Civic Intelligence

Barnett & Lerner, P.A.

Plan context: Barnett & Lerner, P.A. 401K Profit Sharing Plan

EIN 65-0574056 • Ft. Lauderdale, FL • 20 filings • 6 plans

2860 Marina Mile Blvd, Suite 105Ft. Lauderdale, FL 33312
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$4,029,305

2024 Contributions

$294,892

Historical Graphs

Total Assets Over Time

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

$5,328,492$2,664,246$0201120182024YearValue
$4,029,305Latest year 2024

Participants Over Time

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

20100201120182024YearValue
16Latest year 2024

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
2024116$4,029,305$294,892$18,431iApproximate average salary by contribution assumption: employee only about $460,769 at 4% or $307,179 at 6%; with 50% employer match about $307,179 at 4% or $204,786 at 6%; with 100% employer match about $230,384 at 4% or $153,590 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-16$4,029,305$294,892$18,431iApproximate average salary by contribution assumption: employee only about $460,769 at 4% or $307,179 at 6%; with 50% employer match about $307,179 at 4% or $204,786 at 6%; with 100% employer match about $230,384 at 4% or $153,590 at 6%.
2023219$4,197,283$377,687$19,878iApproximate average salary by contribution assumption: employee only about $496,957 at 4% or $331,304 at 6%; with 50% employer match about $331,304 at 4% or $220,870 at 6%; with 100% employer match about $248,478 at 4% or $165,652 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-19$4,197,283$377,687$19,878iApproximate average salary by contribution assumption: employee only about $496,957 at 4% or $331,304 at 6%; with 50% employer match about $331,304 at 4% or $220,870 at 6%; with 100% employer match about $248,478 at 4% or $165,652 at 6%.
BARNETT, LERNER, KARSEN, FRANKEL & CASTRO, P.A CASH BALANCE PLAN-0$0--
2022220$5,298,586$901,092$45,055iApproximate average salary by contribution assumption: employee only about $1,126,365 at 4% or $750,910 at 6%; with 50% employer match about $750,910 at 4% or $500,607 at 6%; with 100% employer match about $563,183 at 4% or $375,455 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-20$3,312,059$351,448$17,572iApproximate average salary by contribution assumption: employee only about $439,310 at 4% or $292,873 at 6%; with 50% employer match about $292,873 at 4% or $195,249 at 6%; with 100% employer match about $219,655 at 4% or $146,437 at 6%.
BARNETT, LERNER, KARSEN & FRANKEL & CASTRO, P.A. CASH BALANCE PLAN-13$1,986,527$549,644$42,280iApproximate average salary by contribution assumption: employee only about $1,057,008 at 4% or $704,672 at 6%; with 50% employer match about $704,672 at 4% or $469,781 at 6%; with 100% employer match about $528,504 at 4% or $352,336 at 6%.
2021218$5,328,492$716,228$39,790iApproximate average salary by contribution assumption: employee only about $994,761 at 4% or $663,174 at 6%; with 50% employer match about $663,174 at 4% or $442,116 at 6%; with 100% employer match about $497,381 at 4% or $331,587 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-18$3,529,342$316,228$17,568iApproximate average salary by contribution assumption: employee only about $439,206 at 4% or $292,804 at 6%; with 50% employer match about $292,804 at 4% or $195,202 at 6%; with 100% employer match about $219,603 at 4% or $146,402 at 6%.
BARNETT, LERNER, KARSEN & FRANKEL & CASTRO, P.A. CASH BALANCE PLAN-12$1,799,150$400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2020217$3,968,656$682,948$40,173iApproximate average salary by contribution assumption: employee only about $1,004,335 at 4% or $669,557 at 6%; with 50% employer match about $669,557 at 4% or $446,371 at 6%; with 100% employer match about $502,168 at 4% or $334,778 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-17$2,748,237$232,948$13,703iApproximate average salary by contribution assumption: employee only about $342,571 at 4% or $228,380 at 6%; with 50% employer match about $228,380 at 4% or $152,254 at 6%; with 100% employer match about $171,285 at 4% or $114,190 at 6%.
BARNETT & LERNER CASH BALANCE PLAN-11$1,220,419$450,000$40,909iApproximate average salary by contribution assumption: employee only about $1,022,727 at 4% or $681,818 at 6%; with 50% employer match about $681,818 at 4% or $454,545 at 6%; with 100% employer match about $511,364 at 4% or $340,909 at 6%.
2019216$2,990,060$650,530$40,658iApproximate average salary by contribution assumption: employee only about $1,016,453 at 4% or $677,635 at 6%; with 50% employer match about $677,635 at 4% or $451,757 at 6%; with 100% employer match about $508,227 at 4% or $338,818 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-16$2,145,205$220,530$13,783iApproximate average salary by contribution assumption: employee only about $344,578 at 4% or $229,719 at 6%; with 50% employer match about $229,719 at 4% or $153,146 at 6%; with 100% employer match about $172,289 at 4% or $114,859 at 6%.
BARNETT & LERNER CASH BALANCE PLAN-11$844,855$430,000$39,091iApproximate average salary by contribution assumption: employee only about $977,273 at 4% or $651,515 at 6%; with 50% employer match about $651,515 at 4% or $434,343 at 6%; with 100% employer match about $488,636 at 4% or $325,758 at 6%.
2018216$2,271,900$623,689$38,981iApproximate average salary by contribution assumption: employee only about $974,514 at 4% or $649,676 at 6%; with 50% employer match about $649,676 at 4% or $433,117 at 6%; with 100% employer match about $487,257 at 4% or $324,838 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-16$1,866,884$212,973$13,311iApproximate average salary by contribution assumption: employee only about $332,770 at 4% or $221,847 at 6%; with 50% employer match about $221,847 at 4% or $147,898 at 6%; with 100% employer match about $166,385 at 4% or $110,923 at 6%.
BARNETT & LERNER CASH BALANCE PLAN-9$405,016$410,716$45,635iApproximate average salary by contribution assumption: employee only about $1,140,878 at 4% or $760,585 at 6%; with 50% employer match about $760,585 at 4% or $507,057 at 6%; with 100% employer match about $570,439 at 4% or $380,293 at 6%.
2017114$1,835,900$253,606$18,115iApproximate average salary by contribution assumption: employee only about $452,868 at 4% or $301,912 at 6%; with 50% employer match about $301,912 at 4% or $201,275 at 6%; with 100% employer match about $226,434 at 4% or $150,956 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-14$1,835,900$253,606$18,115iApproximate average salary by contribution assumption: employee only about $452,868 at 4% or $301,912 at 6%; with 50% employer match about $301,912 at 4% or $201,275 at 6%; with 100% employer match about $226,434 at 4% or $150,956 at 6%.
2016115$1,410,281$269,493$17,966iApproximate average salary by contribution assumption: employee only about $449,155 at 4% or $299,437 at 6%; with 50% employer match about $299,437 at 4% or $199,624 at 6%; with 100% employer match about $224,578 at 4% or $149,718 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-15$1,410,281$269,493$17,966iApproximate average salary by contribution assumption: employee only about $449,155 at 4% or $299,437 at 6%; with 50% employer match about $299,437 at 4% or $199,624 at 6%; with 100% employer match about $224,578 at 4% or $149,718 at 6%.
2015113$1,097,706$250,084$19,237iApproximate average salary by contribution assumption: employee only about $480,931 at 4% or $320,621 at 6%; with 50% employer match about $320,621 at 4% or $213,747 at 6%; with 100% employer match about $240,465 at 4% or $160,310 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-13$1,097,706$250,084$19,237iApproximate average salary by contribution assumption: employee only about $480,931 at 4% or $320,621 at 6%; with 50% employer match about $320,621 at 4% or $213,747 at 6%; with 100% employer match about $240,465 at 4% or $160,310 at 6%.
2014112$875,558$216,940$18,078iApproximate average salary by contribution assumption: employee only about $451,958 at 4% or $301,306 at 6%; with 50% employer match about $301,306 at 4% or $200,870 at 6%; with 100% employer match about $225,979 at 4% or $150,653 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-12$875,558$216,940$18,078iApproximate average salary by contribution assumption: employee only about $451,958 at 4% or $301,306 at 6%; with 50% employer match about $301,306 at 4% or $200,870 at 6%; with 100% employer match about $225,979 at 4% or $150,653 at 6%.
2013112$652,227$246,175$20,515iApproximate average salary by contribution assumption: employee only about $512,865 at 4% or $341,910 at 6%; with 50% employer match about $341,910 at 4% or $227,940 at 6%; with 100% employer match about $256,432 at 4% or $170,955 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-12$652,227$246,175$20,515iApproximate average salary by contribution assumption: employee only about $512,865 at 4% or $341,910 at 6%; with 50% employer match about $341,910 at 4% or $227,940 at 6%; with 100% employer match about $256,432 at 4% or $170,955 at 6%.
2012112$362,811$198,174$16,515iApproximate average salary by contribution assumption: employee only about $412,863 at 4% or $275,242 at 6%; with 50% employer match about $275,242 at 4% or $183,494 at 6%; with 100% employer match about $206,431 at 4% or $137,621 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-12$362,811$198,174$16,515iApproximate average salary by contribution assumption: employee only about $412,863 at 4% or $275,242 at 6%; with 50% employer match about $275,242 at 4% or $183,494 at 6%; with 100% employer match about $206,431 at 4% or $137,621 at 6%.
2011112$151,535$154,494$12,875iApproximate average salary by contribution assumption: employee only about $321,863 at 4% or $214,575 at 6%; with 50% employer match about $214,575 at 4% or $143,050 at 6%; with 100% employer match about $160,931 at 4% or $107,288 at 6%.
Barnett & Lerner, P.A. 401K Profit Sharing Plan-12$151,535$154,494$12,875iApproximate average salary by contribution assumption: employee only about $321,863 at 4% or $214,575 at 6%; with 50% employer match about $214,575 at 4% or $143,050 at 6%; with 100% employer match about $160,931 at 4% or $107,288 at 6%.