Lerner & Associates Inc
Plan context: Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust
EIN 77-0500738 • Los Gatos, CA • 11 filings • 6 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$582,555
2016 Contributions
$17,551
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 | 1 | $582,555 | $0 | - |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 1 | $582,555 | $0 | - |
| 2009 | 1 | 1 | $373,698 | $0 | - |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 1 | $373,698 | - | - |
| 2008 | 1 | 1 | $371,094 | $0 | - |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 1 | $371,094 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 1 | - | - | - |
| 2006 | 1 | 1 | $318,435 | $17,551 | $17,551iApproximate average salary by contribution assumption: employee only about $438,775 at 4% or $292,517 at 6%; with 50% employer match about $292,517 at 4% or $195,011 at 6%; with 100% employer match about $219,388 at 4% or $146,258 at 6%. |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 1 | $318,435 | $17,551 | $17,551iApproximate average salary by contribution assumption: employee only about $438,775 at 4% or $292,517 at 6%; with 50% employer match about $292,517 at 4% or $195,011 at 6%; with 100% employer match about $219,388 at 4% or $146,258 at 6%. |
| 2005 | 1 | 2 | $283,692 | $23,591 | $11,796iApproximate average salary by contribution assumption: employee only about $294,888 at 4% or $196,592 at 6%; with 50% employer match about $196,592 at 4% or $131,061 at 6%; with 100% employer match about $147,444 at 4% or $98,296 at 6%. |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 2 | $283,692 | $23,591 | $11,796iApproximate average salary by contribution assumption: employee only about $294,888 at 4% or $196,592 at 6%; with 50% employer match about $196,592 at 4% or $131,061 at 6%; with 100% employer match about $147,444 at 4% or $98,296 at 6%. |
| 2004 | 1 | 2 | $242,375 | $29,748 | $14,874iApproximate average salary by contribution assumption: employee only about $371,850 at 4% or $247,900 at 6%; with 50% employer match about $247,900 at 4% or $165,267 at 6%; with 100% employer match about $185,925 at 4% or $123,950 at 6%. |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 2 | $242,375 | $29,748 | $14,874iApproximate average salary by contribution assumption: employee only about $371,850 at 4% or $247,900 at 6%; with 50% employer match about $247,900 at 4% or $165,267 at 6%; with 100% employer match about $185,925 at 4% or $123,950 at 6%. |
| 2003 | 1 | 2 | $187,874 | $17,337 | $8,669iApproximate average salary by contribution assumption: employee only about $216,713 at 4% or $144,475 at 6%; with 50% employer match about $144,475 at 4% or $96,317 at 6%; with 100% employer match about $108,356 at 4% or $72,238 at 6%. |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 2 | $187,874 | $17,337 | $8,669iApproximate average salary by contribution assumption: employee only about $216,713 at 4% or $144,475 at 6%; with 50% employer match about $144,475 at 4% or $96,317 at 6%; with 100% employer match about $108,356 at 4% or $72,238 at 6%. |
| 2002 | 1 | 2 | $146,521 | $11,497 | $5,749iApproximate average salary by contribution assumption: employee only about $143,713 at 4% or $95,808 at 6%; with 50% employer match about $95,808 at 4% or $63,872 at 6%; with 100% employer match about $71,856 at 4% or $47,904 at 6%. |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 2 | $146,521 | $11,497 | $5,749iApproximate average salary by contribution assumption: employee only about $143,713 at 4% or $95,808 at 6%; with 50% employer match about $95,808 at 4% or $63,872 at 6%; with 100% employer match about $71,856 at 4% or $47,904 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 0 | - | - | - |
| 2000 | 1 | 2 | $109,908 | $0 | - |
| Lerner & Associates Inc DBA Thais Palmer & Assoc Money Purchase Pension Plan & Trust | - | 2 | $109,908 | - | - |