Civic Intelligence

ALAN J. STERN, PC

Plan context: ALAN J. STERN, PC 401(K) PLAN

EIN 11-3031421 • Jericho, NY • 20 filings • 2 plans

500 North Broadway, Suite 159Jericho, NY 11753
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$970,138

2024 Contributions

$69,015

Historical Graphs

Total Assets Over Time

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

$970,138$485,069$0201020172024YearValue
$970,138Latest year 2024

Participants Over Time

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

320201020172024YearValue
3Latest 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
202413$970,138$69,015$23,005iApproximate average salary by contribution assumption: employee only about $575,125 at 4% or $383,417 at 6%; with 50% employer match about $383,417 at 4% or $255,611 at 6%; with 100% employer match about $287,563 at 4% or $191,708 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$970,138$69,015$23,005iApproximate average salary by contribution assumption: employee only about $575,125 at 4% or $383,417 at 6%; with 50% employer match about $383,417 at 4% or $255,611 at 6%; with 100% employer match about $287,563 at 4% or $191,708 at 6%.
202313$832,521$67,980$22,660iApproximate average salary by contribution assumption: employee only about $566,500 at 4% or $377,667 at 6%; with 50% employer match about $377,667 at 4% or $251,778 at 6%; with 100% employer match about $283,250 at 4% or $188,833 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$832,521$67,980$22,660iApproximate average salary by contribution assumption: employee only about $566,500 at 4% or $377,667 at 6%; with 50% employer match about $377,667 at 4% or $251,778 at 6%; with 100% employer match about $283,250 at 4% or $188,833 at 6%.
202213$691,487$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$691,487$54,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
202113$711,832$141,821$47,274iApproximate average salary by contribution assumption: employee only about $1,181,842 at 4% or $787,894 at 6%; with 50% employer match about $787,894 at 4% or $525,263 at 6%; with 100% employer match about $590,921 at 4% or $393,947 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$711,832$141,821$47,274iApproximate average salary by contribution assumption: employee only about $1,181,842 at 4% or $787,894 at 6%; with 50% employer match about $787,894 at 4% or $525,263 at 6%; with 100% employer match about $590,921 at 4% or $393,947 at 6%.
202013$516,318$104,911$34,970iApproximate average salary by contribution assumption: employee only about $874,258 at 4% or $582,839 at 6%; with 50% employer match about $582,839 at 4% or $388,559 at 6%; with 100% employer match about $437,129 at 4% or $291,419 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$516,318$104,911$34,970iApproximate average salary by contribution assumption: employee only about $874,258 at 4% or $582,839 at 6%; with 50% employer match about $582,839 at 4% or $388,559 at 6%; with 100% employer match about $437,129 at 4% or $291,419 at 6%.
201913$383,041$105,905$35,302iApproximate average salary by contribution assumption: employee only about $882,542 at 4% or $588,361 at 6%; with 50% employer match about $588,361 at 4% or $392,241 at 6%; with 100% employer match about $441,271 at 4% or $294,181 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$383,041$105,905$35,302iApproximate average salary by contribution assumption: employee only about $882,542 at 4% or $588,361 at 6%; with 50% employer match about $588,361 at 4% or $392,241 at 6%; with 100% employer match about $441,271 at 4% or $294,181 at 6%.
201813$248,460$114,122$38,041iApproximate average salary by contribution assumption: employee only about $951,017 at 4% or $634,011 at 6%; with 50% employer match about $634,011 at 4% or $422,674 at 6%; with 100% employer match about $475,508 at 4% or $317,006 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$248,460$114,122$38,041iApproximate average salary by contribution assumption: employee only about $951,017 at 4% or $634,011 at 6%; with 50% employer match about $634,011 at 4% or $422,674 at 6%; with 100% employer match about $475,508 at 4% or $317,006 at 6%.
201713$147,656$65,742$21,914iApproximate average salary by contribution assumption: employee only about $547,850 at 4% or $365,233 at 6%; with 50% employer match about $365,233 at 4% or $243,489 at 6%; with 100% employer match about $273,925 at 4% or $182,617 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$147,656$65,742$21,914iApproximate average salary by contribution assumption: employee only about $547,850 at 4% or $365,233 at 6%; with 50% employer match about $365,233 at 4% or $243,489 at 6%; with 100% employer match about $273,925 at 4% or $182,617 at 6%.
201613$77,279$0-
ALAN J. STERN, PC 401(K) PLAN-3$77,279--
201513$76,215$1,505$502iApproximate average salary by contribution assumption: employee only about $12,542 at 4% or $8,361 at 6%; with 50% employer match about $8,361 at 4% or $5,574 at 6%; with 100% employer match about $6,271 at 4% or $4,181 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$76,215$1,505$502iApproximate average salary by contribution assumption: employee only about $12,542 at 4% or $8,361 at 6%; with 50% employer match about $8,361 at 4% or $5,574 at 6%; with 100% employer match about $6,271 at 4% or $4,181 at 6%.
201423$74,697$2,454$818iApproximate average salary by contribution assumption: employee only about $20,450 at 4% or $13,633 at 6%; with 50% employer match about $13,633 at 4% or $9,089 at 6%; with 100% employer match about $10,225 at 4% or $6,817 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$74,697$2,454$818iApproximate average salary by contribution assumption: employee only about $20,450 at 4% or $13,633 at 6%; with 50% employer match about $13,633 at 4% or $9,089 at 6%; with 100% employer match about $10,225 at 4% or $6,817 at 6%.
ALAN J. STERN, PC CASH BALANCE PLAN-0$0--
201323$613,393$33,051$11,017iApproximate average salary by contribution assumption: employee only about $275,425 at 4% or $183,617 at 6%; with 50% employer match about $183,617 at 4% or $122,411 at 6%; with 100% employer match about $137,713 at 4% or $91,808 at 6%.
ALAN J. STERN, PC CASH BALANCE PLAN-3$542,669$30,597$10,199iApproximate average salary by contribution assumption: employee only about $254,975 at 4% or $169,983 at 6%; with 50% employer match about $169,983 at 4% or $113,322 at 6%; with 100% employer match about $127,488 at 4% or $84,992 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$70,724$2,454$818iApproximate average salary by contribution assumption: employee only about $20,450 at 4% or $13,633 at 6%; with 50% employer match about $13,633 at 4% or $9,089 at 6%; with 100% employer match about $10,225 at 4% or $6,817 at 6%.
201223$620,938$154,319$51,440iApproximate average salary by contribution assumption: employee only about $1,285,992 at 4% or $857,328 at 6%; with 50% employer match about $857,328 at 4% or $571,552 at 6%; with 100% employer match about $642,996 at 4% or $428,664 at 6%.
ALAN J. STERN, PC CASH BALANCE PLAN-3$561,508$150,319$50,106iApproximate average salary by contribution assumption: employee only about $1,252,658 at 4% or $835,106 at 6%; with 50% employer match about $835,106 at 4% or $556,737 at 6%; with 100% employer match about $626,329 at 4% or $417,553 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$59,430$4,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
201123$511,747$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
ALAN J. STERN, PC CASH BALANCE PLAN-3$461,931$148,504$49,501iApproximate average salary by contribution assumption: employee only about $1,237,533 at 4% or $825,022 at 6%; with 50% employer match about $825,022 at 4% or $550,015 at 6%; with 100% employer match about $618,767 at 4% or $412,511 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$49,816$1,496$499iApproximate average salary by contribution assumption: employee only about $12,467 at 4% or $8,311 at 6%; with 50% employer match about $8,311 at 4% or $5,541 at 6%; with 100% employer match about $6,233 at 4% or $4,156 at 6%.
201023$377,545$377,545$125,848iApproximate average salary by contribution assumption: employee only about $3,146,208 at 4% or $2,097,472 at 6%; with 50% employer match about $2,097,472 at 4% or $1,398,315 at 6%; with 100% employer match about $1,573,104 at 4% or $1,048,736 at 6%.
ALAN J. STERN, PC CASH BALANCE PLAN-3$328,846$328,846$109,615iApproximate average salary by contribution assumption: employee only about $2,740,383 at 4% or $1,826,922 at 6%; with 50% employer match about $1,826,922 at 4% or $1,217,948 at 6%; with 100% employer match about $1,370,192 at 4% or $913,461 at 6%.
ALAN J. STERN, PC 401(K) PLAN-3$48,699$48,699$16,233iApproximate average salary by contribution assumption: employee only about $405,825 at 4% or $270,550 at 6%; with 50% employer match about $270,550 at 4% or $180,367 at 6%; with 100% employer match about $202,913 at 4% or $135,275 at 6%.