Civic Intelligence

Lerner, Sampson & Rothfuss, L.P.A.

Plan context: Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust

EIN 31-0864957 • Cincinnati, OH • 64 filings • 9 plans

120 East Fourth StreetEighth FloorCincinnati, OH 45202-4070
Current Snapshot

Latest Year

2021

2021 Participants

111

2021 Assets

$29,487,813

2021 Contributions

$923,978

Historical Graphs

Total Assets Over Time

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

$29,487,813$14,743,907$0199920102020YearValue
$29,487,813Latest year 2020

Participants Over Time

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

8164080199920102020YearValue
111Latest year 2020

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
202110$0$0-
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-0$0--
20203111$29,487,813$923,978$8,324iApproximate average salary by contribution assumption: employee only about $208,103 at 4% or $138,735 at 6%; with 50% employer match about $138,735 at 4% or $92,490 at 6%; with 100% employer match about $104,052 at 4% or $69,368 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-111$29,472,090$572,881$5,161iApproximate average salary by contribution assumption: employee only about $129,027 at 4% or $86,018 at 6%; with 50% employer match about $86,018 at 4% or $57,345 at 6%; with 100% employer match about $64,514 at 4% or $43,009 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-101$15,723$351,097$3,476iApproximate average salary by contribution assumption: employee only about $86,905 at 4% or $57,937 at 6%; with 50% employer match about $57,937 at 4% or $38,625 at 6%; with 100% employer match about $43,453 at 4% or $28,968 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-109---
20193194$27,959,063$2,303,103$11,872iApproximate average salary by contribution assumption: employee only about $296,792 at 4% or $197,861 at 6%; with 50% employer match about $197,861 at 4% or $131,907 at 6%; with 100% employer match about $148,396 at 4% or $98,931 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-169$27,691,968$972,245$5,753iApproximate average salary by contribution assumption: employee only about $143,823 at 4% or $95,882 at 6%; with 50% employer match about $95,882 at 4% or $63,921 at 6%; with 100% employer match about $71,912 at 4% or $47,941 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-141$267,095$1,330,858$9,439iApproximate average salary by contribution assumption: employee only about $235,968 at 4% or $157,312 at 6%; with 50% employer match about $157,312 at 4% or $104,875 at 6%; with 100% employer match about $117,984 at 4% or $78,656 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-194---
20183239$24,760,370$2,762,190$11,557iApproximate average salary by contribution assumption: employee only about $288,932 at 4% or $192,621 at 6%; with 50% employer match about $192,621 at 4% or $128,414 at 6%; with 100% employer match about $144,466 at 4% or $96,311 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-193$24,526,706$1,011,728$5,242iApproximate average salary by contribution assumption: employee only about $131,053 at 4% or $87,369 at 6%; with 50% employer match about $87,369 at 4% or $58,246 at 6%; with 100% employer match about $65,526 at 4% or $43,684 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-160$233,664$1,750,462$10,940iApproximate average salary by contribution assumption: employee only about $273,510 at 4% or $182,340 at 6%; with 50% employer match about $182,340 at 4% or $121,560 at 6%; with 100% employer match about $136,755 at 4% or $91,170 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-239---
20173237$26,691,933$2,230,460$9,411iApproximate average salary by contribution assumption: employee only about $235,281 at 4% or $156,854 at 6%; with 50% employer match about $156,854 at 4% or $104,569 at 6%; with 100% employer match about $117,640 at 4% or $78,427 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-218$26,537,065$1,225,554$5,622iApproximate average salary by contribution assumption: employee only about $140,545 at 4% or $93,697 at 6%; with 50% employer match about $93,697 at 4% or $62,465 at 6%; with 100% employer match about $70,273 at 4% or $46,848 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-183$154,868$1,004,906$5,491iApproximate average salary by contribution assumption: employee only about $137,282 at 4% or $91,521 at 6%; with 50% employer match about $91,521 at 4% or $61,014 at 6%; with 100% employer match about $68,641 at 4% or $45,761 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-237---
20163468$23,114,396$2,604,306$5,565iApproximate average salary by contribution assumption: employee only about $139,119 at 4% or $92,746 at 6%; with 50% employer match about $92,746 at 4% or $61,831 at 6%; with 100% employer match about $69,559 at 4% or $46,373 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-468$22,951,631$1,139,805$2,435iApproximate average salary by contribution assumption: employee only about $60,887 at 4% or $40,591 at 6%; with 50% employer match about $40,591 at 4% or $27,061 at 6%; with 100% employer match about $30,444 at 4% or $20,296 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-194$162,765$1,464,501$7,549iApproximate average salary by contribution assumption: employee only about $188,724 at 4% or $125,816 at 6%; with 50% employer match about $125,816 at 4% or $83,877 at 6%; with 100% employer match about $94,362 at 4% or $62,908 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-248---
20153484$21,770,540$2,431,525$5,024iApproximate average salary by contribution assumption: employee only about $125,595 at 4% or $83,730 at 6%; with 50% employer match about $83,730 at 4% or $55,820 at 6%; with 100% employer match about $62,798 at 4% or $41,865 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-484$21,757,384$1,259,698$2,603iApproximate average salary by contribution assumption: employee only about $65,067 at 4% or $43,378 at 6%; with 50% employer match about $43,378 at 4% or $28,919 at 6%; with 100% employer match about $32,534 at 4% or $21,689 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-216$13,156$1,171,827$5,425iApproximate average salary by contribution assumption: employee only about $135,628 at 4% or $90,419 at 6%; with 50% employer match about $90,419 at 4% or $60,279 at 6%; with 100% employer match about $67,814 at 4% or $45,209 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-282---
20143365$22,793,017$4,287,470$11,746iApproximate average salary by contribution assumption: employee only about $293,662 at 4% or $195,775 at 6%; with 50% employer match about $195,775 at 4% or $130,517 at 6%; with 100% employer match about $146,831 at 4% or $97,887 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-365$22,638,668$1,432,166$3,924iApproximate average salary by contribution assumption: employee only about $98,094 at 4% or $65,396 at 6%; with 50% employer match about $65,396 at 4% or $43,597 at 6%; with 100% employer match about $49,047 at 4% or $32,698 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-268$154,349$2,855,304$10,654iApproximate average salary by contribution assumption: employee only about $266,353 at 4% or $177,569 at 6%; with 50% employer match about $177,569 at 4% or $118,379 at 6%; with 100% employer match about $133,176 at 4% or $88,784 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-336---
20133463$23,030,805$4,781,329$10,327iApproximate average salary by contribution assumption: employee only about $258,171 at 4% or $172,114 at 6%; with 50% employer match about $172,114 at 4% or $114,743 at 6%; with 100% employer match about $129,086 at 4% or $86,057 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-463$22,962,450$1,619,527$3,498iApproximate average salary by contribution assumption: employee only about $87,447 at 4% or $58,298 at 6%; with 50% employer match about $58,298 at 4% or $38,866 at 6%; with 100% employer match about $43,724 at 4% or $29,149 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-376$68,355$3,161,802$8,409iApproximate average salary by contribution assumption: employee only about $210,226 at 4% or $140,151 at 6%; with 50% employer match about $140,151 at 4% or $93,434 at 6%; with 100% employer match about $105,113 at 4% or $70,075 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-447---
20123524$19,201,824$4,174,609$7,967iApproximate average salary by contribution assumption: employee only about $199,170 at 4% or $132,780 at 6%; with 50% employer match about $132,780 at 4% or $88,520 at 6%; with 100% employer match about $99,585 at 4% or $66,390 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-524$19,168,511$1,501,852$2,866iApproximate average salary by contribution assumption: employee only about $71,653 at 4% or $47,769 at 6%; with 50% employer match about $47,769 at 4% or $31,846 at 6%; with 100% employer match about $35,827 at 4% or $23,884 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-440$33,313$2,672,757$6,074iApproximate average salary by contribution assumption: employee only about $151,861 at 4% or $101,241 at 6%; with 50% employer match about $101,241 at 4% or $67,494 at 6%; with 100% employer match about $75,931 at 4% or $50,620 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-514---
20114607$16,427,164$4,868,290$8,020iApproximate average salary by contribution assumption: employee only about $200,506 at 4% or $133,671 at 6%; with 50% employer match about $133,671 at 4% or $89,114 at 6%; with 100% employer match about $100,253 at 4% or $66,835 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-607$16,378,927$1,990,696$3,280iApproximate average salary by contribution assumption: employee only about $81,989 at 4% or $54,659 at 6%; with 50% employer match about $54,659 at 4% or $36,440 at 6%; with 100% employer match about $40,995 at 4% or $27,330 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-506$48,237$2,877,594$5,687iApproximate average salary by contribution assumption: employee only about $142,174 at 4% or $94,782 at 6%; with 50% employer match about $94,782 at 4% or $63,188 at 6%; with 100% employer match about $71,087 at 4% or $47,391 at 6%.
Lerner Sampson & Rothfuss Employee Benefit Trust-86---
Lerner, Sampson & Rothfuss Group Insurance Benefit-555---
20104803$14,893,882$4,683,630$5,833iApproximate average salary by contribution assumption: employee only about $145,817 at 4% or $97,211 at 6%; with 50% employer match about $97,211 at 4% or $64,807 at 6%; with 100% employer match about $72,908 at 4% or $48,606 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-803$14,853,686$2,058,994$2,564iApproximate average salary by contribution assumption: employee only about $64,103 at 4% or $42,735 at 6%; with 50% employer match about $42,735 at 4% or $28,490 at 6%; with 100% employer match about $32,052 at 4% or $21,368 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-553$40,196$2,624,636$4,746iApproximate average salary by contribution assumption: employee only about $118,654 at 4% or $79,103 at 6%; with 50% employer match about $79,103 at 4% or $52,735 at 6%; with 100% employer match about $59,327 at 4% or $39,551 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-658---
Lerner Sampson & Rothfuss Employee Benefit Trust-108---
20094816$11,812,105$4,360,503$5,344iApproximate average salary by contribution assumption: employee only about $133,594 at 4% or $89,063 at 6%; with 50% employer match about $89,063 at 4% or $59,375 at 6%; with 100% employer match about $66,797 at 4% or $44,531 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-816$11,774,943$1,780,881$2,182iApproximate average salary by contribution assumption: employee only about $54,561 at 4% or $36,374 at 6%; with 50% employer match about $36,374 at 4% or $24,249 at 6%; with 100% employer match about $27,281 at 4% or $18,187 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-578$37,162$2,579,622$4,463iApproximate average salary by contribution assumption: employee only about $111,575 at 4% or $74,384 at 6%; with 50% employer match about $74,384 at 4% or $49,589 at 6%; with 100% employer match about $55,788 at 4% or $37,192 at 6%.
Lerner Sampson & Rothfuss Employee Benefit Trust-115---
Lerner, Sampson & Rothfuss Group Insurance Benefit-696---
20084724$8,195,588$4,096,933$5,659iApproximate average salary by contribution assumption: employee only about $141,469 at 4% or $94,312 at 6%; with 50% employer match about $94,312 at 4% or $62,875 at 6%; with 100% employer match about $70,734 at 4% or $47,156 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-718$8,174,625$1,577,775$2,197iApproximate average salary by contribution assumption: employee only about $54,936 at 4% or $36,624 at 6%; with 50% employer match about $36,624 at 4% or $24,416 at 6%; with 100% employer match about $27,468 at 4% or $18,312 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-615$20,963$2,519,158$4,096iApproximate average salary by contribution assumption: employee only about $102,405 at 4% or $68,270 at 6%; with 50% employer match about $68,270 at 4% or $45,513 at 6%; with 100% employer match about $51,202 at 4% or $34,135 at 6%.
Lerner, Sampson & Rothfuss Group Insurance Benefit-724---
Lerner Sampson & Rothfuss Employee Benefit Trust-123---
20073597$10,362,517$3,686,586$6,175iApproximate average salary by contribution assumption: employee only about $154,380 at 4% or $102,920 at 6%; with 50% employer match about $102,920 at 4% or $68,613 at 6%; with 100% employer match about $77,190 at 4% or $51,460 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-597$10,273,218$1,431,211$2,397iApproximate average salary by contribution assumption: employee only about $59,933 at 4% or $39,956 at 6%; with 50% employer match about $39,956 at 4% or $26,637 at 6%; with 100% employer match about $29,967 at 4% or $19,978 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-554$89,299$2,255,375$4,071iApproximate average salary by contribution assumption: employee only about $101,777 at 4% or $67,851 at 6%; with 50% employer match about $67,851 at 4% or $45,234 at 6%; with 100% employer match about $50,888 at 4% or $33,926 at 6%.
Lerner Sampson & Rothfuss Employee Benefit Trust-117---
20062515$8,878,815$2,619,202$5,086iApproximate average salary by contribution assumption: employee only about $127,146 at 4% or $84,764 at 6%; with 50% employer match about $84,764 at 4% or $56,509 at 6%; with 100% employer match about $63,573 at 4% or $42,382 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-515$8,772,063$1,023,935$1,988iApproximate average salary by contribution assumption: employee only about $49,706 at 4% or $33,137 at 6%; with 50% employer match about $33,137 at 4% or $22,091 at 6%; with 100% employer match about $24,853 at 4% or $16,569 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-453$106,752$1,595,267$3,522iApproximate average salary by contribution assumption: employee only about $88,039 at 4% or $58,693 at 6%; with 50% employer match about $58,693 at 4% or $39,128 at 6%; with 100% employer match about $44,020 at 4% or $29,346 at 6%.
20053484$7,227,028$3,166,834$6,543iApproximate average salary by contribution assumption: employee only about $163,576 at 4% or $109,051 at 6%; with 50% employer match about $109,051 at 4% or $72,701 at 6%; with 100% employer match about $81,788 at 4% or $54,525 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-484$7,117,135$977,503$2,020iApproximate average salary by contribution assumption: employee only about $50,491 at 4% or $33,661 at 6%; with 50% employer match about $33,661 at 4% or $22,440 at 6%; with 100% employer match about $25,245 at 4% or $16,830 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-388$109,893$2,189,331$5,643iApproximate average salary by contribution assumption: employee only about $141,065 at 4% or $94,043 at 6%; with 50% employer match about $94,043 at 4% or $62,696 at 6%; with 100% employer match about $70,533 at 4% or $47,022 at 6%.
Lerner Sampson & Rothfuss Employee Benefit Trust-133---
20042541$6,217,897$2,128,524$3,934iApproximate average salary by contribution assumption: employee only about $98,361 at 4% or $65,574 at 6%; with 50% employer match about $65,574 at 4% or $43,716 at 6%; with 100% employer match about $49,180 at 4% or $32,787 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-541$6,176,723$820,689$1,517iApproximate average salary by contribution assumption: employee only about $37,925 at 4% or $25,283 at 6%; with 50% employer match about $25,283 at 4% or $16,855 at 6%; with 100% employer match about $18,962 at 4% or $12,642 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-354$41,174$1,307,835$3,694iApproximate average salary by contribution assumption: employee only about $92,361 at 4% or $61,574 at 6%; with 50% employer match about $61,574 at 4% or $41,049 at 6%; with 100% employer match about $46,181 at 4% or $30,787 at 6%.
20032435$5,114,939$1,482,440$3,408iApproximate average salary by contribution assumption: employee only about $85,198 at 4% or $56,798 at 6%; with 50% employer match about $56,798 at 4% or $37,866 at 6%; with 100% employer match about $42,599 at 4% or $28,399 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-435$5,082,565$662,185$1,522iApproximate average salary by contribution assumption: employee only about $38,057 at 4% or $25,371 at 6%; with 50% employer match about $25,371 at 4% or $16,914 at 6%; with 100% employer match about $19,028 at 4% or $12,686 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-274$32,374$820,255$2,994iApproximate average salary by contribution assumption: employee only about $74,841 at 4% or $49,894 at 6%; with 50% employer match about $49,894 at 4% or $33,263 at 6%; with 100% employer match about $37,420 at 4% or $24,947 at 6%.
20022223$4,742,845$1,314,534$5,895iApproximate average salary by contribution assumption: employee only about $147,369 at 4% or $98,246 at 6%; with 50% employer match about $98,246 at 4% or $65,497 at 6%; with 100% employer match about $73,685 at 4% or $49,123 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-170$4,689,196$455,168$2,677iApproximate average salary by contribution assumption: employee only about $66,936 at 4% or $44,624 at 6%; with 50% employer match about $44,624 at 4% or $29,750 at 6%; with 100% employer match about $33,468 at 4% or $22,312 at 6%.
Lerner, Sampson & Rothfuss Employee Benefit Trust-223$53,649$859,366$3,854iApproximate average salary by contribution assumption: employee only about $96,341 at 4% or $64,228 at 6%; with 50% employer match about $64,228 at 4% or $42,818 at 6%; with 100% employer match about $48,171 at 4% or $32,114 at 6%.
20012186$5,496,347$485,534$2,610iApproximate average salary by contribution assumption: employee only about $65,260 at 4% or $43,507 at 6%; with 50% employer match about $43,507 at 4% or $29,004 at 6%; with 100% employer match about $32,630 at 4% or $21,753 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-129$5,496,347$485,534$3,764iApproximate average salary by contribution assumption: employee only about $94,096 at 4% or $62,730 at 6%; with 50% employer match about $62,730 at 4% or $41,820 at 6%; with 100% employer match about $47,048 at 4% or $31,365 at 6%.
Lerner Sampson & Rothfuss Employee Benefit Trust-186---
20002108$5,848,228$366,952$3,398iApproximate average salary by contribution assumption: employee only about $84,943 at 4% or $56,628 at 6%; with 50% employer match about $56,628 at 4% or $37,752 at 6%; with 100% employer match about $42,471 at 4% or $28,314 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-91$5,848,228$366,952$4,032iApproximate average salary by contribution assumption: employee only about $100,811 at 4% or $67,207 at 6%; with 50% employer match about $67,207 at 4% or $44,805 at 6%; with 100% employer match about $50,405 at 4% or $33,604 at 6%.
Lerner Sampson & Rothfuss Employee Benefit Trust-108---
1999299$6,368,872$617,258$6,235iApproximate average salary by contribution assumption: employee only about $155,873 at 4% or $103,915 at 6%; with 50% employer match about $103,915 at 4% or $69,277 at 6%; with 100% employer match about $77,937 at 4% or $51,958 at 6%.
Lerner, Sampson & Rothfuss Co., L.P.A. Profit Sharing Plan and Trust-67$6,340,301$337,767$5,041iApproximate average salary by contribution assumption: employee only about $126,032 at 4% or $84,022 at 6%; with 50% employer match about $84,022 at 4% or $56,014 at 6%; with 100% employer match about $63,016 at 4% or $42,011 at 6%.
Lerner Sampson & Rothfuss Employee Benefit Trust-99$28,571$279,491$2,823iApproximate average salary by contribution assumption: employee only about $70,579 at 4% or $47,052 at 6%; with 50% employer match about $47,052 at 4% or $31,368 at 6%; with 100% employer match about $35,289 at 4% or $23,526 at 6%.