trust-3---
200013$2,053,825$47,864$15,955iApproximate average salary by contribution assumption: employee only about $398,867 at 4% or $265,911 at 6%; with 50% employer match about $265,911 at 4% or $177,274 at 6%; with 100% employer match about $199,433 at 4% or $132,956 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$2,053,825$47,864$15,955iApproximate average salary by contribution assumption: employee only about $398,867 at 4% or $265,911 at 6%; with 50% employer match about $265,911 at 4% or $177,274 at 6%; with 100% employer match about $199,433 at 4% or $132,956 at 6%.
199913$1,776,944$47,363$15,788iApproximate average salary by contribution assumption: employee only about $394,692 at 4% or $263,128 at 6%; with 50% employer match about $263,128 at 4% or $175,419 at 6%; with 100% employer match about $197,346 at 4% or $131,564 at 6%.
Jay S. Lerman, M.D. Pension Plan and Trust-3$1,776,944$47,363$15,788iApproximate average salary by contribution assumption: employee only about $394,692 at 4% or $263,128 at 6%; with 50% employer match about $263,128 at 4% or $175,419 at 6%; with 100% employer match about $197,346 at 4% or $131,564 at 6%.
Jay S. Lerman, M.D. | EIN 13-2965976 | 2014 Form 5500 Company Profile