Civic Intelligence

Stern Stewart & Co

Plan context: STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN

EIN 13-3138306 • New York, NY • 28 filings • 9 plans

3 Columbus Circle, 15th FloorNew York, NY 10019
Current Snapshot

Latest Year

2022

2022 Participants

14

2022 Assets

$850,272

2022 Contributions

$10,083

Historical Graphs

Total Assets Over Time

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

$12,867,241$6,433,621$0199920122022YearValue
$850,272Latest year 2022

Participants Over Time

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

2021010199920112022YearValue
14Latest 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
2022114$850,272$10,083$720iApproximate average salary by contribution assumption: employee only about $18,005 at 4% or $12,004 at 6%; with 50% employer match about $12,004 at 4% or $8,002 at 6%; with 100% employer match about $9,003 at 4% or $6,002 at 6%.
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-14$850,272$10,083$720iApproximate average salary by contribution assumption: employee only about $18,005 at 4% or $12,004 at 6%; with 50% employer match about $12,004 at 4% or $8,002 at 6%; with 100% employer match about $9,003 at 4% or $6,002 at 6%.
2021115$968,858$4,480$299iApproximate average salary by contribution assumption: employee only about $7,467 at 4% or $4,978 at 6%; with 50% employer match about $4,978 at 4% or $3,319 at 6%; with 100% employer match about $3,733 at 4% or $2,489 at 6%.
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-15$968,858$4,480$299iApproximate average salary by contribution assumption: employee only about $7,467 at 4% or $4,978 at 6%; with 50% employer match about $4,978 at 4% or $3,319 at 6%; with 100% employer match about $3,733 at 4% or $2,489 at 6%.
2020115$851,641$0-
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-15$851,641--
2019115$793,562$0-
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-15$793,562$0-
2018115$693,097$0-
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-15$693,097$0-
2017116$718,367$0-
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-16$718,367--
2016119$810,900$15,758$829iApproximate average salary by contribution assumption: employee only about $20,734 at 4% or $13,823 at 6%; with 50% employer match about $13,823 at 4% or $9,215 at 6%; with 100% employer match about $10,367 at 4% or $6,911 at 6%.
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-19$810,900$15,758$829iApproximate average salary by contribution assumption: employee only about $20,734 at 4% or $13,823 at 6%; with 50% employer match about $13,823 at 4% or $9,215 at 6%; with 100% employer match about $10,367 at 4% or $6,911 at 6%.
2015120$1,018,151$24,350$1,218iApproximate average salary by contribution assumption: employee only about $30,438 at 4% or $20,292 at 6%; with 50% employer match about $20,292 at 4% or $13,528 at 6%; with 100% employer match about $15,219 at 4% or $10,146 at 6%.
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-20$1,018,151$24,350$1,218iApproximate average salary by contribution assumption: employee only about $30,438 at 4% or $20,292 at 6%; with 50% employer match about $20,292 at 4% or $13,528 at 6%; with 100% employer match about $15,219 at 4% or $10,146 at 6%.
2014119$1,095,470$29,058$1,529iApproximate average salary by contribution assumption: employee only about $38,234 at 4% or $25,489 at 6%; with 50% employer match about $25,489 at 4% or $16,993 at 6%; with 100% employer match about $19,117 at 4% or $12,745 at 6%.
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-19$1,095,470$29,058$1,529iApproximate average salary by contribution assumption: employee only about $38,234 at 4% or $25,489 at 6%; with 50% employer match about $25,489 at 4% or $16,993 at 6%; with 100% employer match about $19,117 at 4% or $12,745 at 6%.
2013119$1,398,196$20,100$1,058iApproximate average salary by contribution assumption: employee only about $26,447 at 4% or $17,632 at 6%; with 50% employer match about $17,632 at 4% or $11,754 at 6%; with 100% employer match about $13,224 at 4% or $8,816 at 6%.
STERN VALUE MANAGEMENT 401(K) PROFIT SHARING PLAN-19$1,398,196$20,100$1,058iApproximate average salary by contribution assumption: employee only about $26,447 at 4% or $17,632 at 6%; with 50% employer match about $17,632 at 4% or $11,754 at 6%; with 100% employer match about $13,224 at 4% or $8,816 at 6%.
2012121$1,531,333$29,200$1,390iApproximate average salary by contribution assumption: employee only about $34,762 at 4% or $23,175 at 6%; with 50% employer match about $23,175 at 4% or $15,450 at 6%; with 100% employer match about $17,381 at 4% or $11,587 at 6%.
STERN STEWART 401(K) PROFIT SHARING PLAN-21$1,531,333$29,200$1,390iApproximate average salary by contribution assumption: employee only about $34,762 at 4% or $23,175 at 6%; with 50% employer match about $23,175 at 4% or $15,450 at 6%; with 100% employer match about $17,381 at 4% or $11,587 at 6%.
2011122$3,712,708$25,409$1,155iApproximate average salary by contribution assumption: employee only about $28,874 at 4% or $19,249 at 6%; with 50% employer match about $19,249 at 4% or $12,833 at 6%; with 100% employer match about $14,437 at 4% or $9,625 at 6%.
STERN STEWART 401(K) PROFIT SHARING PLAN-22$3,712,708$25,409$1,155iApproximate average salary by contribution assumption: employee only about $28,874 at 4% or $19,249 at 6%; with 50% employer match about $19,249 at 4% or $12,833 at 6%; with 100% employer match about $14,437 at 4% or $9,625 at 6%.
2010123$5,342,789$28,951$1,259iApproximate average salary by contribution assumption: employee only about $31,468 at 4% or $20,979 at 6%; with 50% employer match about $20,979 at 4% or $13,986 at 6%; with 100% employer match about $15,734 at 4% or $10,489 at 6%.
STERN STEWART & COMPANY 401(K) PROFIT SHARING PLAN-23$5,342,789$28,951$1,259iApproximate average salary by contribution assumption: employee only about $31,468 at 4% or $20,979 at 6%; with 50% employer match about $20,979 at 4% or $13,986 at 6%; with 100% employer match about $15,734 at 4% or $10,489 at 6%.
2009127$6,344,982$36,138$1,338iApproximate average salary by contribution assumption: employee only about $33,461 at 4% or $22,307 at 6%; with 50% employer match about $22,307 at 4% or $14,872 at 6%; with 100% employer match about $16,731 at 4% or $11,154 at 6%.
STERN STEWART & COMPANY 401(K) PROFIT SHARING PLA-27$6,344,982$36,138$1,338iApproximate average salary by contribution assumption: employee only about $33,461 at 4% or $22,307 at 6%; with 50% employer match about $22,307 at 4% or $14,872 at 6%; with 100% employer match about $16,731 at 4% or $11,154 at 6%.
2008113$5,769,616$91,317$7,024iApproximate average salary by contribution assumption: employee only about $175,610 at 4% or $117,073 at 6%; with 50% employer match about $117,073 at 4% or $78,049 at 6%; with 100% employer match about $87,805 at 4% or $58,537 at 6%.
STERN STEWART & COMPANY 401K PROFIT SHARING PLAN-13$5,769,616$91,317$7,024iApproximate average salary by contribution assumption: employee only about $175,610 at 4% or $117,073 at 6%; with 50% employer match about $117,073 at 4% or $78,049 at 6%; with 100% employer match about $87,805 at 4% or $58,537 at 6%.
2007118$0$0-
STERN STEWART 401K PROFIT SHARING PLAN-18---
2006125$8,267,587$92,543$3,702iApproximate average salary by contribution assumption: employee only about $92,543 at 4% or $61,695 at 6%; with 50% employer match about $61,695 at 4% or $41,130 at 6%; with 100% employer match about $46,272 at 4% or $30,848 at 6%.
STERN STEWART 401K PROFIT SHARING PLAN-25$8,267,587$92,543$3,702iApproximate average salary by contribution assumption: employee only about $92,543 at 4% or $61,695 at 6%; with 50% employer match about $61,695 at 4% or $41,130 at 6%; with 100% employer match about $46,272 at 4% or $30,848 at 6%.
2005125$7,536,649$126,931$5,077iApproximate average salary by contribution assumption: employee only about $126,931 at 4% or $84,621 at 6%; with 50% employer match about $84,621 at 4% or $56,414 at 6%; with 100% employer match about $63,465 at 4% or $42,310 at 6%.
STERN STEWART 401K PROFIT SHARING PLAN-25$7,536,649$126,931$5,077iApproximate average salary by contribution assumption: employee only about $126,931 at 4% or $84,621 at 6%; with 50% employer match about $84,621 at 4% or $56,414 at 6%; with 100% employer match about $63,465 at 4% or $42,310 at 6%.
2004148$8,100,114$276,670$5,764iApproximate average salary by contribution assumption: employee only about $144,099 at 4% or $96,066 at 6%; with 50% employer match about $96,066 at 4% or $64,044 at 6%; with 100% employer match about $72,049 at 4% or $48,033 at 6%.
STERN STEWART 401K PROFIT SHARING PLAN-48$8,100,114$276,670$5,764iApproximate average salary by contribution assumption: employee only about $144,099 at 4% or $96,066 at 6%; with 50% employer match about $96,066 at 4% or $64,044 at 6%; with 100% employer match about $72,049 at 4% or $48,033 at 6%.
2003254$8,723,409$299,142$5,540iApproximate average salary by contribution assumption: employee only about $138,492 at 4% or $92,328 at 6%; with 50% employer match about $92,328 at 4% or $61,552 at 6%; with 100% employer match about $69,246 at 4% or $46,164 at 6%.
STERN STEWART 401K PROFIT SHARING PLAN-54$8,723,409$299,142$5,540iApproximate average salary by contribution assumption: employee only about $138,492 at 4% or $92,328 at 6%; with 50% employer match about $92,328 at 4% or $61,552 at 6%; with 100% employer match about $69,246 at 4% or $46,164 at 6%.
Stern Stewart Management Services Inc Money Purchase Pension Plan-0---
2002294$0$0-
Stern Stewart Employee Welfare Benefit Plan-94---
Stern Stewart Management Services Inc Money Purchase Pension Plan-67---
20012202$10,480,727$808,695$4,003iApproximate average salary by contribution assumption: employee only about $100,086 at 4% or $66,724 at 6%; with 50% employer match about $66,724 at 4% or $44,483 at 6%; with 100% employer match about $50,043 at 4% or $33,362 at 6%.
Stern Stewart Management Services Inc Money Purchase Pension Plan-99$10,480,727$808,695$8,169iApproximate average salary by contribution assumption: employee only about $204,216 at 4% or $136,144 at 6%; with 50% employer match about $136,144 at 4% or $90,763 at 6%; with 100% employer match about $102,108 at 4% or $68,072 at 6%.
Stern Stewart Employee Welfare Benefit Plan-202---
20001111$0$0-
Stern Stewart Management Services Inc Money Purchase Pension Plan-111---
19992127$12,867,241$1,501,224$11,821iApproximate average salary by contribution assumption: employee only about $295,517 at 4% or $197,011 at 6%; with 50% employer match about $197,011 at 4% or $131,341 at 6%; with 100% employer match about $147,758 at 4% or $98,506 at 6%.
Stern Stewart Management Services Inc Money Purchase Pension Plan-127$12,867,241$1,501,224$11,821iApproximate average salary by contribution assumption: employee only about $295,517 at 4% or $197,011 at 6%; with 50% employer match about $197,011 at 4% or $131,341 at 6%; with 100% employer match about $147,758 at 4% or $98,506 at 6%.
Stern Stewart Employee Welfare Benefit Plan-127---