Civic Intelligence

Stuart Lerner MD LLC

Plan context: Stuart Lerner MD LLC Cash Balance Plan

EIN 90-0657387 • Kailua, HI • 15 filings • 2 plans

970 Kalaheo Ave., C-316Kailua, HI 96734
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,527,834

2024 Contributions

$389,602

Historical Graphs

Total Assets Over Time

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

$1,527,834$763,917$0201520202024YearValue
$1,527,834Latest year 2024

Participants Over Time

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

1470201520202024YearValue
14Latest 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
2024214$1,527,834$389,602$27,829iApproximate average salary by contribution assumption: employee only about $695,718 at 4% or $463,812 at 6%; with 50% employer match about $463,812 at 4% or $309,208 at 6%; with 100% employer match about $347,859 at 4% or $231,906 at 6%.
Stuart Lerner MD LLC Cash Balance Plan-9$1,042,950$350,000$38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-14$484,884$39,602$2,829iApproximate average salary by contribution assumption: employee only about $70,718 at 4% or $47,145 at 6%; with 50% employer match about $47,145 at 4% or $31,430 at 6%; with 100% employer match about $35,359 at 4% or $23,573 at 6%.
2023213$1,064,435$261,528$20,118iApproximate average salary by contribution assumption: employee only about $502,938 at 4% or $335,292 at 6%; with 50% employer match about $335,292 at 4% or $223,528 at 6%; with 100% employer match about $251,469 at 4% or $167,646 at 6%.
Stuart Lerner MD LLC Cash Balance Plan-8$640,713$218,550$27,319iApproximate average salary by contribution assumption: employee only about $682,969 at 4% or $455,313 at 6%; with 50% employer match about $455,313 at 4% or $303,542 at 6%; with 100% employer match about $341,484 at 4% or $227,656 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-13$423,722$42,978$3,306iApproximate average salary by contribution assumption: employee only about $82,650 at 4% or $55,100 at 6%; with 50% employer match about $55,100 at 4% or $36,733 at 6%; with 100% employer match about $41,325 at 4% or $27,550 at 6%.
202228$716,437$104,150$13,019iApproximate average salary by contribution assumption: employee only about $325,469 at 4% or $216,979 at 6%; with 50% employer match about $216,979 at 4% or $144,653 at 6%; with 100% employer match about $162,734 at 4% or $108,490 at 6%.
Stuart Lerner MD LLC Cash Balance Plan-3$371,958$91,455$30,485iApproximate average salary by contribution assumption: employee only about $762,125 at 4% or $508,083 at 6%; with 50% employer match about $508,083 at 4% or $338,722 at 6%; with 100% employer match about $381,063 at 4% or $254,042 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-8$344,479$12,695$1,587iApproximate average salary by contribution assumption: employee only about $39,672 at 4% or $26,448 at 6%; with 50% employer match about $26,448 at 4% or $17,632 at 6%; with 100% employer match about $19,836 at 4% or $13,224 at 6%.
202127$741,109$150,354$21,479iApproximate average salary by contribution assumption: employee only about $536,979 at 4% or $357,986 at 6%; with 50% employer match about $357,986 at 4% or $238,657 at 6%; with 100% employer match about $268,489 at 4% or $178,993 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-7$434,709$15,594$2,228iApproximate average salary by contribution assumption: employee only about $55,693 at 4% or $37,129 at 6%; with 50% employer match about $37,129 at 4% or $24,752 at 6%; with 100% employer match about $27,846 at 4% or $18,564 at 6%.
Stuart Lerner MD LLC Cash Balance Plan-6$306,400$134,760$22,460iApproximate average salary by contribution assumption: employee only about $561,500 at 4% or $374,333 at 6%; with 50% employer match about $374,333 at 4% or $249,556 at 6%; with 100% employer match about $280,750 at 4% or $187,167 at 6%.
202026$557,134$190,569$31,762iApproximate average salary by contribution assumption: employee only about $794,038 at 4% or $529,358 at 6%; with 50% employer match about $529,358 at 4% or $352,906 at 6%; with 100% employer match about $397,019 at 4% or $264,679 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-6$390,820$24,255$4,043iApproximate average salary by contribution assumption: employee only about $101,063 at 4% or $67,375 at 6%; with 50% employer match about $67,375 at 4% or $44,917 at 6%; with 100% employer match about $50,531 at 4% or $33,688 at 6%.
Stuart Lerner MD LLC Cash Balance Plan-5$166,314$166,314$33,263iApproximate average salary by contribution assumption: employee only about $831,570 at 4% or $554,380 at 6%; with 50% employer match about $554,380 at 4% or $369,587 at 6%; with 100% employer match about $415,785 at 4% or $277,190 at 6%.
201915$333,338$67,903$13,581iApproximate average salary by contribution assumption: employee only about $339,515 at 4% or $226,343 at 6%; with 50% employer match about $226,343 at 4% or $150,896 at 6%; with 100% employer match about $169,758 at 4% or $113,172 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-5$333,338$67,903$13,581iApproximate average salary by contribution assumption: employee only about $339,515 at 4% or $226,343 at 6%; with 50% employer match about $226,343 at 4% or $150,896 at 6%; with 100% employer match about $169,758 at 4% or $113,172 at 6%.
201813$234,584$64,187$21,396iApproximate average salary by contribution assumption: employee only about $534,892 at 4% or $356,594 at 6%; with 50% employer match about $356,594 at 4% or $237,730 at 6%; with 100% employer match about $267,446 at 4% or $178,297 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-3$234,584$64,187$21,396iApproximate average salary by contribution assumption: employee only about $534,892 at 4% or $356,594 at 6%; with 50% employer match about $356,594 at 4% or $237,730 at 6%; with 100% employer match about $267,446 at 4% or $178,297 at 6%.
201712$181,052$60,991$30,496iApproximate average salary by contribution assumption: employee only about $762,388 at 4% or $508,258 at 6%; with 50% employer match about $508,258 at 4% or $338,839 at 6%; with 100% employer match about $381,194 at 4% or $254,129 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-2$181,052$60,991$30,496iApproximate average salary by contribution assumption: employee only about $762,388 at 4% or $508,258 at 6%; with 50% employer match about $508,258 at 4% or $338,839 at 6%; with 100% employer match about $381,194 at 4% or $254,129 at 6%.
201612$114,684$58,890$29,445iApproximate average salary by contribution assumption: employee only about $736,125 at 4% or $490,750 at 6%; with 50% employer match about $490,750 at 4% or $327,167 at 6%; with 100% employer match about $368,063 at 4% or $245,375 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-2$114,684$58,890$29,445iApproximate average salary by contribution assumption: employee only about $736,125 at 4% or $490,750 at 6%; with 50% employer match about $490,750 at 4% or $327,167 at 6%; with 100% employer match about $368,063 at 4% or $245,375 at 6%.
201512$55,793$55,793$27,897iApproximate average salary by contribution assumption: employee only about $697,413 at 4% or $464,942 at 6%; with 50% employer match about $464,942 at 4% or $309,961 at 6%; with 100% employer match about $348,706 at 4% or $232,471 at 6%.
Stuart Lerner MD LLC Profit Sharing Plan-2$55,793$55,793$27,897iApproximate average salary by contribution assumption: employee only about $697,413 at 4% or $464,942 at 6%; with 50% employer match about $464,942 at 4% or $309,961 at 6%; with 100% employer match about $348,706 at 4% or $232,471 at 6%.