Jay M. Lerner, D.D.S., P.A.
Plan context: Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan
EIN 59-2716819 • Palm Beach Gardnes, FL • 36 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$378,702
2020 Contributions
$102,981
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 2 | $378,702 | $102,981 | $51,491iApproximate average salary by contribution assumption: employee only about $1,287,263 at 4% or $858,175 at 6%; with 50% employer match about $858,175 at 4% or $572,117 at 6%; with 100% employer match about $643,631 at 4% or $429,088 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 2 | $378,702 | $102,981 | $51,491iApproximate average salary by contribution assumption: employee only about $1,287,263 at 4% or $858,175 at 6%; with 50% employer match about $858,175 at 4% or $572,117 at 6%; with 100% employer match about $643,631 at 4% or $429,088 at 6%. |
| 2017 | 2 | 10 | $3,275,494 | $102,239 | $10,224iApproximate average salary by contribution assumption: employee only about $255,598 at 4% or $170,398 at 6%; with 50% employer match about $170,398 at 4% or $113,599 at 6%; with 100% employer match about $127,799 at 4% or $85,199 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 10 | $3,275,494 | $102,239 | $10,224iApproximate average salary by contribution assumption: employee only about $255,598 at 4% or $170,398 at 6%; with 50% employer match about $170,398 at 4% or $113,599 at 6%; with 100% employer match about $127,799 at 4% or $85,199 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2016 | 2 | 11 | $5,181,557 | $367,366 | $33,397iApproximate average salary by contribution assumption: employee only about $834,923 at 4% or $556,615 at 6%; with 50% employer match about $556,615 at 4% or $371,077 at 6%; with 100% employer match about $417,461 at 4% or $278,308 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 11 | $2,917,538 | $127,366 | $11,579iApproximate average salary by contribution assumption: employee only about $289,468 at 4% or $192,979 at 6%; with 50% employer match about $192,979 at 4% or $128,653 at 6%; with 100% employer match about $144,734 at 4% or $96,489 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 7 | $2,264,019 | $240,000 | $34,286iApproximate average salary by contribution assumption: employee only about $857,143 at 4% or $571,429 at 6%; with 50% employer match about $571,429 at 4% or $380,952 at 6%; with 100% employer match about $428,571 at 4% or $285,714 at 6%. |
| 2015 | 2 | 11 | $4,499,591 | $406,944 | $36,995iApproximate average salary by contribution assumption: employee only about $924,873 at 4% or $616,582 at 6%; with 50% employer match about $616,582 at 4% or $411,055 at 6%; with 100% employer match about $462,436 at 4% or $308,291 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 11 | $2,604,338 | $107,540 | $9,776iApproximate average salary by contribution assumption: employee only about $244,409 at 4% or $162,939 at 6%; with 50% employer match about $162,939 at 4% or $108,626 at 6%; with 100% employer match about $122,205 at 4% or $81,470 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 7 | $1,895,253 | $299,404 | $42,772iApproximate average salary by contribution assumption: employee only about $1,069,300 at 4% or $712,867 at 6%; with 50% employer match about $712,867 at 4% or $475,244 at 6%; with 100% employer match about $534,650 at 4% or $356,433 at 6%. |
| 2014 | 2 | 10 | $4,314,926 | $371,636 | $37,164iApproximate average salary by contribution assumption: employee only about $929,090 at 4% or $619,393 at 6%; with 50% employer match about $619,393 at 4% or $412,929 at 6%; with 100% employer match about $464,545 at 4% or $309,697 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 10 | $2,609,769 | $136,557 | $13,656iApproximate average salary by contribution assumption: employee only about $341,393 at 4% or $227,595 at 6%; with 50% employer match about $227,595 at 4% or $151,730 at 6%; with 100% employer match about $170,696 at 4% or $113,798 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 8 | $1,705,157 | $235,079 | $29,385iApproximate average salary by contribution assumption: employee only about $734,622 at 4% or $489,748 at 6%; with 50% employer match about $489,748 at 4% or $326,499 at 6%; with 100% employer match about $367,311 at 4% or $244,874 at 6%. |
| 2013 | 2 | 11 | $3,651,272 | $313,505 | $28,500iApproximate average salary by contribution assumption: employee only about $712,511 at 4% or $475,008 at 6%; with 50% employer match about $475,008 at 4% or $316,672 at 6%; with 100% employer match about $356,256 at 4% or $237,504 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 11 | $2,296,452 | $117,570 | $10,688iApproximate average salary by contribution assumption: employee only about $267,205 at 4% or $178,136 at 6%; with 50% employer match about $178,136 at 4% or $118,758 at 6%; with 100% employer match about $133,602 at 4% or $89,068 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 9 | $1,354,820 | $195,935 | $21,771iApproximate average salary by contribution assumption: employee only about $544,264 at 4% or $362,843 at 6%; with 50% employer match about $362,843 at 4% or $241,895 at 6%; with 100% employer match about $272,132 at 4% or $181,421 at 6%. |
| 2012 | 2 | 11 | $2,788,725 | $235,138 | $21,376iApproximate average salary by contribution assumption: employee only about $534,405 at 4% or $356,270 at 6%; with 50% employer match about $356,270 at 4% or $237,513 at 6%; with 100% employer match about $267,202 at 4% or $178,135 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 11 | $1,816,531 | $115,138 | $10,467iApproximate average salary by contribution assumption: employee only about $261,677 at 4% or $174,452 at 6%; with 50% employer match about $174,452 at 4% or $116,301 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 9 | $972,194 | $120,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 2011 | 2 | 10 | $2,274,969 | $257,868 | $25,787iApproximate average salary by contribution assumption: employee only about $644,670 at 4% or $429,780 at 6%; with 50% employer match about $429,780 at 4% or $286,520 at 6%; with 100% employer match about $322,335 at 4% or $214,890 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 10 | $1,509,830 | $111,985 | $11,199iApproximate average salary by contribution assumption: employee only about $279,963 at 4% or $186,642 at 6%; with 50% employer match about $186,642 at 4% or $124,428 at 6%; with 100% employer match about $139,981 at 4% or $93,321 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 9 | $765,139 | $145,883 | $16,209iApproximate average salary by contribution assumption: employee only about $405,231 at 4% or $270,154 at 6%; with 50% employer match about $270,154 at 4% or $180,102 at 6%; with 100% employer match about $202,615 at 4% or $135,077 at 6%. |
| 2010 | 2 | 12 | $2,146,341 | $219,906 | $18,326iApproximate average salary by contribution assumption: employee only about $458,138 at 4% or $305,425 at 6%; with 50% employer match about $305,425 at 4% or $203,617 at 6%; with 100% employer match about $229,069 at 4% or $152,713 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 12 | $1,482,236 | $112,006 | $9,334iApproximate average salary by contribution assumption: employee only about $233,346 at 4% or $155,564 at 6%; with 50% employer match about $155,564 at 4% or $103,709 at 6%; with 100% employer match about $116,673 at 4% or $77,782 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 11 | $664,105 | $107,900 | $9,809iApproximate average salary by contribution assumption: employee only about $245,227 at 4% or $163,485 at 6%; with 50% employer match about $163,485 at 4% or $108,990 at 6%; with 100% employer match about $122,614 at 4% or $81,742 at 6%. |
| 2009 | 2 | 12 | $1,952,302 | $201,436 | $16,786iApproximate average salary by contribution assumption: employee only about $419,658 at 4% or $279,772 at 6%; with 50% employer match about $279,772 at 4% or $186,515 at 6%; with 100% employer match about $209,829 at 4% or $139,886 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 12 | $1,392,589 | $114,816 | $9,568iApproximate average salary by contribution assumption: employee only about $239,200 at 4% or $159,467 at 6%; with 50% employer match about $159,467 at 4% or $106,311 at 6%; with 100% employer match about $119,600 at 4% or $79,733 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN AND TRUS | - | 12 | $559,713 | $86,620 | $7,218iApproximate average salary by contribution assumption: employee only about $180,458 at 4% or $120,306 at 6%; with 50% employer match about $120,306 at 4% or $80,204 at 6%; with 100% employer match about $90,229 at 4% or $60,153 at 6%. |
| 2008 | 2 | 12 | $1,617,192 | $233,078 | $19,423iApproximate average salary by contribution assumption: employee only about $485,579 at 4% or $323,719 at 6%; with 50% employer match about $323,719 at 4% or $215,813 at 6%; with 100% employer match about $242,790 at 4% or $161,860 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 12 | $1,172,696 | $135,578 | $11,298iApproximate average salary by contribution assumption: employee only about $282,454 at 4% or $188,303 at 6%; with 50% employer match about $188,303 at 4% or $125,535 at 6%; with 100% employer match about $141,227 at 4% or $94,151 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 11 | $444,496 | $97,500 | $8,864iApproximate average salary by contribution assumption: employee only about $221,591 at 4% or $147,727 at 6%; with 50% employer match about $147,727 at 4% or $98,485 at 6%; with 100% employer match about $110,795 at 4% or $73,864 at 6%. |
| 2007 | 2 | 10 | $1,965,391 | $204,523 | $20,452iApproximate average salary by contribution assumption: employee only about $511,308 at 4% or $340,872 at 6%; with 50% employer match about $340,872 at 4% or $227,248 at 6%; with 100% employer match about $255,654 at 4% or $170,436 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 10 | $1,468,051 | $130,569 | $13,057iApproximate average salary by contribution assumption: employee only about $326,423 at 4% or $217,615 at 6%; with 50% employer match about $217,615 at 4% or $145,077 at 6%; with 100% employer match about $163,211 at 4% or $108,808 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 9 | $497,340 | $73,954 | $8,217iApproximate average salary by contribution assumption: employee only about $205,428 at 4% or $136,952 at 6%; with 50% employer match about $136,952 at 4% or $91,301 at 6%; with 100% employer match about $102,714 at 4% or $68,476 at 6%. |
| 2006 | 2 | 7 | $1,644,217 | $190,039 | $27,148iApproximate average salary by contribution assumption: employee only about $678,711 at 4% or $452,474 at 6%; with 50% employer match about $452,474 at 4% or $301,649 at 6%; with 100% employer match about $339,355 at 4% or $226,237 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 7 | $1,247,037 | $118,058 | $16,865iApproximate average salary by contribution assumption: employee only about $421,636 at 4% or $281,090 at 6%; with 50% employer match about $281,090 at 4% or $187,394 at 6%; with 100% employer match about $210,818 at 4% or $140,545 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 7 | $397,180 | $71,981 | $10,283iApproximate average salary by contribution assumption: employee only about $257,075 at 4% or $171,383 at 6%; with 50% employer match about $171,383 at 4% or $114,256 at 6%; with 100% employer match about $128,538 at 4% or $85,692 at 6%. |
| 2005 | 2 | 8 | $1,313,489 | $165,991 | $20,749iApproximate average salary by contribution assumption: employee only about $518,722 at 4% or $345,815 at 6%; with 50% employer match about $345,815 at 4% or $230,543 at 6%; with 100% employer match about $259,361 at 4% or $172,907 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 8 | $1,019,787 | $93,522 | $11,690iApproximate average salary by contribution assumption: employee only about $292,256 at 4% or $194,838 at 6%; with 50% employer match about $194,838 at 4% or $129,892 at 6%; with 100% employer match about $146,128 at 4% or $97,419 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 8 | $293,702 | $72,469 | $9,059iApproximate average salary by contribution assumption: employee only about $226,466 at 4% or $150,977 at 6%; with 50% employer match about $150,977 at 4% or $100,651 at 6%; with 100% employer match about $113,233 at 4% or $75,489 at 6%. |
| 2004 | 2 | 7 | $1,144,142 | $177,063 | $25,295iApproximate average salary by contribution assumption: employee only about $632,368 at 4% or $421,579 at 6%; with 50% employer match about $421,579 at 4% or $281,052 at 6%; with 100% employer match about $316,184 at 4% or $210,789 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 7 | $934,439 | $110,342 | $15,763iApproximate average salary by contribution assumption: employee only about $394,079 at 4% or $262,719 at 6%; with 50% employer match about $262,719 at 4% or $175,146 at 6%; with 100% employer match about $197,039 at 4% or $131,360 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 7 | $209,703 | $66,721 | $9,532iApproximate average salary by contribution assumption: employee only about $238,289 at 4% or $158,860 at 6%; with 50% employer match about $158,860 at 4% or $105,906 at 6%; with 100% employer match about $119,145 at 4% or $79,430 at 6%. |
| 2003 | 2 | 9 | $827,726 | $175,613 | $19,513iApproximate average salary by contribution assumption: employee only about $487,814 at 4% or $325,209 at 6%; with 50% employer match about $325,209 at 4% or $216,806 at 6%; with 100% employer match about $243,907 at 4% or $162,605 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 9 | $701,055 | $117,447 | $13,050iApproximate average salary by contribution assumption: employee only about $326,242 at 4% or $217,494 at 6%; with 50% employer match about $217,494 at 4% or $144,996 at 6%; with 100% employer match about $163,121 at 4% or $108,747 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 9 | $126,671 | $58,166 | $6,463iApproximate average salary by contribution assumption: employee only about $161,572 at 4% or $107,715 at 6%; with 50% employer match about $107,715 at 4% or $71,810 at 6%; with 100% employer match about $80,786 at 4% or $53,857 at 6%. |
| 2002 | 2 | 10 | $426,340 | $115,327 | $11,533iApproximate average salary by contribution assumption: employee only about $288,318 at 4% or $192,212 at 6%; with 50% employer match about $192,212 at 4% or $128,141 at 6%; with 100% employer match about $144,159 at 4% or $96,106 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 10 | $426,340 | $115,327 | $11,533iApproximate average salary by contribution assumption: employee only about $288,318 at 4% or $192,212 at 6%; with 50% employer match about $192,212 at 4% or $128,141 at 6%; with 100% employer match about $144,159 at 4% or $96,106 at 6%. |
| LERNER AND LEMONGELLO DENTISTRY PARTNERSHIP DEFINED BENEFIT PENSION PLAN & TRUST | - | 10 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $344,463 | $35,641 | $5,940iApproximate average salary by contribution assumption: employee only about $148,504 at 4% or $99,003 at 6%; with 50% employer match about $99,003 at 4% or $66,002 at 6%; with 100% employer match about $74,252 at 4% or $49,501 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 6 | $344,463 | $35,641 | $5,940iApproximate average salary by contribution assumption: employee only about $148,504 at 4% or $99,003 at 6%; with 50% employer match about $99,003 at 4% or $66,002 at 6%; with 100% employer match about $74,252 at 4% or $49,501 at 6%. |
| 1999 | 1 | 7 | $386,366 | $52,514 | $7,502iApproximate average salary by contribution assumption: employee only about $187,550 at 4% or $125,033 at 6%; with 50% employer match about $125,033 at 4% or $83,356 at 6%; with 100% employer match about $93,775 at 4% or $62,517 at 6%. |
| Jay M. Lerner, D.D.S., P.A. 401K Profit Sharing Plan | - | 7 | $386,366 | $52,514 | $7,502iApproximate average salary by contribution assumption: employee only about $187,550 at 4% or $125,033 at 6%; with 50% employer match about $125,033 at 4% or $83,356 at 6%; with 100% employer match about $93,775 at 4% or $62,517 at 6%. |