Civic Intelligence

Roger Lerner DMD LLC

Plan context: Roger Lerner DMD LLC 401(K) Plan

EIN 22-3778804 • East Brunswick, NJ • 8 filings • 2 plans

2A Auer CTEast Brunswick, NJ 08816-5687
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,487,097

2025 Contributions

$196,240

Historical Graphs

Total Assets Over Time

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

$1,487,097$743,549$0202220242025YearValue
$1,487,097Latest year 2025

Participants Over Time

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

530202220242025YearValue
5Latest 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
202525$1,487,097$196,240$39,248iApproximate average salary by contribution assumption: employee only about $981,200 at 4% or $654,133 at 6%; with 50% employer match about $654,133 at 4% or $436,089 at 6%; with 100% employer match about $490,600 at 4% or $327,067 at 6%.
Roger Lerner DMD LLC 401(K) Plan-5$908,301$77,240$15,448iApproximate average salary by contribution assumption: employee only about $386,200 at 4% or $257,467 at 6%; with 50% employer match about $257,467 at 4% or $171,644 at 6%; with 100% employer match about $193,100 at 4% or $128,733 at 6%.
Roger Lerner DMD LLC Cash Balance Plan-4$578,796$119,000$29,750iApproximate average salary by contribution assumption: employee only about $743,750 at 4% or $495,833 at 6%; with 50% employer match about $495,833 at 4% or $330,556 at 6%; with 100% employer match about $371,875 at 4% or $247,917 at 6%.
202425$1,135,953$195,679$39,136iApproximate average salary by contribution assumption: employee only about $978,395 at 4% or $652,263 at 6%; with 50% employer match about $652,263 at 4% or $434,842 at 6%; with 100% employer match about $489,198 at 4% or $326,132 at 6%.
Roger Lerner DMD LLC 401(K) Plan-5$738,514$75,679$15,136iApproximate average salary by contribution assumption: employee only about $378,395 at 4% or $252,263 at 6%; with 50% employer match about $252,263 at 4% or $168,176 at 6%; with 100% employer match about $189,198 at 4% or $126,132 at 6%.
Roger Lerner DMD LLC Cash Balance Plan-4$397,439$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
202325$896,825$226,260$45,252iApproximate average salary by contribution assumption: employee only about $1,131,300 at 4% or $754,200 at 6%; with 50% employer match about $754,200 at 4% or $502,800 at 6%; with 100% employer match about $565,650 at 4% or $377,100 at 6%.
Roger Lerner DMD LLC 401(K) Plan-5$644,532$76,260$15,252iApproximate average salary by contribution assumption: employee only about $381,300 at 4% or $254,200 at 6%; with 50% employer match about $254,200 at 4% or $169,467 at 6%; with 100% employer match about $190,650 at 4% or $127,100 at 6%.
Roger Lerner DMD LLC Cash Balance Plan-4$252,293$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
202224$600,415$634,107$158,527iApproximate average salary by contribution assumption: employee only about $3,963,169 at 4% or $2,642,113 at 6%; with 50% employer match about $2,642,113 at 4% or $1,761,408 at 6%; with 100% employer match about $1,981,584 at 4% or $1,321,056 at 6%.
Roger Lerner DMD LLC 401(K) Plan-4$507,870$542,017$135,504iApproximate average salary by contribution assumption: employee only about $3,387,606 at 4% or $2,258,404 at 6%; with 50% employer match about $2,258,404 at 4% or $1,505,603 at 6%; with 100% employer match about $1,693,803 at 4% or $1,129,202 at 6%.
Roger Lerner DMD LLC Cash Balance Plan-4$92,545$92,090$23,023iApproximate average salary by contribution assumption: employee only about $575,563 at 4% or $383,708 at 6%; with 50% employer match about $383,708 at 4% or $255,806 at 6%; with 100% employer match about $287,781 at 4% or $191,854 at 6%.