Civic Intelligence

Carl Lerner, D.D.S., M.S.D.

Plan context: Carl Lerner, Dds, Msd, Profit Sharing Plan

EIN 35-1859452 • Indianapolis, IN • 23 filings • 3 plans

8937 Southpointe Drive, Suite A-2Indianapolis, IN 46227
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,863,883

2020 Contributions

$81,114

Historical Graphs

Total Assets Over Time

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

$1,863,883$931,942$0199920102020YearValue
$1,863,883Latest year 2020

Participants Over Time

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

1260199920102020YearValue
2Latest 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
202022$1,863,883$81,114$40,557iApproximate average salary by contribution assumption: employee only about $1,013,925 at 4% or $675,950 at 6%; with 50% employer match about $675,950 at 4% or $450,633 at 6%; with 100% employer match about $506,963 at 4% or $337,975 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-2$1,863,883$66,589$33,295iApproximate average salary by contribution assumption: employee only about $832,363 at 4% or $554,908 at 6%; with 50% employer match about $554,908 at 4% or $369,939 at 6%; with 100% employer match about $416,181 at 4% or $277,454 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-0$0$14,525-
201913$1,594,722$66,640$22,213iApproximate average salary by contribution assumption: employee only about $555,333 at 4% or $370,222 at 6%; with 50% employer match about $370,222 at 4% or $246,815 at 6%; with 100% employer match about $277,667 at 4% or $185,111 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-3$1,594,722$66,640$22,213iApproximate average salary by contribution assumption: employee only about $555,333 at 4% or $370,222 at 6%; with 50% employer match about $370,222 at 4% or $246,815 at 6%; with 100% employer match about $277,667 at 4% or $185,111 at 6%.
201813$1,413,065$77,798$25,933iApproximate average salary by contribution assumption: employee only about $648,317 at 4% or $432,211 at 6%; with 50% employer match about $432,211 at 4% or $288,141 at 6%; with 100% employer match about $324,158 at 4% or $216,106 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-3$1,413,065$77,798$25,933iApproximate average salary by contribution assumption: employee only about $648,317 at 4% or $432,211 at 6%; with 50% employer match about $432,211 at 4% or $288,141 at 6%; with 100% employer match about $324,158 at 4% or $216,106 at 6%.
201714$1,415,450$84,861$21,215iApproximate average salary by contribution assumption: employee only about $530,381 at 4% or $353,588 at 6%; with 50% employer match about $353,588 at 4% or $235,725 at 6%; with 100% employer match about $265,191 at 4% or $176,794 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-4$1,415,450$84,861$21,215iApproximate average salary by contribution assumption: employee only about $530,381 at 4% or $353,588 at 6%; with 50% employer match about $353,588 at 4% or $235,725 at 6%; with 100% employer match about $265,191 at 4% or $176,794 at 6%.
201615$1,157,623$81,968$16,394iApproximate average salary by contribution assumption: employee only about $409,840 at 4% or $273,227 at 6%; with 50% employer match about $273,227 at 4% or $182,151 at 6%; with 100% employer match about $204,920 at 4% or $136,613 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-5$1,157,623$81,968$16,394iApproximate average salary by contribution assumption: employee only about $409,840 at 4% or $273,227 at 6%; with 50% employer match about $273,227 at 4% or $182,151 at 6%; with 100% employer match about $204,920 at 4% or $136,613 at 6%.
201513$993,829$76,086$25,362iApproximate average salary by contribution assumption: employee only about $634,050 at 4% or $422,700 at 6%; with 50% employer match about $422,700 at 4% or $281,800 at 6%; with 100% employer match about $317,025 at 4% or $211,350 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-3$993,829$76,086$25,362iApproximate average salary by contribution assumption: employee only about $634,050 at 4% or $422,700 at 6%; with 50% employer match about $422,700 at 4% or $281,800 at 6%; with 100% employer match about $317,025 at 4% or $211,350 at 6%.
201413$930,683$72,995$24,332iApproximate average salary by contribution assumption: employee only about $608,292 at 4% or $405,528 at 6%; with 50% employer match about $405,528 at 4% or $270,352 at 6%; with 100% employer match about $304,146 at 4% or $202,764 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-3$930,683$72,995$24,332iApproximate average salary by contribution assumption: employee only about $608,292 at 4% or $405,528 at 6%; with 50% employer match about $405,528 at 4% or $270,352 at 6%; with 100% employer match about $304,146 at 4% or $202,764 at 6%.
201314$837,700$65,104$16,276iApproximate average salary by contribution assumption: employee only about $406,900 at 4% or $271,267 at 6%; with 50% employer match about $271,267 at 4% or $180,844 at 6%; with 100% employer match about $203,450 at 4% or $135,633 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-4$837,700$65,104$16,276iApproximate average salary by contribution assumption: employee only about $406,900 at 4% or $271,267 at 6%; with 50% employer match about $271,267 at 4% or $180,844 at 6%; with 100% employer match about $203,450 at 4% or $135,633 at 6%.
2012112$647,840$67,585$5,632iApproximate average salary by contribution assumption: employee only about $140,802 at 4% or $93,868 at 6%; with 50% employer match about $93,868 at 4% or $62,579 at 6%; with 100% employer match about $70,401 at 4% or $46,934 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-12$647,840$67,585$5,632iApproximate average salary by contribution assumption: employee only about $140,802 at 4% or $93,868 at 6%; with 50% employer match about $93,868 at 4% or $62,579 at 6%; with 100% employer match about $70,401 at 4% or $46,934 at 6%.
201115$546,296$76,106$15,221iApproximate average salary by contribution assumption: employee only about $380,530 at 4% or $253,687 at 6%; with 50% employer match about $253,687 at 4% or $169,124 at 6%; with 100% employer match about $190,265 at 4% or $126,843 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-5$546,296$76,106$15,221iApproximate average salary by contribution assumption: employee only about $380,530 at 4% or $253,687 at 6%; with 50% employer match about $253,687 at 4% or $169,124 at 6%; with 100% employer match about $190,265 at 4% or $126,843 at 6%.
201015$520,309$72,915$14,583iApproximate average salary by contribution assumption: employee only about $364,575 at 4% or $243,050 at 6%; with 50% employer match about $243,050 at 4% or $162,033 at 6%; with 100% employer match about $182,288 at 4% or $121,525 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-5$520,309$72,915$14,583iApproximate average salary by contribution assumption: employee only about $364,575 at 4% or $243,050 at 6%; with 50% employer match about $243,050 at 4% or $162,033 at 6%; with 100% employer match about $182,288 at 4% or $121,525 at 6%.
200914$402,259$67,079$16,770iApproximate average salary by contribution assumption: employee only about $419,244 at 4% or $279,496 at 6%; with 50% employer match about $279,496 at 4% or $186,331 at 6%; with 100% employer match about $209,622 at 4% or $139,748 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-4$402,259$67,079$16,770iApproximate average salary by contribution assumption: employee only about $419,244 at 4% or $279,496 at 6%; with 50% employer match about $279,496 at 4% or $186,331 at 6%; with 100% employer match about $209,622 at 4% or $139,748 at 6%.
200814$272,422$61,890$15,473iApproximate average salary by contribution assumption: employee only about $386,813 at 4% or $257,875 at 6%; with 50% employer match about $257,875 at 4% or $171,917 at 6%; with 100% employer match about $193,406 at 4% or $128,938 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-4$272,422$61,890$15,473iApproximate average salary by contribution assumption: employee only about $386,813 at 4% or $257,875 at 6%; with 50% employer match about $257,875 at 4% or $171,917 at 6%; with 100% employer match about $193,406 at 4% or $128,938 at 6%.
200714$365,506$60,053$15,013iApproximate average salary by contribution assumption: employee only about $375,331 at 4% or $250,221 at 6%; with 50% employer match about $250,221 at 4% or $166,814 at 6%; with 100% employer match about $187,666 at 4% or $125,110 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-4$365,506$60,053$15,013iApproximate average salary by contribution assumption: employee only about $375,331 at 4% or $250,221 at 6%; with 50% employer match about $250,221 at 4% or $166,814 at 6%; with 100% employer match about $187,666 at 4% or $125,110 at 6%.
200613$298,864$53,965$17,988iApproximate average salary by contribution assumption: employee only about $449,708 at 4% or $299,806 at 6%; with 50% employer match about $299,806 at 4% or $199,870 at 6%; with 100% employer match about $224,854 at 4% or $149,903 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-3$298,864$53,965$17,988iApproximate average salary by contribution assumption: employee only about $449,708 at 4% or $299,806 at 6%; with 50% employer match about $299,806 at 4% or $199,870 at 6%; with 100% employer match about $224,854 at 4% or $149,903 at 6%.
200512$226,976$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-2$226,976$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200412$173,571$30,048$15,024iApproximate average salary by contribution assumption: employee only about $375,600 at 4% or $250,400 at 6%; with 50% employer match about $250,400 at 4% or $166,933 at 6%; with 100% employer match about $187,800 at 4% or $125,200 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-2$173,571$30,048$15,024iApproximate average salary by contribution assumption: employee only about $375,600 at 4% or $250,400 at 6%; with 50% employer match about $250,400 at 4% or $166,933 at 6%; with 100% employer match about $187,800 at 4% or $125,200 at 6%.
200312$130,587$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-2$130,587$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200212$79,987$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-2$79,987$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200113$0$0-
Carl Lerner, Dds, Msd, Profit Sharing Plan-3---
200012$59,347$20,163$10,082iApproximate average salary by contribution assumption: employee only about $252,038 at 4% or $168,025 at 6%; with 50% employer match about $168,025 at 4% or $112,017 at 6%; with 100% employer match about $126,019 at 4% or $84,013 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-2$59,347$20,163$10,082iApproximate average salary by contribution assumption: employee only about $252,038 at 4% or $168,025 at 6%; with 50% employer match about $168,025 at 4% or $112,017 at 6%; with 100% employer match about $126,019 at 4% or $84,013 at 6%.
199912$46,148$19,638$9,819iApproximate average salary by contribution assumption: employee only about $245,475 at 4% or $163,650 at 6%; with 50% employer match about $163,650 at 4% or $109,100 at 6%; with 100% employer match about $122,738 at 4% or $81,825 at 6%.
Carl Lerner, Dds, Msd, Profit Sharing Plan-2$46,148$19,638$9,819iApproximate average salary by contribution assumption: employee only about $245,475 at 4% or $163,650 at 6%; with 50% employer match about $163,650 at 4% or $109,100 at 6%; with 100% employer match about $122,738 at 4% or $81,825 at 6%.