Clifford J. Stern LLC
Plan context: CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN
EIN 20-0322896 • New York, NY • 14 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,614,250
2025 Contributions
$307,000
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 2 | $1,614,250 | $307,000 | $153,500iApproximate average salary by contribution assumption: employee only about $3,837,500 at 4% or $2,558,333 at 6%; with 50% employer match about $2,558,333 at 4% or $1,705,556 at 6%; with 100% employer match about $1,918,750 at 4% or $1,279,167 at 6%. |
| CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | - | 2 | $1,505,646 | $280,000 | $140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%. |
| Clifford J. Stern LLC Profit Sharing Plan | - | 2 | $108,604 | $27,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| 2024 | 2 | 2 | $1,225,927 | $0 | - |
| CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | - | 2 | $1,152,487 | - | - |
| Clifford J. Stern LLC Profit Sharing Plan | - | 2 | $73,440 | - | - |
| 2023 | 2 | 2 | $1,122,616 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | - | 2 | $1,057,284 | $374,380 | $187,190iApproximate average salary by contribution assumption: employee only about $4,679,750 at 4% or $3,119,833 at 6%; with 50% employer match about $3,119,833 at 4% or $2,079,889 at 6%; with 100% employer match about $2,339,875 at 4% or $1,559,917 at 6%. |
| Clifford J. Stern LLC Profit Sharing Plan | - | 2 | $65,332 | $25,620 | $12,810iApproximate average salary by contribution assumption: employee only about $320,250 at 4% or $213,500 at 6%; with 50% employer match about $213,500 at 4% or $142,333 at 6%; with 100% employer match about $160,125 at 4% or $106,750 at 6%. |
| 2022 | 2 | 2 | $633,916 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | - | 2 | $599,639 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| Clifford J. Stern LLC Profit Sharing Plan | - | 2 | $34,277 | - | - |
| 2021 | 2 | 3 | $656,546 | $0 | - |
| CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | - | 3 | $615,010 | - | - |
| Clifford J. Stern LLC Profit Sharing Plan | - | 3 | $41,536 | - | - |
| 2020 | 2 | 3 | $608,800 | $74,335 | $24,778iApproximate average salary by contribution assumption: employee only about $619,458 at 4% or $412,972 at 6%; with 50% employer match about $412,972 at 4% or $275,315 at 6%; with 100% employer match about $309,729 at 4% or $206,486 at 6%. |
| CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | - | 3 | $572,344 | $64,122 | $21,374iApproximate average salary by contribution assumption: employee only about $534,350 at 4% or $356,233 at 6%; with 50% employer match about $356,233 at 4% or $237,489 at 6%; with 100% employer match about $267,175 at 4% or $178,117 at 6%. |
| Clifford J. Stern LLC Profit Sharing Plan | - | 3 | $36,456 | $10,213 | $3,404iApproximate average salary by contribution assumption: employee only about $85,108 at 4% or $56,739 at 6%; with 50% employer match about $56,739 at 4% or $37,826 at 6%; with 100% employer match about $42,554 at 4% or $28,369 at 6%. |
| 2019 | 2 | 3 | $519,254 | $519,254 | $173,085iApproximate average salary by contribution assumption: employee only about $4,327,117 at 4% or $2,884,744 at 6%; with 50% employer match about $2,884,744 at 4% or $1,923,163 at 6%; with 100% employer match about $2,163,558 at 4% or $1,442,372 at 6%. |
| CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN | - | 3 | $494,000 | $494,000 | $164,667iApproximate average salary by contribution assumption: employee only about $4,116,667 at 4% or $2,744,444 at 6%; with 50% employer match about $2,744,444 at 4% or $1,829,630 at 6%; with 100% employer match about $2,058,333 at 4% or $1,372,222 at 6%. |
| Clifford J. Stern LLC Profit Sharing Plan | - | 3 | $25,254 | $25,254 | $8,418iApproximate average salary by contribution assumption: employee only about $210,450 at 4% or $140,300 at 6%; with 50% employer match about $140,300 at 4% or $93,533 at 6%; with 100% employer match about $105,225 at 4% or $70,150 at 6%. |