Civic Intelligence

Lerner Poole LLP

Plan context: Lerner Poole LLP Profit Sharing/401(K) Plan

EIN 94-3184309 • San Francisco, CA • 25 filings • 4 plans

303 Sacramento Street 4th FloorSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,557,889

2024 Contributions

$179,331

Historical Graphs

Total Assets Over Time

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

$2,917,555$1,458,778$0200020132024YearValue
$2,557,889Latest year 2024

Participants Over Time

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

1050200020122024YearValue
9Latest 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
202419$2,557,889$179,331$19,926iApproximate average salary by contribution assumption: employee only about $498,142 at 4% or $332,094 at 6%; with 50% employer match about $332,094 at 4% or $221,396 at 6%; with 100% employer match about $249,071 at 4% or $166,047 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-9$2,557,889$179,331$19,926iApproximate average salary by contribution assumption: employee only about $498,142 at 4% or $332,094 at 6%; with 50% employer match about $332,094 at 4% or $221,396 at 6%; with 100% employer match about $249,071 at 4% or $166,047 at 6%.
202318$2,111,491$191,392$23,924iApproximate average salary by contribution assumption: employee only about $598,100 at 4% or $398,733 at 6%; with 50% employer match about $398,733 at 4% or $265,822 at 6%; with 100% employer match about $299,050 at 4% or $199,367 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-8$2,111,491$191,392$23,924iApproximate average salary by contribution assumption: employee only about $598,100 at 4% or $398,733 at 6%; with 50% employer match about $398,733 at 4% or $265,822 at 6%; with 100% employer match about $299,050 at 4% or $199,367 at 6%.
202218$1,624,646$175,404$21,926iApproximate average salary by contribution assumption: employee only about $548,138 at 4% or $365,425 at 6%; with 50% employer match about $365,425 at 4% or $243,617 at 6%; with 100% employer match about $274,069 at 4% or $182,713 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-8$1,624,646$175,404$21,926iApproximate average salary by contribution assumption: employee only about $548,138 at 4% or $365,425 at 6%; with 50% employer match about $365,425 at 4% or $243,617 at 6%; with 100% employer match about $274,069 at 4% or $182,713 at 6%.
2021110$1,681,544$138,336$13,834iApproximate average salary by contribution assumption: employee only about $345,840 at 4% or $230,560 at 6%; with 50% employer match about $230,560 at 4% or $153,707 at 6%; with 100% employer match about $172,920 at 4% or $115,280 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-10$1,681,544$138,336$13,834iApproximate average salary by contribution assumption: employee only about $345,840 at 4% or $230,560 at 6%; with 50% employer match about $230,560 at 4% or $153,707 at 6%; with 100% employer match about $172,920 at 4% or $115,280 at 6%.
202019$1,426,783$128,909$14,323iApproximate average salary by contribution assumption: employee only about $358,081 at 4% or $238,720 at 6%; with 50% employer match about $238,720 at 4% or $159,147 at 6%; with 100% employer match about $179,040 at 4% or $119,360 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-9$1,426,783$128,909$14,323iApproximate average salary by contribution assumption: employee only about $358,081 at 4% or $238,720 at 6%; with 50% employer match about $238,720 at 4% or $159,147 at 6%; with 100% employer match about $179,040 at 4% or $119,360 at 6%.
201919$2,917,555$149,513$16,613iApproximate average salary by contribution assumption: employee only about $415,314 at 4% or $276,876 at 6%; with 50% employer match about $276,876 at 4% or $184,584 at 6%; with 100% employer match about $207,657 at 4% or $138,438 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-9$2,917,555$149,513$16,613iApproximate average salary by contribution assumption: employee only about $415,314 at 4% or $276,876 at 6%; with 50% employer match about $276,876 at 4% or $184,584 at 6%; with 100% employer match about $207,657 at 4% or $138,438 at 6%.
201813$2,135,031$123,432$41,144iApproximate average salary by contribution assumption: employee only about $1,028,600 at 4% or $685,733 at 6%; with 50% employer match about $685,733 at 4% or $457,156 at 6%; with 100% employer match about $514,300 at 4% or $342,867 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$2,135,031$123,432$41,144iApproximate average salary by contribution assumption: employee only about $1,028,600 at 4% or $685,733 at 6%; with 50% employer match about $685,733 at 4% or $457,156 at 6%; with 100% employer match about $514,300 at 4% or $342,867 at 6%.
201714$2,206,372$120,775$30,194iApproximate average salary by contribution assumption: employee only about $754,844 at 4% or $503,229 at 6%; with 50% employer match about $503,229 at 4% or $335,486 at 6%; with 100% employer match about $377,422 at 4% or $251,615 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-4$2,206,372$120,775$30,194iApproximate average salary by contribution assumption: employee only about $754,844 at 4% or $503,229 at 6%; with 50% employer match about $503,229 at 4% or $335,486 at 6%; with 100% employer match about $377,422 at 4% or $251,615 at 6%.
201614$1,831,449$118,042$29,511iApproximate average salary by contribution assumption: employee only about $737,763 at 4% or $491,842 at 6%; with 50% employer match about $491,842 at 4% or $327,894 at 6%; with 100% employer match about $368,881 at 4% or $245,921 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-4$1,831,449$118,042$29,511iApproximate average salary by contribution assumption: employee only about $737,763 at 4% or $491,842 at 6%; with 50% employer match about $491,842 at 4% or $327,894 at 6%; with 100% employer match about $368,881 at 4% or $245,921 at 6%.
201515$1,616,022$121,458$24,292iApproximate average salary by contribution assumption: employee only about $607,290 at 4% or $404,860 at 6%; with 50% employer match about $404,860 at 4% or $269,907 at 6%; with 100% employer match about $303,645 at 4% or $202,430 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-5$1,616,022$121,458$24,292iApproximate average salary by contribution assumption: employee only about $607,290 at 4% or $404,860 at 6%; with 50% employer match about $404,860 at 4% or $269,907 at 6%; with 100% employer match about $303,645 at 4% or $202,430 at 6%.
201414$1,527,780$95,005$23,751iApproximate average salary by contribution assumption: employee only about $593,781 at 4% or $395,854 at 6%; with 50% employer match about $395,854 at 4% or $263,903 at 6%; with 100% employer match about $296,891 at 4% or $197,927 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-4$1,527,780$95,005$23,751iApproximate average salary by contribution assumption: employee only about $593,781 at 4% or $395,854 at 6%; with 50% employer match about $395,854 at 4% or $263,903 at 6%; with 100% employer match about $296,891 at 4% or $197,927 at 6%.
201314$1,299,031$85,289$21,322iApproximate average salary by contribution assumption: employee only about $533,056 at 4% or $355,371 at 6%; with 50% employer match about $355,371 at 4% or $236,914 at 6%; with 100% employer match about $266,528 at 4% or $177,685 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-4$1,299,031$85,289$21,322iApproximate average salary by contribution assumption: employee only about $533,056 at 4% or $355,371 at 6%; with 50% employer match about $355,371 at 4% or $236,914 at 6%; with 100% employer match about $266,528 at 4% or $177,685 at 6%.
201214$1,075,261$80,246$20,062iApproximate average salary by contribution assumption: employee only about $501,538 at 4% or $334,358 at 6%; with 50% employer match about $334,358 at 4% or $222,906 at 6%; with 100% employer match about $250,769 at 4% or $167,179 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-4$1,075,261$80,246$20,062iApproximate average salary by contribution assumption: employee only about $501,538 at 4% or $334,358 at 6%; with 50% employer match about $334,358 at 4% or $222,906 at 6%; with 100% employer match about $250,769 at 4% or $167,179 at 6%.
201113$882,123$85,094$28,365iApproximate average salary by contribution assumption: employee only about $709,117 at 4% or $472,744 at 6%; with 50% employer match about $472,744 at 4% or $315,163 at 6%; with 100% employer match about $354,558 at 4% or $236,372 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$882,123$85,094$28,365iApproximate average salary by contribution assumption: employee only about $709,117 at 4% or $472,744 at 6%; with 50% employer match about $472,744 at 4% or $315,163 at 6%; with 100% employer match about $354,558 at 4% or $236,372 at 6%.
201013$777,113$72,858$24,286iApproximate average salary by contribution assumption: employee only about $607,150 at 4% or $404,767 at 6%; with 50% employer match about $404,767 at 4% or $269,844 at 6%; with 100% employer match about $303,575 at 4% or $202,383 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$777,113$72,858$24,286iApproximate average salary by contribution assumption: employee only about $607,150 at 4% or $404,767 at 6%; with 50% employer match about $404,767 at 4% or $269,844 at 6%; with 100% employer match about $303,575 at 4% or $202,383 at 6%.
200914$620,001$58,516$14,629iApproximate average salary by contribution assumption: employee only about $365,725 at 4% or $243,817 at 6%; with 50% employer match about $243,817 at 4% or $162,544 at 6%; with 100% employer match about $182,863 at 4% or $121,908 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-4$620,001$58,516$14,629iApproximate average salary by contribution assumption: employee only about $365,725 at 4% or $243,817 at 6%; with 50% employer match about $243,817 at 4% or $162,544 at 6%; with 100% employer match about $182,863 at 4% or $121,908 at 6%.
200813$435,838$79,654$26,551iApproximate average salary by contribution assumption: employee only about $663,783 at 4% or $442,522 at 6%; with 50% employer match about $442,522 at 4% or $295,015 at 6%; with 100% employer match about $331,892 at 4% or $221,261 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$435,838$79,654$26,551iApproximate average salary by contribution assumption: employee only about $663,783 at 4% or $442,522 at 6%; with 50% employer match about $442,522 at 4% or $295,015 at 6%; with 100% employer match about $331,892 at 4% or $221,261 at 6%.
200713$0$0-
Lerner Poole LLP Profit Sharing/401(K) Plan-3---
200613$435,558$52,270$17,423iApproximate average salary by contribution assumption: employee only about $435,583 at 4% or $290,389 at 6%; with 50% employer match about $290,389 at 4% or $193,593 at 6%; with 100% employer match about $217,792 at 4% or $145,194 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$435,558$52,270$17,423iApproximate average salary by contribution assumption: employee only about $435,583 at 4% or $290,389 at 6%; with 50% employer match about $290,389 at 4% or $193,593 at 6%; with 100% employer match about $217,792 at 4% or $145,194 at 6%.
200513$349,831$49,113$16,371iApproximate average salary by contribution assumption: employee only about $409,275 at 4% or $272,850 at 6%; with 50% employer match about $272,850 at 4% or $181,900 at 6%; with 100% employer match about $204,638 at 4% or $136,425 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$349,831$49,113$16,371iApproximate average salary by contribution assumption: employee only about $409,275 at 4% or $272,850 at 6%; with 50% employer match about $272,850 at 4% or $181,900 at 6%; with 100% employer match about $204,638 at 4% or $136,425 at 6%.
200413$267,088$38,240$12,747iApproximate average salary by contribution assumption: employee only about $318,667 at 4% or $212,444 at 6%; with 50% employer match about $212,444 at 4% or $141,630 at 6%; with 100% employer match about $159,333 at 4% or $106,222 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$267,088$38,240$12,747iApproximate average salary by contribution assumption: employee only about $318,667 at 4% or $212,444 at 6%; with 50% employer match about $212,444 at 4% or $141,630 at 6%; with 100% employer match about $159,333 at 4% or $106,222 at 6%.
200313$200,561$27,226$9,075iApproximate average salary by contribution assumption: employee only about $226,883 at 4% or $151,256 at 6%; with 50% employer match about $151,256 at 4% or $100,837 at 6%; with 100% employer match about $113,442 at 4% or $75,628 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$200,561$27,226$9,075iApproximate average salary by contribution assumption: employee only about $226,883 at 4% or $151,256 at 6%; with 50% employer match about $151,256 at 4% or $100,837 at 6%; with 100% employer match about $113,442 at 4% or $75,628 at 6%.
200213$143,909$8,811$2,937iApproximate average salary by contribution assumption: employee only about $73,425 at 4% or $48,950 at 6%; with 50% employer match about $48,950 at 4% or $32,633 at 6%; with 100% employer match about $36,713 at 4% or $24,475 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-3$143,909$8,811$2,937iApproximate average salary by contribution assumption: employee only about $73,425 at 4% or $48,950 at 6%; with 50% employer match about $48,950 at 4% or $32,633 at 6%; with 100% employer match about $36,713 at 4% or $24,475 at 6%.
200113$0$0-
Lerner Poole LLP Profit Sharing/401(K) Plan-3---
200012$148,357$6,731$3,366iApproximate average salary by contribution assumption: employee only about $84,138 at 4% or $56,092 at 6%; with 50% employer match about $56,092 at 4% or $37,394 at 6%; with 100% employer match about $42,069 at 4% or $28,046 at 6%.
Lerner Poole LLP Profit Sharing/401(K) Plan-2$148,357$6,731$3,366iApproximate average salary by contribution assumption: employee only about $84,138 at 4% or $56,092 at 6%; with 50% employer match about $56,092 at 4% or $37,394 at 6%; with 100% employer match about $42,069 at 4% or $28,046 at 6%.
Lerner Poole LLP | EIN 94-3184309 | 2024 Form 5500 Company Profile