Civic Intelligence

Sterling Asset Management Services,

Plan context: Sterling Asset Management Services LLC Employees Retirement Plan

EIN 36-4303397 • 6 filings • 3 plans

Current Snapshot

Latest Year

2002

2002 Participants

7

2002 Assets

$13,473

2002 Contributions

$71,078

Historical Graphs

Total Assets Over Time

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

$71,833$35,917$019992002YearValue
$13,473Latest year 2002

Participants Over Time

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

7401999YearValue
7Latest year 1999

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
200210$13,473$0-
Sterling Asset Management Services LLC Employees Retirement Plan-0$13,473--
200120$0$0-
Sterling Asset Management Services LLC Employees Retirement Plan-0---
Sterling Asset Management Services LLC Retirement Plan - Shareholders-0---
200010$0$0-
Sterling Asset Management Services LLC Employees Retirement Plan-0---
199927$71,833$71,078$10,154iApproximate average salary by contribution assumption: employee only about $253,850 at 4% or $169,233 at 6%; with 50% employer match about $169,233 at 4% or $112,822 at 6%; with 100% employer match about $126,925 at 4% or $84,617 at 6%.
Sterling Asset Management Services LLC Employees Retirement Plan-7$38,784$38,278$5,468iApproximate average salary by contribution assumption: employee only about $136,707 at 4% or $91,138 at 6%; with 50% employer match about $91,138 at 4% or $60,759 at 6%; with 100% employer match about $68,354 at 4% or $45,569 at 6%.
Sterling Asset Management Services LLC Retirement Plan - Shareholders-2$33,049$32,800$16,400iApproximate average salary by contribution assumption: employee only about $410,000 at 4% or $273,333 at 6%; with 50% employer match about $273,333 at 4% or $182,222 at 6%; with 100% employer match about $205,000 at 4% or $136,667 at 6%.