Dale O Lierman Co Lpa
Plan context: Dale O Lierman Co Lpa Profit Sharing Retirement Plan
EIN 31-1146874 • West Chester, OH • 23 filings • 7 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$885,077
2019 Contributions
$33,605
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $33,605 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 0 | $0 | $33,605 | - |
| 2018 | 1 | 2 | $885,077 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $885,077 | $0 | - |
| 2017 | 1 | 2 | $888,661 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $888,661 | $0 | - |
| 2016 | 1 | 2 | $845,528 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $845,528 | $0 | - |
| 2015 | 1 | 2 | $814,083 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $814,083 | $0 | - |
| 2014 | 1 | 2 | $845,062 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $845,062 | $0 | - |
| 2012 | 1 | 2 | $773,189 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $773,189 | $0 | - |
| 2011 | 1 | 2 | $773,189 | $3,989 | $1,995iApproximate average salary by contribution assumption: employee only about $49,863 at 4% or $33,242 at 6%; with 50% employer match about $33,242 at 4% or $22,161 at 6%; with 100% employer match about $24,931 at 4% or $16,621 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $773,189 | $3,989 | $1,995iApproximate average salary by contribution assumption: employee only about $49,863 at 4% or $33,242 at 6%; with 50% employer match about $33,242 at 4% or $22,161 at 6%; with 100% employer match about $24,931 at 4% or $16,621 at 6%. |
| 2010 | 1 | 2 | $795,824 | $55,500 | $27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $795,824 | $55,500 | $27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%. |
| 2009 | 1 | 2 | $670,584 | $60,788 | $30,394iApproximate average salary by contribution assumption: employee only about $759,850 at 4% or $506,567 at 6%; with 50% employer match about $506,567 at 4% or $337,711 at 6%; with 100% employer match about $379,925 at 4% or $253,283 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $670,584 | $60,788 | $30,394iApproximate average salary by contribution assumption: employee only about $759,850 at 4% or $506,567 at 6%; with 50% employer match about $506,567 at 4% or $337,711 at 6%; with 100% employer match about $379,925 at 4% or $253,283 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | - | - | - |
| 2006 | 1 | 1 | $641,412 | $48,304 | $48,304iApproximate average salary by contribution assumption: employee only about $1,207,600 at 4% or $805,067 at 6%; with 50% employer match about $805,067 at 4% or $536,711 at 6%; with 100% employer match about $603,800 at 4% or $402,533 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 1 | $641,412 | $48,304 | $48,304iApproximate average salary by contribution assumption: employee only about $1,207,600 at 4% or $805,067 at 6%; with 50% employer match about $805,067 at 4% or $536,711 at 6%; with 100% employer match about $603,800 at 4% or $402,533 at 6%. |
| 2005 | 1 | 1 | $590,258 | $31,196 | $31,196iApproximate average salary by contribution assumption: employee only about $779,900 at 4% or $519,933 at 6%; with 50% employer match about $519,933 at 4% or $346,622 at 6%; with 100% employer match about $389,950 at 4% or $259,967 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 1 | $590,258 | $31,196 | $31,196iApproximate average salary by contribution assumption: employee only about $779,900 at 4% or $519,933 at 6%; with 50% employer match about $519,933 at 4% or $346,622 at 6%; with 100% employer match about $389,950 at 4% or $259,967 at 6%. |
| 2004 | 2 | 2 | $0 | $0 | - |
| Dale O. Lierman Co., L.P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | - | - | - |
| 2003 | 2 | 3 | $478,250 | $25,125 | $8,375iApproximate average salary by contribution assumption: employee only about $209,375 at 4% or $139,583 at 6%; with 50% employer match about $139,583 at 4% or $93,056 at 6%; with 100% employer match about $104,688 at 4% or $69,792 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 3 | $245,305 | $15,696 | $5,232iApproximate average salary by contribution assumption: employee only about $130,800 at 4% or $87,200 at 6%; with 50% employer match about $87,200 at 4% or $58,133 at 6%; with 100% employer match about $65,400 at 4% or $43,600 at 6%. |
| Dale O. Lierman Co., L.P.A. Money Purchase Pension Plan | - | 3 | $232,945 | $9,429 | $3,143iApproximate average salary by contribution assumption: employee only about $78,575 at 4% or $52,383 at 6%; with 50% employer match about $52,383 at 4% or $34,922 at 6%; with 100% employer match about $39,288 at 4% or $26,192 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | - | - | - |
| Dale O. Lierman Co., L.P.A. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $245,398 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $245,398 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Dale O. Lierman Co., L.P.A. Money Purchase Pension Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $483,898 | $1,562 | $781iApproximate average salary by contribution assumption: employee only about $19,525 at 4% or $13,017 at 6%; with 50% employer match about $13,017 at 4% or $8,678 at 6%; with 100% employer match about $9,763 at 4% or $6,508 at 6%. |
| Dale O Lierman Co Lpa Profit Sharing Retirement Plan | - | 2 | $261,403 | $1,562 | $781iApproximate average salary by contribution assumption: employee only about $19,525 at 4% or $13,017 at 6%; with 50% employer match about $13,017 at 4% or $8,678 at 6%; with 100% employer match about $9,763 at 4% or $6,508 at 6%. |
| Dale O. Lierman Co., L.P.A. Money Purchase Pension Plan | - | 0 | $222,495 | - | - |