Civic Intelligence

Louis Michael Lerner, D.D.S.

Plan context: Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan

EIN 95-2639386 • San Anselmo, CA • 18 filings • 5 plans

147 Calumet AveSan Anselmo, CA 94960-2044
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$22,794

2009 Contributions

$79,084

Historical Graphs

Total Assets Over Time

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

$1,472,188$736,094$0199920042006YearValue
$22,794Latest year 2006

Participants Over Time

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

420199920022005YearValue
4Latest year 2005

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
200910$0$0-
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-0$0$0-
200810$0$0-
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-0---
200710$0$0-
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-0---
200610$22,794$0-
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-0$22,794--
200524$829,109$79,084$19,771iApproximate average salary by contribution assumption: employee only about $494,275 at 4% or $329,517 at 6%; with 50% employer match about $329,517 at 4% or $219,678 at 6%; with 100% employer match about $247,138 at 4% or $164,758 at 6%.
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-4$730,104$79,084$19,771iApproximate average salary by contribution assumption: employee only about $494,275 at 4% or $329,517 at 6%; with 50% employer match about $329,517 at 4% or $219,678 at 6%; with 100% employer match about $247,138 at 4% or $164,758 at 6%.
Louis Michael Lerner, D.D.S. 401A4 Profit Sharing Keogh Plan-1$99,005--
200423$1,472,188$61,000$20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%.
Louis Michael Lerner, D.D.S. 401A4 Profit Sharing Keogh Plan-3$881,181--
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-3$591,007$61,000$20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%.
200323$1,294,787$76,668$25,556iApproximate average salary by contribution assumption: employee only about $638,900 at 4% or $425,933 at 6%; with 50% employer match about $425,933 at 4% or $283,956 at 6%; with 100% employer match about $319,450 at 4% or $212,967 at 6%.
Louis Michael Lerner, D.D.S. 401A4 Profit Sharing Keogh Plan-3$806,754--
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-3$488,033$76,668$25,556iApproximate average salary by contribution assumption: employee only about $638,900 at 4% or $425,933 at 6%; with 50% employer match about $425,933 at 4% or $283,956 at 6%; with 100% employer match about $319,450 at 4% or $212,967 at 6%.
200223$993,465$65,607$21,869iApproximate average salary by contribution assumption: employee only about $546,725 at 4% or $364,483 at 6%; with 50% employer match about $364,483 at 4% or $242,989 at 6%; with 100% employer match about $273,363 at 4% or $182,242 at 6%.
Louis Michael Lerner, D.D.S. 401A4 Profit Sharing Keogh Plan-3$651,016--
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-3$342,449$65,607$21,869iApproximate average salary by contribution assumption: employee only about $546,725 at 4% or $364,483 at 6%; with 50% employer match about $364,483 at 4% or $242,989 at 6%; with 100% employer match about $273,363 at 4% or $182,242 at 6%.
200122$0$0-
Louis Michael Lerner, D.D.S. 401A4 Profit Sharing Keogh Plan-2---
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-2---
200022$0$0-
Louis Michael Lerner, D.D.S. 401A4 Profit Sharing Keogh Plan-2---
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-2---
199922$791,183$58,922$29,461iApproximate average salary by contribution assumption: employee only about $736,525 at 4% or $491,017 at 6%; with 50% employer match about $491,017 at 4% or $327,344 at 6%; with 100% employer match about $368,263 at 4% or $245,508 at 6%.
Louis Michael Lerner, D.D.S. 401A4 Profit Sharing Keogh Plan-2$610,663--
Louis Michael Lerner, D.D.S. Defined Benefit Pension Plan-2$180,520$58,922$29,461iApproximate average salary by contribution assumption: employee only about $736,525 at 4% or $491,017 at 6%; with 50% employer match about $491,017 at 4% or $327,344 at 6%; with 100% employer match about $368,263 at 4% or $245,508 at 6%.