Shapley & Stern Inc.
Plan context: Shapley & Stern Inc. 401(K) Plan
EIN 22-2483961 • River Vale, NJ • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
51
2024 Assets
$5,101,020
2024 Contributions
$468,137
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 | 1 | 51 | $5,101,020 | $468,137 | $9,179iApproximate average salary by contribution assumption: employee only about $229,479 at 4% or $152,986 at 6%; with 50% employer match about $152,986 at 4% or $101,991 at 6%; with 100% employer match about $114,739 at 4% or $76,493 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 51 | $5,101,020 | $468,137 | $9,179iApproximate average salary by contribution assumption: employee only about $229,479 at 4% or $152,986 at 6%; with 50% employer match about $152,986 at 4% or $101,991 at 6%; with 100% employer match about $114,739 at 4% or $76,493 at 6%. |
| 2023 | 1 | 35 | $3,910,175 | $391,648 | $11,190iApproximate average salary by contribution assumption: employee only about $279,749 at 4% or $186,499 at 6%; with 50% employer match about $186,499 at 4% or $124,333 at 6%; with 100% employer match about $139,874 at 4% or $93,250 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 35 | $3,910,175 | $391,648 | $11,190iApproximate average salary by contribution assumption: employee only about $279,749 at 4% or $186,499 at 6%; with 50% employer match about $186,499 at 4% or $124,333 at 6%; with 100% employer match about $139,874 at 4% or $93,250 at 6%. |
| 2022 | 1 | 39 | $2,912,745 | $387,102 | $9,926iApproximate average salary by contribution assumption: employee only about $248,142 at 4% or $165,428 at 6%; with 50% employer match about $165,428 at 4% or $110,285 at 6%; with 100% employer match about $124,071 at 4% or $82,714 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 39 | $2,912,745 | $387,102 | $9,926iApproximate average salary by contribution assumption: employee only about $248,142 at 4% or $165,428 at 6%; with 50% employer match about $165,428 at 4% or $110,285 at 6%; with 100% employer match about $124,071 at 4% or $82,714 at 6%. |
| 2021 | 1 | 31 | $3,310,558 | $328,775 | $10,606iApproximate average salary by contribution assumption: employee only about $265,141 at 4% or $176,761 at 6%; with 50% employer match about $176,761 at 4% or $117,841 at 6%; with 100% employer match about $132,571 at 4% or $88,380 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 31 | $3,310,558 | $328,775 | $10,606iApproximate average salary by contribution assumption: employee only about $265,141 at 4% or $176,761 at 6%; with 50% employer match about $176,761 at 4% or $117,841 at 6%; with 100% employer match about $132,571 at 4% or $88,380 at 6%. |
| 2020 | 1 | 28 | $2,720,233 | $250,076 | $8,931iApproximate average salary by contribution assumption: employee only about $223,282 at 4% or $148,855 at 6%; with 50% employer match about $148,855 at 4% or $99,237 at 6%; with 100% employer match about $111,641 at 4% or $74,427 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 28 | $2,720,233 | $250,076 | $8,931iApproximate average salary by contribution assumption: employee only about $223,282 at 4% or $148,855 at 6%; with 50% employer match about $148,855 at 4% or $99,237 at 6%; with 100% employer match about $111,641 at 4% or $74,427 at 6%. |
| 2019 | 1 | 27 | $2,387,159 | $269,341 | $9,976iApproximate average salary by contribution assumption: employee only about $249,390 at 4% or $166,260 at 6%; with 50% employer match about $166,260 at 4% or $110,840 at 6%; with 100% employer match about $124,695 at 4% or $83,130 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 27 | $2,387,159 | $269,341 | $9,976iApproximate average salary by contribution assumption: employee only about $249,390 at 4% or $166,260 at 6%; with 50% employer match about $166,260 at 4% or $110,840 at 6%; with 100% employer match about $124,695 at 4% or $83,130 at 6%. |
| 2018 | 1 | 25 | $1,787,810 | $223,581 | $8,943iApproximate average salary by contribution assumption: employee only about $223,581 at 4% or $149,054 at 6%; with 50% employer match about $149,054 at 4% or $99,369 at 6%; with 100% employer match about $111,791 at 4% or $74,527 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 25 | $1,787,810 | $223,581 | $8,943iApproximate average salary by contribution assumption: employee only about $223,581 at 4% or $149,054 at 6%; with 50% employer match about $149,054 at 4% or $99,369 at 6%; with 100% employer match about $111,791 at 4% or $74,527 at 6%. |
| 2017 | 1 | 24 | $1,811,737 | $204,748 | $8,531iApproximate average salary by contribution assumption: employee only about $213,279 at 4% or $142,186 at 6%; with 50% employer match about $142,186 at 4% or $94,791 at 6%; with 100% employer match about $106,640 at 4% or $71,093 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 24 | $1,811,737 | $204,748 | $8,531iApproximate average salary by contribution assumption: employee only about $213,279 at 4% or $142,186 at 6%; with 50% employer match about $142,186 at 4% or $94,791 at 6%; with 100% employer match about $106,640 at 4% or $71,093 at 6%. |
| 2016 | 1 | 23 | $1,376,345 | $235,640 | $10,245iApproximate average salary by contribution assumption: employee only about $256,130 at 4% or $170,754 at 6%; with 50% employer match about $170,754 at 4% or $113,836 at 6%; with 100% employer match about $128,065 at 4% or $85,377 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 23 | $1,376,345 | $235,640 | $10,245iApproximate average salary by contribution assumption: employee only about $256,130 at 4% or $170,754 at 6%; with 50% employer match about $170,754 at 4% or $113,836 at 6%; with 100% employer match about $128,065 at 4% or $85,377 at 6%. |
| 2015 | 1 | 16 | $1,139,522 | $104,901 | $6,556iApproximate average salary by contribution assumption: employee only about $163,908 at 4% or $109,272 at 6%; with 50% employer match about $109,272 at 4% or $72,848 at 6%; with 100% employer match about $81,954 at 4% or $54,636 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 16 | $1,139,522 | $104,901 | $6,556iApproximate average salary by contribution assumption: employee only about $163,908 at 4% or $109,272 at 6%; with 50% employer match about $109,272 at 4% or $72,848 at 6%; with 100% employer match about $81,954 at 4% or $54,636 at 6%. |
| 2014 | 1 | 15 | $1,027,371 | $101,067 | $6,738iApproximate average salary by contribution assumption: employee only about $168,445 at 4% or $112,297 at 6%; with 50% employer match about $112,297 at 4% or $74,864 at 6%; with 100% employer match about $84,223 at 4% or $56,148 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 15 | $1,027,371 | $101,067 | $6,738iApproximate average salary by contribution assumption: employee only about $168,445 at 4% or $112,297 at 6%; with 50% employer match about $112,297 at 4% or $74,864 at 6%; with 100% employer match about $84,223 at 4% or $56,148 at 6%. |
| 2013 | 1 | 15 | $916,710 | $75,337 | $5,022iApproximate average salary by contribution assumption: employee only about $125,562 at 4% or $83,708 at 6%; with 50% employer match about $83,708 at 4% or $55,805 at 6%; with 100% employer match about $62,781 at 4% or $41,854 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 15 | $916,710 | $75,337 | $5,022iApproximate average salary by contribution assumption: employee only about $125,562 at 4% or $83,708 at 6%; with 50% employer match about $83,708 at 4% or $55,805 at 6%; with 100% employer match about $62,781 at 4% or $41,854 at 6%. |
| 2012 | 1 | 13 | $707,179 | $82,173 | $6,321iApproximate average salary by contribution assumption: employee only about $158,025 at 4% or $105,350 at 6%; with 50% employer match about $105,350 at 4% or $70,233 at 6%; with 100% employer match about $79,013 at 4% or $52,675 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 13 | $707,179 | $82,173 | $6,321iApproximate average salary by contribution assumption: employee only about $158,025 at 4% or $105,350 at 6%; with 50% employer match about $105,350 at 4% or $70,233 at 6%; with 100% employer match about $79,013 at 4% or $52,675 at 6%. |
| 2011 | 1 | 10 | $666,006 | $58,042 | $5,804iApproximate average salary by contribution assumption: employee only about $145,105 at 4% or $96,737 at 6%; with 50% employer match about $96,737 at 4% or $64,491 at 6%; with 100% employer match about $72,553 at 4% or $48,368 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 10 | $666,006 | $58,042 | $5,804iApproximate average salary by contribution assumption: employee only about $145,105 at 4% or $96,737 at 6%; with 50% employer match about $96,737 at 4% or $64,491 at 6%; with 100% employer match about $72,553 at 4% or $48,368 at 6%. |
| 2010 | 1 | 11 | $707,873 | $94,374 | $8,579iApproximate average salary by contribution assumption: employee only about $214,486 at 4% or $142,991 at 6%; with 50% employer match about $142,991 at 4% or $95,327 at 6%; with 100% employer match about $107,243 at 4% or $71,495 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 11 | $707,873 | $94,374 | $8,579iApproximate average salary by contribution assumption: employee only about $214,486 at 4% or $142,991 at 6%; with 50% employer match about $142,991 at 4% or $95,327 at 6%; with 100% employer match about $107,243 at 4% or $71,495 at 6%. |
| 2009 | 1 | 10 | $529,628 | $51,243 | $5,124iApproximate average salary by contribution assumption: employee only about $128,108 at 4% or $85,405 at 6%; with 50% employer match about $85,405 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,703 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 10 | $529,628 | $51,243 | $5,124iApproximate average salary by contribution assumption: employee only about $128,108 at 4% or $85,405 at 6%; with 50% employer match about $85,405 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,703 at 6%. |
| 2008 | 1 | 13 | $0 | $0 | - |
| Shapley & Stern Inc. 401(K) Plan | - | 13 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Shapley & Stern Inc. 401(K) Plan | - | 7 | - | - | - |
| 2006 | 1 | 9 | $460,112 | $78,323 | $8,703iApproximate average salary by contribution assumption: employee only about $217,564 at 4% or $145,043 at 6%; with 50% employer match about $145,043 at 4% or $96,695 at 6%; with 100% employer match about $108,782 at 4% or $72,521 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 9 | $460,112 | $78,323 | $8,703iApproximate average salary by contribution assumption: employee only about $217,564 at 4% or $145,043 at 6%; with 50% employer match about $145,043 at 4% or $96,695 at 6%; with 100% employer match about $108,782 at 4% or $72,521 at 6%. |
| 2005 | 1 | 9 | $345,511 | $23,789 | $2,643iApproximate average salary by contribution assumption: employee only about $66,081 at 4% or $44,054 at 6%; with 50% employer match about $44,054 at 4% or $29,369 at 6%; with 100% employer match about $33,040 at 4% or $22,027 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 9 | $345,511 | $23,789 | $2,643iApproximate average salary by contribution assumption: employee only about $66,081 at 4% or $44,054 at 6%; with 50% employer match about $44,054 at 4% or $29,369 at 6%; with 100% employer match about $33,040 at 4% or $22,027 at 6%. |
| 2004 | 1 | 5 | $306,885 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 5 | $306,885 | $15,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2003 | 1 | 4 | $264,762 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Shapley & Stern Inc. 401(K) Plan | - | 4 | $264,762 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Shapley & Stern Inc. 401(K) Plan | - | 4 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Shapley & Stern Inc. 401(K) Plan | - | 2 | - | - | - |