Mark S. Stern, M.D., a PC.
Plan context: Mark S Stern, M.D. a PC 401(K) Plan
EIN 33-0180846 • LA Jolla, CA • 40 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$6,253,157
2025 Contributions
$70,932
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 | 1 | 5 | $6,253,157 | $0 | - |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 5 | $6,253,157 | $0 | - |
| 2024 | 1 | 5 | $7,142,214 | $0 | - |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 5 | $7,142,214 | $0 | - |
| 2023 | 1 | 6 | $5,734,299 | $0 | - |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 6 | $5,734,299 | $0 | - |
| 2022 | 1 | 6 | $4,939,984 | $0 | - |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 6 | $4,939,984 | $0 | - |
| 2021 | 1 | 6 | $5,531,995 | $70,932 | $11,822iApproximate average salary by contribution assumption: employee only about $295,550 at 4% or $197,033 at 6%; with 50% employer match about $197,033 at 4% or $131,356 at 6%; with 100% employer match about $147,775 at 4% or $98,517 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 6 | $5,531,995 | $70,932 | $11,822iApproximate average salary by contribution assumption: employee only about $295,550 at 4% or $197,033 at 6%; with 50% employer match about $197,033 at 4% or $131,356 at 6%; with 100% employer match about $147,775 at 4% or $98,517 at 6%. |
| 2020 | 2 | 6 | $4,527,701 | $2,736,765 | $456,128iApproximate average salary by contribution assumption: employee only about $11,403,188 at 4% or $7,602,125 at 6%; with 50% employer match about $7,602,125 at 4% or $5,068,083 at 6%; with 100% employer match about $5,701,594 at 4% or $3,801,063 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 6 | $4,527,701 | $2,736,765 | $456,128iApproximate average salary by contribution assumption: employee only about $11,403,188 at 4% or $7,602,125 at 6%; with 50% employer match about $7,602,125 at 4% or $5,068,083 at 6%; with 100% employer match about $5,701,594 at 4% or $3,801,063 at 6%. |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 0 | $0 | $0 | - |
| 2019 | 2 | 6 | $4,590,532 | $71,845 | $11,974iApproximate average salary by contribution assumption: employee only about $299,354 at 4% or $199,569 at 6%; with 50% employer match about $199,569 at 4% or $133,046 at 6%; with 100% employer match about $149,677 at 4% or $99,785 at 6%. |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $3,009,796 | $0 | - |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 5 | $1,580,736 | $71,845 | $14,369iApproximate average salary by contribution assumption: employee only about $359,225 at 4% or $239,483 at 6%; with 50% employer match about $239,483 at 4% or $159,656 at 6%; with 100% employer match about $179,613 at 4% or $119,742 at 6%. |
| 2018 | 2 | 6 | $3,791,013 | $189,000 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $2,560,344 | $189,000 | $31,500iApproximate average salary by contribution assumption: employee only about $787,500 at 4% or $525,000 at 6%; with 50% employer match about $525,000 at 4% or $350,000 at 6%; with 100% employer match about $393,750 at 4% or $262,500 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $1,230,669 | $0 | - |
| 2017 | 2 | 6 | $3,685,613 | $329,591 | $54,932iApproximate average salary by contribution assumption: employee only about $1,373,296 at 4% or $915,531 at 6%; with 50% employer match about $915,531 at 4% or $610,354 at 6%; with 100% employer match about $686,648 at 4% or $457,765 at 6%. |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $2,429,340 | $286,000 | $47,667iApproximate average salary by contribution assumption: employee only about $1,191,667 at 4% or $794,444 at 6%; with 50% employer match about $794,444 at 4% or $529,630 at 6%; with 100% employer match about $595,833 at 4% or $397,222 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $1,256,273 | $43,591 | $21,796iApproximate average salary by contribution assumption: employee only about $544,888 at 4% or $363,258 at 6%; with 50% employer match about $363,258 at 4% or $242,172 at 6%; with 100% employer match about $272,444 at 4% or $181,629 at 6%. |
| 2016 | 2 | 6 | $3,200,343 | $459,000 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $2,062,982 | $459,000 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $1,137,361 | $0 | - |
| 2015 | 2 | 6 | $2,741,643 | $440,000 | $73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%. |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $1,578,690 | $440,000 | $73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 3 | $1,162,953 | $0 | - |
| 2014 | 2 | 6 | $3,448,163 | $256,696 | $42,783iApproximate average salary by contribution assumption: employee only about $1,069,567 at 4% or $713,044 at 6%; with 50% employer match about $713,044 at 4% or $475,363 at 6%; with 100% employer match about $534,783 at 4% or $356,522 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 3 | $2,261,698 | $0 | - |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $1,186,465 | $256,696 | $42,783iApproximate average salary by contribution assumption: employee only about $1,069,567 at 4% or $713,044 at 6%; with 50% employer match about $713,044 at 4% or $475,363 at 6%; with 100% employer match about $534,783 at 4% or $356,522 at 6%. |
| 2013 | 2 | 6 | $3,148,045 | $362,510 | $60,418iApproximate average salary by contribution assumption: employee only about $1,510,458 at 4% or $1,006,972 at 6%; with 50% employer match about $1,006,972 at 4% or $671,315 at 6%; with 100% employer match about $755,229 at 4% or $503,486 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 3 | $2,151,833 | $0 | - |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $996,212 | $362,510 | $60,418iApproximate average salary by contribution assumption: employee only about $1,510,458 at 4% or $1,006,972 at 6%; with 50% employer match about $1,006,972 at 4% or $671,315 at 6%; with 100% employer match about $755,229 at 4% or $503,486 at 6%. |
| 2012 | 2 | 6 | $2,618,210 | $300,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $1,970,320 | $0 | - |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 6 | $647,890 | $300,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2011 | 2 | 5 | $1,947,339 | $86,000 | $17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $1,657,336 | $0 | - |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 5 | $290,003 | $86,000 | $17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%. |
| 2010 | 2 | 5 | $1,855,249 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $1,651,199 | $0 | - |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 5 | $204,050 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2009 | 2 | 5 | $1,625,395 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $1,454,369 | $0 | - |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 5 | $171,026 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2008 | 2 | 4 | $1,466,546 | $70,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 4 | $1,396,546 | - | - |
| Mark S Stern, M.D, a PC. Defined Benefit Pension | - | 4 | $70,000 | $70,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2007 | 1 | 4 | $2,323,869 | $57,572 | $14,393iApproximate average salary by contribution assumption: employee only about $359,825 at 4% or $239,883 at 6%; with 50% employer match about $239,883 at 4% or $159,922 at 6%; with 100% employer match about $179,913 at 4% or $119,942 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 4 | $2,323,869 | $57,572 | $14,393iApproximate average salary by contribution assumption: employee only about $359,825 at 4% or $239,883 at 6%; with 50% employer match about $239,883 at 4% or $159,922 at 6%; with 100% employer match about $179,913 at 4% or $119,942 at 6%. |
| 2006 | 1 | 5 | $2,384,120 | $58,512 | $11,702iApproximate average salary by contribution assumption: employee only about $292,560 at 4% or $195,040 at 6%; with 50% employer match about $195,040 at 4% or $130,027 at 6%; with 100% employer match about $146,280 at 4% or $97,520 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 5 | $2,384,120 | $58,512 | $11,702iApproximate average salary by contribution assumption: employee only about $292,560 at 4% or $195,040 at 6%; with 50% employer match about $195,040 at 4% or $130,027 at 6%; with 100% employer match about $146,280 at 4% or $97,520 at 6%. |
| 2005 | 1 | 2 | $2,466,835 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 2 | $2,466,835 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2004 | 1 | 4 | $3,308,972 | $37,212 | $9,303iApproximate average salary by contribution assumption: employee only about $232,575 at 4% or $155,050 at 6%; with 50% employer match about $155,050 at 4% or $103,367 at 6%; with 100% employer match about $116,288 at 4% or $77,525 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 4 | $3,308,972 | $37,212 | $9,303iApproximate average salary by contribution assumption: employee only about $232,575 at 4% or $155,050 at 6%; with 50% employer match about $155,050 at 4% or $103,367 at 6%; with 100% employer match about $116,288 at 4% or $77,525 at 6%. |
| 2003 | 1 | 4 | $0 | $0 | - |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 4 | - | - | - |
| 2002 | 1 | 3 | $2,113,294 | $32,500 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 3 | $2,113,294 | $32,500 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $1,886,484 | $37,936 | $9,484iApproximate average salary by contribution assumption: employee only about $237,100 at 4% or $158,067 at 6%; with 50% employer match about $158,067 at 4% or $105,378 at 6%; with 100% employer match about $118,550 at 4% or $79,033 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 4 | $1,886,484 | $37,936 | $9,484iApproximate average salary by contribution assumption: employee only about $237,100 at 4% or $158,067 at 6%; with 50% employer match about $158,067 at 4% or $105,378 at 6%; with 100% employer match about $118,550 at 4% or $79,033 at 6%. |
| 1999 | 1 | 4 | $3,826,204 | $36,291 | $9,073iApproximate average salary by contribution assumption: employee only about $226,819 at 4% or $151,213 at 6%; with 50% employer match about $151,213 at 4% or $100,808 at 6%; with 100% employer match about $113,409 at 4% or $75,606 at 6%. |
| Mark S Stern, M.D. a PC 401(K) Plan | - | 4 | $3,826,204 | $36,291 | $9,073iApproximate average salary by contribution assumption: employee only about $226,819 at 4% or $151,213 at 6%; with 50% employer match about $151,213 at 4% or $100,808 at 6%; with 100% employer match about $113,409 at 4% or $75,606 at 6%. |