Civic Intelligence

Stern Brothers & Co.

Plan context: Stern Brothers & Co. 401(K) Plan

EIN 43-1357568 • St. Louis, MO • 24 filings • 3 plans

8000 Maryland Ave. Ste. 800St. Louis, MO 63105
Current Snapshot

Latest Year

2023

2023 Participants

45

2023 Assets

$11,018,128

2023 Contributions

$1,010,096

Historical Graphs

Total Assets Over Time

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

$11,018,128$5,509,064$0200020122023YearValue
$11,018,128Latest year 2023

Participants Over Time

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

52260200020122023YearValue
45Latest year 2023

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
2023145$11,018,128$1,010,096$22,447iApproximate average salary by contribution assumption: employee only about $561,164 at 4% or $374,110 at 6%; with 50% employer match about $374,110 at 4% or $249,406 at 6%; with 100% employer match about $280,582 at 4% or $187,055 at 6%.
Stern Brothers & Co. 401(K) Plan-45$11,018,128$1,010,096$22,447iApproximate average salary by contribution assumption: employee only about $561,164 at 4% or $374,110 at 6%; with 50% employer match about $374,110 at 4% or $249,406 at 6%; with 100% employer match about $280,582 at 4% or $187,055 at 6%.
2022140$8,449,659$1,180,681$29,517iApproximate average salary by contribution assumption: employee only about $737,926 at 4% or $491,950 at 6%; with 50% employer match about $491,950 at 4% or $327,967 at 6%; with 100% employer match about $368,963 at 4% or $245,975 at 6%.
Stern Brothers & Co. 401(K) Plan-40$8,449,659$1,180,681$29,517iApproximate average salary by contribution assumption: employee only about $737,926 at 4% or $491,950 at 6%; with 50% employer match about $491,950 at 4% or $327,967 at 6%; with 100% employer match about $368,963 at 4% or $245,975 at 6%.
2021141$6,692,621$769,898$18,778iApproximate average salary by contribution assumption: employee only about $469,450 at 4% or $312,967 at 6%; with 50% employer match about $312,967 at 4% or $208,644 at 6%; with 100% employer match about $234,725 at 4% or $156,483 at 6%.
Stern Brothers & Co. 401(K) Plan-41$6,692,621$769,898$18,778iApproximate average salary by contribution assumption: employee only about $469,450 at 4% or $312,967 at 6%; with 50% employer match about $312,967 at 4% or $208,644 at 6%; with 100% employer match about $234,725 at 4% or $156,483 at 6%.
2020139$6,908,384$459,235$11,775iApproximate average salary by contribution assumption: employee only about $294,381 at 4% or $196,254 at 6%; with 50% employer match about $196,254 at 4% or $130,836 at 6%; with 100% employer match about $147,191 at 4% or $98,127 at 6%.
Stern Brothers & Co. 401(K) Plan-39$6,908,384$459,235$11,775iApproximate average salary by contribution assumption: employee only about $294,381 at 4% or $196,254 at 6%; with 50% employer match about $196,254 at 4% or $130,836 at 6%; with 100% employer match about $147,191 at 4% or $98,127 at 6%.
2019150$6,345,686$473,821$9,476iApproximate average salary by contribution assumption: employee only about $236,911 at 4% or $157,940 at 6%; with 50% employer match about $157,940 at 4% or $105,294 at 6%; with 100% employer match about $118,455 at 4% or $78,970 at 6%.
Stern Brothers & Co. 401(K) Plan-50$6,345,686$473,821$9,476iApproximate average salary by contribution assumption: employee only about $236,911 at 4% or $157,940 at 6%; with 50% employer match about $157,940 at 4% or $105,294 at 6%; with 100% employer match about $118,455 at 4% or $78,970 at 6%.
2018152$4,908,304$506,835$9,747iApproximate average salary by contribution assumption: employee only about $243,671 at 4% or $162,447 at 6%; with 50% employer match about $162,447 at 4% or $108,298 at 6%; with 100% employer match about $121,835 at 4% or $81,224 at 6%.
Stern Brothers & Co. 401(K) Plan-52$4,908,304$506,835$9,747iApproximate average salary by contribution assumption: employee only about $243,671 at 4% or $162,447 at 6%; with 50% employer match about $162,447 at 4% or $108,298 at 6%; with 100% employer match about $121,835 at 4% or $81,224 at 6%.
2017145$5,846,394$458,521$10,189iApproximate average salary by contribution assumption: employee only about $254,734 at 4% or $169,823 at 6%; with 50% employer match about $169,823 at 4% or $113,215 at 6%; with 100% employer match about $127,367 at 4% or $84,911 at 6%.
Stern Brothers & Co. 401(K) Plan-45$5,846,394$458,521$10,189iApproximate average salary by contribution assumption: employee only about $254,734 at 4% or $169,823 at 6%; with 50% employer match about $169,823 at 4% or $113,215 at 6%; with 100% employer match about $127,367 at 4% or $84,911 at 6%.
2016144$5,447,602$414,085$9,411iApproximate average salary by contribution assumption: employee only about $235,276 at 4% or $156,850 at 6%; with 50% employer match about $156,850 at 4% or $104,567 at 6%; with 100% employer match about $117,638 at 4% or $78,425 at 6%.
Stern Brothers & Co. 401(K) Plan-44$5,447,602$414,085$9,411iApproximate average salary by contribution assumption: employee only about $235,276 at 4% or $156,850 at 6%; with 50% employer match about $156,850 at 4% or $104,567 at 6%; with 100% employer match about $117,638 at 4% or $78,425 at 6%.
2015139$4,630,713$354,731$9,096iApproximate average salary by contribution assumption: employee only about $227,392 at 4% or $151,594 at 6%; with 50% employer match about $151,594 at 4% or $101,063 at 6%; with 100% employer match about $113,696 at 4% or $75,797 at 6%.
Stern Brothers & Co. 401(K) Plan-39$4,630,713$354,731$9,096iApproximate average salary by contribution assumption: employee only about $227,392 at 4% or $151,594 at 6%; with 50% employer match about $151,594 at 4% or $101,063 at 6%; with 100% employer match about $113,696 at 4% or $75,797 at 6%.
2014139$4,365,151$1,070,235$27,442iApproximate average salary by contribution assumption: employee only about $686,048 at 4% or $457,365 at 6%; with 50% employer match about $457,365 at 4% or $304,910 at 6%; with 100% employer match about $343,024 at 4% or $228,683 at 6%.
Stern Brothers & Co. 401(K) Plan-39$4,365,151$1,070,235$27,442iApproximate average salary by contribution assumption: employee only about $686,048 at 4% or $457,365 at 6%; with 50% employer match about $457,365 at 4% or $304,910 at 6%; with 100% employer match about $343,024 at 4% or $228,683 at 6%.
2013150$5,161,170$414,860$8,297iApproximate average salary by contribution assumption: employee only about $207,430 at 4% or $138,287 at 6%; with 50% employer match about $138,287 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,143 at 6%.
Stern Brothers & Co. 401(K) Plan-50$5,161,170$414,860$8,297iApproximate average salary by contribution assumption: employee only about $207,430 at 4% or $138,287 at 6%; with 50% employer match about $138,287 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,143 at 6%.
2012151$4,457,879$519,787$10,192iApproximate average salary by contribution assumption: employee only about $254,798 at 4% or $169,865 at 6%; with 50% employer match about $169,865 at 4% or $113,243 at 6%; with 100% employer match about $127,399 at 4% or $84,933 at 6%.
Stern Brothers & Co. 401(K) Plan-51$4,457,879$519,787$10,192iApproximate average salary by contribution assumption: employee only about $254,798 at 4% or $169,865 at 6%; with 50% employer match about $169,865 at 4% or $113,243 at 6%; with 100% employer match about $127,399 at 4% or $84,933 at 6%.
2011149$3,589,446$450,985$9,204iApproximate average salary by contribution assumption: employee only about $230,094 at 4% or $153,396 at 6%; with 50% employer match about $153,396 at 4% or $102,264 at 6%; with 100% employer match about $115,047 at 4% or $76,698 at 6%.
Stern Brothers & Co. 401(K) Plan-49$3,589,446$450,985$9,204iApproximate average salary by contribution assumption: employee only about $230,094 at 4% or $153,396 at 6%; with 50% employer match about $153,396 at 4% or $102,264 at 6%; with 100% employer match about $115,047 at 4% or $76,698 at 6%.
2010147$3,342,026$467,656$9,950iApproximate average salary by contribution assumption: employee only about $248,753 at 4% or $165,835 at 6%; with 50% employer match about $165,835 at 4% or $110,557 at 6%; with 100% employer match about $124,377 at 4% or $82,918 at 6%.
Stern Brothers & Co. 401(K) Plan-47$3,342,026$467,656$9,950iApproximate average salary by contribution assumption: employee only about $248,753 at 4% or $165,835 at 6%; with 50% employer match about $165,835 at 4% or $110,557 at 6%; with 100% employer match about $124,377 at 4% or $82,918 at 6%.
2009143$3,030,630$428,362$9,962iApproximate average salary by contribution assumption: employee only about $249,048 at 4% or $166,032 at 6%; with 50% employer match about $166,032 at 4% or $110,688 at 6%; with 100% employer match about $124,524 at 4% or $83,016 at 6%.
Stern Brothers & Co. 401(K) Plan-43$3,030,630$428,362$9,962iApproximate average salary by contribution assumption: employee only about $249,048 at 4% or $166,032 at 6%; with 50% employer match about $166,032 at 4% or $110,688 at 6%; with 100% employer match about $124,524 at 4% or $83,016 at 6%.
2008137$2,087,382$366,225$9,898iApproximate average salary by contribution assumption: employee only about $247,449 at 4% or $164,966 at 6%; with 50% employer match about $164,966 at 4% or $109,977 at 6%; with 100% employer match about $123,725 at 4% or $82,483 at 6%.
Stern Brothers & Co. 401(K) Plan-37$2,087,382$366,225$9,898iApproximate average salary by contribution assumption: employee only about $247,449 at 4% or $164,966 at 6%; with 50% employer match about $164,966 at 4% or $109,977 at 6%; with 100% employer match about $123,725 at 4% or $82,483 at 6%.
2007129$2,705,857$343,384$11,841iApproximate average salary by contribution assumption: employee only about $296,021 at 4% or $197,347 at 6%; with 50% employer match about $197,347 at 4% or $131,565 at 6%; with 100% employer match about $148,010 at 4% or $98,674 at 6%.
Stern Brothers & Co. 401(K) Plan-29$2,705,857$343,384$11,841iApproximate average salary by contribution assumption: employee only about $296,021 at 4% or $197,347 at 6%; with 50% employer match about $197,347 at 4% or $131,565 at 6%; with 100% employer match about $148,010 at 4% or $98,674 at 6%.
2006130$2,274,380$321,437$10,715iApproximate average salary by contribution assumption: employee only about $267,864 at 4% or $178,576 at 6%; with 50% employer match about $178,576 at 4% or $119,051 at 6%; with 100% employer match about $133,932 at 4% or $89,288 at 6%.
Stern Brothers & Co. 401(K) Plan-30$2,274,380$321,437$10,715iApproximate average salary by contribution assumption: employee only about $267,864 at 4% or $178,576 at 6%; with 50% employer match about $178,576 at 4% or $119,051 at 6%; with 100% employer match about $133,932 at 4% or $89,288 at 6%.
2005131$1,654,025$243,921$7,868iApproximate average salary by contribution assumption: employee only about $196,710 at 4% or $131,140 at 6%; with 50% employer match about $131,140 at 4% or $87,427 at 6%; with 100% employer match about $98,355 at 4% or $65,570 at 6%.
Stern Brothers & Co. 401(K) Plan-31$1,654,025$243,921$7,868iApproximate average salary by contribution assumption: employee only about $196,710 at 4% or $131,140 at 6%; with 50% employer match about $131,140 at 4% or $87,427 at 6%; with 100% employer match about $98,355 at 4% or $65,570 at 6%.
2004128$1,642,549$233,947$8,355iApproximate average salary by contribution assumption: employee only about $208,881 at 4% or $139,254 at 6%; with 50% employer match about $139,254 at 4% or $92,836 at 6%; with 100% employer match about $104,441 at 4% or $69,627 at 6%.
Stern Brothers & Co. 401(K) Plan-28$1,642,549$233,947$8,355iApproximate average salary by contribution assumption: employee only about $208,881 at 4% or $139,254 at 6%; with 50% employer match about $139,254 at 4% or $92,836 at 6%; with 100% employer match about $104,441 at 4% or $69,627 at 6%.
2003129$1,303,410$251,963$8,688iApproximate average salary by contribution assumption: employee only about $217,209 at 4% or $144,806 at 6%; with 50% employer match about $144,806 at 4% or $96,538 at 6%; with 100% employer match about $108,605 at 4% or $72,403 at 6%.
Stern Brothers & Co. 401(K) Plan-29$1,303,410$251,963$8,688iApproximate average salary by contribution assumption: employee only about $217,209 at 4% or $144,806 at 6%; with 50% employer match about $144,806 at 4% or $96,538 at 6%; with 100% employer match about $108,605 at 4% or $72,403 at 6%.
2002121$1,045,807$120,710$5,748iApproximate average salary by contribution assumption: employee only about $143,702 at 4% or $95,802 at 6%; with 50% employer match about $95,802 at 4% or $63,868 at 6%; with 100% employer match about $71,851 at 4% or $47,901 at 6%.
Stern Brothers & Co. 401(K) Plan-21$1,045,807$120,710$5,748iApproximate average salary by contribution assumption: employee only about $143,702 at 4% or $95,802 at 6%; with 50% employer match about $95,802 at 4% or $63,868 at 6%; with 100% employer match about $71,851 at 4% or $47,901 at 6%.
2001121$1,263,082$116,734$5,559iApproximate average salary by contribution assumption: employee only about $138,969 at 4% or $92,646 at 6%; with 50% employer match about $92,646 at 4% or $61,764 at 6%; with 100% employer match about $69,485 at 4% or $46,323 at 6%.
Stern Brothers & Co. 401(K) Plan-21$1,263,082$116,734$5,559iApproximate average salary by contribution assumption: employee only about $138,969 at 4% or $92,646 at 6%; with 50% employer match about $92,646 at 4% or $61,764 at 6%; with 100% employer match about $69,485 at 4% or $46,323 at 6%.
2000118$1,303,737$99,669$5,537iApproximate average salary by contribution assumption: employee only about $138,429 at 4% or $92,286 at 6%; with 50% employer match about $92,286 at 4% or $61,524 at 6%; with 100% employer match about $69,215 at 4% or $46,143 at 6%.
Stern Brothers & Co. 401(K) Plan-18$1,303,737$99,669$5,537iApproximate average salary by contribution assumption: employee only about $138,429 at 4% or $92,286 at 6%; with 50% employer match about $92,286 at 4% or $61,524 at 6%; with 100% employer match about $69,215 at 4% or $46,143 at 6%.