David E. Gerner and Associates
Plan context: David E. Gerner and Associates Retirement Savings Plan
EIN 31-1540258 • 12 filings • 5 plans
Current Snapshot
Latest Year
2008
2008 Participants
104
2008 Assets
$1,228,384
2008 Contributions
$609,188
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 |
|---|---|---|---|---|---|
| 2008 | 2 | 104 | $1,228,384 | $609,188 | $5,858iApproximate average salary by contribution assumption: employee only about $146,439 at 4% or $97,626 at 6%; with 50% employer match about $97,626 at 4% or $65,084 at 6%; with 100% employer match about $73,220 at 4% or $48,813 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 77 | $1,228,384 | $609,188 | $7,912iApproximate average salary by contribution assumption: employee only about $197,788 at 4% or $131,859 at 6%; with 50% employer match about $131,859 at 4% or $87,906 at 6%; with 100% employer match about $98,894 at 4% or $65,929 at 6%. |
| GERNER & KEARNS CO., LPA HEALTH, LIFE & DISABILITY PLAN | - | 104 | - | - | - |
| 2007 | 2 | 101 | $1,199,889 | $323,310 | $3,201iApproximate average salary by contribution assumption: employee only about $80,027 at 4% or $53,351 at 6%; with 50% employer match about $53,351 at 4% or $35,568 at 6%; with 100% employer match about $40,014 at 4% or $26,676 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 52 | $1,199,889 | $323,310 | $6,218iApproximate average salary by contribution assumption: employee only about $155,438 at 4% or $103,625 at 6%; with 50% employer match about $103,625 at 4% or $69,083 at 6%; with 100% employer match about $77,719 at 4% or $51,813 at 6%. |
| GERNER & KEARNS CO., LPA HEALTH, LIFE & DISABILITY PLAN | - | 101 | - | - | - |
| 2006 | 1 | 35 | $856,236 | $214,303 | $6,123iApproximate average salary by contribution assumption: employee only about $153,074 at 4% or $102,049 at 6%; with 50% employer match about $102,049 at 4% or $68,033 at 6%; with 100% employer match about $76,537 at 4% or $51,025 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 35 | $856,236 | $214,303 | $6,123iApproximate average salary by contribution assumption: employee only about $153,074 at 4% or $102,049 at 6%; with 50% employer match about $102,049 at 4% or $68,033 at 6%; with 100% employer match about $76,537 at 4% or $51,025 at 6%. |
| 2005 | 1 | 33 | $555,564 | $172,319 | $5,222iApproximate average salary by contribution assumption: employee only about $130,545 at 4% or $87,030 at 6%; with 50% employer match about $87,030 at 4% or $58,020 at 6%; with 100% employer match about $65,272 at 4% or $43,515 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 33 | $555,564 | $172,319 | $5,222iApproximate average salary by contribution assumption: employee only about $130,545 at 4% or $87,030 at 6%; with 50% employer match about $87,030 at 4% or $58,020 at 6%; with 100% employer match about $65,272 at 4% or $43,515 at 6%. |
| 2004 | 1 | 27 | $384,886 | $188,569 | $6,984iApproximate average salary by contribution assumption: employee only about $174,601 at 4% or $116,401 at 6%; with 50% employer match about $116,401 at 4% or $77,600 at 6%; with 100% employer match about $87,300 at 4% or $58,200 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 27 | $384,886 | $188,569 | $6,984iApproximate average salary by contribution assumption: employee only about $174,601 at 4% or $116,401 at 6%; with 50% employer match about $116,401 at 4% or $77,600 at 6%; with 100% employer match about $87,300 at 4% or $58,200 at 6%. |
| 2003 | 1 | 23 | $163,158 | $30,562 | $1,329iApproximate average salary by contribution assumption: employee only about $33,220 at 4% or $22,146 at 6%; with 50% employer match about $22,146 at 4% or $14,764 at 6%; with 100% employer match about $16,610 at 4% or $11,073 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 23 | $163,158 | $30,562 | $1,329iApproximate average salary by contribution assumption: employee only about $33,220 at 4% or $22,146 at 6%; with 50% employer match about $22,146 at 4% or $14,764 at 6%; with 100% employer match about $16,610 at 4% or $11,073 at 6%. |
| 2002 | 1 | 21 | $105,496 | $24,245 | $1,155iApproximate average salary by contribution assumption: employee only about $28,863 at 4% or $19,242 at 6%; with 50% employer match about $19,242 at 4% or $12,828 at 6%; with 100% employer match about $14,432 at 4% or $9,621 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 21 | $105,496 | $24,245 | $1,155iApproximate average salary by contribution assumption: employee only about $28,863 at 4% or $19,242 at 6%; with 50% employer match about $19,242 at 4% or $12,828 at 6%; with 100% employer match about $14,432 at 4% or $9,621 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| David E. Gerner and Associates Retirement Savings Plan | - | 12 | - | - | - |
| 2000 | 1 | 11 | $100,374 | $20,630 | $1,875iApproximate average salary by contribution assumption: employee only about $46,886 at 4% or $31,258 at 6%; with 50% employer match about $31,258 at 4% or $20,838 at 6%; with 100% employer match about $23,443 at 4% or $15,629 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 11 | $100,374 | $20,630 | $1,875iApproximate average salary by contribution assumption: employee only about $46,886 at 4% or $31,258 at 6%; with 50% employer match about $31,258 at 4% or $20,838 at 6%; with 100% employer match about $23,443 at 4% or $15,629 at 6%. |
| 1999 | 1 | 7 | $99,100 | $19,842 | $2,835iApproximate average salary by contribution assumption: employee only about $70,864 at 4% or $47,243 at 6%; with 50% employer match about $47,243 at 4% or $31,495 at 6%; with 100% employer match about $35,432 at 4% or $23,621 at 6%. |
| David E. Gerner and Associates Retirement Savings Plan | - | 7 | $99,100 | $19,842 | $2,835iApproximate average salary by contribution assumption: employee only about $70,864 at 4% or $47,243 at 6%; with 50% employer match about $47,243 at 4% or $31,495 at 6%; with 100% employer match about $35,432 at 4% or $23,621 at 6%. |