Walter Stern Inc.
Plan context: Walter Stern Inc. Pension Plan
EIN 13-1560728 • Port Washington, NY • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$4,328,963
2024 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $4,328,963 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $4,328,963 | $0 | - |
| 2023 | 1 | 4 | $4,026,909 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $4,026,909 | $0 | - |
| 2022 | 1 | 4 | $3,357,756 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $3,357,756 | $0 | - |
| 2021 | 1 | 4 | $3,812,123 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $3,812,123 | $0 | - |
| 2020 | 1 | 4 | $3,888,733 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $3,888,733 | $0 | - |
| 2019 | 1 | 4 | $2,599,422 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $2,599,422 | $0 | - |
| 2018 | 1 | 4 | $2,854,773 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $2,854,773 | $0 | - |
| 2017 | 1 | 4 | $2,746,566 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $2,746,566 | $0 | - |
| 2016 | 1 | 4 | $2,624,455 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $2,624,455 | $0 | - |
| 2015 | 1 | 4 | $2,424,541 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | $2,424,541 | $0 | - |
| 2014 | 1 | 4 | $2,535,739 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $2,535,739 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2013 | 1 | 4 | $2,391,584 | $23,800 | $5,950iApproximate average salary by contribution assumption: employee only about $148,750 at 4% or $99,167 at 6%; with 50% employer match about $99,167 at 4% or $66,111 at 6%; with 100% employer match about $74,375 at 4% or $49,583 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $2,391,584 | $23,800 | $5,950iApproximate average salary by contribution assumption: employee only about $148,750 at 4% or $99,167 at 6%; with 50% employer match about $99,167 at 4% or $66,111 at 6%; with 100% employer match about $74,375 at 4% or $49,583 at 6%. |
| 2012 | 1 | 4 | $2,077,644 | $23,750 | $5,938iApproximate average salary by contribution assumption: employee only about $148,438 at 4% or $98,958 at 6%; with 50% employer match about $98,958 at 4% or $65,972 at 6%; with 100% employer match about $74,219 at 4% or $49,479 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $2,077,644 | $23,750 | $5,938iApproximate average salary by contribution assumption: employee only about $148,438 at 4% or $98,958 at 6%; with 50% employer match about $98,958 at 4% or $65,972 at 6%; with 100% employer match about $74,219 at 4% or $49,479 at 6%. |
| 2011 | 1 | 4 | $1,833,309 | $21,714 | $5,429iApproximate average salary by contribution assumption: employee only about $135,713 at 4% or $90,475 at 6%; with 50% employer match about $90,475 at 4% or $60,317 at 6%; with 100% employer match about $67,856 at 4% or $45,238 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $1,833,309 | $21,714 | $5,429iApproximate average salary by contribution assumption: employee only about $135,713 at 4% or $90,475 at 6%; with 50% employer match about $90,475 at 4% or $60,317 at 6%; with 100% employer match about $67,856 at 4% or $45,238 at 6%. |
| 2010 | 1 | 0 | $2,000,977 | $18,000 | - |
| Walter Stern Inc. Pension Plan | - | 0 | $2,000,977 | $18,000 | - |
| 2009 | 1 | 4 | $1,721,251 | $32,111 | $8,028iApproximate average salary by contribution assumption: employee only about $200,694 at 4% or $133,796 at 6%; with 50% employer match about $133,796 at 4% or $89,197 at 6%; with 100% employer match about $100,347 at 4% or $66,898 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $1,721,251 | $32,111 | $8,028iApproximate average salary by contribution assumption: employee only about $200,694 at 4% or $133,796 at 6%; with 50% employer match about $133,796 at 4% or $89,197 at 6%; with 100% employer match about $100,347 at 4% or $66,898 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,580,336 | $110,587 | $27,647iApproximate average salary by contribution assumption: employee only about $691,169 at 4% or $460,779 at 6%; with 50% employer match about $460,779 at 4% or $307,186 at 6%; with 100% employer match about $345,584 at 4% or $230,390 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $1,580,336 | $110,587 | $27,647iApproximate average salary by contribution assumption: employee only about $691,169 at 4% or $460,779 at 6%; with 50% employer match about $460,779 at 4% or $307,186 at 6%; with 100% employer match about $345,584 at 4% or $230,390 at 6%. |
| 2005 | 1 | 4 | $1,324,212 | $113,441 | $28,360iApproximate average salary by contribution assumption: employee only about $709,006 at 4% or $472,671 at 6%; with 50% employer match about $472,671 at 4% or $315,114 at 6%; with 100% employer match about $354,503 at 4% or $236,335 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $1,324,212 | $113,441 | $28,360iApproximate average salary by contribution assumption: employee only about $709,006 at 4% or $472,671 at 6%; with 50% employer match about $472,671 at 4% or $315,114 at 6%; with 100% employer match about $354,503 at 4% or $236,335 at 6%. |
| 2004 | 1 | 4 | $1,113,132 | $109,018 | $27,255iApproximate average salary by contribution assumption: employee only about $681,363 at 4% or $454,242 at 6%; with 50% employer match about $454,242 at 4% or $302,828 at 6%; with 100% employer match about $340,681 at 4% or $227,121 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $1,113,132 | $109,018 | $27,255iApproximate average salary by contribution assumption: employee only about $681,363 at 4% or $454,242 at 6%; with 50% employer match about $454,242 at 4% or $302,828 at 6%; with 100% employer match about $340,681 at 4% or $227,121 at 6%. |
| 2003 | 1 | 4 | $975,710 | $101,726 | $25,432iApproximate average salary by contribution assumption: employee only about $635,788 at 4% or $423,858 at 6%; with 50% employer match about $423,858 at 4% or $282,572 at 6%; with 100% employer match about $317,894 at 4% or $211,929 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $975,710 | $101,726 | $25,432iApproximate average salary by contribution assumption: employee only about $635,788 at 4% or $423,858 at 6%; with 50% employer match about $423,858 at 4% or $282,572 at 6%; with 100% employer match about $317,894 at 4% or $211,929 at 6%. |
| 2002 | 1 | 4 | $739,507 | $91,257 | $22,814iApproximate average salary by contribution assumption: employee only about $570,356 at 4% or $380,238 at 6%; with 50% employer match about $380,238 at 4% or $253,492 at 6%; with 100% employer match about $285,178 at 4% or $190,119 at 6%. |
| Walter Stern Inc. Pension Plan | - | 4 | $739,507 | $91,257 | $22,814iApproximate average salary by contribution assumption: employee only about $570,356 at 4% or $380,238 at 6%; with 50% employer match about $380,238 at 4% or $253,492 at 6%; with 100% employer match about $285,178 at 4% or $190,119 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Walter Stern Inc. Pension Plan | - | 4 | - | - | - |