Civic Intelligence

Stern Agency Inc.

Plan context: Stern Agency Inc. Profit Sharing Plan

EIN 13-3461137 • Montebello, NY • 38 filings • 4 plans

400 Rella Blvd - Suite 312Montebello, NY 10901
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$14,080,927

2024 Contributions

$432,008

Historical Graphs

Total Assets Over Time

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

$14,080,927$7,040,464$0199920162024YearValue
$14,080,927Latest year 2024

Participants Over Time

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

29150199920122024YearValue
29Latest 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
2024229$14,080,927$432,008$14,897iApproximate average salary by contribution assumption: employee only about $372,421 at 4% or $248,280 at 6%; with 50% employer match about $248,280 at 4% or $165,520 at 6%; with 100% employer match about $186,210 at 4% or $124,140 at 6%.
Stern Agency Inc. Profit Sharing Plan-29$11,711,011$310,108$10,693iApproximate average salary by contribution assumption: employee only about $267,334 at 4% or $178,223 at 6%; with 50% employer match about $178,223 at 4% or $118,815 at 6%; with 100% employer match about $133,667 at 4% or $89,111 at 6%.
Stern Agency Inc. Pension Plan-27$2,369,916$121,900$4,515iApproximate average salary by contribution assumption: employee only about $112,870 at 4% or $75,247 at 6%; with 50% employer match about $75,247 at 4% or $50,165 at 6%; with 100% employer match about $56,435 at 4% or $37,623 at 6%.
2023228$12,240,862$413,966$14,785iApproximate average salary by contribution assumption: employee only about $369,613 at 4% or $246,408 at 6%; with 50% employer match about $246,408 at 4% or $164,272 at 6%; with 100% employer match about $184,806 at 4% or $123,204 at 6%.
Stern Agency Inc. Profit Sharing Plan-28$10,117,376$298,004$10,643iApproximate average salary by contribution assumption: employee only about $266,075 at 4% or $177,383 at 6%; with 50% employer match about $177,383 at 4% or $118,256 at 6%; with 100% employer match about $133,038 at 4% or $88,692 at 6%.
Stern Agency Inc. Pension Plan-23$2,123,486$115,962$5,042iApproximate average salary by contribution assumption: employee only about $126,046 at 4% or $84,030 at 6%; with 50% employer match about $84,030 at 4% or $56,020 at 6%; with 100% employer match about $63,023 at 4% or $42,015 at 6%.
2022228$10,149,657$370,433$13,230iApproximate average salary by contribution assumption: employee only about $330,744 at 4% or $220,496 at 6%; with 50% employer match about $220,496 at 4% or $146,997 at 6%; with 100% employer match about $165,372 at 4% or $110,248 at 6%.
Stern Agency Inc. Profit Sharing Plan-28$8,249,035$254,294$9,082iApproximate average salary by contribution assumption: employee only about $227,048 at 4% or $151,365 at 6%; with 50% employer match about $151,365 at 4% or $100,910 at 6%; with 100% employer match about $113,524 at 4% or $75,683 at 6%.
Stern Agency Inc. Pension Plan-22$1,900,622$116,139$5,279iApproximate average salary by contribution assumption: employee only about $131,976 at 4% or $87,984 at 6%; with 50% employer match about $87,984 at 4% or $58,656 at 6%; with 100% employer match about $65,988 at 4% or $43,992 at 6%.
2021225$12,136,900$239,518$9,581iApproximate average salary by contribution assumption: employee only about $239,518 at 4% or $159,679 at 6%; with 50% employer match about $159,679 at 4% or $106,452 at 6%; with 100% employer match about $119,759 at 4% or $79,839 at 6%.
Stern Agency Inc. Profit Sharing Plan-25$10,314,984$239,518$9,581iApproximate average salary by contribution assumption: employee only about $239,518 at 4% or $159,679 at 6%; with 50% employer match about $159,679 at 4% or $106,452 at 6%; with 100% employer match about $119,759 at 4% or $79,839 at 6%.
Stern Agency Inc. Pension Plan-20$1,821,916$0-
2020223$10,392,359$593,399$25,800iApproximate average salary by contribution assumption: employee only about $644,999 at 4% or $429,999 at 6%; with 50% employer match about $429,999 at 4% or $286,666 at 6%; with 100% employer match about $322,499 at 4% or $215,000 at 6%.
Stern Agency Inc. Profit Sharing Plan-23$8,621,381$280,673$12,203iApproximate average salary by contribution assumption: employee only about $305,079 at 4% or $203,386 at 6%; with 50% employer match about $203,386 at 4% or $135,591 at 6%; with 100% employer match about $152,540 at 4% or $101,693 at 6%.
Stern Agency Inc. Pension Plan-15$1,770,978$312,726$20,848iApproximate average salary by contribution assumption: employee only about $521,210 at 4% or $347,473 at 6%; with 50% employer match about $347,473 at 4% or $231,649 at 6%; with 100% employer match about $260,605 at 4% or $173,737 at 6%.
2019219$8,251,801$392,942$20,681iApproximate average salary by contribution assumption: employee only about $517,029 at 4% or $344,686 at 6%; with 50% employer match about $344,686 at 4% or $229,791 at 6%; with 100% employer match about $258,514 at 4% or $172,343 at 6%.
Stern Agency Inc. Profit Sharing Plan-19$6,811,814$284,807$14,990iApproximate average salary by contribution assumption: employee only about $374,746 at 4% or $249,831 at 6%; with 50% employer match about $249,831 at 4% or $166,554 at 6%; with 100% employer match about $187,373 at 4% or $124,915 at 6%.
Stern Agency Inc. Pension Plan-11$1,439,987$108,135$9,830iApproximate average salary by contribution assumption: employee only about $245,761 at 4% or $163,841 at 6%; with 50% employer match about $163,841 at 4% or $109,227 at 6%; with 100% employer match about $122,881 at 4% or $81,920 at 6%.
2018220$6,445,127$949,375$47,469iApproximate average salary by contribution assumption: employee only about $1,186,719 at 4% or $791,146 at 6%; with 50% employer match about $791,146 at 4% or $527,431 at 6%; with 100% employer match about $593,359 at 4% or $395,573 at 6%.
Stern Agency Inc. Profit Sharing Plan-20$5,159,565$283,766$14,188iApproximate average salary by contribution assumption: employee only about $354,708 at 4% or $236,472 at 6%; with 50% employer match about $236,472 at 4% or $157,648 at 6%; with 100% employer match about $177,354 at 4% or $118,236 at 6%.
Stern Agency Inc. Pension Plan-14$1,285,562$665,609$47,544iApproximate average salary by contribution assumption: employee only about $1,188,588 at 4% or $792,392 at 6%; with 50% employer match about $792,392 at 4% or $528,261 at 6%; with 100% employer match about $594,294 at 4% or $396,196 at 6%.
2017218$6,013,745$492,289$27,349iApproximate average salary by contribution assumption: employee only about $683,735 at 4% or $455,823 at 6%; with 50% employer match about $455,823 at 4% or $303,882 at 6%; with 100% employer match about $341,867 at 4% or $227,912 at 6%.
Stern Agency Inc. Profit Sharing Plan-18$5,377,656$269,191$14,955iApproximate average salary by contribution assumption: employee only about $373,876 at 4% or $249,251 at 6%; with 50% employer match about $249,251 at 4% or $166,167 at 6%; with 100% employer match about $186,938 at 4% or $124,625 at 6%.
Stern Agency Inc. Pension Plan-12$636,089$223,098$18,592iApproximate average salary by contribution assumption: employee only about $464,788 at 4% or $309,858 at 6%; with 50% employer match about $309,858 at 4% or $206,572 at 6%; with 100% employer match about $232,394 at 4% or $154,929 at 6%.
2016215$4,576,646$460,860$30,724iApproximate average salary by contribution assumption: employee only about $768,100 at 4% or $512,067 at 6%; with 50% employer match about $512,067 at 4% or $341,378 at 6%; with 100% employer match about $384,050 at 4% or $256,033 at 6%.
Stern Agency Inc. Profit Sharing Plan-15$4,163,577$253,087$16,872iApproximate average salary by contribution assumption: employee only about $421,812 at 4% or $281,208 at 6%; with 50% employer match about $281,208 at 4% or $187,472 at 6%; with 100% employer match about $210,906 at 4% or $140,604 at 6%.
Stern Agency Inc. Pension Plan-9$413,069$207,773$23,086iApproximate average salary by contribution assumption: employee only about $577,147 at 4% or $384,765 at 6%; with 50% employer match about $384,765 at 4% or $256,510 at 6%; with 100% employer match about $288,574 at 4% or $192,382 at 6%.
2015215$3,744,653$404,789$26,986iApproximate average salary by contribution assumption: employee only about $674,648 at 4% or $449,766 at 6%; with 50% employer match about $449,766 at 4% or $299,844 at 6%; with 100% employer match about $337,324 at 4% or $224,883 at 6%.
Stern Agency Inc. Profit Sharing Plan-15$3,539,002$199,138$13,276iApproximate average salary by contribution assumption: employee only about $331,897 at 4% or $221,264 at 6%; with 50% employer match about $221,264 at 4% or $147,510 at 6%; with 100% employer match about $165,948 at 4% or $110,632 at 6%.
Stern Agency Inc. Pension Plan-9$205,651$205,651$22,850iApproximate average salary by contribution assumption: employee only about $571,253 at 4% or $380,835 at 6%; with 50% employer match about $380,835 at 4% or $253,890 at 6%; with 100% employer match about $285,626 at 4% or $190,418 at 6%.
2014111$3,504,065$148,676$13,516iApproximate average salary by contribution assumption: employee only about $337,900 at 4% or $225,267 at 6%; with 50% employer match about $225,267 at 4% or $150,178 at 6%; with 100% employer match about $168,950 at 4% or $112,633 at 6%.
Stern Agency Inc. Profit Sharing Plan-11$3,504,065$148,676$13,516iApproximate average salary by contribution assumption: employee only about $337,900 at 4% or $225,267 at 6%; with 50% employer match about $225,267 at 4% or $150,178 at 6%; with 100% employer match about $168,950 at 4% or $112,633 at 6%.
201319$3,205,343$133,549$14,839iApproximate average salary by contribution assumption: employee only about $370,969 at 4% or $247,313 at 6%; with 50% employer match about $247,313 at 4% or $164,875 at 6%; with 100% employer match about $185,485 at 4% or $123,656 at 6%.
Stern Agency Inc. Profit Sharing Plan-9$3,205,343$133,549$14,839iApproximate average salary by contribution assumption: employee only about $370,969 at 4% or $247,313 at 6%; with 50% employer match about $247,313 at 4% or $164,875 at 6%; with 100% employer match about $185,485 at 4% or $123,656 at 6%.
201219$2,570,569$131,723$14,636iApproximate average salary by contribution assumption: employee only about $365,897 at 4% or $243,931 at 6%; with 50% employer match about $243,931 at 4% or $162,621 at 6%; with 100% employer match about $182,949 at 4% or $121,966 at 6%.
Stern Agency Inc. Profit Sharing Plan-9$2,570,569$131,723$14,636iApproximate average salary by contribution assumption: employee only about $365,897 at 4% or $243,931 at 6%; with 50% employer match about $243,931 at 4% or $162,621 at 6%; with 100% employer match about $182,949 at 4% or $121,966 at 6%.
201119$1,888,650$127,386$14,154iApproximate average salary by contribution assumption: employee only about $353,850 at 4% or $235,900 at 6%; with 50% employer match about $235,900 at 4% or $157,267 at 6%; with 100% employer match about $176,925 at 4% or $117,950 at 6%.
Stern Agency Inc. Profit Sharing Plan-9$1,888,650$127,386$14,154iApproximate average salary by contribution assumption: employee only about $353,850 at 4% or $235,900 at 6%; with 50% employer match about $235,900 at 4% or $157,267 at 6%; with 100% employer match about $176,925 at 4% or $117,950 at 6%.
201017$0$0-
Stern Agency Inc. Profit Sharing Plan-7---
200917$1,782,119$124,649$17,807iApproximate average salary by contribution assumption: employee only about $445,175 at 4% or $296,783 at 6%; with 50% employer match about $296,783 at 4% or $197,856 at 6%; with 100% employer match about $222,588 at 4% or $148,392 at 6%.
Stern Agency Inc. Profit Sharing Plan-7$1,782,119$124,649$17,807iApproximate average salary by contribution assumption: employee only about $445,175 at 4% or $296,783 at 6%; with 50% employer match about $296,783 at 4% or $197,856 at 6%; with 100% employer match about $222,588 at 4% or $148,392 at 6%.
200816$1,442,977$108,070$18,012iApproximate average salary by contribution assumption: employee only about $450,292 at 4% or $300,194 at 6%; with 50% employer match about $300,194 at 4% or $200,130 at 6%; with 100% employer match about $225,146 at 4% or $150,097 at 6%.
Stern Agency Inc. Profit Sharing Plan-6$1,442,977$108,070$18,012iApproximate average salary by contribution assumption: employee only about $450,292 at 4% or $300,194 at 6%; with 50% employer match about $300,194 at 4% or $200,130 at 6%; with 100% employer match about $225,146 at 4% or $150,097 at 6%.
200714$0$0-
Stern Agency Inc. Profit Sharing Plan-4---
200614$0$94,597$23,649iApproximate average salary by contribution assumption: employee only about $591,231 at 4% or $394,154 at 6%; with 50% employer match about $394,154 at 4% or $262,769 at 6%; with 100% employer match about $295,616 at 4% or $197,077 at 6%.
Stern Agency Inc. Profit Sharing Plan-4-$94,597$23,649iApproximate average salary by contribution assumption: employee only about $591,231 at 4% or $394,154 at 6%; with 50% employer match about $394,154 at 4% or $262,769 at 6%; with 100% employer match about $295,616 at 4% or $197,077 at 6%.
200512$1,405,032$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Stern Agency Inc. Profit Sharing Plan-2$1,405,032$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200317$0$85,049$12,150iApproximate average salary by contribution assumption: employee only about $303,746 at 4% or $202,498 at 6%; with 50% employer match about $202,498 at 4% or $134,998 at 6%; with 100% employer match about $151,873 at 4% or $101,249 at 6%.
Stern Agency Inc. Profit Sharing Plan-7-$85,049$12,150iApproximate average salary by contribution assumption: employee only about $303,746 at 4% or $202,498 at 6%; with 50% employer match about $202,498 at 4% or $134,998 at 6%; with 100% employer match about $151,873 at 4% or $101,249 at 6%.
200217$0$67,005$9,572iApproximate average salary by contribution assumption: employee only about $239,304 at 4% or $159,536 at 6%; with 50% employer match about $159,536 at 4% or $106,357 at 6%; with 100% employer match about $119,652 at 4% or $79,768 at 6%.
Stern Agency Inc. Profit Sharing Plan-7-$67,005$9,572iApproximate average salary by contribution assumption: employee only about $239,304 at 4% or $159,536 at 6%; with 50% employer match about $159,536 at 4% or $106,357 at 6%; with 100% employer match about $119,652 at 4% or $79,768 at 6%.
200127$0$0-
Stern Agency Inc. Profit Sharing Plan-7---
Stern Agency Inc. Pension Plan-6---
200027$0$0-
Stern Agency Inc. Pension Plan-6---
Stern Agency Inc. Profit Sharing Plan-7---
199924$999,018$61,757$15,439iApproximate average salary by contribution assumption: employee only about $385,981 at 4% or $257,321 at 6%; with 50% employer match about $257,321 at 4% or $171,547 at 6%; with 100% employer match about $192,991 at 4% or $128,660 at 6%.
Stern Agency Inc. Profit Sharing Plan-4$909,097$45,195$11,299iApproximate average salary by contribution assumption: employee only about $282,469 at 4% or $188,313 at 6%; with 50% employer match about $188,313 at 4% or $125,542 at 6%; with 100% employer match about $141,234 at 4% or $94,156 at 6%.
Stern Agency Inc. Pension Plan-3$89,921$16,562$5,521iApproximate average salary by contribution assumption: employee only about $138,017 at 4% or $92,011 at 6%; with 50% employer match about $92,011 at 4% or $61,341 at 6%; with 100% employer match about $69,008 at 4% or $46,006 at 6%.