Lerman CPA Group Inc.
Plan context: Lerman CPA Group Inc. 401(K) Profit Sharing Plan & Trust
EIN 47-2024374 • Wilmette, IL • 4 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$247,434
2018 Contributions
$104,727
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Lerman CPA Group Inc. 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2017 | 1 | 4 | $247,434 | $104,727 | $26,182iApproximate average salary by contribution assumption: employee only about $654,544 at 4% or $436,363 at 6%; with 50% employer match about $436,363 at 4% or $290,908 at 6%; with 100% employer match about $327,272 at 4% or $218,181 at 6%. |
| Lerman CPA Group Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $247,434 | $104,727 | $26,182iApproximate average salary by contribution assumption: employee only about $654,544 at 4% or $436,363 at 6%; with 50% employer match about $436,363 at 4% or $290,908 at 6%; with 100% employer match about $327,272 at 4% or $218,181 at 6%. |
| 2016 | 1 | 4 | $117,155 | $57,426 | $14,357iApproximate average salary by contribution assumption: employee only about $358,913 at 4% or $239,275 at 6%; with 50% employer match about $239,275 at 4% or $159,517 at 6%; with 100% employer match about $179,456 at 4% or $119,638 at 6%. |
| Lerman CPA Group Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $117,155 | $57,426 | $14,357iApproximate average salary by contribution assumption: employee only about $358,913 at 4% or $239,275 at 6%; with 50% employer match about $239,275 at 4% or $159,517 at 6%; with 100% employer match about $179,456 at 4% or $119,638 at 6%. |
| 2015 | 1 | 4 | $52,745 | $53,631 | $13,408iApproximate average salary by contribution assumption: employee only about $335,194 at 4% or $223,463 at 6%; with 50% employer match about $223,463 at 4% or $148,975 at 6%; with 100% employer match about $167,597 at 4% or $111,731 at 6%. |
| Lerman CPA Group Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $52,745 | $53,631 | $13,408iApproximate average salary by contribution assumption: employee only about $335,194 at 4% or $223,463 at 6%; with 50% employer match about $223,463 at 4% or $148,975 at 6%; with 100% employer match about $167,597 at 4% or $111,731 at 6%. |