Civic Intelligence

Robert L. Lerner, D.D.S. PC.

Plan context: ROBERT L. LERNER, D.D.S., P.C. CASH BALANCE PLAN

EIN 20-4149121 • Anchorage, AK • 17 filings • 3 plans

4911 Woodridge CircleAnchorage, AK 99516
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$266,319

2023 Contributions

$120,000

Historical Graphs

Total Assets Over Time

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

$1,450,634$725,317$0200920162022YearValue
$266,319Latest year 2022

Participants Over Time

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

420200920162022YearValue
3Latest year 2022

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
202310$0$0-
ROBERT L. LERNER, D.D.S., P.C. CASH BALANCE PLAN-0$0$0-
202223$266,319$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
ROBERT L. LERNER, D.D.S., P.C. CASH BALANCE PLAN-3$266,319$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-0$0$0-
202124$1,450,634$198,795$49,699iApproximate average salary by contribution assumption: employee only about $1,242,469 at 4% or $828,313 at 6%; with 50% employer match about $828,313 at 4% or $552,208 at 6%; with 100% employer match about $621,234 at 4% or $414,156 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$1,297,104$45,265$11,316iApproximate average salary by contribution assumption: employee only about $282,906 at 4% or $188,604 at 6%; with 50% employer match about $188,604 at 4% or $125,736 at 6%; with 100% employer match about $141,453 at 4% or $94,302 at 6%.
ROBERT L. LERNER, D.D.S., P.C. CASH BALANCE PLAN-3$153,530$153,530$51,177iApproximate average salary by contribution assumption: employee only about $1,279,417 at 4% or $852,944 at 6%; with 50% employer match about $852,944 at 4% or $568,630 at 6%; with 100% employer match about $639,708 at 4% or $426,472 at 6%.
202014$1,157,656$75,519$18,880iApproximate average salary by contribution assumption: employee only about $471,994 at 4% or $314,663 at 6%; with 50% employer match about $314,663 at 4% or $209,775 at 6%; with 100% employer match about $235,997 at 4% or $157,331 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$1,157,656$75,519$18,880iApproximate average salary by contribution assumption: employee only about $471,994 at 4% or $314,663 at 6%; with 50% employer match about $314,663 at 4% or $209,775 at 6%; with 100% employer match about $235,997 at 4% or $157,331 at 6%.
201914$945,611$71,332$17,833iApproximate average salary by contribution assumption: employee only about $445,825 at 4% or $297,217 at 6%; with 50% employer match about $297,217 at 4% or $198,144 at 6%; with 100% employer match about $222,913 at 4% or $148,608 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$945,611$71,332$17,833iApproximate average salary by contribution assumption: employee only about $445,825 at 4% or $297,217 at 6%; with 50% employer match about $297,217 at 4% or $198,144 at 6%; with 100% employer match about $222,913 at 4% or $148,608 at 6%.
201813$732,237$65,151$21,717iApproximate average salary by contribution assumption: employee only about $542,925 at 4% or $361,950 at 6%; with 50% employer match about $361,950 at 4% or $241,300 at 6%; with 100% employer match about $271,463 at 4% or $180,975 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-3$732,237$65,151$21,717iApproximate average salary by contribution assumption: employee only about $542,925 at 4% or $361,950 at 6%; with 50% employer match about $361,950 at 4% or $241,300 at 6%; with 100% employer match about $271,463 at 4% or $180,975 at 6%.
201714$758,804$98,565$24,641iApproximate average salary by contribution assumption: employee only about $616,031 at 4% or $410,688 at 6%; with 50% employer match about $410,688 at 4% or $273,792 at 6%; with 100% employer match about $308,016 at 4% or $205,344 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$758,804$98,565$24,641iApproximate average salary by contribution assumption: employee only about $616,031 at 4% or $410,688 at 6%; with 50% employer match about $410,688 at 4% or $273,792 at 6%; with 100% employer match about $308,016 at 4% or $205,344 at 6%.
201614$586,873$66,397$16,599iApproximate average salary by contribution assumption: employee only about $414,981 at 4% or $276,654 at 6%; with 50% employer match about $276,654 at 4% or $184,436 at 6%; with 100% employer match about $207,491 at 4% or $138,327 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$586,873$66,397$16,599iApproximate average salary by contribution assumption: employee only about $414,981 at 4% or $276,654 at 6%; with 50% employer match about $276,654 at 4% or $184,436 at 6%; with 100% employer match about $207,491 at 4% or $138,327 at 6%.
201513$492,170$0-
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-3$492,170$0-
201413$519,381$0-
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-3$519,381$0-
201314$473,783$0-
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$473,783--
201214$473,783$63,250$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$473,783$63,250$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.
201112$376,081$52,375$26,188iApproximate average salary by contribution assumption: employee only about $654,688 at 4% or $436,458 at 6%; with 50% employer match about $436,458 at 4% or $290,972 at 6%; with 100% employer match about $327,344 at 4% or $218,229 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-2$376,081$52,375$26,188iApproximate average salary by contribution assumption: employee only about $654,688 at 4% or $436,458 at 6%; with 50% employer match about $436,458 at 4% or $290,972 at 6%; with 100% employer match about $327,344 at 4% or $218,229 at 6%.
201014$603,641$64,095$16,024iApproximate average salary by contribution assumption: employee only about $400,594 at 4% or $267,063 at 6%; with 50% employer match about $267,063 at 4% or $178,042 at 6%; with 100% employer match about $200,297 at 4% or $133,531 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-4$603,641$64,095$16,024iApproximate average salary by contribution assumption: employee only about $400,594 at 4% or $267,063 at 6%; with 50% employer match about $267,063 at 4% or $178,042 at 6%; with 100% employer match about $200,297 at 4% or $133,531 at 6%.
200913$492,866$18,588$6,196iApproximate average salary by contribution assumption: employee only about $154,900 at 4% or $103,267 at 6%; with 50% employer match about $103,267 at 4% or $68,844 at 6%; with 100% employer match about $77,450 at 4% or $51,633 at 6%.
Robert L. Lerner, D.D.S. PC. Profit Sharing 401(K) Plan-3$492,866$18,588$6,196iApproximate average salary by contribution assumption: employee only about $154,900 at 4% or $103,267 at 6%; with 50% employer match about $103,267 at 4% or $68,844 at 6%; with 100% employer match about $77,450 at 4% or $51,633 at 6%.