Lerner & Associates
Plan context: Lerner & Associates Employee Benefit Plan
EIN 38-2089125 • Big Rapids, MI • 18 filings • 4 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$1,511,449
2016 Contributions
$99,770
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Lerner & Associates Employee Benefit Plan | - | 0 | $0 | $0 | - |
| 2015 | 1 | 4 | $1,511,449 | $99,770 | $24,943iApproximate average salary by contribution assumption: employee only about $623,563 at 4% or $415,708 at 6%; with 50% employer match about $415,708 at 4% or $277,139 at 6%; with 100% employer match about $311,781 at 4% or $207,854 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 4 | $1,511,449 | $99,770 | $24,943iApproximate average salary by contribution assumption: employee only about $623,563 at 4% or $415,708 at 6%; with 50% employer match about $415,708 at 4% or $277,139 at 6%; with 100% employer match about $311,781 at 4% or $207,854 at 6%. |
| 2014 | 1 | 4 | $1,407,808 | $97,757 | $24,439iApproximate average salary by contribution assumption: employee only about $610,981 at 4% or $407,321 at 6%; with 50% employer match about $407,321 at 4% or $271,547 at 6%; with 100% employer match about $305,491 at 4% or $203,660 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 4 | $1,407,808 | $97,757 | $24,439iApproximate average salary by contribution assumption: employee only about $610,981 at 4% or $407,321 at 6%; with 50% employer match about $407,321 at 4% or $271,547 at 6%; with 100% employer match about $305,491 at 4% or $203,660 at 6%. |
| 2013 | 1 | 5 | $1,148,939 | $149,065 | $29,813iApproximate average salary by contribution assumption: employee only about $745,325 at 4% or $496,883 at 6%; with 50% employer match about $496,883 at 4% or $331,256 at 6%; with 100% employer match about $372,663 at 4% or $248,442 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 5 | $1,148,939 | $149,065 | $29,813iApproximate average salary by contribution assumption: employee only about $745,325 at 4% or $496,883 at 6%; with 50% employer match about $496,883 at 4% or $331,256 at 6%; with 100% employer match about $372,663 at 4% or $248,442 at 6%. |
| 2012 | 1 | 4 | $977,545 | $92,340 | $23,085iApproximate average salary by contribution assumption: employee only about $577,125 at 4% or $384,750 at 6%; with 50% employer match about $384,750 at 4% or $256,500 at 6%; with 100% employer match about $288,563 at 4% or $192,375 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 4 | $977,545 | $92,340 | $23,085iApproximate average salary by contribution assumption: employee only about $577,125 at 4% or $384,750 at 6%; with 50% employer match about $384,750 at 4% or $256,500 at 6%; with 100% employer match about $288,563 at 4% or $192,375 at 6%. |
| 2011 | 1 | 5 | $883,284 | $96,755 | $19,351iApproximate average salary by contribution assumption: employee only about $483,775 at 4% or $322,517 at 6%; with 50% employer match about $322,517 at 4% or $215,011 at 6%; with 100% employer match about $241,888 at 4% or $161,258 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 5 | $883,284 | $96,755 | $19,351iApproximate average salary by contribution assumption: employee only about $483,775 at 4% or $322,517 at 6%; with 50% employer match about $322,517 at 4% or $215,011 at 6%; with 100% employer match about $241,888 at 4% or $161,258 at 6%. |
| 2010 | 1 | 5 | $814,130 | $62,847 | $12,569iApproximate average salary by contribution assumption: employee only about $314,235 at 4% or $209,490 at 6%; with 50% employer match about $209,490 at 4% or $139,660 at 6%; with 100% employer match about $157,118 at 4% or $104,745 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 5 | $814,130 | $62,847 | $12,569iApproximate average salary by contribution assumption: employee only about $314,235 at 4% or $209,490 at 6%; with 50% employer match about $209,490 at 4% or $139,660 at 6%; with 100% employer match about $157,118 at 4% or $104,745 at 6%. |
| 2009 | 1 | 6 | $735,088 | $62,874 | $10,479iApproximate average salary by contribution assumption: employee only about $261,975 at 4% or $174,650 at 6%; with 50% employer match about $174,650 at 4% or $116,433 at 6%; with 100% employer match about $130,988 at 4% or $87,325 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 6 | $735,088 | $62,874 | $10,479iApproximate average salary by contribution assumption: employee only about $261,975 at 4% or $174,650 at 6%; with 50% employer match about $174,650 at 4% or $116,433 at 6%; with 100% employer match about $130,988 at 4% or $87,325 at 6%. |
| 2008 | 1 | 6 | $512,376 | $61,722 | $10,287iApproximate average salary by contribution assumption: employee only about $257,175 at 4% or $171,450 at 6%; with 50% employer match about $171,450 at 4% or $114,300 at 6%; with 100% employer match about $128,588 at 4% or $85,725 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 6 | $512,376 | $61,722 | $10,287iApproximate average salary by contribution assumption: employee only about $257,175 at 4% or $171,450 at 6%; with 50% employer match about $171,450 at 4% or $114,300 at 6%; with 100% employer match about $128,588 at 4% or $85,725 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Lerner & Associates Employee Benefit Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $731,916 | $56,017 | $9,336iApproximate average salary by contribution assumption: employee only about $233,404 at 4% or $155,603 at 6%; with 50% employer match about $155,603 at 4% or $103,735 at 6%; with 100% employer match about $116,702 at 4% or $77,801 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 6 | $731,916 | $56,017 | $9,336iApproximate average salary by contribution assumption: employee only about $233,404 at 4% or $155,603 at 6%; with 50% employer match about $155,603 at 4% or $103,735 at 6%; with 100% employer match about $116,702 at 4% or $77,801 at 6%. |
| 2005 | 1 | 7 | $606,788 | $61,444 | $8,778iApproximate average salary by contribution assumption: employee only about $219,443 at 4% or $146,295 at 6%; with 50% employer match about $146,295 at 4% or $97,530 at 6%; with 100% employer match about $109,721 at 4% or $73,148 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 7 | $606,788 | $61,444 | $8,778iApproximate average salary by contribution assumption: employee only about $219,443 at 4% or $146,295 at 6%; with 50% employer match about $146,295 at 4% or $97,530 at 6%; with 100% employer match about $109,721 at 4% or $73,148 at 6%. |
| 2004 | 1 | 7 | $681,853 | $35,122 | $5,017iApproximate average salary by contribution assumption: employee only about $125,436 at 4% or $83,624 at 6%; with 50% employer match about $83,624 at 4% or $55,749 at 6%; with 100% employer match about $62,718 at 4% or $41,812 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 7 | $681,853 | $35,122 | $5,017iApproximate average salary by contribution assumption: employee only about $125,436 at 4% or $83,624 at 6%; with 50% employer match about $83,624 at 4% or $55,749 at 6%; with 100% employer match about $62,718 at 4% or $41,812 at 6%. |
| 2003 | 1 | 7 | $602,153 | $23,609 | $3,373iApproximate average salary by contribution assumption: employee only about $84,318 at 4% or $56,212 at 6%; with 50% employer match about $56,212 at 4% or $37,475 at 6%; with 100% employer match about $42,159 at 4% or $28,106 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 7 | $602,153 | $23,609 | $3,373iApproximate average salary by contribution assumption: employee only about $84,318 at 4% or $56,212 at 6%; with 50% employer match about $56,212 at 4% or $37,475 at 6%; with 100% employer match about $42,159 at 4% or $28,106 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Lerner & Associates Employee Benefit Plan | - | 7 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Lerner & Associates Employee Benefit Plan | - | 7 | - | - | - |
| 2000 | 1 | 7 | $546,447 | $29,833 | $4,262iApproximate average salary by contribution assumption: employee only about $106,546 at 4% or $71,031 at 6%; with 50% employer match about $71,031 at 4% or $47,354 at 6%; with 100% employer match about $53,273 at 4% or $35,515 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 7 | $546,447 | $29,833 | $4,262iApproximate average salary by contribution assumption: employee only about $106,546 at 4% or $71,031 at 6%; with 50% employer match about $71,031 at 4% or $47,354 at 6%; with 100% employer match about $53,273 at 4% or $35,515 at 6%. |
| 1999 | 1 | 5 | $553,180 | $20,450 | $4,090iApproximate average salary by contribution assumption: employee only about $102,250 at 4% or $68,167 at 6%; with 50% employer match about $68,167 at 4% or $45,444 at 6%; with 100% employer match about $51,125 at 4% or $34,083 at 6%. |
| Lerner & Associates Employee Benefit Plan | - | 5 | $553,180 | $20,450 | $4,090iApproximate average salary by contribution assumption: employee only about $102,250 at 4% or $68,167 at 6%; with 50% employer match about $68,167 at 4% or $45,444 at 6%; with 100% employer match about $51,125 at 4% or $34,083 at 6%. |