Civic Intelligence

Sterling Investment Advisors Ltd.

Plan context: Sterling Investment Advisors Ltd. 401(K) Savings Plan

EIN 23-3034280 • Berwyn, PA • 25 filings • 2 plans

1055 Westlakes Drive, Suite 150Berwyn, PA 19312
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$5,796,012

2024 Contributions

$308,417

Historical Graphs

Total Assets Over Time

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

$5,796,012$2,898,006$0200020132024YearValue
$5,796,012Latest year 2024

Participants Over Time

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

1260200020122024YearValue
9Latest 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
202419$5,796,012$308,417$34,269iApproximate average salary by contribution assumption: employee only about $856,714 at 4% or $571,143 at 6%; with 50% employer match about $571,143 at 4% or $380,762 at 6%; with 100% employer match about $428,357 at 4% or $285,571 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-9$5,796,012$308,417$34,269iApproximate average salary by contribution assumption: employee only about $856,714 at 4% or $571,143 at 6%; with 50% employer match about $571,143 at 4% or $380,762 at 6%; with 100% employer match about $428,357 at 4% or $285,571 at 6%.
202319$4,774,300$296,342$32,927iApproximate average salary by contribution assumption: employee only about $823,172 at 4% or $548,781 at 6%; with 50% employer match about $548,781 at 4% or $365,854 at 6%; with 100% employer match about $411,586 at 4% or $274,391 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-9$4,774,300$296,342$32,927iApproximate average salary by contribution assumption: employee only about $823,172 at 4% or $548,781 at 6%; with 50% employer match about $548,781 at 4% or $365,854 at 6%; with 100% employer match about $411,586 at 4% or $274,391 at 6%.
202219$3,845,954$140,584$15,620iApproximate average salary by contribution assumption: employee only about $390,511 at 4% or $260,341 at 6%; with 50% employer match about $260,341 at 4% or $173,560 at 6%; with 100% employer match about $195,256 at 4% or $130,170 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-9$3,845,954$140,584$15,620iApproximate average salary by contribution assumption: employee only about $390,511 at 4% or $260,341 at 6%; with 50% employer match about $260,341 at 4% or $173,560 at 6%; with 100% employer match about $195,256 at 4% or $130,170 at 6%.
2021110$4,232,030$253,406$25,341iApproximate average salary by contribution assumption: employee only about $633,515 at 4% or $422,343 at 6%; with 50% employer match about $422,343 at 4% or $281,562 at 6%; with 100% employer match about $316,758 at 4% or $211,172 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-10$4,232,030$253,406$25,341iApproximate average salary by contribution assumption: employee only about $633,515 at 4% or $422,343 at 6%; with 50% employer match about $422,343 at 4% or $281,562 at 6%; with 100% employer match about $316,758 at 4% or $211,172 at 6%.
2020110$3,459,477$226,803$22,680iApproximate average salary by contribution assumption: employee only about $567,008 at 4% or $378,005 at 6%; with 50% employer match about $378,005 at 4% or $252,003 at 6%; with 100% employer match about $283,504 at 4% or $189,003 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-10$3,459,477$226,803$22,680iApproximate average salary by contribution assumption: employee only about $567,008 at 4% or $378,005 at 6%; with 50% employer match about $378,005 at 4% or $252,003 at 6%; with 100% employer match about $283,504 at 4% or $189,003 at 6%.
2019111$2,901,599$223,339$20,304iApproximate average salary by contribution assumption: employee only about $507,589 at 4% or $338,392 at 6%; with 50% employer match about $338,392 at 4% or $225,595 at 6%; with 100% employer match about $253,794 at 4% or $169,196 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-11$2,901,599$223,339$20,304iApproximate average salary by contribution assumption: employee only about $507,589 at 4% or $338,392 at 6%; with 50% employer match about $338,392 at 4% or $225,595 at 6%; with 100% employer match about $253,794 at 4% or $169,196 at 6%.
2018111$2,169,425$210,110$19,101iApproximate average salary by contribution assumption: employee only about $477,523 at 4% or $318,348 at 6%; with 50% employer match about $318,348 at 4% or $212,232 at 6%; with 100% employer match about $238,761 at 4% or $159,174 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-11$2,169,425$210,110$19,101iApproximate average salary by contribution assumption: employee only about $477,523 at 4% or $318,348 at 6%; with 50% employer match about $318,348 at 4% or $212,232 at 6%; with 100% employer match about $238,761 at 4% or $159,174 at 6%.
2017112$2,091,767$205,846$17,154iApproximate average salary by contribution assumption: employee only about $428,846 at 4% or $285,897 at 6%; with 50% employer match about $285,897 at 4% or $190,598 at 6%; with 100% employer match about $214,423 at 4% or $142,949 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-12$2,091,767$205,846$17,154iApproximate average salary by contribution assumption: employee only about $428,846 at 4% or $285,897 at 6%; with 50% employer match about $285,897 at 4% or $190,598 at 6%; with 100% employer match about $214,423 at 4% or $142,949 at 6%.
2016110$1,570,931$160,523$16,052iApproximate average salary by contribution assumption: employee only about $401,308 at 4% or $267,538 at 6%; with 50% employer match about $267,538 at 4% or $178,359 at 6%; with 100% employer match about $200,654 at 4% or $133,769 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-10$1,570,931$160,523$16,052iApproximate average salary by contribution assumption: employee only about $401,308 at 4% or $267,538 at 6%; with 50% employer match about $267,538 at 4% or $178,359 at 6%; with 100% employer match about $200,654 at 4% or $133,769 at 6%.
2015110$1,304,171$152,819$15,282iApproximate average salary by contribution assumption: employee only about $382,048 at 4% or $254,698 at 6%; with 50% employer match about $254,698 at 4% or $169,799 at 6%; with 100% employer match about $191,024 at 4% or $127,349 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-10$1,304,171$152,819$15,282iApproximate average salary by contribution assumption: employee only about $382,048 at 4% or $254,698 at 6%; with 50% employer match about $254,698 at 4% or $169,799 at 6%; with 100% employer match about $191,024 at 4% or $127,349 at 6%.
2014111$1,202,082$144,295$13,118iApproximate average salary by contribution assumption: employee only about $327,943 at 4% or $218,629 at 6%; with 50% employer match about $218,629 at 4% or $145,753 at 6%; with 100% employer match about $163,972 at 4% or $109,314 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-11$1,202,082$144,295$13,118iApproximate average salary by contribution assumption: employee only about $327,943 at 4% or $218,629 at 6%; with 50% employer match about $218,629 at 4% or $145,753 at 6%; with 100% employer match about $163,972 at 4% or $109,314 at 6%.
2013110$1,024,775$133,881$13,388iApproximate average salary by contribution assumption: employee only about $334,703 at 4% or $223,135 at 6%; with 50% employer match about $223,135 at 4% or $148,757 at 6%; with 100% employer match about $167,351 at 4% or $111,568 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-10$1,024,775$133,881$13,388iApproximate average salary by contribution assumption: employee only about $334,703 at 4% or $223,135 at 6%; with 50% employer match about $223,135 at 4% or $148,757 at 6%; with 100% employer match about $167,351 at 4% or $111,568 at 6%.
2012110$814,102$75,036$7,504iApproximate average salary by contribution assumption: employee only about $187,590 at 4% or $125,060 at 6%; with 50% employer match about $125,060 at 4% or $83,373 at 6%; with 100% employer match about $93,795 at 4% or $62,530 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-10$814,102$75,036$7,504iApproximate average salary by contribution assumption: employee only about $187,590 at 4% or $125,060 at 6%; with 50% employer match about $125,060 at 4% or $83,373 at 6%; with 100% employer match about $93,795 at 4% or $62,530 at 6%.
201119$664,915$70,135$7,793iApproximate average salary by contribution assumption: employee only about $194,819 at 4% or $129,880 at 6%; with 50% employer match about $129,880 at 4% or $86,586 at 6%; with 100% employer match about $97,410 at 4% or $64,940 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-9$664,915$70,135$7,793iApproximate average salary by contribution assumption: employee only about $194,819 at 4% or $129,880 at 6%; with 50% employer match about $129,880 at 4% or $86,586 at 6%; with 100% employer match about $97,410 at 4% or $64,940 at 6%.
201019$632,792$67,242$7,471iApproximate average salary by contribution assumption: employee only about $186,783 at 4% or $124,522 at 6%; with 50% employer match about $124,522 at 4% or $83,015 at 6%; with 100% employer match about $93,392 at 4% or $62,261 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-9$632,792$67,242$7,471iApproximate average salary by contribution assumption: employee only about $186,783 at 4% or $124,522 at 6%; with 50% employer match about $124,522 at 4% or $83,015 at 6%; with 100% employer match about $93,392 at 4% or $62,261 at 6%.
2009110$491,126$207,849$20,785iApproximate average salary by contribution assumption: employee only about $519,623 at 4% or $346,415 at 6%; with 50% employer match about $346,415 at 4% or $230,943 at 6%; with 100% employer match about $259,811 at 4% or $173,208 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-10$491,126$207,849$20,785iApproximate average salary by contribution assumption: employee only about $519,623 at 4% or $346,415 at 6%; with 50% employer match about $346,415 at 4% or $230,943 at 6%; with 100% employer match about $259,811 at 4% or $173,208 at 6%.
200819$228,391$84,953$9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,320 at 6%; with 50% employer match about $157,320 at 4% or $104,880 at 6%; with 100% employer match about $117,990 at 4% or $78,660 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-9$228,391$84,953$9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,320 at 6%; with 50% employer match about $157,320 at 4% or $104,880 at 6%; with 100% employer match about $117,990 at 4% or $78,660 at 6%.
200718$0$0-
Sterling Investment Advisors Ltd. 401(K) Savings Plan-8---
200617$220,815$42,842$6,120iApproximate average salary by contribution assumption: employee only about $153,007 at 4% or $102,005 at 6%; with 50% employer match about $102,005 at 4% or $68,003 at 6%; with 100% employer match about $76,504 at 4% or $51,002 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-7$220,815$42,842$6,120iApproximate average salary by contribution assumption: employee only about $153,007 at 4% or $102,005 at 6%; with 50% employer match about $102,005 at 4% or $68,003 at 6%; with 100% employer match about $76,504 at 4% or $51,002 at 6%.
200519$159,827$32,891$3,655iApproximate average salary by contribution assumption: employee only about $91,364 at 4% or $60,909 at 6%; with 50% employer match about $60,909 at 4% or $40,606 at 6%; with 100% employer match about $45,682 at 4% or $30,455 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-9$159,827$32,891$3,655iApproximate average salary by contribution assumption: employee only about $91,364 at 4% or $60,909 at 6%; with 50% employer match about $60,909 at 4% or $40,606 at 6%; with 100% employer match about $45,682 at 4% or $30,455 at 6%.
200416$114,617$29,798$4,966iApproximate average salary by contribution assumption: employee only about $124,158 at 4% or $82,772 at 6%; with 50% employer match about $82,772 at 4% or $55,181 at 6%; with 100% employer match about $62,079 at 4% or $41,386 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-6$114,617$29,798$4,966iApproximate average salary by contribution assumption: employee only about $124,158 at 4% or $82,772 at 6%; with 50% employer match about $82,772 at 4% or $55,181 at 6%; with 100% employer match about $62,079 at 4% or $41,386 at 6%.
200315$73,294$24,202$4,840iApproximate average salary by contribution assumption: employee only about $121,010 at 4% or $80,673 at 6%; with 50% employer match about $80,673 at 4% or $53,782 at 6%; with 100% employer match about $60,505 at 4% or $40,337 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-5$73,294$24,202$4,840iApproximate average salary by contribution assumption: employee only about $121,010 at 4% or $80,673 at 6%; with 50% employer match about $80,673 at 4% or $53,782 at 6%; with 100% employer match about $60,505 at 4% or $40,337 at 6%.
200216$38,023$18,913$3,152iApproximate average salary by contribution assumption: employee only about $78,804 at 4% or $52,536 at 6%; with 50% employer match about $52,536 at 4% or $35,024 at 6%; with 100% employer match about $39,402 at 4% or $26,268 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-6$38,023$18,913$3,152iApproximate average salary by contribution assumption: employee only about $78,804 at 4% or $52,536 at 6%; with 50% employer match about $52,536 at 4% or $35,024 at 6%; with 100% employer match about $39,402 at 4% or $26,268 at 6%.
200116$24,773$14,000$2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-6$24,773$14,000$2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%.
200014$13,748$16,630$4,158iApproximate average salary by contribution assumption: employee only about $103,938 at 4% or $69,292 at 6%; with 50% employer match about $69,292 at 4% or $46,194 at 6%; with 100% employer match about $51,969 at 4% or $34,646 at 6%.
Sterling Investment Advisors Ltd. 401(K) Savings Plan-4$13,748$16,630$4,158iApproximate average salary by contribution assumption: employee only about $103,938 at 4% or $69,292 at 6%; with 50% employer match about $69,292 at 4% or $46,194 at 6%; with 100% employer match about $51,969 at 4% or $34,646 at 6%.