Civic Intelligence

Stralem & Company Incorporated

Plan context: Stralem Employees Profit Sharing Plan

EIN 13-2574910 • New York, NY • 29 filings • 6 plans

300 Madison Ave FL 29New York, NY 10017-6436
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$5,716,241

2023 Contributions

$109,962

Historical Graphs

Total Assets Over Time

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

$12,311,631$6,155,816$0199920142022YearValue
$5,716,241Latest year 2022

Participants Over Time

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

1790199920112022YearValue
4Latest year 2022

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
202310$0$0-
Stralem Employees Profit Sharing Plan-0$0$0-
202214$5,716,241$0-
Stralem Employees Profit Sharing Plan-4$5,716,241$0-
202124$5,978,294$0-
Stralem Employees Profit Sharing Plan-4$5,978,294--
STRALEM & COMPANY INCORPORATED 401(K) PLAN-0$0$0-
202025$7,470,941$109,962$21,992iApproximate average salary by contribution assumption: employee only about $549,810 at 4% or $366,540 at 6%; with 50% employer match about $366,540 at 4% or $244,360 at 6%; with 100% employer match about $274,905 at 4% or $183,270 at 6%.
Stralem Employees Profit Sharing Plan-4$7,205,899--
STRALEM & COMPANY INCORPORATED-5$265,042$109,962$21,992iApproximate average salary by contribution assumption: employee only about $549,810 at 4% or $366,540 at 6%; with 50% employer match about $366,540 at 4% or $244,360 at 6%; with 100% employer match about $274,905 at 4% or $183,270 at 6%.
201929$7,267,109$147,182$16,354iApproximate average salary by contribution assumption: employee only about $408,839 at 4% or $272,559 at 6%; with 50% employer match about $272,559 at 4% or $181,706 at 6%; with 100% employer match about $204,419 at 4% or $136,280 at 6%.
Stralem Employees Profit Sharing Plan-6$6,963,637--
STRALEM & COMPANY INCORPORATED 401(K) PLAN-9$303,472$147,182$16,354iApproximate average salary by contribution assumption: employee only about $408,839 at 4% or $272,559 at 6%; with 50% employer match about $272,559 at 4% or $181,706 at 6%; with 100% employer match about $204,419 at 4% or $136,280 at 6%.
201829$8,054,232$174,894$19,433iApproximate average salary by contribution assumption: employee only about $485,817 at 4% or $323,878 at 6%; with 50% employer match about $323,878 at 4% or $215,919 at 6%; with 100% employer match about $242,908 at 4% or $161,939 at 6%.
Stralem Employees Profit Sharing Plan-7$7,910,069$0-
STRALEM & COMPANY INCORPORATED 401(K) PLAN-9$144,163$174,894$19,433iApproximate average salary by contribution assumption: employee only about $485,817 at 4% or $323,878 at 6%; with 50% employer match about $323,878 at 4% or $215,919 at 6%; with 100% employer match about $242,908 at 4% or $161,939 at 6%.
2017110$8,812,825$0-
Stralem Employees Profit Sharing Plan-10$8,812,825$0-
2016112$9,662,187$0-
Stralem Employees Profit Sharing Plan-12$9,662,187--
2015114$10,747,748$0-
Stralem Employees Profit Sharing Plan-14$10,747,748--
2014115$10,891,890$0-
Stralem Employees Profit Sharing Plan-15$10,891,890--
2013117$12,311,631$794,000$46,706iApproximate average salary by contribution assumption: employee only about $1,167,647 at 4% or $778,431 at 6%; with 50% employer match about $778,431 at 4% or $518,954 at 6%; with 100% employer match about $583,824 at 4% or $389,216 at 6%.
Stralem Employees Profit Sharing Plan-17$12,311,631$794,000$46,706iApproximate average salary by contribution assumption: employee only about $1,167,647 at 4% or $778,431 at 6%; with 50% employer match about $778,431 at 4% or $518,954 at 6%; with 100% employer match about $583,824 at 4% or $389,216 at 6%.
2012117$11,404,406$781,000$45,941iApproximate average salary by contribution assumption: employee only about $1,148,529 at 4% or $765,686 at 6%; with 50% employer match about $765,686 at 4% or $510,458 at 6%; with 100% employer match about $574,265 at 4% or $382,843 at 6%.
Stralem Employees Profit Sharing Plan-17$11,404,406$781,000$45,941iApproximate average salary by contribution assumption: employee only about $1,148,529 at 4% or $765,686 at 6%; with 50% employer match about $765,686 at 4% or $510,458 at 6%; with 100% employer match about $574,265 at 4% or $382,843 at 6%.
2011116$9,537,849$744,000$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
Stralem Employees Profit Sharing Plan-16$9,537,849$744,000$46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%.
2010116$11,019,367$710,000$44,375iApproximate average salary by contribution assumption: employee only about $1,109,375 at 4% or $739,583 at 6%; with 50% employer match about $739,583 at 4% or $493,056 at 6%; with 100% employer match about $554,688 at 4% or $369,792 at 6%.
Stralem Employees Profit Sharing Plan-16$11,019,367$710,000$44,375iApproximate average salary by contribution assumption: employee only about $1,109,375 at 4% or $739,583 at 6%; with 50% employer match about $739,583 at 4% or $493,056 at 6%; with 100% employer match about $554,688 at 4% or $369,792 at 6%.
2009116$10,084,392$675,000$42,188iApproximate average salary by contribution assumption: employee only about $1,054,688 at 4% or $703,125 at 6%; with 50% employer match about $703,125 at 4% or $468,750 at 6%; with 100% employer match about $527,344 at 4% or $351,563 at 6%.
Stralem Employees Profit Sharing Plan-16$10,084,392$675,000$42,188iApproximate average salary by contribution assumption: employee only about $1,054,688 at 4% or $703,125 at 6%; with 50% employer match about $703,125 at 4% or $468,750 at 6%; with 100% employer match about $527,344 at 4% or $351,563 at 6%.
2008116$0$0-
Stralem Employees Profit Sharing Plan-16---
2007116$0$0-
Stralem Employees Profit Sharing Plan-16---
2006117$9,233,450$550,000$32,353iApproximate average salary by contribution assumption: employee only about $808,824 at 4% or $539,216 at 6%; with 50% employer match about $539,216 at 4% or $359,477 at 6%; with 100% employer match about $404,412 at 4% or $269,608 at 6%.
Stralem Employees Profit Sharing Plan-17$9,233,450$550,000$32,353iApproximate average salary by contribution assumption: employee only about $808,824 at 4% or $539,216 at 6%; with 50% employer match about $539,216 at 4% or $359,477 at 6%; with 100% employer match about $404,412 at 4% or $269,608 at 6%.
2005116$8,425,824$400,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Stralem Employees Profit Sharing Plan-16$8,425,824$400,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
2004114$7,647,250$200,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
Stralem Employees Profit Sharing Plan-14$7,647,250$200,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
200319$0$0-
Stralem Employees Profit Sharing Plan-9---
2002110$0$0-
Stralem Employees Profit Sharing Plan-10---
2001110$0$0-
Stralem Employees Profit Sharing Plan-10---
200019$0$0-
Stralem Employees Profit Sharing Plan-9---
199919$10,644,199$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Stralem Employees Profit Sharing Plan-9$10,644,199$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.