Civic Intelligence

Gary Lerman, CPA PLLC.

Plan context: Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan

EIN 20-2275337 • Somers, NY • 19 filings • 2 plans

268 Route 202 P.O. Box 528Somers, NY 10589
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,368,274

2024 Contributions

$100,429

Historical Graphs

Total Assets Over Time

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

$2,368,274$1,184,137$0200620162024YearValue
$2,368,274Latest year 2024

Participants Over Time

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

420200620152024YearValue
4Latest 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
202414$2,368,274$100,429$25,107iApproximate average salary by contribution assumption: employee only about $627,681 at 4% or $418,454 at 6%; with 50% employer match about $418,454 at 4% or $278,969 at 6%; with 100% employer match about $313,841 at 4% or $209,227 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$2,368,274$100,429$25,107iApproximate average salary by contribution assumption: employee only about $627,681 at 4% or $418,454 at 6%; with 50% employer match about $418,454 at 4% or $278,969 at 6%; with 100% employer match about $313,841 at 4% or $209,227 at 6%.
202314$2,020,436$92,664$23,166iApproximate average salary by contribution assumption: employee only about $579,150 at 4% or $386,100 at 6%; with 50% employer match about $386,100 at 4% or $257,400 at 6%; with 100% employer match about $289,575 at 4% or $193,050 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$2,020,436$92,664$23,166iApproximate average salary by contribution assumption: employee only about $579,150 at 4% or $386,100 at 6%; with 50% employer match about $386,100 at 4% or $257,400 at 6%; with 100% employer match about $289,575 at 4% or $193,050 at 6%.
202214$1,742,446$84,435$21,109iApproximate average salary by contribution assumption: employee only about $527,719 at 4% or $351,813 at 6%; with 50% employer match about $351,813 at 4% or $234,542 at 6%; with 100% employer match about $263,859 at 4% or $175,906 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$1,742,446$84,435$21,109iApproximate average salary by contribution assumption: employee only about $527,719 at 4% or $351,813 at 6%; with 50% employer match about $351,813 at 4% or $234,542 at 6%; with 100% employer match about $263,859 at 4% or $175,906 at 6%.
202114$1,787,779$77,402$19,351iApproximate average salary by contribution assumption: employee only about $483,763 at 4% or $322,508 at 6%; with 50% employer match about $322,508 at 4% or $215,006 at 6%; with 100% employer match about $241,881 at 4% or $161,254 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$1,787,779$77,402$19,351iApproximate average salary by contribution assumption: employee only about $483,763 at 4% or $322,508 at 6%; with 50% employer match about $322,508 at 4% or $215,006 at 6%; with 100% employer match about $241,881 at 4% or $161,254 at 6%.
202014$1,521,559$85,857$21,464iApproximate average salary by contribution assumption: employee only about $536,606 at 4% or $357,738 at 6%; with 50% employer match about $357,738 at 4% or $238,492 at 6%; with 100% employer match about $268,303 at 4% or $178,869 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$1,521,559$85,857$21,464iApproximate average salary by contribution assumption: employee only about $536,606 at 4% or $357,738 at 6%; with 50% employer match about $357,738 at 4% or $238,492 at 6%; with 100% employer match about $268,303 at 4% or $178,869 at 6%.
201914$1,283,680$93,854$23,464iApproximate average salary by contribution assumption: employee only about $586,588 at 4% or $391,058 at 6%; with 50% employer match about $391,058 at 4% or $260,706 at 6%; with 100% employer match about $293,294 at 4% or $195,529 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$1,283,680$93,854$23,464iApproximate average salary by contribution assumption: employee only about $586,588 at 4% or $391,058 at 6%; with 50% employer match about $391,058 at 4% or $260,706 at 6%; with 100% employer match about $293,294 at 4% or $195,529 at 6%.
201814$956,218$91,805$22,951iApproximate average salary by contribution assumption: employee only about $573,781 at 4% or $382,521 at 6%; with 50% employer match about $382,521 at 4% or $255,014 at 6%; with 100% employer match about $286,891 at 4% or $191,260 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$956,218$91,805$22,951iApproximate average salary by contribution assumption: employee only about $573,781 at 4% or $382,521 at 6%; with 50% employer match about $382,521 at 4% or $255,014 at 6%; with 100% employer match about $286,891 at 4% or $191,260 at 6%.
201714$933,111$85,110$21,278iApproximate average salary by contribution assumption: employee only about $531,938 at 4% or $354,625 at 6%; with 50% employer match about $354,625 at 4% or $236,417 at 6%; with 100% employer match about $265,969 at 4% or $177,313 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$933,111$85,110$21,278iApproximate average salary by contribution assumption: employee only about $531,938 at 4% or $354,625 at 6%; with 50% employer match about $354,625 at 4% or $236,417 at 6%; with 100% employer match about $265,969 at 4% or $177,313 at 6%.
201614$741,185$74,915$18,729iApproximate average salary by contribution assumption: employee only about $468,219 at 4% or $312,146 at 6%; with 50% employer match about $312,146 at 4% or $208,097 at 6%; with 100% employer match about $234,109 at 4% or $156,073 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$741,185$74,915$18,729iApproximate average salary by contribution assumption: employee only about $468,219 at 4% or $312,146 at 6%; with 50% employer match about $312,146 at 4% or $208,097 at 6%; with 100% employer match about $234,109 at 4% or $156,073 at 6%.
201514$595,752$81,596$20,399iApproximate average salary by contribution assumption: employee only about $509,975 at 4% or $339,983 at 6%; with 50% employer match about $339,983 at 4% or $226,656 at 6%; with 100% employer match about $254,988 at 4% or $169,992 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$595,752$81,596$20,399iApproximate average salary by contribution assumption: employee only about $509,975 at 4% or $339,983 at 6%; with 50% employer match about $339,983 at 4% or $226,656 at 6%; with 100% employer match about $254,988 at 4% or $169,992 at 6%.
201414$534,620$65,985$16,496iApproximate average salary by contribution assumption: employee only about $412,406 at 4% or $274,938 at 6%; with 50% employer match about $274,938 at 4% or $183,292 at 6%; with 100% employer match about $206,203 at 4% or $137,469 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-4$534,620$65,985$16,496iApproximate average salary by contribution assumption: employee only about $412,406 at 4% or $274,938 at 6%; with 50% employer match about $274,938 at 4% or $183,292 at 6%; with 100% employer match about $206,203 at 4% or $137,469 at 6%.
201313$432,902$73,965$24,655iApproximate average salary by contribution assumption: employee only about $616,375 at 4% or $410,917 at 6%; with 50% employer match about $410,917 at 4% or $273,944 at 6%; with 100% employer match about $308,188 at 4% or $205,458 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-3$432,902$73,965$24,655iApproximate average salary by contribution assumption: employee only about $616,375 at 4% or $410,917 at 6%; with 50% employer match about $410,917 at 4% or $273,944 at 6%; with 100% employer match about $308,188 at 4% or $205,458 at 6%.
201213$344,217$73,989$24,663iApproximate average salary by contribution assumption: employee only about $616,575 at 4% or $411,050 at 6%; with 50% employer match about $411,050 at 4% or $274,033 at 6%; with 100% employer match about $308,288 at 4% or $205,525 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-3$344,217$73,989$24,663iApproximate average salary by contribution assumption: employee only about $616,575 at 4% or $411,050 at 6%; with 50% employer match about $411,050 at 4% or $274,033 at 6%; with 100% employer match about $308,288 at 4% or $205,525 at 6%.
201113$270,228$57,149$19,050iApproximate average salary by contribution assumption: employee only about $476,242 at 4% or $317,494 at 6%; with 50% employer match about $317,494 at 4% or $211,663 at 6%; with 100% employer match about $238,121 at 4% or $158,747 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-3$270,228$57,149$19,050iApproximate average salary by contribution assumption: employee only about $476,242 at 4% or $317,494 at 6%; with 50% employer match about $317,494 at 4% or $211,663 at 6%; with 100% employer match about $238,121 at 4% or $158,747 at 6%.
201013$218,203$46,210$15,403iApproximate average salary by contribution assumption: employee only about $385,083 at 4% or $256,722 at 6%; with 50% employer match about $256,722 at 4% or $171,148 at 6%; with 100% employer match about $192,542 at 4% or $128,361 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-3$218,203$46,210$15,403iApproximate average salary by contribution assumption: employee only about $385,083 at 4% or $256,722 at 6%; with 50% employer match about $256,722 at 4% or $171,148 at 6%; with 100% employer match about $192,542 at 4% or $128,361 at 6%.
200913$148,766$46,080$15,360iApproximate average salary by contribution assumption: employee only about $384,000 at 4% or $256,000 at 6%; with 50% employer match about $256,000 at 4% or $170,667 at 6%; with 100% employer match about $192,000 at 4% or $128,000 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-3$148,766$46,080$15,360iApproximate average salary by contribution assumption: employee only about $384,000 at 4% or $256,000 at 6%; with 50% employer match about $256,000 at 4% or $170,667 at 6%; with 100% employer match about $192,000 at 4% or $128,000 at 6%.
200813$0$0-
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-3---
200712$0$0-
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-2---
200612$25,509$25,509$12,755iApproximate average salary by contribution assumption: employee only about $318,863 at 4% or $212,575 at 6%; with 50% employer match about $212,575 at 4% or $141,717 at 6%; with 100% employer match about $159,431 at 4% or $106,288 at 6%.
Gary Lerman, CPA PLLC. 401(K) Profit Sharing Plan-2$25,509$25,509$12,755iApproximate average salary by contribution assumption: employee only about $318,863 at 4% or $212,575 at 6%; with 50% employer match about $212,575 at 4% or $141,717 at 6%; with 100% employer match about $159,431 at 4% or $106,288 at 6%.