Civic Intelligence

Stern & Company Inc.

Plan context: Stern & Company Inc. Profit Sharing Plan

EIN 34-1020298 • Cleveland, OH • 26 filings • 3 plans

17830 Englewood Drive, Unit 2Cleveland, OH 44130
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$1,781,391

2013 Contributions

$42,308

Historical Graphs

Total Assets Over Time

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

$2,465,941$1,232,971$0199920062013YearValue
$1,781,391Latest year 2013

Participants Over Time

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

1160199920062013YearValue
5Latest year 2013

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
201315$1,781,391$42,308$8,462iApproximate average salary by contribution assumption: employee only about $211,540 at 4% or $141,027 at 6%; with 50% employer match about $141,027 at 4% or $94,018 at 6%; with 100% employer match about $105,770 at 4% or $70,513 at 6%.
Stern & Company Inc. Profit Sharing Plan-5$1,781,391$42,308$8,462iApproximate average salary by contribution assumption: employee only about $211,540 at 4% or $141,027 at 6%; with 50% employer match about $141,027 at 4% or $94,018 at 6%; with 100% employer match about $105,770 at 4% or $70,513 at 6%.
201217$2,187,365$58,300$8,329iApproximate average salary by contribution assumption: employee only about $208,214 at 4% or $138,810 at 6%; with 50% employer match about $138,810 at 4% or $92,540 at 6%; with 100% employer match about $104,107 at 4% or $69,405 at 6%.
Stern & Company Inc. Profit Sharing Plan-7$2,187,365$58,300$8,329iApproximate average salary by contribution assumption: employee only about $208,214 at 4% or $138,810 at 6%; with 50% employer match about $138,810 at 4% or $92,540 at 6%; with 100% employer match about $104,107 at 4% or $69,405 at 6%.
201117$1,910,808$41,829$5,976iApproximate average salary by contribution assumption: employee only about $149,389 at 4% or $99,593 at 6%; with 50% employer match about $99,593 at 4% or $66,395 at 6%; with 100% employer match about $74,695 at 4% or $49,796 at 6%.
Stern & Company Inc. Profit Sharing Plan-7$1,910,808$41,829$5,976iApproximate average salary by contribution assumption: employee only about $149,389 at 4% or $99,593 at 6%; with 50% employer match about $99,593 at 4% or $66,395 at 6%; with 100% employer match about $74,695 at 4% or $49,796 at 6%.
201018$2,243,055$43,907$5,488iApproximate average salary by contribution assumption: employee only about $137,209 at 4% or $91,473 at 6%; with 50% employer match about $91,473 at 4% or $60,982 at 6%; with 100% employer match about $68,605 at 4% or $45,736 at 6%.
Stern & Company Inc. Profit Sharing Plan-8$2,243,055$43,907$5,488iApproximate average salary by contribution assumption: employee only about $137,209 at 4% or $91,473 at 6%; with 50% employer match about $91,473 at 4% or $60,982 at 6%; with 100% employer match about $68,605 at 4% or $45,736 at 6%.
200928$2,035,970$22,024$2,753iApproximate average salary by contribution assumption: employee only about $68,825 at 4% or $45,883 at 6%; with 50% employer match about $45,883 at 4% or $30,589 at 6%; with 100% employer match about $34,413 at 4% or $22,942 at 6%.
Stern & Company Inc. Profit Sharing Plan-8$2,035,970$22,024$2,753iApproximate average salary by contribution assumption: employee only about $68,825 at 4% or $45,883 at 6%; with 50% employer match about $45,883 at 4% or $30,589 at 6%; with 100% employer match about $34,413 at 4% or $22,942 at 6%.
Stern & Company Inc. Pension Plan-0$0$0-
200826$1,626,001$19,893$3,316iApproximate average salary by contribution assumption: employee only about $82,888 at 4% or $55,258 at 6%; with 50% employer match about $55,258 at 4% or $36,839 at 6%; with 100% employer match about $41,444 at 4% or $27,629 at 6%.
Stern & Company Inc. Profit Sharing Plan-6$1,397,439--
Stern & Company Inc. Pension Plan-3$228,562$19,893$6,631iApproximate average salary by contribution assumption: employee only about $165,775 at 4% or $110,517 at 6%; with 50% employer match about $110,517 at 4% or $73,678 at 6%; with 100% employer match about $82,888 at 4% or $55,258 at 6%.
200729$2,398,709$198,398$22,044iApproximate average salary by contribution assumption: employee only about $551,106 at 4% or $367,404 at 6%; with 50% employer match about $367,404 at 4% or $244,936 at 6%; with 100% employer match about $275,553 at 4% or $183,702 at 6%.
Stern & Company Inc. Profit Sharing Plan-9$2,068,167$177,456$19,717iApproximate average salary by contribution assumption: employee only about $492,933 at 4% or $328,622 at 6%; with 50% employer match about $328,622 at 4% or $219,081 at 6%; with 100% employer match about $246,467 at 4% or $164,311 at 6%.
Stern & Company Inc. Pension Plan-4$330,542$20,942$5,236iApproximate average salary by contribution assumption: employee only about $130,888 at 4% or $87,258 at 6%; with 50% employer match about $87,258 at 4% or $58,172 at 6%; with 100% employer match about $65,444 at 4% or $43,629 at 6%.
200629$2,465,941$235,566$26,174iApproximate average salary by contribution assumption: employee only about $654,350 at 4% or $436,233 at 6%; with 50% employer match about $436,233 at 4% or $290,822 at 6%; with 100% employer match about $327,175 at 4% or $218,117 at 6%.
Stern & Company Inc. Profit Sharing Plan-9$2,067,925$203,185$22,576iApproximate average salary by contribution assumption: employee only about $564,403 at 4% or $376,269 at 6%; with 50% employer match about $376,269 at 4% or $250,846 at 6%; with 100% employer match about $282,201 at 4% or $188,134 at 6%.
Stern & Company Inc. Pension Plan-5$398,016$32,381$6,476iApproximate average salary by contribution assumption: employee only about $161,905 at 4% or $107,937 at 6%; with 50% employer match about $107,937 at 4% or $71,958 at 6%; with 100% employer match about $80,953 at 4% or $53,968 at 6%.
2005211$2,001,946$225,664$20,515iApproximate average salary by contribution assumption: employee only about $512,873 at 4% or $341,915 at 6%; with 50% employer match about $341,915 at 4% or $227,943 at 6%; with 100% employer match about $256,436 at 4% or $170,958 at 6%.
Stern & Company Inc. Profit Sharing Plan-11$1,668,682$193,125$17,557iApproximate average salary by contribution assumption: employee only about $438,920 at 4% or $292,614 at 6%; with 50% employer match about $292,614 at 4% or $195,076 at 6%; with 100% employer match about $219,460 at 4% or $146,307 at 6%.
Stern & Company Inc. Pension Plan-7$333,264$32,539$4,648iApproximate average salary by contribution assumption: employee only about $116,211 at 4% or $77,474 at 6%; with 50% employer match about $77,474 at 4% or $51,649 at 6%; with 100% employer match about $58,105 at 4% or $38,737 at 6%.
2004211$1,683,326$218,927$19,902iApproximate average salary by contribution assumption: employee only about $497,561 at 4% or $331,708 at 6%; with 50% employer match about $331,708 at 4% or $221,138 at 6%; with 100% employer match about $248,781 at 4% or $165,854 at 6%.
Stern & Company Inc. Profit Sharing Plan-11$1,395,189$187,816$17,074iApproximate average salary by contribution assumption: employee only about $426,855 at 4% or $284,570 at 6%; with 50% employer match about $284,570 at 4% or $189,713 at 6%; with 100% employer match about $213,427 at 4% or $142,285 at 6%.
Stern & Company Inc. Pension Plan-7$288,137$31,111$4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,555 at 4% or $37,037 at 6%.
2003211$1,114,982$173,929$15,812iApproximate average salary by contribution assumption: employee only about $395,293 at 4% or $263,529 at 6%; with 50% employer match about $263,529 at 4% or $175,686 at 6%; with 100% employer match about $197,647 at 4% or $131,764 at 6%.
Stern & Company Inc. Profit Sharing Plan-11$1,114,982$173,929$15,812iApproximate average salary by contribution assumption: employee only about $395,293 at 4% or $263,529 at 6%; with 50% employer match about $263,529 at 4% or $175,686 at 6%; with 100% employer match about $197,647 at 4% or $131,764 at 6%.
Stern & Company Inc. Pension Plan-7---
2002210$961,963$202,425$20,243iApproximate average salary by contribution assumption: employee only about $506,063 at 4% or $337,375 at 6%; with 50% employer match about $337,375 at 4% or $224,917 at 6%; with 100% employer match about $253,031 at 4% or $168,688 at 6%.
Stern & Company Inc. Profit Sharing Plan-10$780,443$172,743$17,274iApproximate average salary by contribution assumption: employee only about $431,858 at 4% or $287,905 at 6%; with 50% employer match about $287,905 at 4% or $191,937 at 6%; with 100% employer match about $215,929 at 4% or $143,953 at 6%.
Stern & Company Inc. Pension Plan-7$181,520$29,682$4,240iApproximate average salary by contribution assumption: employee only about $106,007 at 4% or $70,671 at 6%; with 50% employer match about $70,671 at 4% or $47,114 at 6%; with 100% employer match about $53,004 at 4% or $35,336 at 6%.
200129$180,954$27,922$3,102iApproximate average salary by contribution assumption: employee only about $77,561 at 4% or $51,707 at 6%; with 50% employer match about $51,707 at 4% or $34,472 at 6%; with 100% employer match about $38,781 at 4% or $25,854 at 6%.
Stern & Company Inc. Pension Plan-6$180,954$27,922$4,654iApproximate average salary by contribution assumption: employee only about $116,342 at 4% or $77,561 at 6%; with 50% employer match about $77,561 at 4% or $51,707 at 6%; with 100% employer match about $58,171 at 4% or $38,781 at 6%.
Stern & Company Inc. Profit Sharing Plan-9---
200029$859,572$171,215$19,024iApproximate average salary by contribution assumption: employee only about $475,597 at 4% or $317,065 at 6%; with 50% employer match about $317,065 at 4% or $211,377 at 6%; with 100% employer match about $237,799 at 4% or $158,532 at 6%.
Stern & Company Inc. Profit Sharing Plan-9$679,707$145,030$16,114iApproximate average salary by contribution assumption: employee only about $402,861 at 4% or $268,574 at 6%; with 50% employer match about $268,574 at 4% or $179,049 at 6%; with 100% employer match about $201,431 at 4% or $134,287 at 6%.
Stern & Company Inc. Pension Plan-6$179,865$26,185$4,364iApproximate average salary by contribution assumption: employee only about $109,104 at 4% or $72,736 at 6%; with 50% employer match about $72,736 at 4% or $48,491 at 6%; with 100% employer match about $54,552 at 4% or $36,368 at 6%.
199929$833,733$144,555$16,062iApproximate average salary by contribution assumption: employee only about $401,542 at 4% or $267,694 at 6%; with 50% employer match about $267,694 at 4% or $178,463 at 6%; with 100% employer match about $200,771 at 4% or $133,847 at 6%.
Stern & Company Inc. Profit Sharing Plan-9$650,073$122,091$13,566iApproximate average salary by contribution assumption: employee only about $339,142 at 4% or $226,094 at 6%; with 50% employer match about $226,094 at 4% or $150,730 at 6%; with 100% employer match about $169,571 at 4% or $113,047 at 6%.
Stern & Company Inc. Pension Plan-5$183,660$22,464$4,493iApproximate average salary by contribution assumption: employee only about $112,320 at 4% or $74,880 at 6%; with 50% employer match about $74,880 at 4% or $49,920 at 6%; with 100% employer match about $56,160 at 4% or $37,440 at 6%.