Sterling Equities Associates
Plan context: Sterling Equities Associates Employees Retirement Plan
EIN 13-2749022 • Great Neck, NY • 47 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
151
2024 Assets
$41,995,081
2024 Contributions
$2,882,255
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 | 2 | 151 | $41,995,081 | $2,882,255 | $19,088iApproximate average salary by contribution assumption: employee only about $477,195 at 4% or $318,130 at 6%; with 50% employer match about $318,130 at 4% or $212,086 at 6%; with 100% employer match about $238,597 at 4% or $159,065 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 151 | $41,995,081 | $2,882,255 | $19,088iApproximate average salary by contribution assumption: employee only about $477,195 at 4% or $318,130 at 6%; with 50% employer match about $318,130 at 4% or $212,086 at 6%; with 100% employer match about $238,597 at 4% or $159,065 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 145 | - | - | - |
| 2023 | 2 | 145 | $36,407,858 | $2,638,734 | $18,198iApproximate average salary by contribution assumption: employee only about $454,954 at 4% or $303,303 at 6%; with 50% employer match about $303,303 at 4% or $202,202 at 6%; with 100% employer match about $227,477 at 4% or $151,651 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 142 | $36,407,858 | $2,638,734 | $18,583iApproximate average salary by contribution assumption: employee only about $464,566 at 4% or $309,711 at 6%; with 50% employer match about $309,711 at 4% or $206,474 at 6%; with 100% employer match about $232,283 at 4% or $154,855 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 145 | - | - | - |
| 2022 | 2 | 145 | $31,447,695 | $2,508,254 | $17,298iApproximate average salary by contribution assumption: employee only about $432,458 at 4% or $288,305 at 6%; with 50% employer match about $288,305 at 4% or $192,203 at 6%; with 100% employer match about $216,229 at 4% or $144,153 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 142 | $31,447,695 | $2,508,254 | $17,664iApproximate average salary by contribution assumption: employee only about $441,594 at 4% or $294,396 at 6%; with 50% employer match about $294,396 at 4% or $196,264 at 6%; with 100% employer match about $220,797 at 4% or $147,198 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 145 | - | - | - |
| 2021 | 2 | 156 | $36,874,652 | $3,301,595 | $21,164iApproximate average salary by contribution assumption: employee only about $529,102 at 4% or $352,735 at 6%; with 50% employer match about $352,735 at 4% or $235,156 at 6%; with 100% employer match about $264,551 at 4% or $176,367 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 137 | $36,874,652 | $3,301,595 | $24,099iApproximate average salary by contribution assumption: employee only about $602,481 at 4% or $401,654 at 6%; with 50% employer match about $401,654 at 4% or $267,769 at 6%; with 100% employer match about $301,240 at 4% or $200,827 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 156 | - | - | - |
| 2020 | 2 | 159 | $32,195,908 | $1,852,878 | $11,653iApproximate average salary by contribution assumption: employee only about $291,333 at 4% or $194,222 at 6%; with 50% employer match about $194,222 at 4% or $129,481 at 6%; with 100% employer match about $145,667 at 4% or $97,111 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 134 | $32,195,908 | $1,852,878 | $13,827iApproximate average salary by contribution assumption: employee only about $345,686 at 4% or $230,457 at 6%; with 50% employer match about $230,457 at 4% or $153,638 at 6%; with 100% employer match about $172,843 at 4% or $115,229 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 159 | - | - | - |
| 2019 | 2 | 147 | $26,654,801 | $1,762,884 | $11,992iApproximate average salary by contribution assumption: employee only about $299,810 at 4% or $199,873 at 6%; with 50% employer match about $199,873 at 4% or $133,249 at 6%; with 100% employer match about $149,905 at 4% or $99,937 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 138 | $26,654,801 | $1,762,884 | $12,775iApproximate average salary by contribution assumption: employee only about $319,363 at 4% or $212,909 at 6%; with 50% employer match about $212,909 at 4% or $141,939 at 6%; with 100% employer match about $159,682 at 4% or $106,454 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 147 | - | - | - |
| 2018 | 2 | 147 | $23,129,408 | $1,380,475 | $9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,516 at 6%; with 50% employer match about $156,516 at 4% or $104,344 at 6%; with 100% employer match about $117,387 at 4% or $78,258 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 125 | $23,129,408 | $1,380,475 | $11,044iApproximate average salary by contribution assumption: employee only about $276,095 at 4% or $184,063 at 6%; with 50% employer match about $184,063 at 4% or $122,709 at 6%; with 100% employer match about $138,048 at 4% or $92,032 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 147 | - | - | - |
| 2017 | 2 | 145 | $23,708,433 | $1,276,106 | $8,801iApproximate average salary by contribution assumption: employee only about $220,018 at 4% or $146,679 at 6%; with 50% employer match about $146,679 at 4% or $97,786 at 6%; with 100% employer match about $110,009 at 4% or $73,339 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 126 | $23,708,433 | $1,276,106 | $10,128iApproximate average salary by contribution assumption: employee only about $253,196 at 4% or $168,797 at 6%; with 50% employer match about $168,797 at 4% or $112,531 at 6%; with 100% employer match about $126,598 at 4% or $84,399 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 145 | - | - | - |
| 2016 | 2 | 349 | $22,319,285 | $1,288,091 | $3,691iApproximate average salary by contribution assumption: employee only about $92,270 at 4% or $61,513 at 6%; with 50% employer match about $61,513 at 4% or $41,009 at 6%; with 100% employer match about $46,135 at 4% or $30,757 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 120 | $22,319,285 | $1,288,091 | $10,734iApproximate average salary by contribution assumption: employee only about $268,352 at 4% or $178,902 at 6%; with 50% employer match about $178,902 at 4% or $119,268 at 6%; with 100% employer match about $134,176 at 4% or $89,451 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 349 | - | - | - |
| 2015 | 2 | 238 | $20,678,927 | $1,755,255 | $7,375iApproximate average salary by contribution assumption: employee only about $184,376 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,945 at 6%; with 100% employer match about $92,188 at 4% or $61,459 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 148 | $20,678,927 | $1,755,255 | $11,860iApproximate average salary by contribution assumption: employee only about $296,496 at 4% or $197,664 at 6%; with 50% employer match about $197,664 at 4% or $131,776 at 6%; with 100% employer match about $148,248 at 4% or $98,832 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 238 | - | - | - |
| 2014 | 2 | 253 | $17,998,744 | $1,227,186 | $4,851iApproximate average salary by contribution assumption: employee only about $121,263 at 4% or $80,842 at 6%; with 50% employer match about $80,842 at 4% or $53,895 at 6%; with 100% employer match about $60,632 at 4% or $40,421 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 131 | $17,998,744 | $1,227,186 | $9,368iApproximate average salary by contribution assumption: employee only about $234,196 at 4% or $156,131 at 6%; with 50% employer match about $156,131 at 4% or $104,087 at 6%; with 100% employer match about $117,098 at 4% or $78,065 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 253 | - | - | - |
| 2013 | 2 | 126 | $15,469,301 | $925,041 | $7,342iApproximate average salary by contribution assumption: employee only about $183,540 at 4% or $122,360 at 6%; with 50% employer match about $122,360 at 4% or $81,573 at 6%; with 100% employer match about $91,770 at 4% or $61,180 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 126 | $15,469,301 | $925,041 | $7,342iApproximate average salary by contribution assumption: employee only about $183,540 at 4% or $122,360 at 6%; with 50% employer match about $122,360 at 4% or $81,573 at 6%; with 100% employer match about $91,770 at 4% or $61,180 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 36 | - | - | - |
| 2012 | 2 | 253 | $13,448,033 | $981,264 | $3,879iApproximate average salary by contribution assumption: employee only about $96,963 at 4% or $64,642 at 6%; with 50% employer match about $64,642 at 4% or $43,095 at 6%; with 100% employer match about $48,481 at 4% or $32,321 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 142 | $13,448,033 | $981,264 | $6,910iApproximate average salary by contribution assumption: employee only about $172,758 at 4% or $115,172 at 6%; with 50% employer match about $115,172 at 4% or $76,781 at 6%; with 100% employer match about $86,379 at 4% or $57,586 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 253 | - | - | - |
| 2011 | 2 | 253 | $10,290,692 | $925,264 | $3,657iApproximate average salary by contribution assumption: employee only about $91,429 at 4% or $60,953 at 6%; with 50% employer match about $60,953 at 4% or $40,635 at 6%; with 100% employer match about $45,715 at 4% or $30,476 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 143 | $10,290,692 | $925,264 | $6,470iApproximate average salary by contribution assumption: employee only about $161,759 at 4% or $107,840 at 6%; with 50% employer match about $107,840 at 4% or $71,893 at 6%; with 100% employer match about $80,880 at 4% or $53,920 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 253 | - | - | - |
| 2010 | 2 | 253 | $8,898,074 | $999,405 | $3,950iApproximate average salary by contribution assumption: employee only about $98,755 at 4% or $65,837 at 6%; with 50% employer match about $65,837 at 4% or $43,891 at 6%; with 100% employer match about $49,378 at 4% or $32,918 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 143 | $8,898,074 | $999,405 | $6,989iApproximate average salary by contribution assumption: employee only about $174,721 at 4% or $116,481 at 6%; with 50% employer match about $116,481 at 4% or $77,654 at 6%; with 100% employer match about $87,361 at 4% or $58,240 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 253 | - | - | - |
| 2009 | 2 | 267 | $7,827,098 | $992,363 | $3,717iApproximate average salary by contribution assumption: employee only about $92,918 at 4% or $61,945 at 6%; with 50% employer match about $61,945 at 4% or $41,297 at 6%; with 100% employer match about $46,459 at 4% or $30,973 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 154 | $7,827,098 | $992,363 | $6,444iApproximate average salary by contribution assumption: employee only about $161,098 at 4% or $107,399 at 6%; with 50% employer match about $107,399 at 4% or $71,599 at 6%; with 100% employer match about $80,549 at 4% or $53,699 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 267 | - | - | - |
| 2008 | 2 | 275 | $6,711,638 | $6,663,366 | $24,230iApproximate average salary by contribution assumption: employee only about $605,761 at 4% or $403,840 at 6%; with 50% employer match about $403,840 at 4% or $269,227 at 6%; with 100% employer match about $302,880 at 4% or $201,920 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 169 | $6,711,638 | $6,663,366 | $39,428iApproximate average salary by contribution assumption: employee only about $985,705 at 4% or $657,137 at 6%; with 50% employer match about $657,137 at 4% or $438,091 at 6%; with 100% employer match about $492,853 at 4% or $328,568 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 275 | - | - | - |
| 2007 | 2 | 285 | $17,632,830 | $2,227,564 | $7,816iApproximate average salary by contribution assumption: employee only about $195,400 at 4% or $130,267 at 6%; with 50% employer match about $130,267 at 4% or $86,845 at 6%; with 100% employer match about $97,700 at 4% or $65,133 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 195 | $17,632,830 | $2,227,564 | $11,423iApproximate average salary by contribution assumption: employee only about $285,585 at 4% or $190,390 at 6%; with 50% employer match about $190,390 at 4% or $126,927 at 6%; with 100% employer match about $142,793 at 4% or $95,195 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 285 | - | - | - |
| 2006 | 2 | 194 | $13,958,809 | $1,076,259 | $5,548iApproximate average salary by contribution assumption: employee only about $138,693 at 4% or $92,462 at 6%; with 50% employer match about $92,462 at 4% or $61,641 at 6%; with 100% employer match about $69,347 at 4% or $46,231 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 194 | $13,958,809 | $1,076,259 | $5,548iApproximate average salary by contribution assumption: employee only about $138,693 at 4% or $92,462 at 6%; with 50% employer match about $92,462 at 4% or $61,641 at 6%; with 100% employer match about $69,347 at 4% or $46,231 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 188 | - | - | - |
| 2005 | 2 | 216 | $11,538,040 | $1,010,824 | $4,680iApproximate average salary by contribution assumption: employee only about $116,994 at 4% or $77,996 at 6%; with 50% employer match about $77,996 at 4% or $51,997 at 6%; with 100% employer match about $58,497 at 4% or $38,998 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 216 | $11,538,040 | $1,010,824 | $4,680iApproximate average salary by contribution assumption: employee only about $116,994 at 4% or $77,996 at 6%; with 50% employer match about $77,996 at 4% or $51,997 at 6%; with 100% employer match about $58,497 at 4% or $38,998 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 187 | - | - | - |
| 2004 | 2 | 195 | $9,801,465 | $941,965 | $4,831iApproximate average salary by contribution assumption: employee only about $120,765 at 4% or $80,510 at 6%; with 50% employer match about $80,510 at 4% or $53,673 at 6%; with 100% employer match about $60,382 at 4% or $40,255 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 165 | $9,801,465 | $941,965 | $5,709iApproximate average salary by contribution assumption: employee only about $142,722 at 4% or $95,148 at 6%; with 50% employer match about $95,148 at 4% or $63,432 at 6%; with 100% employer match about $71,361 at 4% or $47,574 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 195 | - | - | - |
| 2003 | 2 | 163 | $8,150,982 | $1,670,528 | $10,249iApproximate average salary by contribution assumption: employee only about $256,216 at 4% or $170,811 at 6%; with 50% employer match about $170,811 at 4% or $113,874 at 6%; with 100% employer match about $128,108 at 4% or $85,405 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 163 | $8,150,982 | $1,670,528 | $10,249iApproximate average salary by contribution assumption: employee only about $256,216 at 4% or $170,811 at 6%; with 50% employer match about $170,811 at 4% or $113,874 at 6%; with 100% employer match about $128,108 at 4% or $85,405 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 121 | - | - | - |
| 2002 | 2 | 161 | $5,864,019 | $1,929,210 | $11,983iApproximate average salary by contribution assumption: employee only about $299,567 at 4% or $199,711 at 6%; with 50% employer match about $199,711 at 4% or $133,141 at 6%; with 100% employer match about $149,783 at 4% or $99,856 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 161 | $5,864,019 | $1,929,210 | $11,983iApproximate average salary by contribution assumption: employee only about $299,567 at 4% or $199,711 at 6%; with 50% employer match about $199,711 at 4% or $133,141 at 6%; with 100% employer match about $149,783 at 4% or $99,856 at 6%. |
| Sterling Equities Employee Benefits Plan | - | 106 | - | - | - |
| 2001 | 1 | 138 | $3,509,929 | $620,455 | $4,496iApproximate average salary by contribution assumption: employee only about $112,401 at 4% or $74,934 at 6%; with 50% employer match about $74,934 at 4% or $49,956 at 6%; with 100% employer match about $56,201 at 4% or $37,467 at 6%. |
| Sterling Equities Associates Employees Retirement Plan | - | 138 | $3,509,929 | $620,455 | $4,496iApproximate average salary by contribution assumption: employee only about $112,401 at 4% or $74,934 at 6%; with 50% employer match about $74,934 at 4% or $49,956 at 6%; with 100% employer match about $56,201 at 4% or $37,467 at 6%. |